Financial and payment operations
Take control of your brokerage’s finances with integrated tools designed to simplify payments, manage balances, and ensure secure, efficient transactions. Our Financial & Payment Solutions suite helps you streamline billing, automate recurring payments, and provide clients with flexible, transparent options.
Deposits, withdrawals, treasury controls, and reconciliation workflows integrated with CRM and trading books.
Treasury your operators approve
Deposits and withdrawals flow through CRM with approval queues, limits, and audit trails—not a separate payment portal.
- Deposit review and client balance visibility
- Withdrawal approval with operator notes
- Treasury controls tied to wallet provisioning
Payment rails without fragmenting records
Gateway configuration, billing events, and payout status stay on the client profile compliance can audit.
- Multiple payment gateways from one operator stack
- Recurring billing where your model requires it
- Financial operations visible beside trading books
Ready to evaluate NFINX?
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