Multi-wallet trading for your brokerage
Five trading wallets with live and practice accounts, plus social trading with follow and copy. CFD, digital options, spot, staking, and margin from one client profile, connected to operator CRM.
Five wallets, one operator model
Each wallet ships live and practice accounts. Tile size reflects typical desk configuration surface during evaluation.
Larger tile = more operator surface during evaluation CRM Trading Security Turnkey
Practice balances let operators train before funded go-live. See trading solutions
Professional trading terminal
Market watch, charting, order ticket, and open positions in one surface. Built for active CFD and forex desks, not a stripped-down retail widget.
- Multi-asset watchlists with live pricing
- Market, limit, stop, and trailing orders
- Position panel with margin and P&L
- Integrated charting on the same ticket
Practice accounts on every wallet
Onboard clients with risk-free practice balances tied to the same terminal and CRM records. Desks train on live workflows before first deposit.
- Practice mode per wallet, not a separate demo site
- Same order types and UI as live trading
- Operator visibility in CRM from day one
- Convert to live funding without re-provisioning
Order execution your desk expects
From basic tickets to conditional strategies. Routing and risk controls stay in the same stack as operator CRM.
Core order types
Market, limit, stop, and GTC tickets with immediate-or-cancel where your liquidity model requires it.
Advanced strategies
Trailing stops, OCO brackets, and conditional entries for active clients without a third-party OMS.
Digital options and short-duration
Fixed-payout digital options flows with expiry controls and operator position books in CRM.
Spot and portfolio
Spot balances, transfers, and portfolio views alongside leveraged wallets on one client profile.
From onboarding to open book
Trading workflows stay connected to operator oversight. No exports between a terminal vendor and a separate CRM.
Fund and verify
KYC, wallet provisioning, and practice accounts before the first live ticket.
Trade across wallets
CFD, digital options, spot, staking, and margin from one client profile with shared balances where configured.
Monitor in CRM
Open exposure, treasury, and desk KPIs in the same operator stack compliance can audit.
Multi-wallet desk vs. terminal-only vendors
Trading buyers compare whether execution, practice mode, and client context stay on one stack — or bolt onto a separate CRM.
| Capability | NFINX unified stack | Typical patchwork |
|---|---|---|
| Asset-class coverage | Five native wallets: CFD, digital options, spot, staking, margin | One primary terminal plus third-party add-ons per class |
| Practice mode | Live + practice balances on every wallet for operator training | Demo accounts or separate sandbox contracts |
| Client context | Orders and books tied to CRM profile, KYC, and treasury | Terminal login IDs with manual CRM reconciliation |
| Go-live scope | Trading, CRM, treasury, and compliance from one vendor | Integration project before first funded client trades |
Procurement FAQ
How many trading wallets ship natively?
Five asset-class wallets: CFD and forex, digital options, spot, staking, and margin. Each supports live and practice balances.
Is practice mode included on every desk?
Yes. Operators train on real UI and order flows with practice balances before the first funded client goes live.
How does trading connect to CRM?
Orders and position books reference the same client record as KYC, treasury, and support. Desk leads do not reconcile terminal logins manually.
Can we evaluate execution before signing?
Book a demo mapped to your asset mix and desk structure. We walk through terminals, order tickets, and CRM-linked books on one call.
Follow leaders and copy trades
Social trading lives beside your five wallets. Clients follow providers, configure copy settings, and train on practice balances before going live.
- Following feed with trader cards and desk-visible actions
- Copy trading modal with balance-type controls
- Operator oversight in CRM for copy-active relationships
Walk through your asset mix
See how CFD, digital options, spot, staking, margin, and social trading connect to CRM and treasury on one desk.