One stack for trading desks and operator CRM

Five trading wallets with live and practice accounts, operator CRM, treasury controls, social trading oversight, and position books — built for brokerages that need one auditable platform, not a patchwork of vendors.

Request demo Security overview

Brokerage stack Unified platform

Operator CRM Leads, KYC, treasury Trading wallets Five wallet modes Compliance RBAC and audit Turnkey launch White-label rollout

Trading and operator surfaces

Every wallet ships with a practice account for client onboarding and desk training. The tiles below are the modules your traders and operators share, not separate products bolted together.

5 Trading wallets

14+ CRM modules

Live + practice Per wallet

Multi-brand One infrastructure

Who reviews NFINX

One data model across the stack

Traders, wallets, CRM, treasury, and compliance share a single client record - not exports between vendors.

Traders 5 wallets CRM record Treasury Audit trail

Practice mode KYC / GDPR

Definitive surfaces for broker-dealers

Tile size reflects where desks spend review time. Each area links to a dedicated evaluation hub.

Larger tile = more operator surface during evaluation CRM Trading Security Turnkey

Communication on the desk

Reach clients from the same CRM record: click2call, omnichannel chat, AI-assisted calling, and internal mailbox routing.

Unified inbox across Telegram, WhatsApp, SMS, and more
Click2call toolbar with SIP.js and dial integrations
AI calling helpers where your desk enables them

Client record Desk comms

Unified inbox Omnichannel threads Click2call SIP desk toolbar WhatsApp + Telegram Messaging channels AI calling Desk-enabled helpers

AI helpers built into the desk

Neuron AI handles lead qualification, tasks, and tickets. Nanzai extends full AI CRM capabilities on the same client records.

Neuron AI for lead qualify, task routing, and ticket triage
Nanzai conversational CRM with next-best actions on live data
Desk-level trading presets per brand or client segment
Multi-platform support for several fintech brands on one stack

Explore CRM

Trading presets

Desk-level trading presets operators can apply per brand or client segment without redeploying terminals.

Multi-platform brands

Manage multiple fintech brands from one infrastructure with isolated branding and shared ops tooling.

Operator workspace you configure

Dashboard tiles and sidebar modules rearrange per role. GDPR tooling, social trading oversight, and compliance controls sit in the same admin stack.

Flexible sidebar

Reorder modules per brand or desk. Expose only what each team needs without redeploying the stack.

Multi-wallet trading

CFD, digital options, spot, staking, and margin wallets on one client profile with live and practice modes.

Social trading oversight

Monitor following and copy-active relationships from CRM with desk-level settings for leader visibility.

GDPR compliance

Consent, export, and retention controls integrated with CRM client records and operator permissions.

One stack vs. patchwork vendors

Procurement teams compare total cost of integration, not feature checklists. NFINX keeps CRM, trading, treasury, and compliance on one operator model.

Capability	NFINX unified stack	Typical patchwork
Client record	One CRM profile across lead, KYC, treasury, tickets, and wallets	Exports between CRM, payments, and desk tools
Trading wallets	Five wallets with live + practice on every desk	Separate terminals or white-label bolt-ons per asset class
Compliance review	Role-based access, audit trail, and GDPR in-product	Spreadsheets and external GRC for day-to-day ops
Go-live	Turnkey provisioning with operator training paths	Multi-vendor integration projects before first funded client

Regulatory posture for procurement review

Role-based access, KYC workflows, audit trails, and GDPR modules are documented for compliance teams before commercial terms. Licensing scope is confirmed per jurisdiction on the demo call.

Review security hub

Integration constellation

Desk comms, treasury rails, market data, and operator APIs connect on one client record - not a separate integration project per vendor.

NFINX operator stack One client record

Desk comms

SIP telephony
WhatsApp
Telegram
Viber
SMS
Click2call

AI on the desk

Vapi calling
Bland AI
Neuron AI
Nanzai CRM

Treasury and markets

Payment rails
Liquidity feeds
Practice wallets

Operator API

SMTP routing
Webhooks
REST API

Procurement FAQ

How long does a typical demo take?

Plan 30 minutes with your commercial and operations leads. We map the walkthrough to your asset mix, desk structure, and compliance requirements.

Do we need separate CRM and trading vendors?

No. NFINX keeps operator CRM, five trading wallets, treasury, and compliance controls on one client record — not exports between tools.

Can compliance review before procurement?

Yes. Your team can review the Security & compliance hub, KYC workflows, and GDPR modules before scheduling a commercial call.

What integrations are supported?

See the integration map on this page for desk comms, AI helpers, treasury rails, and operator API hooks. Share any vendor-specific list on the demo call for a mapped answer.

Social trading with operator oversight

Clients follow leaders and copy trades from the trading app. Operators monitor following and copy-active relationships from CRM without a separate social vendor.