FYNXT is a modular broker-technology platform built for FX, CFD, and multi-asset brokerages.
It unifies CRM, client onboarding, IB management, trading operations, and growth tools into one
scalable operating system designed to support brokers as they grow and diversify.
FYNXT Forex CRM
A Broker-First CRM Built for FX, CFD & Multi-Asset Operations
FYNXT Forex CRM is a purpose-built client management and operations platform designed specifically for FX, CFD, and multi-asset brokerages. Unlike generic CRMs adapted for financial services, FYNXT is architected around real brokerage workflows—covering onboarding, compliance, client lifecycle management, partner operations, and financial processes within a single, integrated system.
The platform enables brokers to centralize client data, automate onboarding and KYC workflows, manage multiple trading accounts, and maintain full operational visibility across products and regions. All processes are configuration-driven, allowing brokers to scale offerings without rebuilding internal systems.
What FYNXT Forex CRM Enables
FYNXT Forex CRM acts as the operational backbone of a brokerage by unifying front-office, middle-office, and partner operations:
Centralized Client Management
A single source of truth for client profiles, documents, trading accounts, activity history, and lifecycle events across asset classes.
Automated Digital Onboarding & Compliance
Configurable KYC, AML, and approval workflows with full audit trails, reducing manual intervention while improving regulatory readiness.
Multi-Account & Multi-Product Support
Manage multiple trading accounts per client with consistent rules, permissions, and controls—without duplicating workflows.
IB & Partner Operations
Built-in support for multi-level IB structures, automated commission logic, partner reporting, and dedicated portals for performance tracking.
Payments & Financial Operations
Integrated payment orchestration, transaction monitoring, reconciliation, and financial reporting aligned with brokerage requirements.
Operational Intelligence & Reporting
Real-time dashboards and configurable reports that provide visibility into onboarding status, client activity, partner performance, and business KPIs.
Designed to Integrate, Scale, and Evolve
FYNXT Forex CRM integrates seamlessly with leading trading platforms, liquidity providers, payment gateways, and third-party compliance services through APIs. Its modular architecture allows brokers to deploy only what they need today, while remaining future-ready as they expand into new products, regions, or business models.
FYNXT Forex CRM is not just a CRM—it is a brokerage operations platform built to support growth, compliance, and scale.
