Finantix CRMs gives you the complete brokerage infrastructure under one roof — white-label trading CRM, crypto wallet management, investment portfolio platform, plus every operational service from licensing and HR to VoIP and media buying. One partner. Everything covered.
Whether you're running a Forex brokerage, launching a crypto wallet service, or managing investment portfolios — Finantix CRMs has a purpose-built, fully white-label solution for your exact business model. All deployable independently or as a complete stack.
The complete all-in-one back-office for Forex, CFD, and multi-asset brokerages. Manage leads, clients, trading accounts, deposits, KYC, and your entire sales operation from a single white-label system — fully adapted to your brand and workflow from day one.
Launch your own branded crypto wallet service — complete with a full back-office to manage users, assets, and transactions. Clients get a clean, multi-asset wallet experience. Your team gets complete operational control, compliance visibility, and account management tools — all under your brand.
Built for investment firms and fund managers who need a professional, branded platform to manage and present client portfolios. Track performance across crypto, stocks, and multi-asset holdings — with a polished client dashboard and a full back-office management suite.
Running a brokerage takes more than great software. Finantix CRMs plugs in every operational service you need — so you're not piecing together ten different vendors. We handle it. You focus on growing.
We source, vet, and place the right people for your brokerage — retention agents, IB managers, customer support, and compliance officers — so your team is built and operational fast.
From jurisdiction selection to full regulatory submission — we handle the legal groundwork so you can get licensed and operational without the guesswork, delays, or expensive law firm retainers.
Enterprise VoIP built for brokerage environments — call recording, smart routing, agent monitoring, and direct CRM integration so your sales floor runs at full capacity from day one.
Virtual credit cards purpose-built for financial services advertising. Scale your campaigns across Google, Meta, and ad networks without account bans, billing friction, or spend limits holding you back.
Broker websites, landing pages, client portals, brand identity, and marketing assets — built by a team that understands the financial services space and what converts in it.
No two brokerages operate the same way. We build custom features, integrations, and workflow adaptations directly into your platform — during onboarding and as your business evolves. Your process is the spec.
Most providers give you a platform and leave you to figure out the rest. Finantix CRMs stays in it with you — from first setup to full-scale operation.
Technology, licensing, HR, VoIP, media buying, web development — everything your brokerage needs, from one provider. One contract, one relationship, no vendor juggling.
Every solution ships under your brand. Your domain, your colours, your logo — clients see your company, not ours. Full ownership of the experience from day one.
We don't hand you a generic tool and wish you luck. We configure, adapt, and build custom features around exactly how your brokerage operates — before and after go-live.
From signed agreement to live brokerage in days. Our implementation team handles setup, data migration, staff training, and launch — so you start operating fast.
The built-in AI assistant gives your agents lead scoring, automated follow-up cues, and real-time performance insights — helping your team convert more and retain longer.
Direct access to our team around the clock — not a support queue. When you have a problem or need a new feature, you speak to people who know your setup and act on it.
Whether you're launching from scratch or upgrading an existing operation — drop us a message. Our team will come back with a clear picture of what you need and how we make it happen.
The quickest way to reach our team. Message us directly for demos, pricing, and onboarding questions.
@FinanTixCRMsQuestions about our solutions, pricing, or how we can support your brokerage setup.
hi@finantixcrm.comDetailed solution walkthroughs, demo scheduling, and commercial discussions.
info@finantixcrm.comExisting clients — direct access to our technical team for platform issues and requests.
support@finantixcrm.com