Manage leads, clients, trading accounts, deposits, KYC and your whole sales operation in one white-label system. Includes a custom TradeRoom, automated sales pipelines and retention workflows, a built-in AI assistant for lead scoring and agent prompts, multi-desk access with granular permissions, and real-time KPI dashboards with audit logs.
Clients get a clean multi-asset wallet (BTC, ETH, LTC, DASH and more) with send, receive and swap. Your team gets balance and transaction control, real-time portfolio valuation, AML tools, compliance reporting, and full custom domain and branding.
Track performance across crypto, stocks, CFDs and custom instruments with real-time valuation, full P&L, live market data, deposit and withdrawal management, a complete audit trail and a white-label client portal.
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, with 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 grows. Your process is the spec.
Most providers hand you a platform and leave. Fintech CRMs stays with you from first setup to full-scale operation.
Our operational services cover HR & staffing (retention agents, IB managers, support, compliance officers), broker licensing and legal setup, enterprise VoIP with CRM integration, VCC for media buying, web development and design, and custom platform development. Plus AI-assisted sales and retention, and direct 24h access to a team that knows your setup, not a ticket queue.