One Platform to Run Your Brokerage or Prop Firm
Replace fragmented CRMs, payment tools, IB systems, and prop platforms with one source of truth.
Finovex is a unified operations platform for CFD brokers and prop trading firms — combining back-office, client portals, payments, reporting, and prop tools in one system.
Built for CFD Brokers • Multi-Asset Brokerages • Prop Trading Firms
Built for Modern Brokerages
Enterprise-Grade Infrastructure
Trading Platform Integration
Seamless connectivity with leading trading platforms out of the box
Wallet Management
Unified wallet system supporting multiple currencies and digital assets
Payment Providers
Cards, crypto, bank transfers, and Open Banking — ready to connect
Software as a Service
No infrastructure to manage — fully hosted, maintained, and updated for you
All integrations are API-driven and configurable during onboarding
How the Finovex Platform Works
One unified platform connecting your clients, trading platforms, and payment providers — all managed from a single back-office.
What is Finovex and its core products?
Finovex is a fintech provider for the trading industry. We build brokerage infrastructure for CFD, crypto, forex, and prop trading firms.
Our platform handles everything from client onboarding to payouts. Brokers launch faster with our ready-to-deploy technology. See our complete product suite or explore who we serve.
What is a Forex CRM?
A Forex CRM is specialized software for regulated forex brokers. It handles client onboarding, KYC/AML verification, and trading account management.
Key features include deposit processing, partner programs, and integration with MetaTrader 4/5 and cTrader. Modern CRMs also provide real-time analytics and automated compliance workflows.
What is a CFD Backoffice?
A CFD back-office is the operational hub for CFD brokers. It manages client ledgers, treasury workflows, and financial reporting.
Core capabilities include MiFID II compliance, risk warnings, and audit-ready documentation for regulators like CySEC. The system tracks every transaction with double-entry bookkeeping.
What is a Prop Trading CRM?
A Prop Trading CRM powers funded trading businesses. It manages trader applications, evaluation challenges, and performance tracking.
Essential features include risk controls, funded account monitoring, and payout processing. Our prop trading software adds real-time breach detection and leaderboards.
What is BackOffice360?
BackOffice360 is Finovex's flagship platform. It unifies CRM, back-office, and operations in one system.
The platform covers client lifecycle, compliance, payment processing, and multi-portal management. Deploy in days, not months. Request a demo to see it in action.
CRM vs Backoffice vs Prop Trading Platform
Not all "CRMs" are built to run a trading business. Most lack financial operations capabilities.
A true operations platform handles ledgers, compliance, and treasury. It integrates with MT4, MT5, and cTrader plus 30+ PSPs worldwide. Compare the differences below.
Sales CRM vs Trading Operations Platform
| Aspect | Sales / Forex CRM | BackOffice360 |
|---|---|---|
| Primary purpose | Acquire and onboard clients | Run the entire trading operation |
| Client onboarding | KYC, forms, basic approval | Advanced KYC, workflows, audit trails |
| Payments & PSPs | Basic deposits | Card, crypto, bank wire, Open Banking |
| Ledger & balances | ❌ Not supported | ✅ Full double-entry ledger |
| Compliance & reporting | ❌ Limited | ✅ Regulatory-ready workflows |
| IB & partner management | ❌ External tools | ✅ Built-in |
| Typical users | Sales & onboarding teams | Operations, finance, compliance |
Prop Trading CRM vs Integrated Prop Operations
| Aspect | Prop Trading CRM | BackOffice360 Prop Module |
|---|---|---|
| Core function | Challenge logic only | End-to-end prop firm operations |
| Challenge configuration | ✅ | ✅ |
| Live risk monitoring | Limited | Real-time breach alerts |
| Payout processing | Manual / external | Automated & auditable |
| KYC before payouts | ❌ | ✅ Built-in |
| Financial ledger | ❌ | ✅ Unified ledger |
| Typical users | Prop risk teams | Prop, finance, compliance teams |
BackOffice360 replaces multiple disconnected systems with one unified platform. It serves forex brokers, CFD brokers, and prop trading firms.
Ready to streamline your operations? View our pricing plans or read case studies from brokers already using our platform.