Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms. Enterprise-grade platform with MiFID II compliance, client classification, and complete operational control.
CFD back-office software is the operational system for CFD brokerages. It manages client ledgers, trading account administration, treasury workflows, regulatory compliance, and partner settlements. For EU brokers, it must support MiFID II requirements such as client classification, risk warnings, and audit-ready reporting.
CFD back-office platforms include EU-specific compliance features such as MiFID II client classification and risk warning management. Forex back-office software focuses more on trading operations and standard KYC/AML workflows without the full CFD regulatory stack.
CFD back-office software is the operational backbone of a CFD brokerage. Designed for COOs, CTOs, compliance officers, and operations teams, it handles everything beyond client-facing sales: treasury operations, trading account management, regulatory compliance, partner settlements, and financial reporting.
For EU-regulated CFD brokers, back-office software must support MiFID II requirements including client classification (retail vs professional), appropriateness testing, risk warning management, and comprehensive audit trails. These compliance capabilities are not optional—they're mandatory for CySEC, FCA, and other EU regulators.
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms, combining operational control with regulatory compliance in a platform that deploys in just 1 week.
EU-regulated CFD brokers must meet strict compliance requirements. Our platform has you covered.
Built-in product governance, appropriateness testing, and best execution requirements.
Configurable risk warnings, CFD percentage disclosures, and negative balance protection.
Automatic retail vs professional classification with appropriate protections applied.
Complete audit trails and regulatory reporting ready for CySEC, FCA, or ASIC inspections.
The operational components that power every successful CFD brokerage.
Complete transaction ledger with real-time balance tracking across all currencies and wallets.
Full trade history sync with MT4/MT5/cTrader and automated reconciliation tools.
Configurable fee structures, spread markups, and multi-tier commission calculations.
Real-time exposure tracking, margin monitoring, and risk alerts across all accounts.
Regulatory-ready reporting with complete audit trails and one-click exports.
Granular RBAC with 100+ permissions, team-based access, and activity logging.
Understanding the difference—and why you need both.
| Function | CFD CRM | CFD Backoffice | Finovex |
|---|---|---|---|
| Lead & Client Management | — | ||
| Client Ledger & Balances | — | ||
| Trade Reconciliation | — | ||
| MiFID II Compliance | Basic | ||
| Regulatory Reporting | — | ||
| Risk & Exposure Monitoring | — |
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms—combining both capabilities in a single unified platform.
Our CFD back-office is built on modern cloud architecture designed for the demands of high-volume brokerages. No legacy systems, no technical debt.
Designed for COOs, CTOs, compliance officers, and operations teams who need complete visibility and control over brokerage operations.
Go live faster than ever
EU compliance built-in
100K+ daily transactions
Seamless integrations
Traditional platforms rank because they're old—not because they're good. See how a modern approach delivers faster time-to-value with better results.
Most competitors rank because they're old, not because they're good. Modern architecture delivers better results, faster.
Common questions about our CFD back-office solution.
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms. See how our MiFID II-compliant platform can transform your operations.
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