Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms. MiFID II-compliant platform with client classification, risk warnings, and seamless MT4/MT5/cTrader integration.
A CFD CRM is specialized software for CFD brokers that combines client onboarding, KYC/AML, trading account management, and regulatory compliance. It includes MiFID II workflows such as client classification, risk warning management, appropriateness testing, and audit-ready reporting required by EU regulators.
CFD CRMs include stricter compliance workflows such as MiFID II client classification, CFD risk warnings, and EU disclosures. Forex CRMs focus more on standard onboarding, trading account management, and KYC/AML without the full CFD regulatory stack.
A CFD CRM is specialized software designed for Contracts for Difference brokers to manage their entire client lifecycle—from lead acquisition through onboarding, trading, and ongoing compliance. Unlike forex-only CRMs, CFD CRMs are built with the specific regulatory requirements of CFD trading in mind.
For EU-regulated CFD brokers, this means MiFID II-compliant workflows including appropriateness testing, client classification (retail vs professional), risk warning management, and regulatory reporting. These compliance features are not available in generic CRMs or even standard forex CRMs.
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms, with specialized compliance modules for CySEC, FCA, ASIC, and other major regulators governing CFD trading.
Purpose-built for CFD brokers operating in regulated and offshore jurisdictions.
CySEC, FCA, BaFin licensed brokers requiring MiFID II compliance
VFSC, FSA, BVI FSC brokers seeking institutional-grade infrastructure
Brokers offering CFDs across forex, indices, commodities, and crypto
Firms offering funded CFD trading accounts to qualified traders
EU CFD brokers require compliance-first technology. Every feature is designed with regulatory requirements in mind.
Built-in workflows for product governance, appropriateness testing, and best execution requirements.
Configurable risk warnings, CFD percentage disclosures, and negative balance protection support.
Automatic classification of retail vs professional clients with appropriate protections applied.
Complete audit trails and regulatory reporting ready for CySEC, FCA, or ASIC inspections.
The essential capabilities that separate CFD-specific CRMs from generic solutions.
360° client profiles with complete trading history, KYC status, financial summary, and communication logs.
Real-time sync with MetaTrader and cTrader platforms. Manage accounts, monitor positions, and view equity from one dashboard.
MiFID II-compliant verification with document queues, appropriateness testing, and one-click approval workflows.
Multi-PSP support with automated routing, currency conversion, and instant deposit/withdrawal processing.
Proactive monitoring with shared IP detection, suspicious activity alerts, and account linking analysis.
Complete affiliate program management with multi-level commissions, revenue share, and performance tracking.
Enterprise-grade permissions with 100+ granular controls, team-based access, and complete audit logging.
Real-time dashboards for deposits, withdrawals, registrations, and conversions with drill-down capabilities.
Our CFD CRM is built on a modern, API-first architecture that integrates seamlessly with trading platforms, payment providers, and compliance services.
Why generic CRMs fail for CFD brokers.
| Capability | Finovex CFD CRM | Generic CRM |
|---|---|---|
| MT4/MT5/cTrader Integration | Not Available | |
| MiFID II Compliance Workflows | Not Available | |
| Client Classification (Retail/Pro) | Not Available | |
| Risk Warning Management | Not Available | |
| IB/Affiliate Management | Not Available | |
| Regulatory Audit Readiness | Requires Add-ons | |
| Deployment Time | 1 Week | 3-6 Months |
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms, trusted by 50+ regulated brokerages across EU and beyond.
Go live in days, not months
EU compliance built-in
Scalable infrastructure
Dedicated success team
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 CRM solution.
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms. Book a demo to see our MiFID II-compliant platform in action.
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