Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms. Complete operational control with native MT4/MT5/cTrader integration, compliance tools, and treasury management.
Forex back-office software is the operational system brokers use to run trading operations. It manages client ledgers, trading account administration, treasury workflows, compliance reporting, and partner settlements. It sits behind the CRM and provides the financial and regulatory backbone of a forex brokerage.
Forex back-office platforms focus on standard brokerage operations, while CFD back-office software must support MiFID II workflows, client classification, and EU risk warning management. If you operate in EU CFD jurisdictions, a CFD back-office is typically required.
Forex back-office software is the operational backbone of a forex brokerage. It handles everything beyond client-facing sales: treasury operations, trading account management, regulatory compliance, partner settlements, and financial reporting.
While a CRM focuses on client relationships and lead management, back-office software is designed for ops teams, CTOs, and compliance officers who need complete visibility into financial flows, real-time ledgers, and audit-ready reporting.
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms, combining both functions into a unified platform. This eliminates data silos between sales and operations while providing the specialized functionality each team needs.
The operational components that power every successful forex 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.
Our back-office maintains a complete, auditable ledger of every transaction. Real-time synchronization with trading platforms ensures your books always match reality.
Instant transaction recording
Match trades to balances
30+ pre-built reports
Regulator-ready data
Document upload, review, and approval workflows
Sanctions lists, PEP checks, and risk scoring
MiFID-compliant client assessments
Automatic client categorization
Pre-built reports for CySEC, FCA, ASIC
Every action logged and exportable
Compliance isn't optional—it's mandatory. Our back-office includes comprehensive tools designed for CySEC, FCA, ASIC, FSA, and other major regulatory frameworks.
From KYC document collection to appropriateness testing and regulatory reporting, every compliance workflow is built-in and configurable to your jurisdiction's requirements.
Understanding the difference—and why you need both.
| Function | Forex CRM | Forex Backoffice | Finovex |
|---|---|---|---|
| Lead & Client Management | — | ||
| Client Ledger & Balances | — | ||
| Trade Reconciliation | — | ||
| Commission Engines | 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 forex back-office is built on modern cloud architecture designed for the demands of high-volume brokerages. No legacy systems, no technical debt.
Go live faster than ever
Support clients worldwide
Scalable infrastructure
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 Forex back-office solution.
Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms. See how our platform can transform your operations.
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