The complete CRM solution for proprietary trading firms. Manage evaluations, funded traders, risk monitoring, and profit-sharing payouts from a single platform.
Prop Firm CRM (Proprietary Trading Firm Customer Relationship Management) is a purpose-built software platform for managing all aspects of a proprietary trading company—from initial trader onboarding through funded account management to profit-sharing distributions.
While generic CRM tools require extensive customization for prop trading use cases, Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms with native evaluation tracking, challenge management, real-time risk monitoring, and automated payout workflows built in from day one.
A comprehensive Prop Firm CRM includes trader lifecycle management, multi-phase evaluation engines, drawdown monitoring dashboards, compliance workflows, payment integrations, and white-label trader portals—everything needed to operate a professional prop trading business.
New proprietary trading firms looking for turnkey technology to launch quickly. Go live in 1 week with complete infrastructure including trader portal, admin dashboard, and payment processing.
Growing prop trading companies needing to automate operations as trader volumes increase. Handle 100K+ traders with real-time monitoring and automated evaluation workflows.
Operators running multiple prop firm brands targeting different markets or niches. Single platform, multiple configurations, centralized management.
Hedge funds using prop trading challenges as a talent pipeline. Identify and fund consistent traders through structured evaluation programs.
Finovex Prop Firm CRM runs on scalable cloud infrastructure with enterprise-grade security. The platform integrates with leading trading platforms and payment providers for seamless operations.
Native integration for account creation, trade monitoring, and equity synchronization
SumSub, Veriff, and custom KYC integrations for automated trader verification
Stripe, PayPal, crypto, and regional providers for global reach
Our Prop Firm CRM is designed specifically for the unique needs of proprietary trading companies. Native challenge management, real-time risk monitoring, and automated payout processing built in from day one.
Go live in 1 week
Multi-language support
Handle 100K+ traders
Configurable payouts
Everything you need to run and scale a successful proprietary trading firm.
Run multiple prop firm brands from a single platform with separate configurations and trader pools.
Monitor all trader accounts for drawdown breaches, position sizing, and rule violations in real-time.
Configure multi-phase evaluations with custom profit targets, drawdown limits, and minimum trading days.
Process profit-sharing payouts with configurable splits, payout schedules, and fee refund automation.
Track challenge sales, pass rates, payout volumes, and profitability across all your offerings.
Complete trader profiles with evaluation history, trading statistics, and communication logs.
Built-in identity verification and document management for trader onboarding requirements.
Configure challenges, rules, payouts, and branding without any developer involvement.
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 Prop Firm CRM solution.
See how our Prop Firm CRM can help you manage more traders with less overhead.
Book Your Demo Today