Complete CRM platform for prop trading firms. Manage trader evaluations, challenge purchases, risk monitoring, and funded account payouts from a single system.
Prop Trading CRM (Proprietary Trading Customer Relationship Management) is specialized software designed to manage the complete lifecycle of prop trading operations—from trader acquisition and challenge purchases through evaluation phases to funded account management and profit-sharing payouts.
Unlike traditional Forex CRM systems built for retail brokerage, Prop Trading CRM includes native features for challenge-based evaluation models, real-time risk monitoring, automated phase progression, and configurable payout processing. Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms, combining the best of both worlds in a unified platform.
Core components include trader profile management, evaluation tracking dashboards, real-time drawdown monitoring, automated breach detection, payout calculators, and white-label trader portals—all essential for scaling a modern prop trading firm.
Entrepreneurs launching prop trading firms who need a complete technology stack without building from scratch. Our 1-week deployment gets you to market fast with enterprise-grade infrastructure.
Existing prop trading companies outgrowing basic tools or in-house solutions. Scale to 10,000+ traders with real-time risk monitoring and automated operations.
Licensed brokers adding prop trading as a revenue stream. Our platform integrates with existing MT5/cTrader infrastructure while adding evaluation and payout capabilities.
Technology providers offering prop trading solutions to their clients. Multi-brand support and full white-labeling enable reseller business models.
Finovex Prop Trading CRM is built on a cloud-native architecture designed for high-frequency data processing and real-time risk calculations. The platform seamlessly integrates with industry-standard trading infrastructure.
Direct API connection for account provisioning, trade replication, and real-time equity monitoring
Stripe, crypto, and regional payment providers for global challenge purchases and payouts
Sub-second risk calculations processing 10,000+ accounts with live drawdown monitoring
Unlike generic CRMs adapted for prop trading, our platform is purpose-built from the ground up for prop firm operations with native challenge management, risk monitoring, and trader evaluation features.
Start your prop firm fast
Multi-language support
Scalable infrastructure
Dedicated success team
Everything you need to run a successful prop trading firm.
Configure unlimited challenge types with custom profit targets, drawdown limits, and evaluation phases.
Track all traders' drawdown, positions, and rule compliance with automated breach detection.
Automatic phase progression, profit target monitoring, and minimum trading day verification.
Process trader payouts with configurable profit splits, payout schedules, and fee refunds.
Detailed trader analytics including win rates, profit factors, and trading behavior patterns.
360° trader profiles with evaluation history, trading stats, and complete account timeline.
Built-in KYC verification, ID checks, and document management for trader onboarding.
Configure challenges, rules, and payouts without developer involvement.
| Feature | Finovex | Others |
|---|---|---|
| Multi-Phase Evaluations | Limited | |
| Real-Time Risk Monitoring | Delayed | |
| Automated Breach Detection | Manual | |
| White-Label Trader Portal | Extra Cost | |
| MT5 & cTrader Integration | MT5 Only | |
| Time to Launch | 1 Week | 4-8 Weeks |
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 Trading CRM solution.
See how our Prop Trading CRM can help you launch and scale your prop firm with a personalized demo.
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