Broker CRM

A CRM Built for Brokerage Operations

Manage onboarding, IB structures, compliance workflows, risk visibility, and client lifecycle from one structured environment.

0.99%

Uptime

0ms

Avg Latency

0+

Integrations

Why Fyntra?

Operational Gaps That Cost Brokerages Time and Margin

Most brokerages operate on fragmented systems that create inefficiencies, compliance risk, and unnecessary overhead.

01

Client onboarding, IB management, risk dashboards, payments, and reporting all running on separate tools.

02

Legacy back-office systems that lack automation, flexibility, and real-time visibility.

03

Manual processes across onboarding, KYC, trade monitoring, and reporting that increase operational overhead.

04

CRM platforms that can't adapt to multi-entity structures, IB hierarchies, or regional compliance requirements.

05

Closed systems that restrict API access and limit integration with liquidity providers, payment processors, and compliance tools.

06

Multi-jurisdiction regulatory requirements are managed manually, increasing risk exposure.

Operational fragmentation increases risk, cost, and regulatory exposure.

Core Infrastructure

The Infrastructure Behind Modern Brokerages

From onboarding and IB management to compliance and payments Fyntra connects brokerage operations into one controlled environment.

Client Acquisition and Retention

Structured client onboarding with embedded KYC, document workflows, and lifecycle tracking from registration to funded account.

Seamless Integrations

Pre-built integrations with major trading platforms, payment providers, and compliance tools supported by open API access.

Deposits and Withdrawals

Integrated deposit and withdrawal workflows with automated reconciliation, multi-currency handling, and status tracking.

Instant Account Setup

Automated client onboarding and account provisioning tied directly to verification and approval workflows.

Regulatory Reporting

Structured reporting and audit logs designed to support multi-jurisdiction compliance and internal oversight.

IB Partner Management

Multi-tier IB and affiliate management with commission structures, automated calculations, payout tracking, and performance visibility.

Unified Dashboard

Run Your Brokerage from a Single Operational View

Fyntra Broker CRM centralizes client management, IB structures, compliance workflows, payments, and risk visibility into one operational dashboard.

Unified Client & Partner Management

Centralized management of clients, IB hierarchies, commission structures, and lifecycle tracking from registration to trading.

01

Actionable Business Intelligence

Live operational dashboards covering revenue, client activity, exposure trends, and partner performance.

02

Effortless Scalability

Scalable infrastructure with built-in KYC workflows, audit logging, and automation that supports multi-entity growth.

03

Complete Brokerage Ecosystem

A connected operational environment where client data, compliance controls, payments, and platform integrations operate within one structured system.

04
fyntra.com/dashboard
RiskTradersAnalyticsIntegrationsComplianceAutomation

94.2

RISK SCORE

1,847

ACTIVE TRADERS

12.6K

OPEN POSITIONS

+$482K

DAILY P&L

Exposure Over Time

+12.4%

Active Rules

3 of 247
Max Drawdown 5%
Active
Lot Size Cap 2.0
Triggered
Copy Trade Limit
Active
Implementation

Implementation Designed for Brokerage Infrastructure

Transparent licensing. Structured rollout from onboarding to operational readiness.

01

Onboarding

We align on your brokerage model, platform integrations, payment providers, compliance scope, and operational structure.

02

Build & Configure

We configure your Broker CRM environment, integrations, client workflows, IB structures, and compliance logic based on your operating model.

03

Launch & Scale

Go live with onboarding, payments, reporting, and compliance workflows fully operational supported by live data visibility and audit tracking.

Why Fyntra

Why Modern Brokerages Rebuild Their Infrastructure with Fyntra

Brokers move to Fyntra to reduce operational fragmentation, improve oversight, and modernize infrastructure without adding complexity.

01

Unified Client & Partner Management

Replace disconnected client, IB, and commission systems with one structured lifecycle environment.

02

Effortless Scalability

Infrastructure that supports multi-entity growth, regional expansion, and increasing client volume without operational strain.

03

Actionable Business Intelligence

Live visibility into revenue, client behavior, exposure trends, and partner performance without exporting data across systems.

04

Complete Brokerage Ecosystem

A connected operational framework where compliance, payments, integrations, and client management operate within a controlled structure.

Trusted by Brokers That Scale

Real numbers from real brokerages using Fyntra in production.

0.99%

Uptime SLA

Uptime SLA

0K+

API Calls/min

API Calls/min

03
0ms

Avg Latency

Avg Latency

0+

Integrations Available

Integrations Available

FAQ

Got Questions? We've Got Clarity.

The Broker CRM supports unlimited legal entities under a single Fyntra instance. Each entity can have its own KYC requirements, regulatory rules, branding, and reporting templates — while you maintain a unified operational view across all of them.

Request a Broker CRM Walkthrough

Book a structured walkthrough to see how Fyntra aligns with your brokerage model, compliance structure, and operational setup.

Personalized platform overview tailored to your brokerageInfrastructure assessment based on your current CRM stackMigration and integration planning discussionCompliance and multi-entity architecture walkthroughStructured Onboarding & Migration SupportMulti-Jurisdiction Compliance ControlsCentralized Risk & Client OversightIntegrated Payment & Reporting Infrastructure

Global Team

Distributed across multiple regions

Fast Onboarding

Streamlined hiring and onboarding process

99.99%

Infrastructure SLA

Built for Scale

Technology used in live trading environments

Built for Growth

Infrastructure That Grows With Your Brokerage

Operate onboarding, IB management, compliance workflows, payments, and reporting within one structured system designed for brokerage operations.

Multi-Entity Architecture
Integrated KYC & Compliance Workflows
High-Availability Infrastructure
Deep Platform & Payment Integrations