Your Nxt-Gen Client ManagerFYNXT Arrow Icon

A comprehensive Client Management Platform that helps Multi-Asset Brokers (FX & CFD, Crypto, Securities) and Banks manage their customers, sales, operations, and IBs in one place.

  • Client Management
  • Service Tickets
  • Sales Management
  • User/Role Management
  • Rebranded Client Portal
  • Commission Management
  • Trading Server management​
  • and lot more…​
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Client Manager Sales Dashboard

Product Features for Brokers FYNXT Arrow Icon

Empower FX/CFD Brokers to automate tedious administrative process and manage operations more efficiently. A single pane of glass with powerful tools to configure, manage workflows, client interactions, IB's, Managed Accounts, Sales, Operations and much more.​​

Management FYNXT Arrow Icon

Attract, Track, Convert More Leads

  • Organize your lead management with ease.
  • Segment the leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early.
  • Track lead sources to evaluate the effectiveness of lead generation channels used in your marketing campaigns and focus your efforts on the best performing channels.
Client Manager Leads Management
Managed Accounts Fee Structure
Client Manager Executive Dashboard
Client Manager Individual Account Details
Client Portal Language Editor
Client Manager Fee Structure
Create Roles in Client Manager
Client Manager Communication Channel
Client Manager Run Intuitive Campaigns
Manage Branding Setup in Client Manager

Accounts FYNXT Arrow Icon

Unleash a revolutionary technology for Managed Accounts in just four steps:

  • Add your MT4/MT5 server credentials to get started.
  • Configure your Managed Accounts based on your business requirements and rules.
  • Rebrand your Client Portal.
  • Seamlessly manage your Fund Managers and Investors.

Dashboards FYNXT Arrow Icon

And Reports

  • Intelligent real-time Dashboard to monitor your business KPIs.

  • Built-in analytics includes Client & Account distributions, Wallet transactions, Trade volumes, Operations & Sales activities, and much more.​

360 ViewFYNXT Arrow Icon

A Comprehensive view

  • Client360 is a unified view of an individual client! Everything your client do is available in a 360 -view.
  • The built-in access compliance ensures that the right person/team has specific access at a field level.

Support FYNXT Arrow Icon

Our Client Manager Platform supports several languages out-of-the-box and in addition allows you to personalize your content or add new languages with our built in Language Editor Module.

Manager FYNXT Arrow Icon

Empower your IB's with an intuitive, N-level IB Management system.

Below are some of the key highlights:

  • Rebranded IB portal.
  • Intuitive Dashboards & Reports.
  • Create customized N-Level fee structures, to fit your most complex IB rebate requirements.
  • Built-In Rebate engine for automated calculations and fee settlements.
  • Integrated with Managed Accounts module.
  • Integrated with MT4/MT5 and other trading platforms.

User and Role
Management FYNXT Arrow Icon

Easily configure Roles / Teams / Users with field level access controls to meet your compliance and operational requirements.

ChannelsFYNXT Arrow Icon

Integrated channels for seamless communication

  • Boost productivity by syncing your emails
  • Email Tracking
  • Customizable email template
  • Link Contacts automatically
  • Communicate via Email / SMs / Other Applications

Run Intuitive
CampaignsFYNXT Arrow Icon

Campaign can be triggered to the selected segment and reach the target audience in the right way!

  • Segment based Campaign
  • Right audience receive right communication at the right time
  • Execute most relevant steps based on the audience response
  • Used for Up / Cross Selling
  • Helps to fetch quality Leads

Brand SetupFYNXT Arrow Icon

A composable platform

  • Designed to provide an intuitive user experience to your clients
  • Select required Products / Language
  • Configure Service Providers / Regulations
  • Manage Branding Setup and Email / SMS Template

Trading Platform Integrations FYNXT Arrow Icon

All you need, is to enter your API access credentials to proceed with our Multi-Asset Client Manager Software.

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Related Products FYNXT Arrow Icon

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The Technology Provider to the Global Financial Services Industry.

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