Financial CRM
The financial CRM you can actually change.
Every builder. One tudio. Every part of your operation, haped without code.
Every FYNXT olution, from the CRM and client portal to TradeOp and payment orche tration, run in one FYNXT work pace. No-code builder on one data model let your own team define the object , form , workflow and portal page behind it. No chema migration, no deployment, no developer ticket.
FYNXT workspaceNorthwind Markets / Production
NM
Your FYNXT solutions
- Financial CRMLeads, contacts, accounts and pipelines
- Client experienceBranded web, mobile and embedded journeys
- Digital OnboardingGuided onboarding journeys
- Payment OrchestrationDeposit and withdrawal routing
- TradeOps Control CenterGoverned MT4/MT5 operations
- PAMM / Copy TradingManaged investment and copy trading
- Incentive ManagementCommissions, rebates and partner programmes
- Contest ManagementTrading contests
- Bond ModuleFixed-income products, request to payout
Builder suiteHover a solution or a builder to see what shapes what
Every FYNXT solution, one workspace.
Pick a field
draftpublished once · live in four builders
ExecutionInstance WF-20931 · Completed · same instance, resumed from node 6