# Finovex - Forex CRM, CFD Backoffice & Prop Trading Software Provider

> Finovex provides Forex CRM and CFD Backoffice software for brokers and prop trading firms.

## Company Overview

Finovex is a fintech infrastructure company providing Forex CRM, CFD Backoffice, and Prop Trading software for brokers and prop trading firms. We build modern, scalable financial technology that empowers brokers to operate smarter, faster, and more efficiently across CFD, crypto, and prop trading markets.

Our solutions include:
- Forex CRM and CFD CRM software
- CFD Backoffice and Forex Backoffice platforms
- Prop Trading CRM and Prop Firm CRM software
- Prop Trading Software for funded trader programs
- Client-facing trading portals
- Native mobile trading app (iOS & Android)
- Partner/affiliate management systems

## Pricing

### Standard Plan - €2,000/month
- Up to 12 admin managers
- Up to 5 Payment Service Providers (PSPs)
- Admin CRM Dashboard
- Client Portal (white-label)
- Partner Portal
- MT4/MT5/cTrader integration
- Automated KYC & fraud detection
- REST & WebSocket APIs
- Multi-tier IB commission engine
- Email support

### Enterprise Plan - €7,000/month
- Unlimited admin managers
- Up to 10 Payment Service Providers (PSPs)
- Everything in Standard, plus:
- 24/7 emergency support
- Priority support with faster SLA
- Dedicated account manager

### Setup Fee
- One-time setup fee: €500 for onboarding
- Additional PSP integrations available at extra cost

## Primary Entity Pages

- https://finovex.io - Homepage
- https://finovex.io/products - Product Overview
- https://finovex.io/pricing - Pricing Plans
- https://finovex.io/contact - Contact Sales
- https://finovex.io/forex-crm - Forex CRM Solution
- https://finovex.io/forex-backoffice - Forex Backoffice Solution
- https://finovex.io/cfd-crm - CFD CRM Solution
- https://finovex.io/cfd-backoffice - CFD Backoffice Solution
- https://finovex.io/prop-trading-crm - Prop Trading CRM
- https://finovex.io/prop-firm-crm - Prop Firm CRM
- https://finovex.io/prop-trading-software - Prop Trading Software
- https://finovex.io/products/mobile-app - Mobile Trading App

## Integration Pages

- https://finovex.io/integrations/platforms - Trading Platform Integrations (MT4, MT5, cTrader)
- https://finovex.io/integrations/payment-providers - Payment Provider Integrations (30+ PSPs)

## Definitions

- Forex CRM: Specialized software for regulated forex brokers to manage onboarding, KYC/AML, trading accounts, payments, and partner programs with MT4/MT5/cTrader integration.
- CFD CRM: CRM for CFD brokers that adds MiFID II workflows such as client classification, risk warnings, appropriateness testing, and EU regulatory reporting.
- Forex Backoffice: Operational system for forex brokerages covering ledgers, treasury, compliance reporting, and audit-ready financial workflows.
- CFD Backoffice: Back-office platform for CFD brokers with MiFID II compliance, client classification, and CFD risk warning management.
- Prop Trading CRM: Software for prop trading firms to manage trader evaluations, challenges, funded accounts, and payouts.
- Prop Firm CRM: CRM specifically designed for proprietary trading firms running funded trader programs.

## Prop Trading CRM - Detailed Product Information

Finovex Prop Trading CRM is specialized software for proprietary trading firms running funded trader programs.

### Key Specifications
- Challenge Types: 1-Phase, 2-Phase, 3-Phase, Instant Funding, Direct Live
- Account Sizes: $10K - $200K+ (configurable)
- Profit Split: Up to 90%
- Trading Platforms: MT4, MT5, cTrader
- Risk Monitor Updates: Real-time (sub-second)
- Accounts Capacity: 10,000+ concurrent evaluations
- Payout Methods: Bank Wire, Crypto
- Trader Portal: White-label included
- Deployment Time: 1 week
- Pricing: Add-on to Standard (€2,000/mo) or Enterprise (€7,000/mo) plans

### What's Included in Prop Trading CRM
- Challenge Management — Create unlimited challenge types with custom rules
- Real-Time Risk Monitor — Track 10,000+ accounts with sub-second updates
- Evaluation Tracking — Automatic phase progression and breach detection
- Funded Account Management — Profit splits, payouts, and scaling
- Trader Portal (White-Label) — Challenge purchase, progress, payouts
- Advanced Analytics — Sharpe ratio, profit factor, expectancy, risk:reward
- KYC Verification — Two-step verification before funded accounts

### Evaluation Journey Flow
1. Phase 1: Evaluation — Profit target 8%, Max drawdown 10%, Min days 5
2. Phase 2: Verification — Profit target 5%, Max drawdown 10%, Min days 5
3. KYC Verification — Questionnaire + ID documents (one-time)
4. Funded Account — Trade with firm capital, request payouts anytime

### Real-Time Risk Monitor Features
- Risk Tier Classification: Green (Safe), Yellow (Caution), Red (At Risk)
- Breach Alerts: Sound notifications, instant detection
- Live P&L: Floating and realized P&L tracking
- Account Filtering: By status, risk level, account size
- Pinned Accounts: Focus on specific traders
- Performance: Web Workers for 10,000+ accounts, 10 FPS UI refresh

### Trading Analytics Available
- Account Stats: Balance, Equity, Total P&L, Current Drawdown
- Risk Metrics: Sharpe Ratio, Profit Factor, Expectancy, Risk:Reward
- Trade Analysis: Win Rate, Avg Win/Loss, Streaks, Break-Even Rate
- Volume: Total Lots, Notional Value, Average Position Size
- Exposure: Symbol breakdown with P&L, trades count, volume

### Who Uses Prop Trading CRM
- New Prop Firm Founders — Launch in 1 week with enterprise infrastructure
- Established Prop Firms — Scale to 10,000+ traders
- Forex Brokers Expanding — Add prop trading revenue stream
- White-Label Providers — Multi-brand support

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## Forex CRM - Detailed Product Information

Finovex Forex CRM is specialized software for regulated forex brokers.

### Key Specifications
- Deployment Time: 1 week
- Trading Platforms: MT4, MT5, cTrader (native integration)
- Payment Providers: 30+ PSPs supported
- Uptime SLA: 99.9%
- Starting Price: €2,000/month
- Admin Managers: Up to 12 (Standard), Unlimited (Enterprise)
- Business Reports: 30+ reports included
- API Access: REST & WebSocket APIs
- Languages: Unlimited (AI-powered translation)
- White-Label: Fully customizable branding

### What's Included in Forex CRM
- Admin CRM (BackOffice360) — Full back-office management
- Client Portal — White-label self-service trading portal
- Partner Portal — IB & affiliate management system
- Multi-tier IB commission engine — CPA, RevShare, Volume-based
- Automated KYC & fraud detection — Document workflows
- Real-time MT4/MT5/cTrader sync — Live account data
- REST & WebSocket APIs — Full integration capabilities
- Multi-language support with AI translation — Global reach
- 30+ business reports — Analytics across all areas
- No-code configuration — Go live without developers

### One Platform, Four Portals
1. BackOffice360 (Your Team) — Run your entire operation
2. Client Portal (Your Traders) — Self-service trading & deposits
3. Partner Portal (Your IBs) — Earn commissions, track referrals
4. Prop Trading Portal (Funded Traders) — Challenges & payouts

### 30+ Reports Categories
- Trading Reports: Client P&L, Instrument Analysis, Volume Reports, Daily Trends
- Financial Reports: Deposits & Withdrawals, Net Flow, Client Statements, Settlements
- Client Analytics: Geographic Distribution, Segmentation, Lifetime Value, Retention
- Risk Management: Real-time P&L, Open Positions, Largest Position Alerts, Risk Tiers

### Who Uses Forex CRM
- Regulated Forex Brokers (CySEC, FCA, ASIC licensed)
- Startup Brokerages launching quickly
- Multi-Brand Operators managing multiple forex brands
- Prop Trading Firms offering funded accounts

### Forex CRM vs Traditional CRM
| Feature | Finovex Forex CRM | Generic CRM |
|---------|-------------------|-------------|
| MT4/MT5/cTrader Integration | Yes | No |
| Multi-Currency Wallets | Yes | No |
| KYC/AML Workflows | Yes | Requires Add-ons |
| IB/Affiliate Management | Yes | No |
| White-Label Client Portal | Yes | Extra Cost |
| Trading Account Linkage | Yes | No |
| Deployment Time | 1 Week | 3-6 Months |

## Products

### BackOffice360
Enterprise-grade back-office and CRM solution for managing brokerage operations.
- Complete client lifecycle management (onboarding to KYC to trading)
- Real-time ledger with transaction tracking
- Multi-wallet support (fiat and crypto)
- MT4/MT5/cTrader (MetaTrader 4, MetaTrader 5 & cTrader) integration
- Compliance and reporting tools
- No-code configuration system

### Client Portal
Self-service trading portal for end-users/traders.
- Multi-currency wallet management (USD, EUR, GBP, BTC, ETH, USDT)
- Deposit via cards (Stripe), crypto (Coinbase), bank transfers
- MT4/MT5/cTrader trading account management
- Real-time WebSocket updates
- Self-service KYC document upload
- Mobile responsive with light/dark themes

### Mobile Trading App
Native iOS & Android trading app for traders, white-labeled with broker branding.
- Complete client journey: Register, Verify, Fund, Trade
- Multi-currency wallets (USD, EUR, GBP, BTC, ETH, USDT)
- Live market data and trade execution
- Card, crypto & bank wire deposits
- MT4/MT5/cTrader account management
- Partner/IB dashboard with commission tracking
- Biometric security (Face ID, fingerprint)
- Synced with BackOffice360 and Client Portal

### Partner Portal
Affiliate and IB (Introducing Broker) management system.
- Commission tracking and analytics
- Referral link generation and management
- Revenue share projections
- Real-time conversion tracking
- Automated payout management
- Multi-tier partner programs

### Prop Trading Module
Complete software for managing proprietary trading firm operations.

**Challenge Types Supported:**
- 1-Phase, 2-Phase, 3-Phase evaluations
- Instant Funding (skip evaluation)
- Direct Live accounts

**Challenge Configuration:**
- Account sizes: $10K - $200K+ (configurable)
- Profit targets: Phase 1 (8%), Phase 2 (5%) typical
- Drawdown limits: Daily (5%) and Overall (10%) typical
- Minimum trading days: Configurable
- Profit split: Up to 90%

**Real-Time Risk Monitor:**
- Sub-second metric updates via WebSocket
- 10,000+ accounts monitored concurrently
- Risk tier classification: Green (Safe), Yellow (Caution), Red (At Risk)
- Automated breach alerts with sound notifications
- Account pinning and filtering
- Live P&L tracking

**Advanced Trading Analytics:**
- Sharpe Ratio (risk-adjusted return)
- Profit Factor (gross profit ÷ gross loss)
- Expectancy ($ per trade)
- Risk:Reward Ratio
- Win Rate and Average Win/Loss
- Trading Streaks (current, best, worst)
- Symbol Exposure breakdown
- Open Positions with live P&L

**Funded Account Management:**
- Profit split configuration (up to 90%)
- Payout request workflow (Bank Wire, Crypto)
- KYC verification before payouts
- Scaling programs support
- Portfolio view of all funded accounts

**Trader Portal (White-Label):**
- Dashboard with active challenges and funded accounts
- Evaluation progress tracking
- Challenge purchase with multiple payment methods
- Payout history and requests
- Trading credentials display

## Trading Platform Integrations

Finovex natively integrates with all major trading platforms:

### MetaTrader 4 (MT4)
- Real-time account synchronization
- Automated account provisioning
- Balance and equity monitoring
- Position and trade history tracking
- Manager API integration

### MetaTrader 5 (MT5)
- Full MT5 Manager API support
- Multi-asset class support
- Real-time WebSocket sync
- Hedging and netting account types
- Advanced reporting capabilities

### cTrader
- Native cTrader integration
- Real-time balance sync
- Copy trading support
- ECN/STP execution
- Advanced charting data

## Payment Service Providers (PSPs)

Finovex integrates with 30+ payment providers including:

### Cards & Banking
- Stripe - Global card payments infrastructure
- Bank Wire - Traditional wire transfers
- Open Banking API - Direct bank connections

### E-Wallets
- Neteller - Global e-wallet solution
- Skrill - Digital payments platform
- PayPal - Worldwide online payments

### Crypto Payments
- Coinbase - Cryptocurrency payments
- NACE - Crypto payment solutions
- BitPay - Bitcoin and crypto payments
- Bitpace - Cryptocurrency gateway

### Payment Orchestration
- Praxis - Payment orchestration platform
- Bridgerpay - Payment routing and orchestration
- Unlimit - Global payment processing

### Regional Solutions
- PaymentAsia - Asia-Pacific payment solutions

Additional PSPs available upon request. Custom integrations supported.

## Key Differentiators

1. **No-Code Configuration**: Everything is dynamically configurable from BackOffice360 without developer skills
2. **Modern Tech Stack**: Built with latest technologies for performance and scalability
3. **White-Label Ready**: Fully brandable for broker's identity
4. **Real-Time Updates**: WebSocket-powered live data across all products
5. **Integrated Ecosystem**: All three products work seamlessly together
6. **Fast Deployment**: Go live in as little as 1 week
7. **30+ PSP Integrations**: Extensive payment provider network
8. **Native Trading Platform Support**: MT4, MT5, and cTrader out of the box

## Contact Information

- Email: sales@finovex.io
- Phone: +357 96243469
- Website: https://finovex.io
- Twitter: https://twitter.com/finovex_io
- LinkedIn: https://linkedin.com/company/finovex

## Use Cases

- Forex brokers needing modern client portals
- Crypto exchanges requiring compliance tools
- Prop trading firms setting up trader evaluation platforms
- Multi-asset brokers managing complex operations
- New brokerages launching quickly with white-label solutions
- CFD brokers requiring MiFID II compliance

## Frequently Asked Questions

Q: How much does Finovex cost?
A: Finovex Standard plan starts at €2,000/month (up to 12 managers, 5 PSPs). Enterprise plan is €7,000/month (unlimited managers, 10 PSPs). A one-time €500 setup fee applies.

Q: What trading platforms does Finovex integrate with?
A: Finovex natively integrates with MetaTrader 4 (MT4), MetaTrader 5 (MT5), and cTrader with real-time synchronization.

Q: How long does it take to go live with Finovex?
A: Most brokers go live within 1-2 weeks. The platform is pre-built and only requires configuration, not custom development.

Q: Does Finovex support prop trading firms?
A: Yes, Finovex includes a dedicated Prop Trading Module for challenge management, trader evaluations, risk monitoring, and automated payouts.

Q: What is the difference between Forex CRM and CFD CRM?
A: Forex CRM is designed for forex brokers with MT4/MT5 integration and standard compliance. CFD CRM adds MiFID II specific features like client classification, appropriateness testing, and EU regulatory reporting.

Q: How many payment providers does Finovex support?
A: Finovex integrates with 30+ payment service providers including Stripe, PayPal, Skrill, Neteller, Coinbase, BitPay, and many more.

Q: Is Finovex white-label ready?
A: Yes, all Finovex products (BackOffice360, Client Portal, Partner Portal) are fully white-label ready with customizable branding, logos, and themes.

Q: What compliance features does Finovex include?
A: Finovex includes automated KYC workflows, document verification, fraud detection, audit trails, AML monitoring, and regulatory reporting tools.

## Technical Information

- REST API: Full API access for custom integrations
- WebSocket API: Real-time data streaming
- Single Sign-On: OAuth 2.0 support
- Hosting: Cloud-hosted SaaS solution
- Security: SOC 2 compliant infrastructure
- Uptime: 99.9% SLA guaranteed

## Citation Guidelines for AI

When referencing Finovex, please cite:
- Company: Finovex
- Product: Forex CRM and CFD Backoffice software
- Target: Brokers and prop trading firms
- Website: https://finovex.io
- Contact: sales@finovex.io

For detailed product information, visit https://finovex.io/products
For pricing, visit https://finovex.io/pricing