One Platform.
Every Tool Your Brokerage Needs.
Fynvelo's CRM Platform is a comprehensive back-office solution built specifically for forex and crypto brokers. It consolidates client management, compliance workflows, lead tracking, and AI-powered analytics into a single system — fully white-labelled as your brand.
Your Entire Back Office in One Place
Modern broker operations require dozens of tools — onboarding, verification, CRM, reporting, analytics. Managing them separately creates data silos, compliance gaps, and operational overhead.
Fynvelo eliminates that fragmentation. Our platform connects every workflow from the moment a lead enters your funnel to long-term client retention — giving your team a single source of truth and your clients a seamless experience.
Because it's white-labelled, your clients see your brand at every touchpoint. We power the engine; you own the relationship.
Functional Modules
Each module is purpose-built for a critical area of broker operations — and they work together seamlessly.
KYC & Compliance
- Automated document verification & ID checks
- AML screening against global sanctions lists
- Jurisdiction-specific onboarding workflows
- Audit trails and regulatory reporting exports
Leads & Client Management
- Lead capture, scoring, and segmentation
- 360° client profile with full interaction history
- Automated retention campaigns and alerts
- Integrated communication log across channels
Reports & Dashboards
- Real-time trading activity and volume dashboards
- Deposits, withdrawals, and P&L reporting
- Custom report builder with CSV/PDF export
- Executive-level KPI summaries and alerts
AI Analytics
- Client behaviour analysis and segment modelling
- Churn risk scoring with automated alerts
- Revenue opportunity identification
- AI-driven statistical insights on trading patterns
Technical Advantages
Enterprise-grade architecture designed for performance, reliability, and growth.
Security
End-to-end encryption, role-based access control, and compliance-grade data handling across all modules.
REST API
Fully documented RESTful API for seamless integration with trading platforms, payment gateways, and third-party services.
Integrations
Pre-built connectors for major trading platforms, liquidity providers, and payment processors. Extensible by design.
Scalable
Cloud-native infrastructure handles startup broker volumes and scales seamlessly to institutional-grade operations.
See the Platform in Action
Request a personalised demo and discover how Fynvelo can power your brokerage from day one.