Book a demo

Built for Multi-Asset Brokers, Banks, Securities & Derivatives, Wealth Management, Asset & Fund Managers, Exchanges & Trading Venues, Bonds & Fixed Income, Prop Trading Firms, Digital Asset Firms.

The Operating Platform for Capital Markets

Build yourMarket Advantage, Client Relationships or Growth Engine.Your Vision. Accelerated with AI.

Launch new offerings, serve clients better and scale operations with one connected platform.

Book a demo
AcquireServeGrowwith confidence

Trusted by capital-markets firms worldwide

The connected model

The opportunity changes. Can your business keep up?

New client expectations, markets and partnerships demand a different way to operate. Your platform should help you adapt.

Configure the difference. Reuse the foundation.

Pick a field

draftpublished once · live in four builders
01 – One schema

Every builder reads the same objects

Forms, workflows, reports, dashboards, portal pages and pipelines all bind to Object builder, so there is one copy of the truth.

02 – Inheritance

Fields arrive fully formed

A field dragged from an object carries its label, placeholder, validation and live picklist options with it.

03 – No drift

The case against assembling a stack

Separate tools each keep their own copy of the schema and drift apart. One data model means the form, the workflow, the report and the dashboard always agree.

The CRM underneath

Start with your clients. Not a blank CRM.

Bring client, account and partner relationships together in a Financial CRM built for capital markets, so teams can focus on winning and serving business.

  • See the whole relationship

    An investor who is also a partner and the director of a corporate client is one contact, not three linked records.

  • Serve every role from one record

    The sections on the contact page are driven by the roles assigned. An investor sees account sections; a partner sees partner sections.

  • Share context without exposing data

    View, edit or hidden per role, down to the field. Date of birth, tax ID and passport details stay hidden without explicit permission.

  • Change provider without losing checks

    One active provider at a time, switchable whenever you need, with in-flight checks completing on the previous provider and the switch logged.

  • Answer questions with evidence

    Every create, read, update and delete recorded with before and after values, user, timestamp and IP address.

  • Every lead in one pipeline

    Manual entry, CSV import with column mapping and duplicate handling, affiliate APIs, campaigns and sync from external apps.

  • Know which leads are ready

    Engagement tags driven by email opens, clicks, form submissions and demo requests.

  • Every lead reaches the right desk

    Route leads by status and country, so each one reaches the right rep in the right region.

  • Convert without losing the trail

    Convert a lead to a contact and the lead record stays in the list.

Also built in

Appropriateness testsAssessment builder
Agreements and signingDocument builder
Guided onboardingDigital Onboarding
Workflow builder

Your way of working. Built into the business.

Configure journeys, workflows and rules around your operating model, so teams can deliver it consistently.

Free-form, with full fork/join parallel branching

Event-driven processing started by any of seven triggers, running while your team gets on with the day.

ExecutionInstance WF-20931 · Completed · same instance, resumed from node 6
Contact CT-10482 · Started 09:14:02 UTC

Same instance, completed. Nobody started again.

Seven automation triggers
  • Webhook
  • Manual
  • Object Create
  • Object Update
  • Object Delete
  • Sub-Process
  • Time-based
What a workflow can do

  • Shape onboarding

    eKYC, email and mobile verification, run inside the journey

  • Coordinate approvals

    Retrieve, create, update, delete and assign records as work moves

  • Clarify ownership

    Email, SMS and in-app notifications, so the right person knows it is theirs

  • Adapt as you grow

    REST calls with configurable auto-retry, to connect the systems you add

  • Apply your policies

    If, Switch, Loop, Delay, Set Variable, End — your rules, applied the same way every time

Draft and published versions with full history, a read-only view of any past version, and role-based permissions to view, edit, activate and publish each workflow type.

Make your strategy part of everyday execution.

Financial CRMExplore Financial CRM

What it is

Your ecosystem. Working together.

Connect the trading, payments and service providers your business needs while building on the investments you have already made.

Add new partners and offerings with less disruption to the business.

  • Where payments start: client portal widget, mobile apps and your systems, through the widget, SDKs or the API.
  • FYNXT payment orchestration routes each payment, cascades it when a provider declines, and reconciles the result.
  • One integration reaches your payment providers: PSP-A, PSP-B and PSP-L, with more added as you grow.
  • Reconciliation legs: Financial CRM, with client wallets, and your trading platforms.
Where payments start
Client portal widget
Deposits and withdrawals
Mobile apps
iOS and Android SDKs
Your systems
REST API and webhooks
Payment orchestration

routing: rule 02 selected PSP-A

Your payment providers
PSP-A
Cards · EU
PSP-B
Cards · Global
PSP-L
Local transfers · India
+ add more providers
Reconciliation legs
Financial CRM
Client records and wallets
Trading platforms
Balances, equity and funds, on any platform
The three surfaces
Hover a surface to see what it controls

For your payments, finance, operations and compliance teams: routing rules, limits, transactions, reconciliation and reports.

For your clients: a multi-currency wallet with deposit and withdrawal flows, on web and mobile.

For platform operations: the provider marketplace, monitoring and multi-tenant administration.

Payment orchestrationExplore payment orchestration

Configured around you

Built for your sector. Shaped for your business.

Explore the operating priorities that matter to your institution.

Your institution

Showing Multi-Asset Brokers

Your clients get
Branded client portalMobile appDigital onboarding
Your team runs
Client managementPartner and introducer programmesPayment orchestration
It connects to
MT4MT5cTraderPayment providerseKYC
You change yourself
Open a new jurisdictionChange a commission tierLaunch a trading contest

Your team. No development ticket.

Trading bonds, commodities, equities or funds? Each runs as a module on the same platform, whichever institution you are.

Explore Multi-Asset Brokers

Security and compliance

Freedom to adapt.
Control to grow.

Support business change with clear access, accountability and operational visibility.
DQS certification mark: Information Security, ISO/IEC 27001
Certified
ISO/IEC 27001:2022
Independently audited information security management, covering the platform, the data and the people who operate it.
GDPR mark
Compliant
GDPR
Personal data handled in line with the EU General Data Protection Regulation, with access down to the individual field.
In progress
SOC 2 Type II
Currently underway. We will publish the report once the observation period completes.
Protect client information
Separate environments and data boundaries per tenant, set for your architecture at implementation.
Control access
Permissions run down to entity, branch, desk, role and individual field.
Trace key actions
Every workflow, decision, approval and piece of evidence lands in one record.
Work across jurisdictions
Rules, documents and reporting configured per market, on one platform.

Explore security and trust

Built for capital markets

One foundation. Many ways to compete.

FYNXT · Finance Next

See your operating model in action.

Bring a client journey or operational challenge. Explore how it could work in FYNXT.

Book a demo

Explore the platform