Retail and professional client flow across every asset class and trading platform, with partners, payments, dealing and copy trading running from one record.
Top use cases
Industries
One operating platform, shaped around six capital‑markets businesses.
Multi-Asset Brokers, banks, financial institutions, wealth and asset managers, prop trading firms and digital asset firms run different operating models. FYNXT shares the foundations and configures what differs.
Six industries
Choose your industry, then the use case that looks like yours.
Each industry page shows the operating model, the solutions firms deploy most and anonymised use cases, each with its own page.
Banks adding investment and trading services around the core: onboarding that reuses what the bank knows, relationship managers, bonds and payments.
Top use cases
Securities and derivatives firms, commodities and metals desks and market-infrastructure operators, running every entity on one foundation.
Top use cases
Advisers and relationship managers running mandates and managed portfolios, with suitability, investor reporting and introducer fee sharing on one record.
Top use cases
Managers raising and servicing money: subscriptions and redemptions, investor classification, distributor fee sharing and the investor portal behind them.
Top use cases
Venues admitting and servicing participants: membership applications, conformance, listings and issuer servicing, fee schedules and liquidity programmes.
Top use cases
Firms distributing and servicing bonds: new-issue orders and allocation, complex-product suitability, settlement, coupon and corporate-action servicing, and introducer fees.
Top use cases
Challenges, evaluation rules, funded accounts and payouts that run on written rules, with affiliates and contests feeding the funnel.
Top use cases
KYC that keeps up with sign-up waves, a fiat on-ramp through payment orchestration, affiliates and ambassadors, and one record for sales and service.
Top use cases
Shared foundations
The same solutions, configured for each industry.
Every solution runs on its own or as part of one operating stack. Here is where each one is deployed most.
- Financial CRMThe financial CRM: clients, accounts, partners, tasks and journeys on one record.Multi-Asset Brokers · Banks · Securities & Derivatives · Wealth Management · Asset & Fund Managers · Exchanges & Trading Venues · Bonds & Fixed Income · Prop Trading Firms · Digital Asset Firms
- Payment OrchestrationDeposits and payouts routed across providers by rules, with fallback and reconciliation.Multi-Asset Brokers · Banks · Securities & Derivatives · Asset & Fund Managers · Exchanges & Trading Venues · Bonds & Fixed Income · Prop Trading Firms · Digital Asset Firms
- PAMM / Copy TradingPooled and copied strategies with allocation, fees and investor views.Multi-Asset Brokers · Wealth Management
- Incentive ManagementPlans for partners, affiliates and introducers, calculated and paid from one record.Multi-Asset Brokers · Wealth Management · Asset & Fund Managers · Exchanges & Trading Venues · Bonds & Fixed Income · Prop Trading Firms · Digital Asset Firms
- TradeOps Control CenterGoverned bulk changes, schedules and approvals across trading servers.Multi-Asset Brokers · Securities & Derivatives · Prop Trading Firms
- Digital OnboardingIndividual, corporate and institutional onboarding with checks and approvals built in.Banks · Securities & Derivatives · Wealth Management · Asset & Fund Managers · Exchanges & Trading Venues · Bonds & Fixed Income · Digital Asset Firms
- Contest ManagementTrading competitions with rules, leaderboards and rewards.Multi-Asset Brokers · Prop Trading Firms
Case studies
Every use case is an anonymised client story.
Browse all 36 use cases by industry and by the team that owned the problem: onboarding, payments, partners, dealing, service and more.
Next step
Tell us how your firm operates. We will show you FYNXT around it.
Book a demo and we will walk through the industry model closest to yours, with the systems you already run.