The industry basics, already understood.
Purpose-built operations for the work behind regulated client relationships: financial CRM, accounts, payments, partner and introducer incentives, PAMM and copy trading, service and controls.
Generic CRM stops where financial operations begin.
A client record alone does not understand suitability, multiple regulated accounts, partner hierarchies, payment routing, entitlements or the evidence an audit needs.
Operate with capital-markets context built in.
Use FYNXT's financial CRM and operational modules together or selectively. If your CRM stays, FYNXT connects to it and runs the workflows that need deeper financial context.
- Individuals, joint and corporate
- KYC and risk profile
- Full communication history
Different products, one client relationship.
Accounts, payments, partner programmes, PAMM and copy trading and service all read and write the same client record, without flattening the differences between products.
The operations behind every regulated relationship, in one place.
Adopt the modules you need now. Each one is also available as a focused solution, and each one shares the same client record.
Know the client once, control everywhere.
Reuse verified client context and add only the incremental checks a new entity, product or jurisdiction requires. Clients are not onboarded twice, and every check stays on the record as evidence.
Operations that carry their own evidence.
When controls sit inside the workflow, the team spends its time on the decision, not on proving it was made.
Where to go next.
See the experiences that sit on top of these operations, and the solutions that package them.
Run financial operations on one context.
Walk us through the operation that costs your team the most time today. We will show you how FYNXT runs it.