Industries · Multi-Asset Brokerages

Many products. One client.

FX, CFDs, futures, equities — when a client trades three products across two entities, CRMX still shows one record, one risk picture, and one relationship.

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1client record across all products

Multientity, currency, and platform support

100%of activity visible to the right roles

Why CRMX

Complexity, contained.

Growth into new products shouldn't mean a new system per desk.

Cross-product timeline

Every account across every platform on one timeline — deposits, trades, and support conversations interleaved.

Per-product P&L views

Unified equity picture

Desk & region structure

Desks per product line, scopes per region — the org chart maps directly onto CRMX roles and targets.

Targets per product desk

Regional reporting built in

One compliance spine

One KYC file serves every product the client touches, with entity-specific requirements layered on top.

Entity-aware document sets

Single audit trail

Our equities desk and our FX desk used to run different CRMs. Consolidating on CRMX cut our tooling bill and finally gave leadership one funnel to look at.

Dana AboudGroup COO (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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