Industries · Regulated Broker Groups

Several licences. One operating picture.

Groups operating under multiple regulators get entity isolation, regional data residency, and audit-ready trails — while leadership still sees one consolidated picture.

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Multientity data residency options

100%of decisions on the audit log

Per entityKYC requirements and document sets

Why CRMX

Compliance by architecture.

Isolation where the regulator requires it; consolidation where the board needs it.

Entity isolation

Each licensed entity runs with its own clients, documents, and rules — hosted in the region you choose.

Regional hosting per entity

Entity-specific KYC sets

Group-level visibility

Read-only consolidated dashboards for leadership across entities, without crossing data boundaries.

Cross-entity KPIs

No record-level leakage

Audit-ready always

Immutable logs, scoped exports, and per-entity retention policies designed for regulator requests.

Regulator-ready exports

Retention per jurisdiction

Two regulators, two entities, one CRMX. Each audit sees exactly its own entity — and our board sees the whole group on one page.

Marc GergesGroup Compliance Director (mock)

See your brokerage with clarity.

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

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