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Brokerage technology for forex & CFD firms

Your brokerage. One connected platform.

A white-label trading terminal, a brokerage CRM and back office, and a trading engine — all running under your brand and your domain.

Book a Private DemoExplore the platform

One system carries a client from first enquiry to daily operations

  1. Lead
  2. Account
  3. KYC
  4. Deposit
  5. Trading
  6. Dealing
  7. Back office

Why one platform

Most brokerage friction sits between your tools.

A lead sits in one system, the trading account in another, the deposit in a third. Every hand-off becomes a sync job, a duplicate record, or a question your sales and compliance teams cannot answer without opening three screens.

QUANTIX keeps trading, CRM, payments, KYC and automated notifications in one product, on one database, with one login per role. The CRM sees every trade, deposit and KYC event as it happens — and your dealers can act on a client’s account from the customer record.

What you run

Three surfaces, one system.

  1. 01

    Trader Portal

    For your clients

    A browser-based terminal with multi-tab charts, indicators and drawing tools, four order types with stop-loss and take-profit, a wallet, deposits and withdrawals, and KYC — on your domain, in English, Arabic or French. A dedicated mobile layout is included.

    Explore the Trader Portal
    • Market, limit, stop and stop-limit orders
    • Wallet, statements, deposits, withdrawals
    • Installable web app (PWA) with your icon
  2. 02

    CRM & Back Office

    For your team

    Leads and campaigns, a full customer record, a KYC queue, finance workflows, a dealing desk, roles with data scopes, notifications, integrations and an audit trail — the working surface for sales, retention, dealing, finance and compliance.

    Explore the CRM
    • Saved views, import wizard, click-to-call and WhatsApp links
    • A full customer record: trades, KYC and audit history
    • Five ready-made roles plus your own
  3. 03

    Admin Console

    For the platform operator or reseller

    Create and manage brokerage brands, each with its own domain, branding, users and data. Domain and TLS status, activation and support actions across brands sit in one place.

    See the platform structure
    • One brand per tenant, isolated data
    • Custom domains with TLS status
    • Support access and reset tools

Trading experiences

Traders to follow, programs to run, signals to act on.

Beyond the terminal, QUANTIX gives your clients three more ways to engage with your platform, all under your brand.

Copy Trading

Clients discover traders, compare track record, return, maximum drawdown and risk level, then choose how much to allocate and follow. They can stop copying at any time. Copy trading carries risk, and past performance does not predict future results.

  • Trader discovery with track record and risk level
  • Clear allocation and risk acknowledgement before following
  • Stop copying at any time
Explore copy trading

Automated Trading Programs

A program library with live and backtest results kept visibly apart, so clients activate or pause a strategy with eyes open.

Explore automated programs

Trading Signals

Structured trade ideas with entry, Stop Loss, Take Profit, issue time and status: information for the client, not instruction.

Explore trading signals

The client journey

From first lead to first deposit.

Each step happens inside the same system, so nothing needs to be re-keyed or reconciled.

  1. 01

    Capture

    Facebook Lead Ads and landing-page campaigns feed the CRM; new leads arrive every minute, with field mapping and duplicate linking.

  2. 02

    Contact

    Saved views, assignees, notes and tasks. Click-to-call and WhatsApp links sit next to every phone number.

  3. 03

    Convert

    One click turns a lead into a customer and creates the trading account. Self-registration converts the matching lead automatically.

  4. 04

    Verify

    A KYC queue with document preview. Approve or reject, and every status change triggers the notifications you configure.

  5. 05

    Deposit

    Bank transfer, crypto, card or hosted checkout — with staff approval where you want it and automatic confirmation from the payment provider where you don’t.

  6. 06

    Trade & supervise

    Live prices, four order types, and automated margin and liquidation handling. Your dealers can open, edit or close positions from the CRM.

White-label

Set your brand and domain in the CRM, not in code.

Each brokerage runs on its own custom domain with automatic TLS. Logo, favicons, app icon, theme colours, corner radius, default light or dark theme and support contacts are changed at runtime from System Configuration — no redeploy.

A branded maintenance page, and per-brand switches for trading and registration, come with it.

How white-label works
Plate 06 — Brand control
trader.yourbrokerage.com
  • Custom domainAutomatic TLS
  • Logo & favicons
  • App iconInstallable web app
  • Primary colour
  • Accent colour
  • Corner radius
  • Default themeLight · Dark · System
  • Support contacts
  • Maintenance pageBranded
Changed at runtime from System Configuration. No redeploy.

Beyond the platform

Websites and custom software, scoped separately.

  1. 01

    Brokerage website development

    A corporate and marketing website for your brokerage, designed and built to sit in front of the platform.

  2. 02

    Connect an existing website

    Landing-page forms post straight into the CRM through webhook campaigns, and your site sends clients to your branded Trader Portal.

  3. 03

    Custom brokerage software

    Bespoke workflows, reports and integrations, scoped and delivered separately after technical evaluation.

Website development, integration work and custom features are separate services, scoped and quoted individually.

Operating control

Operating detail, by the numbers.

4
order types: market, limit, stop and stop-limit
35
automated notification triggers
19×6×4
modules, actions and data scopes in the permission matrix
70+
event types in the audit trail, with before-and-after values
3
interface languages, including full right-to-left Arabic

Integrations

Connect the channels you already use.

Email, SMS, WhatsApp Business notifications, click-to-call, four payment gateways and Facebook Lead Ads — configured from the CRM, with masked secrets, credential checks and test sends.

Automation & integrations
Plate 08 — Channels
Email
SMTP · SendGrid
SMS
Twilio
WhatsApp
Meta WhatsApp Business (notifications)
Voice & click-to-call
Twilio Voice · Asterisk PBX · Voiceflow
Payments
CoinGate · PGPay · PayMesh · Transak
Lead sources
Facebook Lead Ads · landing-page webhooks
Market data
Twelve Data · Binance · Alpha Vantage
Configured per brokerage from the CRM. Availability depends on your own accounts, agreements and scope.

Arabic-first operations

Arabic with full right-to-left, CRM included.

QUANTIX ships in English, Arabic and French. In Arabic the whole CRM mirrors, navigation included, and notification templates can be written per language and per channel, so each client is contacted in their own.

For Arabic-speaking brokerages

See QUANTIX running under your brand.

A private demo walks through the Trader Portal, the CRM and the Admin Console with someone who can answer both technical and commercial questions.

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