Your Brokerage Technology, Live in 48 Hours.

We build everything a Forex/CFD brokerage needs to run: trading platform, CRM, client portal, IB system, and VoIP, all in-house and delivered as one connected system.

Intivion Back Office dashboard showing today's imports, failed imports, a duplicate review queue and a data quality score

01What launch involves

Six things every brokerage has to set up.

We build each one and connect them for you, so your brokerage launches as one working system.

Step 1

Trading platform

Run AltimaTrader on web, iOS and Android alongside MT4, MT5, cTrader, Match-Trader and other platforms, across every brand you operate. Real and demo accounts are linked back to the client records.

Step 2

CRM and back office

Set up brands, business units, roles and permissions once in AltimaCRM. Settings are inherited from the organisation down to each brand and business unit.

Step 3

Onboarding and KYC

Design the sign-up flow in the visual onboarding builder, connect your KYC and AML providers, and get reminders before documents expire.

Step 4

Payments

Choose from 200+ payment gateways and enable each one per business unit, with its own limits and currencies.

Step 5

Partner program

Run multi-tier IB and affiliate programs with automated rebate calculations, a partner portal, and promo codes that tie every deposit to its source.

Step 6

Risk and oversight

Check client trading against your configured risk rules and flag IB risk such as rebate abuse and linked accounts. The dealing desk monitors exposure on a live risk panel, and Anomaly Detection watches agent activity.

02Where money leaks

Top 5 places brokers lose money today.

None of these losses comes from a lack of data. Each one comes from data scattered across separate tools, where no one sees it in time.

Acquisition

Leads that go cold

Leads wait hours for a call because nobody can tell the hot ones from the cold ones.

Retention

Clients who leave quietly

The withdrawal request is the first sign anyone sees.

Partners

Incorrect rebate calculations

Rebates are worked out by hand across spreadsheets, so IBs end up overpaid, underpaid or paid on accounts that never deposit.

Risk

Exposure seen too late

Client positions push your exposure past its limit, and the dealing desk only finds out at the end of the day.

Leadership

Reports that don't match

Each desk pulls its own report from its own tool, so leadership spends meetings reconciling numbers instead of making decisions.

03One intelligence

From six systems to one connected brokerage.

The same teams and the same clients, working from one connected record.

Today

  • A CRM, a portal, an IB system and a risk tool that do not talk
  • Lead scoring done by gut feel
  • Rebates paid before anyone checks the accounts
  • Exposure added up by hand when the market moves
  • A monthly report that explains last month

With Intivion

  • Six products, one intelligence built into all of them
  • Every lead scored from 0 to 100 and placed in a tier
  • Rebates held automatically when abuse signals appear
  • Every risk-rule breach on one live panel, graded by severity
  • A daily brief report on yesterday's results and today's priorities.

04One client, start to finish

One client, from first click to VIP.

Every step leaves a signal. The Brokerage Intelligence System reads each one in context.

  1. A lead arrives from IB‑204

    Dubai, interested in Gold, opened the deposit page twice.

    Lead IntelligenceScored 74, Platinum tier, so the agent calls the same morning.
  2. KYC and first deposit

    $2,500 by card after a call from the desk.

    Lead IntelligenceThe verified KYC and the deposit lift the score to 86: Diamond.
  3. First trades

    Three Gold trades with sensible holding times.

    Trading IntelligenceProfiled as healthy flow, so no review is needed.
  4. IB rebate accrues

    IB‑204 earns on the client's volume.

    Partner IntelligenceIB‑204 moves two first deposits closer to the Gold tier.
  5. A $25,000 deposit

    The client adds 12 lots of Gold.

    Risk IntelligenceThe trade trips the max-exposure rule on XAUUSD. A risk event appears on the dealing desk's live panel.
  6. Month-end review

    Leadership looks back on the month.

    Brokerage Intelligence SystemThe client appears in the brief as one of the MENA campaign's top converters.

Everything your brokerage runs on, built by Intivion.

Trading platform, CRM, client portal, IB system and VoIP, delivered as one connected system. See it working on your markets and platforms in one demo.

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