Sees first deposits as they happen and routes the client to the right desk.
See Lead Intelligence →Intivion
Payment providers · Technology partner
Intivion and Cregis.
More traders want to fund their accounts in crypto, and most back offices weren't built for it. Intivion and Cregis have partnered so crypto deposits and withdrawals settle into the trader's wallet and onto the client record like any other payment.
- Category
- Payment providers
- Status
- Live
- Connection
- Native connector, maintained by Intivion
- Typical setup
- 2 to 5 working days
01What connects
What flows between Cregis and Intivion.
Data comes in as it happens and lands on one record per client. Actions go back the other way.
From Cregis to Intivion
Deposit and withdrawal requests, approvals and declines
Payment method, currency and amount
Chargebacks and refunds
Payer details for matching to the client record
CoreBrokerage Intelligence System
From Intivion to Cregis
Cashier sessions started from the client portal
Withdrawal approvals and holds with their reasons
Used by Client Portal, AltimaCRM.
02What the Brokerage Intelligence System does with it
It reads the data as well as moving it.
A plain integration copies the data across. The Brokerage Intelligence System reads it next to everything else it knows about the client.
Flags withdrawals that look unusual against the client's history.
See Risk Intelligence →Shows deposits, withdrawals and net funding in the daily brief.
See the Brokerage Intelligence System →Example decision
Withdrawal of $9,800 is 90% of equity on a 3-day-old account. Hold for review.
03About Cregis
Cregis.
Cregis provides crypto wallet and payment infrastructure, helping businesses accept, hold and pay out digital assets securely.
"Crypto funding has gone from a nice-to-have to something traders expect. With Cregis, our brokers can offer it with the same control and reconciliation they already have for every other payment method."
04Setting it up
Live in four steps.
Our onboarding team does the connection with you. Your current systems keep running throughout.
- Step 1
Add the provider
Enter merchant credentials and choose the brands it serves.
- Step 2
Choose methods
Pick the methods, currencies and countries shown in the cashier.
- Step 3
Set rules
Limits, approval steps and routing per country or client group.
- Step 4
Test and go live
Run sandbox payments, then switch to production.
05More
More in Payment providers.
The Brokerage Intelligence System works with all of them, side by side.
Related reading
Questions brokers ask about Intivion and Cregis.
How Intivion and Cregis work together on deposits, withdrawals and reconciliation.
How does Cregis connect to Intivion?
Through a native integration. Every deposit, withdrawal and decline from Cregis posts to the trader's wallet and client record automatically, so nobody has to chase a payment status.
Can traders deposit and withdraw in crypto through the Client Portal?
Yes. Cregis handles the crypto wallet infrastructure, and Intivion posts every crypto deposit and withdrawal to the trader's wallet and client record, just like a card or bank transfer.
How do Intivion and Cregis work together?
We're technology partners, so Cregis is connected for brokers out of the box. Payments are processed through Cregis, and Intivion records every result on the client record and in finance reporting.
How does the Brokerage Intelligence System use payment data?
It sees first deposits as they happen and routes the client to the right desk, and it flags withdrawals that look unusual against the client's history before they're paid.
Will our current setup be disrupted while Cregis is connected?
No. Our onboarding team does the connection with you: we add your Cregis credentials, assign the method to the right business units and test deposits and withdrawals with you. Your existing systems keep running until you're happy to switch.
See Cregis and the Brokerage Intelligence System together.
Bring your setup. We'll show you the decisions the Brokerage Intelligence System makes on a model of your brokerage.