Sees first deposits as they happen and routes the client to the right desk.
See Lead Intelligence →Intivion
Payment providers · Technology partner
Intivion and Paytiko.
Every failed deposit is a client who may not try again. Intivion and Paytiko work together so payments are routed across providers, retried when one declines, and reconciled on the client record without anyone chasing them.
- Category
- Payment providers
- Status
- Live
- Connection
- Native connector, maintained by Intivion
- Typical setup
- 2 to 5 working days
- Website
- paytiko.com ↗
01What connects
What flows between Paytiko and Intivion.
Data comes in as it happens and lands on one record per client. Actions go back the other way.
From Paytiko 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 Paytiko
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 Paytiko
Paytiko.
Paytiko is a payment orchestration platform that connects brokers to many payment providers through one integration, with smart routing and cascading built in.
"Every declined deposit is revenue walking out of the door. Pairing Paytiko's orchestration with Intivion means brokers can see those deposits, retry them and win them back instead of losing the client."
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 Paytiko.
How Intivion and Paytiko work together on deposits, withdrawals and reconciliation.
How does Paytiko connect to Intivion?
Through a native integration. Every deposit, withdrawal and decline from Paytiko posts to the trader's wallet and client record automatically, so nobody has to chase a payment status.
What happens when a deposit is declined?
Paytiko can retry the payment through another provider, and Intivion records every attempt on the client record. Your team only steps in if the deposit still fails.
How do Intivion and Paytiko work together?
We're technology partners, so Paytiko is connected for brokers out of the box. Payments are processed through Paytiko, 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 Paytiko is connected?
No. Our onboarding team does the connection with you: we add your Paytiko 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 Paytiko 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.