Trading platforms · Integration

Vertex, connected to Intivion.

Vertex brokers need their trading data where their teams work, not in a separate admin screen. Intivion connects to Vertex so accounts, positions and balances update on the client record in real time.

Category
Trading platforms
Status
Live
Connection
Native connector, maintained by Intivion
Typical setup
2 to 5 working days

01What connects

What flows between Vertex and Intivion.

Data comes in as it happens and lands on one record per client. Actions go back the other way.

From Vertex to Intivion

Trading accounts, groups and leverage
Open and closed positions, in real time
Deposits, withdrawals and balance changes
Login activity, IP addresses and devices
CoreBrokerage Intelligence System

From Intivion to Vertex

New trading accounts opened from the client portal
Group and leverage changes approved by your team
Review flags for the dealing desk

Used by AltimaTrader, AltimaCRM, Client Portal, IB System, Prop System.

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.

Risk Intelligence

Checks every trade against your risk rules and raises a risk event, graded by severity, on each breach.

See Risk Intelligence →
Example decision

Account #22914 shows latency-arbitrage flow. Flag it for dealing review.

03About Vertex

Vertex.

Vertex (VertexFX, now VertexPro) is the trading platform of Hybrid Solutions, a trading technology provider founded in 2002 with offices in Amman and Ras Al Khaimah.

It covers web and mobile trading, a back office, liquidity-provider connections, APIs and white-label options, and is used by more than 100 brokers.

04Setting it up

Live in four steps.

Our onboarding team does the connection with you. Your current systems keep running throughout.

  1. Step 1

    Connect the server

    Add the manager or server API credentials in the Intivion admin.

  2. Step 2

    Map groups

    Match server groups to brands, desks and account types.

  3. Step 3

    Backfill history

    Import past accounts and trades so the Brokerage Intelligence System starts with context.

  4. Step 4

    Go live

    Turn on real-time sync and check the first decisions together.

05More

More in Trading platforms.

The Brokerage Intelligence System works with all of them, side by side.

Questions brokers ask about Vertex.

How Intivion's connection to Vertex handles accounts, trading data and setup.

How does Vertex connect to Intivion?

Through a native connector. Trading accounts, positions, deposits, withdrawals and login activity from Vertex sync to the client record in real time, so AltimaCRM, the Client Portal and every desk work from the same numbers.

Can traders open Vertex accounts from the Client Portal?

Yes. Traders open live and demo Vertex accounts from the portal. The account is created on your server and linked back to their client record automatically, with the group and leverage you've set.

Can we run Vertex alongside other trading platforms?

Yes. Many brokers run several platforms across their brands. Intivion keeps every account, whatever the platform, on one client record, so sales, retention and risk always see the whole client.

What does the Brokerage Intelligence System do with Vertex data?

It reads trading activity next to deposits, KYC and calls. It profiles flow quality per account, checks trades against your risk rules, and spots clients who stop trading so retention can call in time.

Will our current setup be disrupted while Vertex is connected?

No. Our onboarding team does the connection with you: we connect the server, map your groups to brands and desks, and backfill past accounts and trades. Your existing systems keep running until you're happy to switch.

See Vertex 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.

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