A new brand, entity or region
Adding a licence, a second brand or a new market exposes every shortcut in the current setup: shared databases, manual entity reporting, one cashier for every country.
Solutions · Switch to Intivion
Switch your brokerage tech to Intivion without losing a day of business.
Switching your tech shouldn't mean downtime. We migrate your CRM, trading platform, IB trees and payments in stages, with your current systems live until every desk has signed off.
Desks switching to Intivion4 of 4 live
SalesLive with Intivion
RetentionLive with Intivion
ComplianceLive with Intivion
FinanceLive with Intivion
Old systems stay read-only until the last desk signs off
Something always forces the decision to switch.
Each of these hits the same places: first deposits left unworked, IB rebates paid wrong, compliance requests that take a week to answer. If two or more sound familiar, staying on your current setup is already the costlier option.
Launching prop trading
Challenges, evaluation rules and funded payouts don't fit a CRM built for retail FX, so prop desks end up running on spreadsheets beside it.
A renewal that doesn't add up
Per-account pricing, bridge fees and paid customisations grow faster than revenue, and every renewal is harder to justify.
A vendor decision you didn't make
A platform licence change, a feature withdrawn or an app pulled from a store, and the brokerage carries the risk without having had a say.
A regulator asks a question you can't answer quickly
When the audit trail lives across five systems, answering one compliance request becomes a week of exports.
Your data, someone else's database
Getting a full export of your own client and trading history needs a support ticket, a fee or both.
Built for how brokerages worked ten years ago
A new payment provider, rebate plan or onboarding step takes weeks of tickets, because the system was never designed to change that fast.
Problems found at month end
Toxic IB flow, unworked first deposits and quiet withdrawals only surface in reports, long after anyone could act on them.
Four phases. Nothing moves without your sign-off.
How long it takes depends on your brands, platforms and years of history. You'll have a phase plan ready, customised around your requirements from day one.
Phase 1 · Everything connected
Connect
We connect your trading servers, payment providers and KYC, and map your brands, entities, desks, roles and IB trees.
Your teamGives access, and names one owner for each desk.
Phase 2 · History moved
Migrate
We run field mapping, data cleansing and deduplication, then move clients, trading accounts, IB hierarchies, transactions, KYC files and call logs in batches, never in one weekend cutover.
Your teamReviews the field mapping and approves each batch.
Phase 3 · Proven in parallel
Validate
Each desk runs UAT in parallel with the legacy system: a deposit, a withdrawal, a KYC review, a rebate run, a month-end report. A delta sync keeps both systems current.
Your teamDesk leads test and sign off the workflows they own.
Phase 4 · Live, desk by desk
Switch
Desks cut over one at a time, starting with the one that has the fewest dependencies, with a rollback plan for each. Legacy systems stay read-only for as long as you need them.
Your teamTrains each desk and confirms it's ready before cutover.
Your desks, your IBs and your traders keep working while you migrate.
The real risk in a switch isn't the tech. It's a missed FTD follow-up, a late rebate run, or a verified client asked for KYC twice. Field mapping, user testing and a parallel run are how we plan for each.
- Sales and retention keep converting
Leads, FTD pipelines and call history are mapped and in place before a desk moves, so no first deposit goes unworked.
- Compliance keeps its audit trail
KYC and AML files, CDD and EDD outcomes and the full audit history move field by field with each client, so verified clients stay verified.
- Finance keeps reconciling
Transaction history is reconciled against your legacy system and PSP connections stay live, so net deposits, period-end and regulatory reports still balance.
- IB rebates keep paying
Master IBs, sub-IBs and rebate plans move exactly as they are, and the payout run is scheduled so no partner misses a cycle.
- Trading accounts and open positions
Accounts, equity and trade history stay linked to the same client, and a CRM or back-office switch never touches open positions. Where a login has to change, traders hear about it in advance, from your brand.
- 24/7 support through the switch
FX doesn't stop for a migration, so neither do we. A dedicated team covers every cutover around the clock and stays on hand after each desk goes live.
The switch is the start. Scaling is what comes next.
Clients, accounts, IB trees, transactions, KYC and call history all move systematically. From there, every new brand, region or desk runs on the same client record, and the Brokerage Intelligence System connects them all from day one.
What to measure in your first 90 days with Intivion.
A good switch shows up in the numbers your desks already care about: conversion, speed, compliance and cost.
Red: before IntivionGreen: after Intivion
Leads that make a first deposit.
Time from sign-up to the first sales call.
Time from document upload to a verified client.
Partner queries about incorrect payouts.
Time to answer an audit or regulator request.
Separate tools used in a normal working day.
FAQ
Straight answers to the questions that usually keep a broker on their old setup for one more year.
How do I migrate my forex CRM to Intivion without downtime?
Intivion migrates brokerages in four phases: Connect, Migrate, Validate and Switch. Your current CRM, back office and payment setup stay live throughout, and desks move across one at a time only after they have tested their own workflows, so sales, retention, compliance and finance keep working.
What data moves when we switch our brokerage tech to Intivion?
Everything your desks rely on: clients and leads, trading accounts, IB hierarchies and rebate plans, deposits and withdrawals, KYC and AML files, call history and active prop challenges. Each field is mapped from your current system and checked against its source before a desk moves.
Do traders need new MT4 or MT5 logins after the switch?
In most cases, no. Trading accounts and their history stay linked to the same client, and a CRM or back-office switch does not touch open positions. Where a platform change does require new login details, traders are told in advance through your own branded portal and emails.
Will our IBs keep getting paid during the migration?
Yes. IB trees, sub-IBs and rebate plans move across exactly as they are, and the payout run is scheduled around the switch so no partner misses a cycle.
Do verified clients have to complete KYC again?
No. KYC and AML documents, check results and CDD and EDD outcomes move with each client, so anyone already verified stays verified after the switch.
Can we switch from a CRM or back office we have used for years?
Yes. Intivion migrates from the systems brokers run today, whatever the vendor. History is what makes a client record useful, so years of data move with you rather than being left behind.
How long does a brokerage tech migration take?
It depends on how many brands, entities, platforms and years of history you bring. Every switch starts with a phase plan customised to your requirements, so you know the timeline before any work begins.
Can we move one desk or one product at a time?
Yes. Desks cut over one at a time, starting with the one that has the fewest dependencies. Many brokers start with AltimaCRM and the Client Portal, then add AltimaTrader, the IB System or AltimaVoIP later.
What happens to our old system after the switch?
It stays available read-only for as long as you need it, so historical records remain accessible. Until a desk switches, nothing in your current setup changes, and each cutover has a rollback plan.
Is support available during the migration?
Yes, 24/7. Forex markets do not stop for a migration, so a dedicated Intivion team covers every cutover around the clock and stays on hand after each desk goes live.
Bring us the setup you've been putting off replacing.
We'll map your current stack, show you how each piece moves and give you a phase plan with dates, before you sign anything.