The Forex and CFD brokerage industry looks very different today than it did two decades ago.
Trading platforms have evolved. Client onboarding has become more complex. Payment options have expanded. Introducing Broker (IB) networks have grown, and Proprietary trading firms have introduced new business models.
Yet one thing remains important: technology that understands how these businesses operate and supports the people running them.
Intivion's journey began in 2006 as a software development company. In 2009, we entered the Forex industry, working directly with brokers and learning about the challenges they faced.
Those experiences have shaped our technology ever since. A refreshed identity, a redesigned website, and advancements across our brokerage technology ecosystem. This rebranding reflects how our products, expertise, and understanding of brokerage operations have evolved.
Two Decades of Building Technology Around Real Business Needs
Running a brokerage involves much more than managing trades. A broker may operate multiple trading platforms, serve clients across different jurisdictions, work with several payment and KYC providers, and coordinate teams responsible for sales, retention, compliance, IB management, and trading operations.
Proprietary trading firms have their own requirements. They need to manage trading challenges, configure evaluation rules, monitor drawdowns, and assess trader performance.
Supporting these businesses requires more than a collection of software features. It requires an understanding of how their teams operate. Over the years, we've studied the challenges brokerage teams face in their day-to-day operations.
How sales agents manage leads. How compliance teams review verification documents. How IB managers oversee partner networks. And how risk teams monitor trading activity.
That combination of industry experience and client collaboration has helped build the Intivion product ecosystem we offer today.
What's Evolving Across Intivion's Product Ecosystem?
The evolution of Intivion isn't limited to its visual identity or website.
Our product development continues to focus on the activities brokerage teams manage every day.
Customisable workflows and automation
Brokerage teams can configure workflows around specific events and daily operational requirements. For example, a compliance team may need to identify clients whose KYC documents are pending. A sales team may want to follow up with registered clients who haven't made their first deposit. Configurable workflows help teams manage these activities with less repetitive manual work.
IB and affiliate commission management
As Introducing Broker networks expand, commission structures can become more complex. Intivion's IB System supports multi-tier partner arrangements, commission configurations, and accurate automated calculations. Monitoring capabilities can also help identify unusual referral or commission activity that may require review.
Trading risk monitoring
Brokerages and Prop trading firms need to monitor trading activity against the rules they establish. Intivion's Risk Management System supports configurable parameters such as drawdown, exposure, and leverage limits, helping teams identify breaches and trading behaviour that requires attention.
Operational anomaly detection
Risk isn't limited to only trading activity. Unusual logins, unexpected bulk exports of client records, or a sudden increase in sensitive CRM actions may also warrant investigation. Anomaly Detection helps brokerage teams identify these activities through configured monitoring rules and alerts.
These developments share a common objective: helping teams spend less time searching for problems and more time addressing the activities that matter.
What Is Intivion's Brokerage Intelligence System?
A brokerage generates a constant flow of information. Trading activity changes throughout the day. Client records are accessed and updated. Different brokerage teams use the CRM to manage their respective responsibilities. The challenge isn't always finding information.
It's knowing which activity deserves attention.
Intivion's Brokerage Intelligence System (BIS) is designed to address this challenge by bringing intelligence capabilities into the brokerage technology ecosystem.
Three key capabilities illustrate how it works.
Risk Management System: Monitoring Trading Risks
The Risk Management System helps brokerage operators monitor trading activity against configured risk rules. These can include exposure limits, leverage conditions, drawdown thresholds, and other trading rules relevant to the brokerage or prop trading business.
When an activity breaches a configured rule, the system can surface the event to the appropriate team for review or action.
Anomaly Detection: Identifying Unusual CRM Activity
Anomaly Detection focuses on operational behaviour within the CRM.
For example, an agent accessing an unusually large number of client records, exporting sensitive information in bulk, or logging in from an unexpected location may trigger an alert.
These events don't necessarily indicate wrongdoing. They give authorised teams a reason to investigate further.
Scoring Engine: Helping Teams Prioritise Leads and Clients
Brokerage sales and retention teams often work with large numbers of leads and client records. The Scoring Engine helps teams prioritise leads and clients based on configured criteria and available activity data.
Rather than treating every lead the same way, teams can use scoring data to identify where their attention is most useful.
Together, these and many other capabilities support better visibility into trading risks, unusual operational activity, and client engagement.
More Control. Greater Visibility.
Intivion Redefined, Recognition Across the Industry Press
Our rebranding announcement and technology developments have also been featured across financial and Forex industry publications.
The coverage provides another wider perspective on Intivion's refreshed identity, its product ecosystem, and the introduction of the Brokerage Intelligence System.
Read more about the announcement:
Explore our product ecosystem or book a demo to discuss your business requirements.
Frequently asked questions
What is Intivion Redefined?
Intivion Redefined represents the company's refreshed brand identity, redesigned website, and advancements in its brokerage technology ecosystem for Forex/CFD brokers and Prop trading firms.
What is Intivion's Brokerage Intelligence System (BIS)?
The Brokerage Intelligence System brings together capabilities including Risk Management, Anomaly Detection, Scoring Engine, and many other intelligence capabilities to help brokerage teams monitor risks, identify unusual activity, and prioritise leads and clients.
When was Intivion founded?
Intivion began as a software development company in 2006 and entered the Forex industry in 2009, working directly with brokers as clients and developing technology around their operational requirements.