All-in-One Brokerage Management Suite – CRM System
AlphaFin Technologies provides end-to-end CRM & Broker Solutions that streamline operations, enhance client relationships, and maximize revenue opportunities. Our integrated platform combines powerful client management, back-office automation, and IB/affiliate tools to give brokers complete control over their business—from acquisition to retention.
Core Solutions & Benefits
Intelligent CRM System
- 360° client profiling with trading behavior analytics
- Automated onboarding (KYC/AML) & document management
- Multi-channel communication (email, SMS, WhatsApp integration)• Multi-channel communication (email, SMS, WhatsApp integration)
- Lifetime value tracking & segmentation
Back-Office Powerhouse
- Real-time P&L monitoring across all accountsReal-time P&L monitoring across all accounts
- Automated onboarding (KYC/AML) & document management
- Automated commission calculations & payouts
- Risk exposure dashboards with alert triggers
- Customizable reporting (regulatory, accounting, executive)
IB/Affiliate Management
- Multi-tier partnership hierarchies
- Performance-based commission structures
- White-label portals with rebate calculators
- Real-time tracking of referrals & conversions
Who Benefits?
Startup Brokers
Launch faster with plug-and-play infrastructure
Growing FX/CFD Firms
Automate operations to scale efficiently
Crypto Exchanges
Manage high-volume client onboarding
White Labels
Customizable solutions for your brand
Transform Your Brokerage Operations
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