For existing brokerages
Sales, dealing and compliance on one system.
If your trading platform, CRM and payment tools are separate products held together by integrations, QUANTIX is the alternative: one platform where the CRM sees every trade, deposit and KYC event as it happens.
Common symptoms
Signs it is time to consolidate.
- 01
The CRM lags the platform
Sales works from records that do not yet show the trade, deposit or KYC step that just happened.
- 02
Duplicate records
The same client exists in two or three systems, each with a slightly different history.
- 03
Manual reconciliation
Compliance and finance spend time matching documents, transactions and accounts across tools.
- 04
Dealers cannot act from the customer record
Placing or editing a trade for a client means switching to another system.
- 05
Leads arrive in spreadsheets
Campaign leads reach sales through spreadsheets and inboxes instead of a mapped, de-duplicated pipeline.
One database
From lead to trade, one record.
In QUANTIX the lead, customer, trading account, KYC file, deposits and trades live in one database. Roles and data scopes decide what each person sees; the audit trail records what each person changed.
- 01LeadFacebook Lead Ads, landing pages, CSV import
- 02ContactViews, assignees, tasks, call and WhatsApp links
- 03AccountOne-click conversion or self-registration
- 04KYCKYC queue, approve or reject
- 05DepositBank, crypto, card, hosted checkout
- 06TradingLive prices, orders, positions
- 07OperationsDealing desk, finance, audit trail
Migration
Moving a live brokerage, planned with you.
The lead import wizard — CSV analysis, column mapping, default assignee and status, duplicate detection — is built in. Everything else about moving a live brokerage, including customer and account data, parallel running and cut-over planning, is scoped with you during technical evaluation.
We plan the move with you, step by step: data, parallel running and cut-over.
Good to know
Data migration is scoped separately
Beyond lead import, moving customer and account data is evaluated and quoted as a project.
Your website can stay
An existing brokerage website can be connected to the CRM and Trader Portal as a separate, scoped service.
Switching, data and your current site.
Does QUANTIX connect to MetaTrader or other trading platforms?
No. QUANTIX has its own Trader Portal and engine. It is an alternative to a separate platform plus CRM, not a bridge or plug-in for one.
Can we import our existing leads?
Yes. The import wizard analyses a CSV, maps columns, applies a default assignee and status, and detects duplicates.
Can we keep our current website?
Yes. Landing-page forms can feed the CRM through webhook campaigns, and your site can send clients to your branded Trader Portal. This is a scoped service.
Can we run old and new in parallel?
That depends on your situation and is part of the technical evaluation and migration planning.
Bring your current stack to the demo.
Tell us what you run today. We will show where QUANTIX would replace it and what a migration would involve.