RelTrix: Relationship Matrix CRM

The most DYNAMIC and configurable CRM I’ve ever used.

– CEO of Global Financial Brokerage Firm –

The support team is truly world class!

– Head of Operations, Vanuatu based Broker –

Finally a CRM with an advanced reporting system!

– Head of Risk, Cyprus based Broker –

The low fixed pricing is a marvel to behold!

– CEO of startup broker –

Client Portal

Offer your clients a world class intuitive experience with our dynamically customizable client portal. A one stop shop connecting all your trading platforms, PSPs, and more in one easy to use experience.

IB Portal

Levels: Unlimited IB Levels
Systems: Rebates,
% Commissions, % Swaps,
% Deposits , % Profits

PAMM Portal

Pool client “investor” funds into trading accounts for pro traders. Investors can track their fractions of trades & profits from their Portal.

Operations CRM

Manage your operations with our proprietary back office solution with complete tasks, statements, tracking, logs, and notifications.

Sales CRM

Empower your sales force with our award winning sales center bringing the entire client lifecycle into one intuitive and super fast place optimizing calls and helping you building real relationships.

Client Center

The one stop shop to manage a client end to end from personal information to complete logs on funding, trading, communications, and so much more.

Marketing CRM

Boost your Marketing management with advanced solutions like customer lifecycle, Tags, and dynamic lead importing from Ad solutions.

Management CRM

Manage everything and everyone from one all powerful control center and configure custom detailed permissions for your employees.

IB System

Systems: Rebates,
% Commissions, % Swaps,
% Deposits , % Profits

Our Customers

21+

Brokers &
Institutions

13+

Exchanges
& PSPs

100,000+

Requests Processed
Per Second

100%

Reliability
Guarantee

Branded IB

Extend your CRM to Branded IBs. You can manage their back office completely form your CRM. The branded IBs get a their own branded client facing portal.

WhiteLabel

In turn, whitelables can control their branding on the CRM, portals, and emails. Whitelabels can enjoy the full suite of products at a great discount thanks to you.

Complete CRM Solution

Built to be customizable & configurable

Easily integrates with any service or platform

Affordable high quality and secure

Schedule a demo now

Featured Trading Platforms

(11+ Trading Platforms)

Featured Payment Gateways

(37+ Payment Providers)

Featured Communication Services

(19+ Communications Tools)

Other Featurings