Onboarding

Digital Onboarding

Launch a secure, end-to-end digital onboarding platform for retail and institutional clients—complete with configurable workflows, integrated eKYC/AML, suitability logic, and an audit-ready approval model.

Forex CRM Dashboard

Configurable onboarding building blocks

Our Client Manager platform drives efficiency, profitability and compliance across your entire brokerage business.

01

Multiple account types

Retail, joint, corporate, and institutional flows with different requirements per type.

02

Document and ID capture

Retail, joint, corporate, and institutional flows with different requirements per type.

03

Suitability and classification

Configure appropriateness tests and risk classifications based on selected products and rules.

04

Approval routing and SLAs

Send cases to compliance/ops with role-based approvals and decision logging.

05

Lifecycle handoff

Handoff verified clients to CRM/Client Portal and downstream provisioning systems via API.

How onboarding runs end-to-end

Step
Client Action
Operational Outcome
Investor Onboarding Without MT4/5
Complete guided form + upload documents
Application created with required fields
Precision Allocation (Up to 0.00001 lots)
ID + liveness checks
Automated KYC/AML/PEP screening + flags
Multiple Fee Types + Coupon Logic
Suitability / classification
Rules-based scoring and segmentation
Strategy & IP Protection
—
Role-based routing + audit logs of decisions
Partial Top-ups & Flexible Withdrawals
Confirm/sign as needed
Provision account + CRM handoff
INTEGRATIONS

Connect to your stack

Digital Onboarding is built for integration. Connect your preferred KYC providers, trading platforms, payment rails, and internal back-office systems through API-led delivery.

KYC/AMLTrading platformsPayment/PSPsAdmin dashboardsData systems
ENTERPRISE READINESS

Governance by design

Role-based access, decision logs, and exportable histories help teams meet internal policy and external regulatory expectations while keeping operations efficient.

Need bespoke workflows or connectors? Use Custom & Enterprise Capabilities.

FX Core CRM
Payment providers
FP Markets
TradersTrust
M4Markets
SquaredFinancial
Squ
FX Core CRM
Payment providers
FP Markets
TradersTrust
M4Markets
SquaredFinancial
Squ
FX Core CRM
Payment providers
FP Markets
TradersTrust
M4Markets
SquaredFinancial
Squ
FX Core CRM
Payment providers
FP Markets
TradersTrust
M4Markets
SquaredFinancial
Squ

Frequently
asked questions

FYNXT Digital Onboarding is a configurable web-based onboarding platform for financial institutions. It digitizes the full application journey—data capture, document upload, identity verification, suitability/classification, approvals, and activation—so teams reduce manual work and improve time-to-account. Best for brokers and financial firms that need faster onboarding with governance and audit trails. Supports multiple workflows (retail, corporate, institutional) and can be tailored by jurisdiction.

Need Payment Support?

Our support team is available 24/7.

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Brokerages Served
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Integrations Supported
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Projects Delivered
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Years of Industry Experience

Trusted by over 250 top brands

SquaredFinancial
Global Prime
FP Markets
ICM Capital
TradersTrust
XS.com
M4Markets
Kohle Capital
JFD Brokers

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