Create Your Dream Brokerage

Get all the tools you need in one place
to make your brokerage stand out in a competitive market

Tired of piecing together different brokerage tools?
Our flexible, powerful platform is designed to adapt to your brokerage's needs.
Enjoy seamless integration, advanced features, and endless customization
with Protonix's all-in-one package.

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Complete Set of Brokerage Services & Tools

Forex CRM

A CRM made just for brokerages helps you manage and retain clients, track sales, and monitor compliance. Protonix's CRM makes your job easier and helps you meet client needs.

  • Streamlined client management and communication
  • Customizable workflows for sales, retention, and compliance
  • Detailed reporting and analytics to drive performance

Pro Tip: When a customer encounters deposit issues, our CRM system promptly notifies the support agent, enabling immediate assistance.

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Webtrader

An intuitive trading platform will help your clients succeed and feel confident. Protonix's Webtrader platform is lightning-fast, smooth, and easy for anyone to use, even beginners.

  • Intuitive interface for seamless trading experience
  • Real-time market data and analysis
  • Customizable features to match your branding and client preferences

Pro Tip: Good UX is key to making the right impression. Loging in and navigation is simple. All the trading terms are explained right on the dashboard with helpful hints.

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Mobile App

Having a top-tier mobile app for your brokerage is a must in today's busy world. Protonix's mobile app keeps your clients in the loop with their investments and the market, all in a powerful and easy-to-use app they can access anywhere, on both Android and iOs.

  • Instant access to trading tools and market data
  • Real-time notifications and alerts
  • User-friendly design for a seamless mobile experience

Pro Tip: Our app puts the power in the client’s hands, allowing him to manage his account, complete the KYC process, and more, all from his mobile device.

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Payment Gateway

A safe and trustworthy payment system is important for smooth transactions and maintaining client trust. Protonix's payment gateway makes processing payments simple, so your clients can focus on trading and you can run your business.

  • Secure transaction processing
  • Support for multiple currencies and payment methods
  • Real-time transaction monitoring and fraud prevention

Pro Tip: You can set minimum deposit requirements based on country and PSP, ensuring a seamless and flexible payment process for your clients.

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Onboarding Module

Making the sign-up process easy and fast is important for keeping clients happy and building strong relationships. Protonix's Onboarding Module makes sign-up a breeze, saving time for both you and your clients.

  • User-friendly registration process
  • Secure data collection and storage
  • Tailored onboarding steps for regulatory compliance

Pro Tip: With our step-by-step technology setup, clients share their info only when needed. We just need a few details to get started.

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Customer Acquisition

Attracting high-quality leads is key for brokerage growth. With Protonix's customer acquisition tools, you can find, connect with, and convert new clients more easily and faster than ever before.

  • Targeted lead generation campaigns
  • Multi-channel outreach strategies
  • Data-driven optimization for higher conversion rates

Pro Tip: Use smart data tools to keep improving your lead generation strategies and reach out to them through different channels to get their attention.

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Customer Engagement

Building strong relationships with clients is key for success in the long run. Protonix's tools for client engagement make sure they stay active, helping your business grow consistently.

  • Automated customer journeys based on user behaviour
  • Customer nurturing based on segmentation and targeting
  • Actionable Analytics and Reporting

Pro Tip: Once we detect that a client has traded Silver, our system automatically delivers targeted updates on price movements in Gold. With the use of our proactive signals, we can send personalized price movements that keep clients engaged.

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Advanced Communication

Good communication with clients is crucial for building trust and giving great service. Protonix's communication tools help your team to keep clients in the loop and fix any issues quickly.

  • Seamless integration with popular communication tools
  • Real-time chat and messaging capabilities
  • Customizable templates for emails, SMS, and notifications

Pro Tip: Agents can chat with clients on Telegram straight from the CRM without needing a phone, which is fairly unique in the industry.

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BI and Data Services

Use the power of data to make smart choices and improve your brokerage game. Protonix's data services help you find hidden trends, do better, and stay ahead of competitors.

  • In-depth reporting and data visualization
  • Predictive analytics to uncover growth opportunities
  • Customizable dashboards and reports for informed decision-making

Pro Tip: You can track the clients equity in real-time and compare it to the previous days. Monitoring their investment growth, helps you understand the profitability of their trades.

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MT4/MT5 Integration

We offer integration with MT4, MT5 and other popular trading platforms.
Our flexible integration options ensure that you can connect your website to your preferred trading platform.

  • Advanced charting and analytical tools
  • Customizable trading algorithms
  • Multi-asset trading capabilities

Pro Tip: For your sophisticated traders, we've got the ultimate trading platform: MT5. Experience advanced features, seamless functionality, and robust performance.

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Customize Your Brokerage To Meet Client Demand

Streamline your operations with all the tools you need. 

Boost client satisfaction with an easy-to-use platform and smooth onboarding.

Gain valuable insights from our data services to drive growth.

Build client loyalty with personalized experiences and strategies.