The back office your brokerage runs on
Finnovic Hub is a complete forex CRM for MT5 brokers — the broker back-office covering client lifecycle, KYC, multi-gateway payments and a 5-level IB engine, across five role-based portals.
Everything between a lead and a funded trader
Eight core modules covering the full client lifecycle, money movement and partner network.
Client 360° management
One profile for every client — MT5 accounts, balances, documents, payments, tickets and activity — with one-click account operations.
KYC compliance
An 8-step verification wizard with document review, status workflow and automatic MT5 trading-rights sync on approval.
Multi-gateway payments
Deposits through Stripe, PayPal and NowPayments plus CoinGate crypto — routed, tracked and reconciled in one ledger.
Wallet system
Multi-currency client wallets with internal transfers and a controlled withdrawal workflow from request to payout.
IB commission engine
A 5-level cascade with auto-sync from MT5 trades, per-link overrides and scheduled settlements.
Leads pipeline
A Kanban pipeline with lead scoring, assignment and conversion tracking from first contact to first deposit.
Support ticketing
Threaded tickets with priority levels and SLA tracking, tied directly to each client’s record.
Reports hub
Transaction, P&L and commission reports exported to CSV, Excel or PDF for finance and compliance.
Five portals, role-scoped
Each team gets its own workspace — seeing only the data and actions their role allows.
Admin back-office
The full command center — clients, payments, IB network, settings and reporting, with live KPIs across the whole book.
Client self-service
Clients open accounts, complete KYC, deposit, transfer and request withdrawals on their own — no back-office ticket needed.
KYC verifier queue
A dedicated review desk where compliance staff approve, reject or request more info on each document, one client at a time.
Salesperson / IB partner
Salespeople work their assigned clients and leads; IB partners track their downline, referrals and earnings in a scoped sub-portal.
Accountant portal
A finance-scoped workspace for reconciliation, the withdrawal approval gate and payout, with full money-movement reporting.
From record-keeping to client intelligence
The 2026 release turns your client book into a working asset — segmenting it, surfacing who is about to leave, and reaching them with the right message at the right moment.
Book a walkthrough →Client segments
Every client is auto-sorted into Whale, Active, Casual or Dormant, with labels steady enough for your team to act on.
At-Risk churn queue
A dedicated queue of clients about to leave — assign an owner and message them straight from the card to win them back.
Lifecycle drip automation
Welcome-back nudges for dormant clients, graduation prompts, inactivity reminders and RM escalations — sent automatically.
RM Notification hub
Economic-calendar events matched to each client’s own portfolio, so relationship managers reach out with something relevant.
In-CRM email messaging
Compose to any client with templates and a live preview, then track send status — all logged to their record.
AI ticket categorisation
Incoming support tickets are auto-categorised and routed, so the right desk picks them up faster.
Onboard fast, stay audit-ready
A guided wizard for clients, a clean review desk for compliance, and the trading rights flip on the moment a client is cleared.
8-step guided wizard
Clients are walked through verification step by step, with clear prompts so documents come back complete the first time.
Reviewer queue
Compliance approves, rejects or requests more info per document, then auto-applies MT5 trading rights the instant a client is cleared.
Expiring-docs tracker
Documents nearing expiry are flagged automatically and clients are reminded to refresh them before they lapse.
Per-client risk rating
Each client carries a risk rating with PEP and AML flags, kept beside their profile for fast, defensible decisions.
Transaction monitoring
Deposits, withdrawals and transfers are watched for patterns that warrant a second look by the compliance team.
Status workflow
Every client moves through a clear verification state, so anyone can see at a glance who is pending, cleared or blocked.
Take money in, reconcile it once
Four gateways behind one ledger, with funds reaching the trader the moment they clear.
- Stripe, PayPal, NowPayments & CoinGate — cards, e-wallets and crypto under one ledger
- Per-client hosted deposit page that auto-credits the wallet and the MT5 account on confirmation
- Crypto wallet with per-coin balances, deposit addresses and cross-crypto conversion
- Client self-service transfers — Wallet↔MT5 and MT5↔MT5 without raising a ticket
- Withdrawal approval gate so every payout passes the accountant before it leaves
Pay partners, down to five levels
A cascading commission engine that follows your partner hierarchy and settles on schedule.
- 5-level cascade calculated off real MT5 trade volume up each partner chain
- Per-link rate overrides so any IB relationship can run its own rates
- Settlements & clawbacks on schedule, with referral-link tracking end to end
- Restructure the hierarchy without losing a single line of commission history
- Full IB sub-portal — partners see their downline, earnings and commission ledger
No manual entry. Nothing slips through
Finnovic Hub stays in step with MT5 on its own and keeps a record of who did what — so finance, compliance and operations can trust what they see.
- Automatic MT5 sync — balances and trades stay current on their own, with nothing re-keyed by hand
- Full audit trail across the platform, plus a daily snapshot and an End-of-Day briefing
- Permissions per role, editable as your team changes, so people see only their own work
- 2FA, branch management and database backup & restore for safe day-to-day operations
Live MT5 sync
Accounts and deals stay current without anyone keying them in.
Audit & EoD
Full trail, daily snapshot and an End-of-Day briefing.
Roles & access
Permissions per role, two-factor sign-in and separate branches.
Branded exports
PDF, CSV and Excel exports for finance and compliance.
Explore each capability
A page each, covering what it does and what it changes for your desk.
KYC & compliance
An 8-step KYC wizard for clients, a clean review desk for compliance, PEP and AML flags, and trading rights that switch on the moment a client is cleared.
Read more →IB management
A 5-level introducing-broker commission engine off real MT5 volume, with per-relationship rates, scheduled settlements, clawbacks and a partner portal.
Read more →Payments
Cards, e-wallets and crypto reconciled in one ledger and credited to the trading account as they clear, with an approval gate before any payout leaves.
Read more →Questions back-office teams ask
Portals, payments, MT5 sync, compliance and what it costs — answered.
How many portals does Finnovic Hub have and who are they for?
Which payment methods does Finnovic Hub support?
Does Finnovic Hub sync with MT5?
Is KYC / AML compliance included?
Do you support Telegram or WhatsApp?
What is a forex CRM and what should it do?
Should a broker build or buy a forex CRM?
What does Finnovic Hub cost?
Trusted by brokers worldwide
A selection of brokers running on Finnovic.
See Finnovic Hub on your brokerage
We’ll walk through the client lifecycle, payments and IB engine connected to a sample of your own setup.
Request a demo →