logoFoxi-Fi

Foxifi — Powering modern financial services

SaaS CRM and core platform for Forex, CFD, Payments, Crypto, and Remittance—launch in days and scale globally.

Device5Device6

Date:

2024-05-01

Total end clients:

37,695

End clients growth trend

Over last 18 months

End clients funds growth trend

Over last 18 months

Monthly transactions trends

Over last 18 months

Fox CRM

Fox

All-in-One SaaS CRM Built for Forex & CFD Markets

Platform Integration

  • Multi MT4/MT5 Server Support
  • Plug Play Payment Channels
  • Wrapped MT4/5 REST APls

Highly Automated

  • Self-Service Account Funds Manag
  • Automated business processes to increase efficiency
  • IB Commission Engine(Multi-level)

Management Tools

  • Customer Lead Management
  • Transaction Monitoring
  • IB,Operation Risk Reports

Communication & Apps

  • Notifications,Emails Announcements
  • iOS Android Mobile Apps
  • Scalable Infrastructure for Growth
Client portal demoAdmin portal demo

Features that make spending smarter

Rapidly Launching

  • Ready-to-deploy architecture for fast onboarding
  • Minimal technical setup
  • Pre-integrated modules (KYC, payments, support)
  • Cloud-based—go live in days, not months

Fully Modular

  • Enable only the modules you need
  • Add/remove features as you grow
  • Independent updates without downtime
  • API-first, plug-and-play integrations

Highly Automated

  • Onboarding, approvals, reporting
  • Real-time IB/commission engine
  • AML screening & risk alerts
  • Smart task boards and workflows

Seamless Integrations

  • Out-of-box integration with LPs, PSPs, Banking APIs , Cloud services and others
  • Compatible with major trading platforms and exchanges
  • Developer-friendly API explorer

Next-Level User Exp

  • Intuitive UI/UX design tailored for financial workflows
  • Responsive and mobile-friendly interfaces
  • Personalized dashboards and role-based views
  • Seamless navigation reduces training time and improves adoption

Global Ready

  • Multi-language and multi-currency support
  • Built-in compliance checks for different jurisdictions
  • Scalable for global brokers and fintech operators

Insight-Driven

  • Embedded analytics for performance, risk, and conversion tracking
  • IB and customer segmentation for targeted campaigns
  • Visual dashboards and downloadable reports

Cost Efficient

  • Save on in-house IT and development costs
  • Subscription-based pricing with flexible tiers
  • Reduce human errors and operation load via automation

Highly Secured

  • Multi-factor authentication and granular RBAC
  • Encryption in transit and at rest
  • Audit logs and IP/device monitoring
  • Custody integrations (e.g., Fireblocks)

Sample screens

Bring this experience to life for your clients—fully live in just one week.

Go-live with this experience for your clients in just 7 days.
Contact us

Finance One

Packaged solutions - ready for tailoring exclusively for your business

Forex CFD

Stock spot/CFD trade

Crypto spot and leverage trade

Global payments and remittance

Quant trade and risk control

Social and copy trade

Crypto loan,staking, and earns

On/off ramp

Compliance and risk management

(Pre-packaged) Financial mobile apps

Finance One — Cloud-native foundation for financial services

Customer onboarding

Streamlined processes for onboarding new individual and corporate customers, setting up accounts while ensuring full compliance with regulatory requirements.

Online KYC/KYB/AML

Fully integrated solution for KYC/KYB/AML, with automated online verification to prevent fraud and comply with legal obligations.

Lead management

Managing potential customers by tracking leads, scheduling follow-ups, and nurturing relationships through the sales funnel to convert prospects into active customers.

360 degree customer management

Providing a comprehensive views of customers, across profiles, accounts, transactions, preferences, fees and interactions, with personalized services.

Account and fund management

Adaptable management of various account types to meet needs for fund management, including deposits, withdrawals, transfers, and currency exchanges.

Beneficiary management and screening

Managing beneficiaries associated with customers, including daily screening against sanctions lists and compliance databases to ensure regulatory adherence and prevent illicit activities.

Multi-level IB and commissions

Support for hierarchical IB structures, allowing multilevel of relationships between IBs, sub-IBs, and customers, with commissions and performance reporting.

Regulation and risk management

Monitoring compliance with financial regulations, including risk assessment, risk scoring, alerts, audit trails, for potential compliance breaches or financial risks.

(Integrated) Payment channels

Seamless integration with several out-of-box payment channels to facilitate secure and efficient processing of deposits, withdrawals, and transactions.

Customer interactions and ticket management

Logging and managing customer interactions and support tickets, ensuring timely resolution of issues and maintaining high customer satisfaction levels.

Automated workflows with task and approval boards

Automation of routine tasks and processes to increase efficiency, reduce manual errors, with centralized role-based task and approval boards to automate business, enhance team collaboration and operational efficiency.

Secured and regulated document management

Securely store all KYC/KYB documents and verification records within the CRM for audit purposes to ensure the compliance with data protection regulations.

Integration APIs and API explorer

A suite of APIs for seamless integration with external systems and third-party applications, with an API explorer for customers using APIs to integrate with CRM.

Notifications, announcements, news and ADs

Creating, scheduling, and distributing notifications, news updates, and announcements, ADs to customers, keeping them informed and engaged with relevant content.

Access Control and Security

Various technical capabilities to ensure security, including multiple Bio-auth, 2FA, IP detection, login and access log auditing.

Mobile One: Prebuilt Mobile App for Finance One

Fast, flexible, and branded.

  • Ready-to-launch mobile app powered by Finance One

  • Fully white-label – match your brand instantly

  • Supports Forex, Payments, Crypto, and more

  • Integrated with onboarding, KYC, wallets, and support

  • Seamless customer experience across all financial services

  • Built-in security with biometrics and 2FA

  • Cross-platform: iOS and Android ready

Integrated third parties

View details ...

Technical services

MetaQuotes MT4/5 APIs:

REST APIs for MetaQuotes MT4 and MT5 to simplify your solutions.

MT5 APIs

REST ready

MT4 APIs

REST ready

MT5 APIs

REST ready

Integrations

Saving your time for R&D integrations 3rd parties. Reach out to us for integration practices for many.

UI Components

Boost the user experience with our modern modern UI components.

Cybersecurity upgrade

Maximise the Cybersecurity for your fintech system/pltform running in AWS.

Consulting services

Tailor-made Fox CRM to match your brand

Customize payment channels, UI/UX, KYC/KYB providers, IB structures, and compliance policies for different regions—all fully white-labeled to your needs.

Build and launch exclusive financial services, fast

Use Finance One’s modular infrastructure to rapidly deploy your own financial products—whether from our prebuilt solutions or your custom ideas.

Launch your branded mobile app—fast

White-label our iOS and Android-ready app to deliver a seamless, branded experience. Start with Mobile One and make it truly yours.

From concept to
product—built by fintech experts

Bring your fintech vision to life with our dedicated team, specialized in building secure, scalable, and modern financial platforms.

Grow your business, leave the experts to handle the tech.

Simple, scalable pricing that grows with you

How it works:

Monthly subscription =
Σ(selected modules × module price) × client-range ratio

What’s included:

  • Product updates and security patches.
  • Standard support and uptime SLA.
  • Sandbox, API access, and documentation.
Clients' rangeRatio
Activated clients 0~5000.3
Activated clients 501~2,0000.5
Activated clients 2,001~5,0000.8
Activated clients 5,001~8,000 (Standard)1
Activated clients 8,001~12,0001.2
Activated clients 12,001~15,0001.5
Activated clients 15,001~20,0001.8
Activated clients 20,001+2

Example: If your selected modules total $3,000 and you’re in the 8,001–12,000 active-client range (ratio 1.2), your price is $3,600/month.

For more details of Fox CRM modules and Finance one, please contact sales: sales@foxifi.io

We Are Hiring!

Are you looking for an exciting role? Here are amazing opportunities to become part of a thriving business with a great culture! Check and apply now.

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