Last Updated
Overview
Intivion streamlines forex brokerage operations with integrated CRM, affiliate management, and automation tools for scalable growth. It supports client onboarding, sales tracking, and communication within a unified system. While customer support times may vary during peak hours, its centralized structure and operational depth make it a practical brokerage solution.
Be the first one to leave a review!
No review found
Starting Price
Custom
Intivion Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Intivion?
Intivion is a web-based brokerage technology platform designed for forex and CFD brokers to manage and scale their operations. It is primarily used by financial institutions, trading firms, and startups launching brokerage services. The platform offers features such as CRM, Trader’s Room (client portal), IB/affiliate management, and payment integration.
It centralizes core business functions into a unified system, enabling firms to streamline client onboarding, manage trading activities, and optimize operational workflows. By consolidating multiple processes into one ecosystem, Intivion helps brokers improve efficiency, enhance visibility, and support business growth.
How Much Does Intivion Cost?
Intivion pricing typically falls between $150 and $500+/user/month, according to industry benchmarks for enterprise-focused forex CRM and brokerage management platforms with integrated client portals, affiliate management, and brokerage operations tools.
This range is intended for general budgeting purposes, as actual costs can differ based on the number of users, selected modules, trading platform integrations, and implementation scope.
- Implementation And Onboarding: $5,000–$20,000+ - Initial brokerage setup, workflow configuration, branding, and administrator training for CRM, Trader’s Room, and affiliate systems
- Trading Platform And Payment Integrations: $2,000–$10,000+ - Connecting MetaTrader/cTrader platforms, payment gateways, KYC tools, and other brokerage infrastructure
- White-Label/Client Portal Customization: $3,000–$15,000+ - Custom branding, UI modifications, and tailored trader dashboard enhancements
- Advanced Compliance/Reporting/Automation Modules: $500–$5,000+/month - Additional analytics, regulatory workflows, automation rules, and enterprise reporting capabilities
Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.
Intivion Integrations
The software integrates with the following third-party applications, including:
Who Is Intivion For?
Intivion software serves a wide range of industries and sectors, including:
- Forex trading
- CFD trading
- Financial services
- Brokerage services
- Fintech
- Capital markets
- Investment services
Is Intivion Right For You?
Are you looking for a complete forex brokerage platform that unifies CRM, affiliate management, and automation to scale operations efficiently? Intivion centralizes operations into a single system, reducing fragmented workflows, automating sales pipelines, and improving overall client lifecycle management to support faster growth and higher conversions.
Built with secure infrastructure and scalable architecture, it supports high-volume operations and growing brokerage demands.
Still not sure if Intivion is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Intivion Features
Customer Relationship Management
Intivion features AltimaCRM, an all-in-one platform that combines client management, marketing tools, and data tracking within a unified system. It enables brokers to streamline operations, manage global client bases, and improve sales pipelines. This results in reduced operational costs and stronger overall business performance.
Sales Pipeline Management
Built to optimize conversions, this feature eliminates data silos by centralizing lead tracking and automating pipeline activities. Brokers gain clear visibility into every stage of the customer journey, allowing them to refine strategies. This leads to improved lead generation, higher conversion rates, and more efficient sales execution.
Omni-Channel Marketing
Through a multi-level marketing system, the platform collects and processes data across various channels to enhance campaign performance. It supports A/B testing and real-time analytics for continuous improvement. This empowers brokers to refine outreach strategies and better understand the impact of their global networks.
VoIP Communication System
Equipped with integrated VoIP capabilities, the software allows agents to communicate with clients directly from within the platform. It logs interactions and provides visibility into communication history. This ensures more effective client engagement and supports data-driven decision-making in customer interactions.
Automated KYC And Compliance
Focused on regulatory efficiency, this feature automates identity verification and compliance checks using integrated technologies like Google Cloud Vision. It streamlines onboarding by reducing manual intervention and eliminating bottlenecks. This enhances accuracy while ensuring faster, compliant client verification processes.
Pros And Cons of Intivion
Pros
Centralizes operations for improved business efficiency
Enhances conversion rates through structured pipeline tracking
Improves marketing performance with real-time data insights
Cons
Documentation gaps may hinder user workflows
Support responsiveness may vary across scenarios
Intivion Reviews
No reviews yet!
Be the first to review this product
Frequently Asked Questions
Does Intivion offer an API?
Yes, Intivion provides API access.
What level of support does Intivion offer?
Intivion provides support via contact form.
What other apps does Intivion integrate with?
The software integrates with the following third-party applications, including SafeCharge, Voiso, VoguePay, ZotaPay, Skrill, Masterpay, and 3CX.
Does Intivion have a mobile app?
No, Intivion does not have a mobile app.
What language does Intivion support?
Intivion supports the English language.
Who are the typical users of Intivion?
Intivion software serves a wide range of industries and sectors, including Forex trading, CFD trading, financial services, brokerage services, fintech, capital markets, and investment services.
What types of pricing plans does Intivion offer?
Intivion pricing typically falls between $150 and $500+/user/month. Request a custom Intivion price quotation.