Custom & Enterprise Capabilities

Capabilities

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Portals
Tailored UX across roles

Customize client, partner, and admin experiences-branding, layouts, role-specific journeys, and multi-language requirements.

Workflows
Rules aligned to policy

Define onboarding routing, approvals, IB commission and settlement logic, fee models, risk controls, and reporting outputs.

Integrations
Connect to your stack

Integrate trading platforms, KYC/AML, PSPs, wallets, data systems, and internal tools via secure, API-led delivery.

Common enterprise asks
What gets customized most often

Multi-brand + multi-jurisdiction

Different brands, languages, and regional compliance steps under one operating model.

Unique partner programs

Custom IB trees, qualifiers, payout logic, approval requirements, and reporting.

Institutional onboarding

Stakeholder workflows, corporate documentation, bespoke approval routing, and SLA monitoring.

Governance and auditability

Role-based permissions, approval gates, and audit trails aligned to internal policy.

New connectors and APIs

Add or extend integrations to fit your environment without replatforming.

How enterprise delivery works

Phase What happens Out come
Discovery Map requirements, systems, constraints, success metrics Architecture plan and scope
Design Select core modules + define extensions Composable solution blueprint
Build Iterative delivery + integrations Working releases, validated workflows
Deploy Staged rollout + training Go-live and measurable outcomes
Evolve Enhancements and optimization Continuous compounding value

Typical starting points: extend Digital Onboarding, Server Admin Suite, CRM/Client Portal, and IB programs.

Frequently Asked Questions

Find answers to the most frequently asked questions about FYNXT Client Manager.

Custom & Enterprise Capabilities describe how FYNXT adapts to enterprise operating models. This includes tailored portals, bespoke workflows, custom integrations, and specialized logic (e.g., onboarding routing, partner settlement rules, reporting) while preserving platform stability and governance.


Use this when requirements exceed standard configuration or require new integrations. Designed for brokers and financial institutions with multi-entity or regulated complexity.

Enterprise work is structured as a product engagement: start with proven modules, define extensions, deliver iteratively, and deploy in phases. This approach reduces technical debt versus one-off builds and keeps upgrades and support manageable over time.


Configuration-first where possible; custom build where necessary. Clear change management, testing, and staged rollout to protect production.

Typical fits include multi-brand and multi-jurisdiction operations, institutional onboarding complexity, unique IB hierarchies and settlements, specialized reporting, or integration into internal systems that cannot be replaced. If your operating model spans regions, entities, or legacy tools, this is usually the right route.


Multi-brand / multi-entity setups with distinct permissions and workflows. Complex partner programs and payout logic. Integration with internal tooling, data warehouses, and proprietary platforms.

Enterprise implementations commonly follow: discovery and architecture, composable design, iterative delivery, staged rollout, and ongoing evolution. To speed delivery, prepare workflow maps, system inventory (platforms, PSPs, KYC), role/permission requirements, and measurable success metrics.


Define success metrics such as time-to-activate, operational hours saved, and error rates. Provide integration requirements and current process documentation for faster scoping.

Enterprise customizations are built with governance in mind: role-based access controls, approval workflows, audit logs, and secure integration patterns. Changes are tested and deployed in a controlled way to preserve uptime, compliance, and operational safety.


Role-based controls and approvals aligned to policy. Audit logs to support internal/external reviews. Staged deployments and validation to reduce risk.

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