AltimaCRM Wraps Up iFX EXPO Dubai 2025

Created on January 30, 2025

AltimaCRM, a top-tier CRM solution for brokerage and prop trading firms, powered by Intivion Technologies, a provider of FX-dedicated customer relationship management software, shines a spotlight on its presence at iFX EXPO Dubai 2025.

Held between 14-16 January at the Dubai World Trade Centre, the event was attended by thousands of FX and prop trading industry executives and thought leaders. AltimaCRM took advantage of this opportunity to showcase its unique CRM tools that meet the demands of both brokers and prop firms.

Present at booth no. 30, the Forex CRM developer reconnected with existing partners and “sowed the seeds of new collaborations for 2025 and beyond”, said Sunil Jadhav, C.T.O.

“Our booth was packed. We’ve made some great connections in MENA. iFX EXPO Dubai was an excellent chance to catch up with some of our broker partners and present our value proposition to brokers and prop firms in the region,” he added.

Game-changing customer relationship management

Known for its enhanced functionality and flexibility, AltimaCRM is an all-encompassing customer relationship management suite designed to assist brokers and fintechs to streamline their operations front-to-back. Doing so, this agile software solution increases efficiency and client retention.

Currently incorporating more than 300 integrations, over 50 PSPs, and facilitating connection with more than 10 trading platforms, AltimaCRM meets the demands of brokers and prop firms, giving them the competitive edge in an overcrowded marketplace.

Recently, the technological stack added one more module – Prop Pulse by Brokeree Solutions, a solution developed with proprietary trading firms in mind. This integration is in line with the remarkable progress seen across the prop trading sector. Not only does it allow prop firms to seamlessly manage challenges and client accounts, it also allows brokers to expand their outreach beyond the traditional CFD sector and generate new income streams with prop trading.

From launch to smooth management of multi-step trading challenges, AltimaCRM now comes with enhanced functionalities specific to prop trading. Profit targets and performance benchmarks can be set in a few clicks, enabling prop industry players and brokers to easily attract and retain trading talent.

On the retail side, the advanced CRM suite provides quicker access to funded accounts and profit-sharing models while giving proprietary and trader-funding firms full control over the trading environment and assessment processes.

Alongside prop trading functionalities, brokers can also enjoy a bundle of other advanced features, including:

• A complete CRM system for comprehensive client account management, offering brokers a comprehensive view of traders’ interaction with their brand.
• Lead management & nurturing tools that help track, push leads through the funnel, and maximise conversions.
• A customisable Client Portal which allows easy monitoring of client interaction and engagement across all the touchpoints of the user journey.
• An advanced Analytics Dashboard providing granular reporting and laser-focused analytics that equip brokers with the knowledge and data-driven insights they need to improve acumen and scale effectively.
• Workflow Automation facilitating automated client onboarding, account management, and client communication. This significantly offloads the pressure of compliance and customer support and sales/business development teams who can free up time to focus on more strategic tasks.
• Multiple platform integrations that lend well-established and newcomer brokers the flexibility to choose from a multitude of industry-standard and more sophisticated trading infrastructures, including MT4, MT5, Sirix by Leverate, Mobius Trader by Mobius Soft Ltd, alongside other modern infrastructures.
• Multi-language and multi-currency account support for a streamlined user experience from client onboarding to trading and account management. By allowing brokers to offer multi-currency accounts, this functionality helps them diversify and strengthen their technology range. In turn, this amplifies traders’ ability to manage and conduct trading activities in multiple currencies from a single account, leading to higher retention rates and increased client satisfaction on the brokers’ side.
• Frictionless connection to leading compliance platforms allowing financial market players to standardise reporting with ease.
• Integrated risk management tools for better trading risk mitigation. Intivion’s CRM platform empowers brokers and prop firms to monitor risk and take reparatory actions in real time. This allows them to better position themselves as a guide and mentor in relation to traders by promoting a risk-conscious approach by notifying their clients of the required actions on a case-by-case basis.
• IB/Affiliate Management Suite for seamless monitoring and management of IB & Affiliate activities – from referrals to dedicated promotions, and remuneration.
• Comprehensive Customer Support Tools such as integrated chat and ticketing systems allowing financial firms to improve their client service.

AltimaCRM in action

Brokers and prop firms attending this year’s iFX EXPO Dubai were able to trial all these functionalities live at booth no. 30. Fintech firms looking to expand their product range were also among AltimaCRM’s target users.

Reflecting on the event, Mr Sunil Jadhav said, “Fintech is one of the most forward-looking fields, let us not forget that. Every piece of technology requires not only imagination but also a high level of specialisation. In all this vast ocean of tech, support solutions like our AltimaCRM make the difference between efficiency and inefficiency, between growth and stagnation.”

The customer relationship management platform came on the radar of multiple fintech providers in Dubai, with potential partnership deals looming on the horizon. Strengthening its network in MENA, Intivion, with its AltimaCRM, is one of the tech industry players to watch going forward. Book a product demonstration to understand how it can help you transform your business.