FYNXT Financial CRM
FYNXT Financial CRM: Configurable CRM for compliant onboarding, portfolio service and regulatory workflows. Ranked #9 of 38 in Banking CRM Software by our editors (6.6/10); pricing: Pricing on request; best for wealth and investment firms needing compliant onboarding.
At a glance
- Editor score6.6 / 10
- PricingPricing on request
- Best forWealth and investment firms needing compliant onboarding
- RM workspaceYes
- Founded2013 · Singapore
- Facts checked28 Sep 2026
Where it wins
- No-code builders adapt records, workflows, reports and dashboards.
- Digital onboarding covers document capture, eKYC/AML, suitability and approvals.
- 100 integrations connect trading, payments, KYC/AML and communications.
Where it doesn't
- Pricing is contact-sales, with no free tier.
- Cloud deployment may not suit teams requiring other hosting models.
- AI agents are described as coming soon rather than as a current feature.
Our verdict on FYNXT Financial CRM
For regulated capital-markets teams, FYNXT Financial CRM provides a cloud relationship-management workspace spanning banks, brokers, wealth managers and other financial institutions. Its shared data model covers clients, contacts, accounts, relationships, KYC, risk, activities, pipelines and service tickets. Relationship managers can view investor holdings, requests and conversations, while sales teams get lead routing and activity tracking. The fit is strongest for mid-market and enterprise organizations that need banking-specific onboarding and servicing in one environment.
Pricing follows a contact-sales model, and there is no free tier. The platform is available through web and API access, with REST APIs, webhooks, widgets and event integrations for connecting surrounding systems. Its ecosystem includes MT4, MT5, cTrader, DXtrade, Sirix, TraderEvolution, Match-Trader, TradeLocker, Interactive Brokers, payment providers, KYC/AML providers, email and SMS, WhatsApp, Zendesk and Zoom. The published integration set totals 100 connections, giving firms options across trading, payments, identity, communication and service operations.
The standout capability is configurability without code: teams can create objects, forms, workflows, reports, dashboards and portals. Digital onboarding combines document capture, eKYC/AML, suitability checks and approvals, while regulatory rules, audit logs, role- and field-level permissions and tenant isolation support controlled operations. Case records provide a path for service management, and 24/7 support is listed. Choose FYNXT when compliant onboarding, portfolio visibility and adaptable workflows matter more than self-serve purchasing. Consider alternatives if non-cloud deployment, a free entry plan or immediately available AI agents is essential.
FYNXT Financial CRM pricing
FYNXT Financial CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Yes |
| Portfolio views | Yes |
| Regulatory workflows | Yes |
| Service case management | Yes |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | ISO 27001, GDPR |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 100+ integrations: MT4, MT5, cTrader, DXtrade, Sirix, TraderEvolution … See all → |
| Pricing | Pricing on request |
| Website | fynxt.com |
| Facts checked | 28 Sep 2026 |
FYNXT Financial CRM integrations
FYNXT Financial CRM lists 100+ integrations on its own site — the 16 named here are the ones its pages call out.
- MT4
- MT5
- cTrader
- DXtrade
- Sirix
- TraderEvolution
- Match-Trader
- TradeLocker
- Interactive Brokers
- payment providers
- KYC/AML providers
- email and SMS
- Zendesk
- Zoom
- Mailchimp
See all FYNXT Financial CRM integrations →
Alternatives to FYNXT Financial CRM
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all FYNXT Financial CRM alternatives →
Used FYNXT Financial CRM? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used FYNXT Financial CRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
FYNXT Financial CRM is listed in our Banking CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/fynxt-financial-crm/"><img src="https://www.itechguides.com/best/badge/fynxt-financial-crm.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. It never changes a score or a verdict. How we rank.
Last updated · How we research and update