FXI OS is the AI-native operating system for forex and CFD brokers. One platform that replaces your CRM, portal, IB hub, risk console, compliance engine, payments stack, and marketing suite.
Built for brokers, white-labels, prop firms, and fund managers tired of stitching 7–15 disconnected tools together.
Platform, not seven
Autonomous AI systems
Languages, multi-currency
Included modules
Run your entire brokerage from one screen.
Eight headline capabilities. Each one, a reason to switch.
AI-native, not AI-bolted-on
Three autonomous AI systems built into the core — not an afterthought plugin.
- FXI Brain — 24/7 monitoring, daily briefings, anomaly detection
- FXI Logic — plain-English rules become Postgres functions
- AI Agents — support, sales, account-manager with client memory
One platform, not seven
Everything a brokerage runs on, in a single multi-tenant SaaS.
- CRM + client portal + IB hub + admin in one place
- Marketing, risk, compliance, payments, education, loyalty
- One login, one contract, one invoice
Real-time MT5 integration
Live broker book, not batch syncs.
- Positions, balances, equity, margin — streamed live
- Instant commission calculation on every trade event
- Exposure dashboard with hedging recommendations
Multi-tier IB management
The most complete IB stack in the industry.
- Unlimited-depth sub-IB hierarchies
- CPA, rev-share, hybrid, custom commission models
- IB landing pages, materials, tracking links
Global compliance engine
Ship in any jurisdiction without custom dev.
- Pre-configured for VFSC, CySEC, FSCA, FSA Seychelles
- KYC via Sumsub, Shufti, or manual review
- AML monitoring, SAR filing, regulatory reports
Payments orchestration
Route, reconcile, and report across every rail.
- Stripe, Checkout, Adyen, crypto, M-Pesa, UPI, PIX
- Treasury dashboard with banks, wallets, FX rates
- Withdrawal batches with approval workflows
White-label from day one
Your brand, your domain, your languages.
- Live design editor with instant preview
- PWA + native iOS / Android via Capacitor
- 5 languages: English, Arabic, Spanish, Turkish, Mandarin
Built-in growth engine
Marketing and retention that would cost $30K/mo elsewhere.
- Email + SMS + WhatsApp + Telegram + push
- Automated journeys: welcome, dormancy, KYC
- Loyalty points, tiers, achievements, competitions
Eight AI systems. Zero plugin fees.
Each with per-broker budgets, rate limits, and safety filters.
FXI Brain
Daily briefings, anomaly detection, acknowledgeable alerts
FXI Logic
Natural-language-to-SQL with safety validation
AI Support
Conversational support with memory, human handoff
AI Outreach
Campaign generation, lead scoring, nurture sequences
AI v2 Analytics
Multi-step queries, chart generation, predictive
Client Scoring
Real-time churn, propensity, LTV per client
AI Content Filter
Prohibits guaranteed-return claims and unsafe advice
AI Cost Tracker
Per-broker daily budgets and feature-level limits
Your brokerage runs on 12 tools. It shouldn't.
One bill. One login. One database. One platform.
per month, depending on volume and jurisdiction
Fourteen functional areas. Every one of them.
Every capability your brokerage needs — already built, already shipped.
Client & CRM
01Every client, their history, their score, their segment.
- Unified profiles with full activity history
- Real-time behavioral segmentation — 8 AI-classified personas
- Churn risk, deposit propensity, LTV scoring
- Bulk tag, bulk message, bulk status change
- Internal notes and team collaboration per client
- Lead pipeline with assignment and stage tracking
- CRM tasks: calls, emails, meetings, follow-ups
- Comms log across email, SMS, phone, WhatsApp, chat
- Teams, org chart, 5 roles with 300+ RLS policies
- Blacklist management (email, phone, IP, country)
Trading & Platform
02Charts, calculators, copy, prop, and funds — all native.
- TradingView Advanced Charts
- Pip / margin / position-size / swap calculators
- Copy trading: providers, subscriptions, drawdown
- Prop challenges with rules engine and tracking
- Managed funds with investor subscriptions
- MT5 live sync: accounts, balances, trades, tickets
- Symbol reports: volume, P&L, exposure analytics
Payments & Treasury
03Multi-PSP routing, treasury ledger, withdrawal approvals.
- Multi-PSP router with per-country failover
- Crypto: USDT (TRC20 / ERC20 / BEP20), BTC, ETH
- Cards: Stripe, Checkout, Adyen adapters
- Bank wires with multi-currency support
- Local methods: M-Pesa, UPI, PIX
- Internal wallet transfers with ledger
- Saved methods, one-click redeposit
- Exchange rates with configurable markup
- Treasury: segregated vs. operating balances
- Withdrawal batches — approve, review, execute
IB & Affiliate
04Unlimited-depth referral trees with every model you need.
- Unlimited-depth referral tree visualizer
- CPA, rev share, hybrid, spread-markup types
- Sub-IB commission inheritance and overrides
- Block-based IB landing page builder
- Marketing material library
- Performance analytics across volume & conversion
- Automated payout generation and batches
- Payouts to trading account, bank, crypto, wallet
- IB tier progression with promotion rules
Risk & Ops
05Exposure, A/B simulation, approval chains, event bus.
- Real-time exposure by symbol / client / group
- A/B book simulation and P&L comparison
- Concentration limit alerts
- Hedge execution logging
- Live ops feed across deposits, KYC, signups
- Approval engine with multi-level escalation
- Event bus — every action auditable and replayable
- Audit log with search, filter, CSV export
Compliance
06Reports, AML, SAR, sessions, fraud — all first-class.
- Regulatory report templates (multi-jurisdiction)
- AML alerts with severity scoring
- SAR narrative builder with auto-drafting
- Client risk score weighted by alert severity
- Session management — view, revoke, force-logout
- Fraud detection: multi-country, concurrent, device
- KYC gating until verification tiers complete
- Versioned client agreements with acceptance tracking
- Per-resource data retention policies
Marketing & Retention
07Every channel, every journey, every promo, every banner.
- Email campaigns with templates and A/B testing
- SMS via Twilio
- WhatsApp Business API integration
- Telegram bot integration
- Push notifications (FCM)
- Marketing journeys — trigger-based sequences
- Lead scoring and nurture sequences
- Bonus campaigns: deposit, referral, tiered
- Promo codes: bonus, fee discount, credit
- Announcement banners targeted by segment
Loyalty & Gamification
08Tiers, points, achievements, competitions, leaderboards.
- Points for deposits, trades, referrals, KYC, logins
- Tiers: Bronze → Silver → Gold → Platinum
- Achievements and streaks with visual badges
- Reward catalog: bonuses, spreads, support, merch
- Competitions and leaderboards with prize pools
Education & Onboarding
09Course builder, progress tracking, certificates.
- Course builder: video, articles, quizzes
- Progress tracking and certificates
- AI-suggested course topics by client behavior
- Broker onboarding checklist with guided setup
Support
10Tickets, tasks, teams, announcements.
- Support ticketing with escalation and SLA
- Internal tasks with assignment and priority
- Team management with hierarchical structure
- Announcements: banner and modal, scheduled
Design & Branding
11Token-based theming with 10+ presets and RTL.
- CSS variable-based token system
- Live theme editor with instant preview
- Brand assets (logo, favicon, OG image)
- 10+ professionally designed preset themes
- Responsive, mobile-first, touch-optimized
- Dark mode, light mode, system-preference
- RTL support for Arabic
Platform & Infra
12APIs, webhooks, migrations, multi-broker onboarding.
- Public REST API with OpenAPI 3.1 spec
- Webhooks with delivery tracking and retry
- API keys with scopes and rate limits
- Marketplace for third-party plugins
- Migration tools: B2Core, generic CSV, rollback
- Multi-broker self-serve onboarding
- Dedicated infrastructure tier available
- System health + metrics dashboard
Reporting & Analytics
13Attribution, funnels, predictive insights, exec summaries.
- Attribution: source, campaign, referrer
- Conversion funnel: demo → live → deposit → first trade
- Top clients by revenue, volume, deposits
- Revenue breakdown: commission type, symbol, IB
- Predictive insights: deposits, churn, revenue
- Custom reports with scheduled exports
- Live stats: deposits today, active users
- Weekly / monthly AI-authored executive summary
Localization
145 languages, multi-currency, jurisdiction-aware.
- Languages: English, Arabic (RTL), Spanish, Turkish, Mandarin
- Multi-currency throughout (fiat + crypto)
- Jurisdiction-aware compliance packages
- Localized date / time / currency formatting
Launch your brokerage today.
Scale it tomorrow.
From day one, every action is tracked, scored, and optimized by AI.
Trusted by brokers across multiple jurisdictions.