01 / CRM
A clear view of every customer journey.
Keep customer records, team responsibilities and daily operations within reach.
- Customer records and assignments
- Traffic sources and team workflows
- Documents, requests and activity history
CONNECTED BY DESIGN
Clarity for your team.
Focus for your terminal.
Customer operations and a trading terminal, brought together. MFX connects your CRM, account tools and market workspace in one considered experience.
CRMAccount centerTERMINAL
MFXPlatform view
CRM / MFX
Customer records
Customer records—
Assignment—
Follow-up—
Customer recordsAssignmentFollow-up
New record
Document review
Account request
Account workspaceProfile Documents Account operations
CRM and terminal in one interface.
01 / 02
Platform view
ONE PLATFORM. TWO PERSPECTIVES.
Everything in its place. Everything connected.
A dedicated space for your team. A focused terminal for your customers. The same MFX account connects them.
02 / TERMINAL
A workspace built around the market.
Explore instruments, follow charts and manage orders in a focused terminal.
- Multi-asset catalog and watchlists
- Charts and market-data status
- Orders and position management
Your account has its own space.
Profile, documents, account requests and support, brought together in the customer portal.
A CONNECTED WORKFLOW
From first contact to a focused workspace.
Move through the customer lifecycle with clear responsibilities and a shared operational record.
- 01
Record and assign
Create customer records, organize traffic sources and assign the right team member.
- 02
Manage the account
Follow documents and account requests alongside the customer conversation.
- 03
Explore the terminal
Move into the terminal to use watchlists, charts and orders.
THE INSTRUMENT CATALOG
A wider market view. A clearer screen.
Forex, stocks, indices, commodities and crypto instruments share one catalog. Available prices depend on the connected data provider.
Explore the catalogYour workspace, wherever you open it.
A responsive browser experience for desktop, tablet and phone. Add the web app to your Home Screen on supported browsers.
MFX WORKSPACE
Bring your work into focus.
Open MFX and choose the workspace that fits your role.