RiskX CRM
Monitor exposure, log risk events, apply operational controls and give management reports they can act on.
RiskX CRM supports the control side of a brokerage, with exposure visibility, event tracking and workflows that keep trading, payments and partner activity inside policy.
It doesn't replace your risk manager. It gives them structured monitoring, alerts and reports instead of manual checks.
Ideal for
- Brokerages that need exposure monitoring across books and brands.
- Operations teams tracking events, breaches and exceptions.
- Firms wanting management risk reports without manual assembly.
- Multi-entity groups needing consistent controls.
How it works
- Registration. Accounts, entities and instruments are mapped into the monitoring structure.
- Configuration. Thresholds, alert rules and controls follow your risk policy.
- Integrations. Platforms and data feeds connect to keep exposure current.
- Daily use. Risk and dealing teams watch dashboards and work through alerts.
- Reporting. Exposure summaries and event histories roll up for review.
Prefer email? Email an expert about RiskX CRM.
Core features
- Exposure dashboards across accounts and entities
- Risk event log with severity
- Alerts for breaches and exceptions
- Control checklists and approvals
- Counterparty and liquidity exposure
- Management reports with drill-down
- Audit trail for actions and overrides
- Roles for risk, dealing and management
Two ways to deploy RiskX
Standalone software
Take RiskX CRM by itself and we scope, deploy and support it around your current operation.
BridgexFX turnkey
Include it in a full launch package alongside platforms, liquidity, payments and support.
Common questions.
Pricing is set per deployment. It depends on the modules you choose, your team size and whether you take it alone or inside a BridgexFX turnkey package. Ask for a demo and we'll put a scoped quote in writing.
Related products
See RiskX on your data.
A demo built around your own workflows. No obligation and no generic slides.