Run the whole brokerage from a single CRM.
BridgeXPrime CRM adapts to how you operate and runs in the cloud or on your own servers. With your company in place, it can be working in as little as 15 minutes, and we do the setup so there are no programmers and no extra cost.
Six areas of the business, one shared record.
Leads
Prospects arrive from every channel, are scored by intent and routed to a salesperson automatically, so no lead sits forgotten.
Funds
Deposits, withdrawals, transfers and bonuses move through approvals, with PSP reconciliation and a clear trail of where every amount went.
Accounts
Open and manage live, demo and MAM accounts across platforms from a single screen, with group settings and instant provisioning.
Partners
Multi-level IB structures, live commission figures, marketing assets and automatic payouts that keep strong partners loyal.
Compliance
KYC documents, verification flows, risk scores and audit-ready records, so clients are cleared in minutes and regulators see tidy files.
Reporting
Management dashboards and operational reports across clients, money, marketing and partners, drawn from one source of truth.
Fast in the cloud, or fully in your hands.
The product is identical either way. Pick what fits your license, team and appetite for risk, and change your mind later if you need to.
In the cloud
Live within days. We take care of servers, security, backups and updates.
- Quickest to launch
- Nothing to maintain
- Backups and updates included
- Grows with you
On your own servers
Full data sovereignty. BridgeXPrime runs inside your infrastructure, under your security policy and jurisdiction.
- You own the data
- Your security perimeter
- Meets data-residency rules
- Control of the infrastructure
A quarter of an hour from first call to first login.
Once the company exists, nothing stands between you and a working CRM. We handle the set-up with you, with no developers to hire and no fees on top.
You describe your business
A short guided form asks about your company, platforms and payment providers. No technical knowledge is needed.
We do the configuring
Our specialists connect platforms, liquidity, branding and user roles while you watch. Nothing for you to do.
You start working
A live walkthrough of leads, funds, IBs and compliance, and your team can begin the same day.
Large custom enterprise builds are scoped on their own. A standard deployment needs no programmers, no developers and no developer fees.
See it runningWhat brokers ask first.
The questions that come up most about BridgeXPrime.
More questionsCloud is quicker, since there is nothing to maintain. Self-hosted keeps your data completely under your control. BridgeXPrime supports both and you can switch later. We'll advise based on your license, team and scale.
A working CRM by the end of a call.
No developers and no extra fees. Tell us about your operation and we'll configure it with you in minutes.