RiskX CRM
Keep the operation inside its guardrails: monitor exposure, track risk events, enforce operational controls, and give management reporting they can act on — before small issues become expensive ones.
RiskX CRM supports the control side of a brokerage: exposure visibility, risk event tracking, and operational workflows that keep trading, payments, and partner activity within policy.
It doesn't replace your risk manager — it gives them structured monitoring, alerts, and reporting instead of manual checks.
Ideal for
- Brokerages that need structured exposure monitoring across books and brands.
- Operations teams tracking risk events, breaches, and exceptions systematically.
- Firms that want management-level risk reporting without manual compilation.
- Multi-entity operations needing consistent control workflows.
How it works
- Registration. Accounts, entities, and instruments are mapped into the monitoring structure.
- Configuration. Thresholds, alert rules, and control workflows are set to your risk policy.
- Integrations. Trading platforms and data feeds connect so exposure stays current.
- Operational use. Risk and dealing teams monitor dashboards and work through alerted events.
- Reporting. Exposure summaries and event histories roll up for management review.
Prefer email? Email an expert about RiskX CRM.
Core features
- Exposure monitoring dashboards across accounts and entities
- Risk event logging with severity classification
- Alert workflows for threshold breaches and exceptions
- Operational control checklists and approval chains
- Counterparty and liquidity exposure tracking
- Management risk reporting with drill-down detail
- Audit trails for control actions and overrides
- Role-based access for risk, dealing, and management
Two ways to deploy RiskX
Standalone software
License RiskX CRM on its own — we scope, deploy, and support it around your existing operation.
BridgingFX turnkey
Bundle it into a complete launch package with platforms, liquidity, payments, and support.
Common questions.
Pricing is quoted per deployment based on the modules you need, team size, and whether you take it standalone or as part of a BridgingFX turnkey package. Request a demo and we'll scope it in writing — no hidden tiers.
Related products
See RiskX on your data.
A scoped demo on your actual workflows — no obligation, no generic slide deck.