One command center. Your entire brokerage.
BridgeX CRM — fully customized to your operation, cloud-hosted or self-hosted. If you already have a company, you're up and running in as little as 15 minutes: no programmers, no developers, no extra cost — we do everything for you, in minutes.
From sign-up to live in 15 minutes.
Already have a company? Then there's nothing standing between you and a running CRM. No developers to hire, no code to touch, no extra fees — our team does the entire setup with you, in minutes.
Tell us about your operation
Company details, trading platforms, and payment providers — a short guided form. Zero technical knowledge required.
We configure everything
Our specialists wire up your platforms, liquidity, branding, and user roles while you watch. You don't lift a finger.
You log in and run
A live walkthrough of your command center — leads, funds, IBs, compliance — and your team is operational the same day.
Heavily customized enterprise builds are scoped individually — but the standard BridgeX deployment needs no programmers, no developers, and no extra developer fees. Ever.
Everything a brokerage runs on, in one system.
Lead management
Capture every prospect from every channel, score them by intent, and route them to the right salesperson automatically. No lead ever goes cold in a spreadsheet again.
Fund management
Deposits, withdrawals, transfers, and bonuses with approval workflows, PSP reconciliation, and a complete money trail your finance team will love.
Account management
Create and manage live, demo, and MAM accounts across platforms from one screen — with group-level configuration and instant provisioning.
IB / affiliate system
Multi-level partner structures, real-time commission tracking, marketing materials, and automated payouts that keep your best IBs loyal.
Documents & compliance
KYC document collection, verification workflows, risk scoring, and audit-ready records — onboarding in minutes, regulators satisfied.
Reporting & analytics
Executive dashboards and operational reports across clients, money, marketing, and partners — one source of truth for the whole business.
Cloud speed or self-hosted control.
Same powerful CRM, two deployment models. Choose what fits your license, team, and risk appetite — switch later if you need to.
Cloud-hosted
Live in days. We manage servers, security, backups, and updates — you log in and run your brokerage.
- Fastest go-live
- Zero infrastructure to manage
- Automatic updates & backups
- Scales with your growth
Self-hosted
Complete data sovereignty. BridgeX runs on your infrastructure, under your security policies and your jurisdiction.
- Full data ownership
- Your security perimeter
- Regulatory data residency
- Custom infrastructure control
Cloud gets you live fastest with zero infrastructure to manage; self-hosted gives you complete data sovereignty on your own servers. BridgeX supports both, and you can migrate between them later. We'll recommend based on your license, team, and scale.
Your CRM, live in 15 minutes.
No developers. No extra fees. Just tell us about your operation and our team handles the entire setup with you — in minutes, not weeks.