Built for the way brokers actually work
Whether you're launching your first brokerage or running a multi-brand group, Alphorix ships the workflows already — no config marathons, no per-feature upsells.
Built for the people who run a modern broker.
Give your desk a coach, not just a scoreboard.
SLA warnings, coaching cues, and multi-team oversight — so every lead gets the follow-up it deserves.
KYC that leaves an audit trail — automatic, defensible, calm.
Document collection, status tracking, expiry alerts, and immutable events for every reviewer action.
Grow the partner network — without spreadsheets or NDAs.
Referral trees, tier commissions, live volume, and pay-out CSVs for finance — all in one place.
Wire up the workflows that move the needle.
Every source connected. Every lead attributed.
Meta Lead Ads, Zapier, webhook, CSV/XLSX imports, and public forms — one clean pipeline.
Contact every lead on time — or an SLA alert says why not.
Cadences, tasks, WhatsApp/call logs, and a manager digest for anything slipping.
One CRM. Every brand. Different logos, colors, domains.
Isolated workspaces with per-brand branding — perfect for holding companies and IB-turned-broker plays.
From the first ten leads to a 500-agent group.
Book a 20-min walkthrough with our team.
We'll show you the exact workflow for your business — retention desks, KYC, IB payouts, or all of them.