All solutions
For crypto exchanges & OTC desks

A VIP-desk CRM with KYC and WhatsApp built in.

Onboard high-value clients faster, keep every conversation on record, and grow retention with automated journeys.

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A VIP-desk CRM with KYC and WhatsApp built in.

Exchanges and OTC desks win on service. Alphorix gives your VIP and onboarding teams one place for KYC status, WhatsApp chats, calls and deposit history, with compliance-friendly audit logs.

The problem today
Slow onboarding

KYC back-and-forth by email delays first deposits.

Chats on personal phones

VIP managers use personal WhatsApp, which is a compliance risk.

Dormant users

Registered users who never fund their account are forgotten.

What you get
KYC tracking

See document status per client and chase missing items automatically.

Shared WhatsApp inbox

Business WhatsApp with templates, logged against each client.

Activation journeys

Nudge registered users to verify and make their first deposit.

Roles & security

MFA, session control, role-based access and audit trails.

Included features
Deposit pipeline
Track expected vs actual first deposits.
Retention view
Spot clients who stopped trading.
Multi-language
Serve clients in 7 languages.
API & webhooks
Sync users and deposits from your platform.
Frequently asked questions

Ready to see it live in your workspace?

Start a free 7-day trial — no credit card. Or book a 30-minute walkthrough with our team.

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For prop trading firms
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Alphorix

The CRM built for forex brokers, prop firms and financial marketing teams. Route leads, run pipeline, ship growth.

info@alphorix.net
Abu Dhabi office
Abu Dhabi
United Arab Emirates
+971 50 699 75 05
London office
Level 1, One Mayfair Place
Mayfair, London, W1J 8AJ
United Kingdom
+44 7988 975 205
Risk Disclaimer

Alphorix.net does not provide, solicit, or facilitate the trading of foreign exchange (forex), contracts for difference (CFDs), or any other leveraged financial products.

Trading forex and CFDs carries a high level of risk and may not be suitable for all investors. You could sustain a loss of some or all of your initial investment; therefore, you should not invest money that you cannot afford to lose. Before deciding to trade, you should carefully consider your investment objectives, level of experience, and risk appetite. Past performance is not indicative of future results.

Any references to third-party brokers, trading platforms, or financial products appearing via Alphorix.net (including lead capture forms, landing pages, and campaigns operated by our clients) are the sole responsibility of the respective advertisers and are not endorsed by Alphorix. Alphorix makes no representations regarding the regulatory status, performance, or suitability of any advertised service. Please seek independent, licensed professional advice before engaging with any financial service.

Nothing on this website constitutes investment advice, a solicitation, or an offer to buy or sell any security or financial instrument in any jurisdiction where such an offer would be unlawful.

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