AltimaCRM Marketing Team
11 Jun, 2025
AltimaCRM, a flagship solution by Intivion Technologies, proudly announces its latest milestone — a complete integration with the Match-Trader trading platform, marking a major leap forward in the company’s mission to simplify and centralize brokerage operations through automation, intelligence, and platform connectivity.
This integration enhances AltimaCRM’s all-in-one ecosystem by allowing brokers to seamlessly connect Match-Trader accounts, synchronize trading data in real time, and manage client activity, onboarding, and communications from one unified system.
The Altima–Match-Trader integration enables instant data exchange between both systems, offering brokers a single point of access for managing operations. From account creation to trade monitoring, deposits, and client segmentation, everything is now handled within the AltimaCRM interface — minimizing manual effort and reducing the risk of discrepancies.
Brokers can automatically sync trading balances, monitor live performance, and trigger automated CRM actions based on user behavior or trading thresholds. Whether managing a retail brokerage or a prop-firm model, the integration ensures continuity, transparency, and precision across every client touchpoint.
“The Match-Trader integration represents the next stage of our ecosystem strategy,” said Sunil Jadhav, CTO at Intivion Technologies.
“Brokers today don’t just need connectivity — they need intelligent workflows that tie data, decisions, and communication together. This is exactly what we’ve built.”
The integration expands AltimaCRM’s automation and rule-based logic engine, enabling brokers to trigger instant actions — from assigning leads and notifying sales teams to updating partner commissions or flagging compliance events.
The system’s flexibility allows full customization across Match-Trader account types, trading groups, and hierarchies, empowering brokers to deliver tailor-made client experiences while maintaining back-office simplicity.
For IB managers and administrators, rebate structures and performance analytics are automatically mapped and updated, removing the need for manual reconciliation.
Beyond connectivity, AltimaCRM’s integration introduces advanced analytics and monitoring capabilities. Brokers can visualize trading volumes, conversion rates, and revenue contributions by platform or partner group — all in real time. This data intelligence equips decision-makers with insights that enhance risk management, optimize marketing spend, and improve overall profitability.
For compliance officers, automated document verification and account flagging help maintain regulatory integrity without compromising speed.
AltimaCRM by Intivion Technologies is an all-in-one Forex brokerage CRM that connects client onboarding, KYC, IB management, marketing automation, and VoIP into one unified platform. It helps brokers streamline operations and scale faster through real-time visibility, intelligent automation, and seamless integrations across trading environments.
cTrader is a globally recognized trading platform developed by Spotware Systems, designed for transparency, speed, and flexibility. Known for its intuitive interface, advanced charting tools, and open API infrastructure, cTrader empowers brokers and traders to operate with greater control and visibility. Through this integration, AltimaCRM enhances its ecosystem by combining cTrader’s trading excellence with Altima’s robust CRM and automation capabilities, delivering a seamless experience for brokers and their clients.
