Intivion Partners with Spotware to Connect Client Management Technology with Trading and Liquidity Operations

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Prasad More
Prasad More
Business Support and Operations Manager, AltimaCRM
20 Aug, 2026·6 min read
Intivion Partners with Spotware to Connect Client Management Technology with Trading and Liquidity Operations

Intivion has partnered with Spotware Systems to connect AltimaCRM with cTrader and cBridge. The partnership brings together three key parts of a brokerage’s technology environment: AltimaCRM by Intivion for sales, onboarding, client management, and brokerage operations; cTrader for trading; and cBridge for liquidity connectivity and execution.

Connecting Client Management With Trading Activity

Brokerage teams often work around the same client without working from the same operational view. Sales may know when a lead enters the pipeline. Compliance may be reviewing KYC documents, verification status, or a case that requires further checks. The trading platform may show what happens after the client funds and starts trading. Retention sees engagement and changes in client behaviour.

This creates a gap between client management and trading behavior.

The integration between cTrader and Intivion is designed to close that gap. By bringing trading activity into the client record, brokerage teams can view trading behavior alongside lead status, KYC progress, account history, and communication records.

For sales and retention teams, this means a client is no longer managed only as a CRM profile. Teams can understand where the client is in the trading lifecycle and respond with better context. A funded client, an inactive trader, a newly active account, or a client who has stopped trading can all be reviewed within the same operational environment.

Why cTrader

cTrader is Spotware’s flagship trading platform, trusted by more than 11 million traders and over 300 brokers and prop firms worldwide. As an Open Trading Platform™, cTrader gives brokers the flexibility to build and adapt their technology setup without being restricted to a closed ecosystem.

For brokerages already using cTrader, the integration with AltimaCRM by Intivion creates a clearer connection between trading activity and client management. Brokers can keep their existing trading infrastructure while bringing trading behavior into the same operational view as sales, onboarding, retention, and partner management.

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What Brokers Get with AltimaCRM by Intivion

With cTrader connected to AltimaCRM by Intivion, brokers can bring more of the client lifecycle into one brokerage-focused environment.

The integration supports:

  • Connected client and trading data. Brokerage teams can view trading activity alongside lead status, KYC progress, account setup, and client history.
  • Omnichannel communication. Email, SMS, WhatsApp, Telegram, live chat, and built-in VoIP calls all sit against the same client, so an agent has full context regardless of which channel the last conversation happened on.
  • Retention and client engagement. Retention teams can review trading behavior with better context and manage promotional campaigns, loyalty initiatives, and re-engagement activity.
  • IB and affiliate management. Partner networks are managed through AltimaCRM's Partner Portal, with multi-tier commissions and rebates tracked automatically instead of on spreadsheets, a common failure point for brokers with large partner networks.
  • Operational visibility. KYC, onboarding, account setup, communication, and reporting workflows can be managed with a clearer view of client activity across the brokerage.

The partnership also covers cBridge, Spotware’s standalone, fixed-price liquidity bridge. Intivion will offer cBridge alongside its existing brokerage technology solutions, giving brokers access to liquidity connectivity and execution infrastructure as part of a wider connected technology proposition.

Executive Commentary

Aman Sheriff, Founder and CEO of Intivion, said:

“In today’s fast-paced Forex/CFD and prop trading industry, earning a trader’s trust is one of the biggest challenges for any brokerage. The trading experience, from execution to platform reliability, plays an important role in building that trust. Our integration with cTrader and cBridge connects that trading environment with AltimaCRM, bringing sales, onboarding, client management, retention, and partner operations closer together. Together, we give brokers a more connected foundation to build lasting client relationships and grow.”

Yiota Hadjilouka, COO of Spotware Systems, said:

“Modern brokerages need technology that works as one business foundation and supports the full client lifecycle. By connecting cTrader with AltimaCRM, brokers can turn trading activity into actionable client intelligence across sales, retention, and partner management, helping teams make better decisions at each stage of the client relationship.”

About Intivion

Founded in 2006, Intivion is a fintech solutions company with nearly two decades of experience building brokerage technology for Forex/CFD brokerages and prop trading firms. Its flagship product, AltimaCRM by Intivion, is designed for FX/CFD brokers and prop firms. Intivion’s Complete Brokerage PowerSuite includes Trading Platform, Prop System, AltimaCRM, Client Portal, IB System, and VoIP, helping brokerages connect core operational workflows within one technology environment. As a technology growth partner, Intivion supports brokerages in scaling their technology ecosystem globally at every stage.

About Spotware Systems

Spotware Systems is a fintech company founded in 2010 and headquartered in Limassol, Cyprus, with a global team of more than 200 professionals. The company designs and delivers trading technology and custom solutions for brokers worldwide, supporting long-term growth and scalability. Its solutions include cTrader, its flagship trading platform, and cBridge, a standalone, fixed-price liquidity bridge for all platforms that eliminates volume fees and hidden charges. Spotware’s expertise has been recognized through multiple international industry awards, including Best Trading Platform, Best Services for Partners, and Best Mobile Trading App.

Brokers running cTrader who want to see how AltimaCRM connects trading activity to sales, retention, and compliance can book a walkthrough with the AltimaCRM team.

Prasad More
Prasad More
Business Support and Operations Manager, AltimaCRM
  • A forex brokerage runs on four things: clean client data, airtight compliance, payments that clear without friction, and a back office that doesn't become a liability during an audit. Most brokers find out their operations have gaps only when something goes wrong. Prasad More's job is to make sure it doesn't.
  • As Business Support and Operations Manager at Intivion Technologies, he works directly with the compliance and operations teams of forex brokerages, building the KYC, AML, and process workflows that keep regulated firms audit-ready without adding operational overhead.
  • With 18 years of fintech experience behind AltimaCRM and 50+ broker brands in the portfolio, Prasad writes from a vantage point most operations managers never get: seeing what breaks across dozens of brokerages, and knowing exactly what fixes it. His writing is for the compliance head who needs control and the operations manager who needs their team to stop firefighting.
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