AltimaCRM Marketing Team
8 May, 2024
AltimaCRM serves as the operational core for brokerage businesses, providing an all-in-one solution for sales, onboarding, compliance, and client engagement. By integrating Mobius Trader, a next-generation trading terminal known for its intuitive user interface and broad compatibility, Intivion reinforces its commitment to providing brokers with a highly adaptable and robust tech infrastructure.
This collaboration empowers brokers to offer a seamless trading journey to their clients backed by Mobius Trader’s performance and AltimaCRM’s deep functionality, which includes multi-level IB management, automated KYC workflows, flexible reporting, and real-time performance tracking.
“We are excited to join forces with Intivion by adding our trading platform to AltimaCRM. We look forward to providing our clients with the option to work with a CRM module that has proven its value through its innovative capabilities,” said Igor Mikhailov, CEO of Mobius Soft Ltd.
In an increasingly competitive trading landscape, speed, transparency, and automation are no longer optional—they’re essential. By combining the powerful trading infrastructure of Mobius Trader with AltimaCRM’s advanced automation and analytics features, Intivion is helping brokers future-proof their operations. From onboarding to retention, every client interaction can now be tracked, optimized, and personalized in real time, ensuring both traders and brokers stay ahead of the curve.
The integration between AltimaCRM and Mobius Trader represents more than just a technical collaboration—it’s a step toward a more unified and intelligent brokerage ecosystem. With this integration, brokers can now manage client relationships, trading activities, and performance insights all within a single platform. This eliminates fragmented workflows and allows teams to focus on client satisfaction and strategic growth instead of managing disconnected systems.
For traders, this integration means faster execution, better visibility into account data, and a smoother overall trading experience. For brokers, it translates into fewer technical hurdles and more efficient operations. Whether managing a growing IB network or scaling into new markets, the AltimaCRM–Mobius Trader partnership ensures that every part of the trading journey—from registration to reporting—operates seamlessly and securely.
Through this integration, brokers gain direct access to Mobius Trader 7 via AltimaCRM’s central console eliminating the need for separate systems and ensuring a unified operational flow. AltimaCRM allows brokers to reduce costs, improve onboarding efficiency, and enhance lead conversion by consolidating their client management, sales efforts, and marketing funnels into one streamlined environment. “We are pleased to onboard Mobius Trader and move forward with such a trusted partner in trading technology. This collaboration further strengthens AltimaCRM’s value proposition, ensuring that brokers are equipped with best-in-class tools to grow their business,” stated Aman Sheriff, CEO of Intivion Technologies.
AltimaCRM, developed by Intivion Technologies, is a broker-focused CRM solution designed specifically for the forex and CFD industry. With over 16 years of experience, Intivion has helped hundreds of brokers scale through its suite of products, including AltimaCRM, AltimaIB, and AltimaVOIP. The company continues to innovate with powerful integrations and automation tools that drive operational excellence and business growth.
Mobius Soft Ltd is a technology company specializing in modern trading platform solutions for FX and CFD brokers. Its flagship product, Mobius Trader, is a multi-platform trading terminal supported on Web, Windows, macOS, iOS, Android, and Linux. Designed for efficiency and accessibility, Mobius Trader helps brokers deliver a premium trading experience across devices without additional licensing or integration hurdles.
