Intivion’s AltimaCRM is Now Integrated with the Mobius Trader Platform

Bridging Trading and CRM for Broker Success
Table of Contents
Sunil Jadhav
Sunil Jadhav
Technology Leader, AltimaCRM
8 May, 2024·4 min read

A Powerful CRM-Trading Platform Synergy

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.

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Future-Ready Technology for Modern Brokers

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.

Strengthening the Broker Ecosystem

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.

Elevating the Client Experience

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.

Expanding Broker Capabilities with AltimaCRM

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.

About AltimaCRM

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.

About Mobius Soft Ltd

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.

Sunil Jadhav
Sunil Jadhav
Technology Leader, AltimaCRM
  • Most forex brokers don't have a lead problem. They have a system problem — leads fall through because the CRM isn't wired tightly enough to the trading platform, the back office runs on manual workarounds, and by the time compliance flags an issue, the damage is already done.
  • Sunil Jadhav has spent over a decade solving exactly that. As Technology Leader at Intivion Technologies, he has led the architecture behind AltimaCRM, a platform that today manages over 1.2 million leads and serves 45,000 daily active users across regulated brokerages in Europe, the Middle East, and beyond. His work covers MT4, MT5, and cTrader integrations, broker back-office infrastructure, and the prop trading technology that modern firms are building their next revenue line on.
  • When Sunil writes about broker technology, he is writing from inside the system, not from a product brochure. Connect with Sunil on LinkedIn
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