# Finovex Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Finovex Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10036696/Finovex

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# 

 Finovex Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

Finovex

## What is Finovex?

Finovex is a unified brokerage operations platform built for forex brokers, CFD brokers, and proprietary trading firms. It replaces fragmented CRMs, payment tools, IB systems, and prop trading platforms with a single, integrated system. One platform, one ledger, one source of truth. The platform includes four core modules, including BackOffice360 for managing your entire brokerage operation, a white-label client portal for traders to manage accounts, deposits, and KYC, a partner portal for introducing brokers and affiliates to track commissions and referrals, and a prop trading module for running funded trader evaluations with real-time risk monitoring. Finovex integrates natively with MetaTrader 4 (MT4), MetaTrader 5 (MT5), and cTrader, providing real-time synchronization of balances, equity, positions, and trade history via WebSocket.

## What is Finovex used for?

[Financial Services](https://www.capterra.com/financial-services-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

€2000

Flat Rate, Per Month

Free trial  
available

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Do you work for Finovex?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://finovex.io&name=Finovex)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Finovex

0.0

VS.

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

€2000

Flat Rate, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.2 (26,261)

Value For Money

0.0 (0)

Value For Money

4.0 (20,123)

Customer Service

0.0 (0)

Customer Service

4.0 (20,380)

## Finovex alternatives

Highest Rated

[4.8 (5)](https://www.capterra.com/p/166075/Financial-CRM/#reviews)

Starting price

$325.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[PayPal](https://www.capterra.com/p/207944/PayPal/)

[4.6 (26,283)](https://www.capterra.com/p/207944/PayPal/reviews/)

Starting price

$0.29

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/207944/PayPal/)

[Google Pay](https://www.capterra.com/p/212826/Google-Pay/)

[4.6 (908)](https://www.capterra.com/p/212826/Google-Pay/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/212826/Google-Pay/)

[TotalBrokerage](https://www.capterra.com/p/190689/TotalBrokerage/)

[4.7 (132)](https://www.capterra.com/p/190689/TotalBrokerage/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/190689/TotalBrokerage/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Contact Management

Manage, organize, and store contact information

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Financial Management

Plan, manage, and track the financial activities of an individual or organization

For Financial Institutions

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Finovex 11 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Plan, manage, and track the financial activities of an individual or organization

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Track interaction history by documenting conversations for contacts

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Organize and manage the accomplishments and development of employees or performance of applications or systems

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Get Advice

We can help you find the software with the features you need.

## Pricing

Free Trial

Standard

€2,000

Flat Rate,Per Month

It includes:

-   Up to 12 managers
-   Up to 5 Payment Service Providers (PSPs) included
-   Admin CRM + Client Portal + Partner Portal
-   Real-time sync with trading platforms (MT4, MT5, cTrader)
-   Automated KYC & fraud detection
-   REST & WebSocket APIs
-   Multi-tier IB commission engine
-   Email support

Enterprise

€7,000

Flat Rate,Per Month

It includes:

-   Unlimited managers
-   Up to 10 PSPs included
-   All features from the Standard Plan
-   24/7 emergency support
-   Priority support with faster SLA
-   Dedicated account manager

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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