# 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 --- # Finovex Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 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)[FAQs](#faqs)[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/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €2000 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... 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. [4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price €2000 Flat Rate, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (4,371) Value For Money 0.0 (0) Value For Money 4.3 (3,503) Customer Service 0.0 (0) Customer Service 4.4 (3,512) ## Finovex alternatives [4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (1,314)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about Finovex Overview ### What company size and specific industries is Finovex built for? Finovex is designed for financial trading businesses of varying sizes, including CFD brokers, forex brokers, multi-asset trading firms, prop trading businesses, crypto exchanges, prime brokers, retail brokers, and hedge funds. It suits organizations operating in brokerage, trading, and investment services across these sectors. Features and Usability ### What are the key features of Finovex? Finovex offers CRM, contact management, lead management, and interaction tracking for customer records and pipeline activity. It also includes commission calculations, commission management, commission overrides, and commission scheduling for compensation workflows, plus reporting/analytics, activity dashboard, alerts/notifications, document management, task management, and transaction management. Pricing ### How much does it cost and what fees or limitations are included? Finovex starts at €2,000 per month for the Standard plan, with a €500 one-time onboarding fee. The Enterprise plan costs €7,000 per month and also includes the same onboarding fee. A free trial is available, and Standard includes up to 12 managers and 5 PSPs. Getting Started and Support ### What training and onboarding options does Finovex offer? Finovex provides live online training and documentation. Live online sessions support guided setup and feature walkthroughs with an instructor, while documentation offers written reference materials for self-paced review and step-by-step checking as needed. Getting Started and Support ### What customer support options does Finovex offer? Finovex provides Email/Help Desk, 24/7 Live Rep, and Chat for customer support. These channels give users multiple ways to contact support when issues arise. No reviewer feedback is available here to describe response times, helpfulness, or common frustrations with the support experience. ## 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 Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.