Everything you need to manage your FX operations
A back-office for your operators, an interface for your clients — all under your brand.
Your brand, your domain, your experience
Each client gets their own isolated environment: logo, colors, domain, custom emails. Your clients interact with your brand, not ours. Multi-tenancy is built into the architecture.
- Custom logo and colors
- Dedicated domain name
- Branded emails (invitations, notifications, confirmations)
- Fully isolated data between tenants
All your currencies, in one place
Create wallets for each currency — EUR, XAF, XOF, USD, GBP and more. Local and international currencies in the same workspace. Every movement is tracked and timestamped.
- Local and international wallets
- Unlimited number of currencies
- Balances updated in real time
- Complete transaction history
Structured exchange requests, from start to finish
Your clients choose a currency pair, enter an amount, and submit. Your operators process the request: direct approval, rejection, or rate proposal with expiration.
- Automatic or manual ECB rates
- Rate proposal with expiration
- Applied rate snapshot in each operation
- Clear 'You give / You receive' summary
- Filterable history by status
International payments tracked step by step
Each payment follows a structured 4-step workflow: proof upload, amount entry, counterparty selection, confirmation. Your operators approve or reject from the back-office.
- 4-step workflow with visual stepper
- Proof upload (PDF, images)
- Counterparty management with bank details
- Real-time status tracking
Dual validation, activable by your clients
Your clients can enable creator/validator separation in their workspace. When an operator creates an operation, a separate validator must approve it. Four roles available: administrator, operator, validator, viewer.
- Activation per client company
- Creator / validator separation
- 4 company roles
- Internal compliance option for your clients
A powerful back-office for your teams
Pending operations, balance management, rate updates, client onboarding — all from a unified interface with granular permissions per operator.
- Operations by tab: pending, deposits, proposals, history
- Online balance and rate management
- Granular operator permissions
- Internal notes and confirmation documents
Your profitability, at a glance
View your PnL by transaction, by client company, by operator, and by sales referrer. Identify your most profitable operations, track commissions, export everything to Excel.
- PnL by transaction, company, operator, referrer
- Automatic calculation based on spread
- ECB rates for EUR conversion
- One-click Excel export
You control who accesses your platform
No public sign-up. Your operators invite each client by email. The client sets their password and accesses the platform.
- Email invitation with secure link
- Configurable expiration (7 days by default)
- Invitation resend available
- Account deactivation / reactivation
Manage your execution partners and business referrers
Add your FX partners with their bank details (IBAN, BIC). Manage your sales referrers and track commissions by company. Everything is integrated into PnL reporting.
- FX partners with bank accounts
- Referrers with commission percentage
- PnL by referrer
- Operator assignment per company
A direct support channel between you and your clients
Your clients create tickets, your operators respond from the back-office. Everything is integrated, no external tool needed.
- Tickets created by end clients
- Management from the back-office
- Complete history
- Email notifications
Professional statements, exportable in one click
Your clients view their transaction history and export statements in PDF format — professional, timestamped, ready for accounting.
Precise access control, at every level
Four levels of roles — platform administrator, operator (with granular permissions), end client (4 company roles), and sales referrer. Every permission is verified server-side.
Want to see CoreFX in action?
Personalized 30-minute demo. Your platform ready in 3 days.