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Reimagine Your
Brokerage’s Potential

with Proftit Turnkey
Solutions

Your current CRM and trading platform have
gotten you this far. It’s time to leap beyond,
boost productivity, and drive new revenue

TALK WITH AN EXPERT
  • Deploy a powerful, perfectly aligned CRM

    and trading system integration built for broker
    success. Want to keep one system and
    upgrade the other? No problem. We’ll integrate
    smoothly with your existing platforms.
  • Profit’s API-driven approach expands
    your reach to new partners, services,
    and technologies with a platform built
    from the ground up for quick, seamless integrations with third parties.
  • Security and scalability are in our DNA -–

    we know you are going to grow and expand your
    offerings and your client base. Our platforms,
    including options for multi-brand configurations,
    are designed to embrace that reality.

We’ve Done

the Heavy Lifting

We offer a complete, proven turnkey solution that
addresses all these challenges, empowering you to
launch your brokerage smoothly and efficiently.

Let’s Get You to the Starting Line with:

The Power of a Bespoke, Combined CRM and Trading Platform

  • Don’t Retrofit
    Generic CRM
    Leading CRM platforms offer numerous optional features but lack a specific audience focus. Costly third-party services or significant team investments can customize them, yet they rarely meet brokers' needs. Proftit was designed exclusively for brokerages, catering to their unique workflows and mindsets.
  • All-in-One
    Technology
    While you can certainly keep your trading platform while upgrading to Proftit’s solution for the other, there’s a real appeal to an integrated solution. As a one-stop shop, we provide the two optimized, built-for-brokers tech components you need to drive your brokerage to new heights, integrated out of the box.
  • User-Friendly
    Systems
    We understand the brokerage business inside-out, and we’ve designed our systems to address your most significant challenges. Enjoy intuitive ease of use in every task, even with no prior technical skills.

Seamless, Painless Migration

  • Leave it
    to us
    We learned early on that no client wants to spend weeks figuring out how to convert and migrate data to a new platform. As such, we invested significantly in both the experts and custom-built tools that “automagically” move data from platform to platform with minimal friction, expense, or time.
  • Extend
    beyond
    Not only do we migrate your trading and customer data, but we also reconnect you to all of your various partners and services to maintain -– and even expand -– the controlled flow of data to third parties.

Comprehensive Training and Smooth Onboarding

  • CRM
    Training
    We provide in-depth training on our CRM system, so you can manage client relationships confidently.
  • Ongoing
    24/7 Support
    Our team is available to assist you
    with any questions or issues that arise.
  • Regulation-based
    onboarding
    Our rich library of pre-built KYC tools helps you stay compliant and gets new clients started with minimal friction.

Go Live Fast: Your Brokerage, Ready in 3 Days

  • We design and develop
    your website
    Our team of experts will create
    a visually appealing and

    user-friendly website tailored
    to your specific needs.
  • We set up the CRM
& trading platforms
    Configuring the platforms to match your specific business needs and preferences and migrating any existing data or client information to the new platforms.
  • You go live in just

    3 business days
    After conducting thorough testing, deploying the website and platforms
to your hosting server, and ensuring reliable performance and security.

Your Brokerage, Your Way

BOOK A DEMO

Why Choose Proftit?

By partnering with Proftit, you eliminate the barriers that typically hinder new brokerages.

Our turnkey solution not only provides the essential technology but also equips you with the tools,

training, and connections needed to thrive in the competitive trading industry.

  • Experience & Expertise
    Benefit from our proven
    track record and industry
    knowledge.
  • Cost-effective
    Avoid the massive costs
    associated with developing
    your own systems.
  • Time-saving
    Launch your brokerage
    faster with our ready-made
    solutions.
  • Risk Mitigation
    Reduce the risks
    associated with starting
    a new business.

Take the First Step Toward Success

Don’t let challenges stand in the way of your brokerage dream.
We can help you launch and grow your business with confidence.

GET STARTED WITH PROFTIT