FOR FOREX & CFD BROKERAGES

KEEP YOUR PLATFORM.
ADD THE GROWTH
OPERATING SYSTEM.

KAVIX AI wraps around the brokerage you already run — adding a real CRM, an eleven-agent AI workforce, client and IB portals, apps and MT5 / cTrader integrations. Your trading platform, website and branding do not change.

Book the $499 Broker AI Audit See pricing

11 AI AGENTSMT5 / cTRADERDEPLOYED ON YOUR VPSYOU KEEP THE DATABASE

KAVIX DESK — TODAYILLUSTRATIVE

New leads0

Contacted by AI within 60s0

Qualified for the desk0

KYC chased automatically0

Dormant clients re-engaged0

Illustrative dashboard layout, not a performance claim. The curve is a decorative sample, not market data. Real numbers depend entirely on your traffic, market and sales team.

What actually changes on Monday

Same brokerage, same platform, same team. Five moments in an ordinary week, before and after KAVIX is installed.

A lead arrives at 2am

TodayIt waits in a sheet until the desk opens. By 9am the trader has funded elsewhere.

With KAVIXContacted in under 60 seconds, qualified, and placed at the top of the morning call list.

A client stops trading

TodayNobody notices until the monthly report — if then. The balance has already left.

With KAVIXThe retention agent flags the drop in activity while the money is still in the account.

A KYC file is missing one document

TodayIt is chased when somebody remembers, or the account quietly never funds.

With KAVIXChased automatically until the file is complete, with every attempt on the record.

Your old database sits there

TodayThousands of paid-for leads nobody has time to work. It is nobody’s job.

With KAVIXSegmented into recoverable groups and re-engaged — after you approve the message.

You ask "how are we doing?"

TodayLeads in a sheet, clients in the platform, IBs in a spreadsheet, deposits in a bank statement.

With KAVIXOne answer from one system of record, and a daily report built from live data.

Where a brokerage actually loses money

It is rarely the trading platform. It is the operations around it — and all three of these are fixable with software.

The lead goes cold before anyone callsEnquiries arrive at midnight, on a weekend, in another timezone. By the time the desk opens the sheet, the trader has already funded somewhere else.

The database you paid for sits unusedRegistrations left incomplete, KYC half-finished, approved accounts never funded, traders who went quiet last quarter. All of it already paid for, none of it worked.

Nobody can see the whole businessLeads in one sheet, clients in the platform, IBs in a spreadsheet, deposits in a bank statement. No single view, so no decision is made on real numbers.

What gets installed

One deployment into infrastructure you control, covering every surface your business runs on — and what each one is actually worth to you.

Broker CRMOne system of record for every lead, client, IB, deposit and conversation.You stop losing clients in the gaps between four different tools.

AI workforceEleven agents covering the path from first enquiry to long-term retention.The desk works overnight, at weekends and across timezones without new hires.

Client & IB portalsThe surfaces your clients and partners log into, branded as yours.Partners can see their own numbers, so they stop asking you for them.

Trading integrationsMT5 and cTrader connected — integrated, never replaced.Nothing about your platform, spreads or client experience changes.

KYC & paymentsDocument workflow and deposit funnel wired to your chosen providers.Fewer approved accounts stall before the first deposit lands.

Global routingCountry-wise lead routing, multi-language AI and group-level reporting.You can open a new market without rebuilding the operation.

The AI workforce — eleven agents

Each agent does one job on the desk, continuously, without waiting for office hours. Every action they take is logged against the client record.

01Lead Agent

Captures and enriches every enquiry the moment it lands.

02Qualification Agent

Scores intent and capacity so the desk calls the right lead first.

03Follow-up Agent

Runs the multi-step sequence nobody on a busy desk has time for.

04Sales Agent

Drafts the opener, handles objections, and preps the closer.

05Support Agent

Answers routine client questions and escalates the rest.

06KYC Workflow Agent

Chases missing documents until the file is complete.

07Retention Agent

Spots a client going quiet before the balance leaves.

08Marketing Agent

Keeps campaigns, creative and landing pages in sync.

09IB Agent

Onboards partners and keeps attribution clean.

10Reporting Agent

Turns the day into a report the desk actually reads.

11CEO Intelligence Agent

Answers "how is the business doing" from live data.

Pricing

Every tier is a one-time technology setup plus a monthly platform & operations fee. Start at any tier — setup you have already paid is credited towards the next one.

Starter

Existing broker

One-time setup$2,500approx ₹2.4 lakh

Monthly$499approx ₹48,000 / month

The fastest way to put a real CRM and an AI sales layer around a brokerage that is already trading. Nothing about your platform or website changes — KAVIX wraps around it.

What is included

Broker CRM
Lead management
Meta lead integration
Email integration
WhatsApp integration
AI Lead Agent
AI Follow-up Agent
AI Sales Assistant
Sales-team dashboard
Country-wise lead routing
Basic KYC workflow
MT5 / cTrader basic integration
Management reports
VPS deployment
Support & maintenance

Best for: An existing broker who already has a trading platform and a website, and is losing revenue in the gap between the lead arriving and the sales team calling it.

Enquire about Starter

MOST CHOSEN

Growth

Scaling broker

One-time setup$4,500approx ₹4.3 lakh

Monthly$799approx ₹76,000 / month

Everything in Starter, plus the surfaces your clients and partners actually log into — a client portal, an IB portal, payments, KYC and an Android app — with AI running support and retention.

Everything in Starter, plus

Advanced Broker CRM
Client portal
IB / Affiliate portal
AI Support Agent
AI Retention Agent
Old-lead reactivation
KYC integration
Payment integration
Advanced MT5 / cTrader connectivity
Sales automation
Country dashboard
Marketing dashboard
CEO dashboard
AI daily reports
Basic Android app
Multi-language support

Best for: A broker expanding into multiple markets who needs partners, clients and management to each have their own live view of the business.

Enquire about Growth

FULL AI WORKFORCE

Global

Multi-country broker

One-time setup$7,500approx ₹7.2 lakh

Monthly$1,199approx ₹1.15 lakh / month

The complete stack — global website, full broker CRM, apps and portals, all eleven AI agents, and every integration — running sales, support, retention and reporting in each market you operate.

The complete stack

Global multi-language website
Country landing pages
Complete broker CRM + sales CRM
Client management & KYC pipeline
Deposit funnel & retention
IB management
Android application
Client portal & management dashboard
All 11 AI agents
MT5 / cTrader integration
KYC & payment gateway integrations
Meta, Google, WhatsApp, Email
Country-wise lead routing
Multi-language AI
Regional sales teams
Global reporting & funnel analytics

Best for: A brokerage operating across several countries that needs one system of record — and one AI workforce — in every market.

Enquire about Global

END TO END

Complete Launch

New brokerage

One-time setup$9,500 – $12,500approx ₹9 – 12 lakh

Monthly$1,499approx ₹1.4 lakh / month

The entire technology setup for a new brokerage — website, CRM, portals, apps, admin, trading and payment integrations, and the AI workforce — designed, built and deployed as one project.

What is delivered

Global website
CRM
Client portal
IB portal
Android app
iOS app / PWA option
Admin backend
MT5 / cTrader integrations
Payment integrations
KYC integrations
AI workforce
Lead & sales automation
Marketing automation
Retention & support system
Analytics & CEO dashboard
VPS / cloud deployment

Best for: A founder or group launching a new brokerage who wants one accountable partner for the whole technology stack instead of five vendors.

Enquire about Complete Launch

All prices in USD. INR figures are indicative only, shown at an approximate rate for convenience, and are not a fixed conversion. Taxes additional where applicable.

FOUNDING COHORT

First 3–5 brokers only

Early clients get the Starter package at a founding rate in exchange for a documented case study and a reference call. Once the first cohort is filled, standard pricing applies.

Founding rate$1,999 setup$399 / monthapprox ₹1.92 lakh + ₹38,000 / month

Standard rate thereafter$2,500 setup$499 / month

Ask about the founding cohort

Everything we supply

Three layers: the system your business runs on, the workspace your clients use, and the education and data that keeps them engaged between trades.

For the brokerage

Broker Solution

Everything the business side of a brokerage runs on, deployed into infrastructure you control.

Broker CRMOne record for every lead, client, IB, deposit and conversation.
AI workforceEleven agents from first enquiry through to long-term retention.
Client portalYour clients log in to their own accounts, under your branding.
IB / affiliate systemMaster and sub-IB structure, attribution and commission records.
KYC workflowDocument collection chased automatically until the file is complete.
Payments & depositsDeposit funnel wired to the gateways you already use.
MT5 / cTrader integrationConnected to your platform, never replacing it.
Back office & reportingCountry dashboards, funnel analytics and a daily AI report.
Android & web appsClient-facing apps carrying your name, not ours.

For your clients

Trader Solution

The client-facing workspace you can offer under your own brand. It is an analysis and planning tool — it does not manage money and it does not promise an outcome.

AI market assistantExplains what it sees in plain language, including when it sees nothing worth trading.
Market analysisMulti-timeframe scanning across instruments, with the reasoning shown.
Trade planningEntry, stop and target laid out before anything is placed.
Risk controlsPosition size checked against the trader’s own limits server-side; the engine can refuse.
Projected outcomesThe planned loss at stop shown next to the projected gain at target — estimates, not forecasts.
Trading journalEvery decision recorded, taken or declined, for honest review later.
Practice environmentA full trading experience against practice capital, clearly labelled.
Smart alertsNotifications on the conditions each trader defines.

For retention

Education & Data

The layer that keeps clients engaged between trades — which is usually where brokerages lose them.

Structured learning pathsBeginner to advanced modules with progress tracking per client.
Certification & quizzesCompletion certificates you can badge with your brand.
Economic event explainersWhat a release means, written for someone who is not an economist.
Market data feedsInstruments, sessions and calendar data feeding both the app and the CRM.
Trader behaviour analyticsWhere a client’s own process is breaking down, surfaced to your desk.
Account analyticsActivity, drawdown and engagement history in one view.

In your clients' pocket, under your brand

The same engine as the desktop terminal, shipped as an Android and iOS app carrying your name and your icon — not ours.

KAVIX AI

EUR/USDBUY

Confidence 781 : 2 R:R

Planned loss at stop-2.0%

Projected at target+4.0%

AI plan Risk checked Journal

MarketsAITradeAccount

Illustrative screen · practice environment

Android

KAVIX AI

EUR/USDBUY

Confidence 781 : 2 R:R

Planned loss at stop-2.0%

Projected at target+4.0%

AI plan Risk checked Journal

MarketsAITradeAccount

Illustrative screen · practice environment

iOS

Charts your traders recogniseCandlesticks, indicators and multi-timeframe views, built for a phone screen.

The AI plan beside the chartDecision, confidence and reasoning — including when the answer is no trade.

Risk checked before the orderSize is approved server-side against the limits the trader set. The engine can refuse.

Your branding end to endApp name, icon, splash and store listing are yours. KAVIX stays invisible.

Screens are illustrative. All execution shown runs in the practice environment; the apps do not place real-market orders and do not hold client money.

Modules any broker can buy on its own

Bolt these onto a tier, or buy one on its own without changing your CRM.

KAVIX Trader AI

The AI trading workspace your clients use — offered to an existing broker with no CRM change required.

$2,500 setup$499 / month + AI & API usage

AI Market Assistant
Trading Journal
Risk Analytics
Trader behaviour analysis
Account analytics
Economic-event explanations
Education Assistant
Smart alerts
Broker app integration

Broker AI Audit

A paid diagnostic that becomes your implementation plan — and the easiest way to start.

$499one-time · credited in full against setup

Website
CRM
Leads
Sales team
Registration
KYC
Deposit funnel
Active traders
Dormant clients
IB network
Marketing
Support
Automation opportunity

Old Database Reactivation

Revenue from the leads you have already paid for. Campaigns run only after you approve the message, segment and channel.

$750 setup$299 / month · approx ₹29,000

Old leads
Registration incomplete
KYC incomplete
Approved but unfunded
Dormant traders
Previously active traders
VIP clients

IB / Affiliate System

Turn partners into a distribution channel you can actually measure.

$1,500 setup$299 / month · approx ₹29,000

IB CRM
Master IB
Sub-IB
Partner dashboard
Referral tracking
Client attribution
Commission records
Marketing materials
Performance reports

Marketing Management

Campaigns, creative and funnel management run by our team. Ad budget is billed separately by the platform.

from $499 / monthOne country $499 · 2–3 countries $799 · Global $1,199+

Campaign strategy & setup
Creative production
Landing pages
Funnel management
Lead quality monitoring
Performance reporting

How we start

Nobody signs a build contract on a sales call. It starts with a paid diagnostic that you keep either way.

Broker AI Audit — $499

We map your website, CRM, funnel, sales process and dormant database, and return a written findings report with the automation opportunity quantified.

Scope & proposal

The audit becomes a fixed-scope implementation plan with a tier recommendation, timeline and price. The $499 is credited against setup.

Build & deploy

CRM, AI agents, portals and integrations are built, deployed to your VPS or cloud, and handed over with your team trained.

Run & grow

The monthly fee covers hosting, support, maintenance, AI operation and continuous improvement of the funnel.

What is not included

KAVIX prices cover our technology, build and operations only. These are billed directly by their providers and are never bundled into a package:

MT5 / cTrader licenceLiquidityBrokerage licenceLegal & regulatory costsKYC providerPayment gatewayMeta / Google ad spendWhatsApp usageSMSMarket dataHeavy AI / API usage

KAVIX is technology, not a brokerage

We do not broker trades, take deposits, hold client funds or manage portfolios, and we are not a party to the trading relationship between you and your clients. Licensing and regulatory compliance in each market you operate remain entirely your responsibility.

Your infrastructure, your data

KAVIX is deployed into a VPS or cloud account you control, and you keep the database. Scope is fixed in writing before any project starts.

Questions brokers actually ask

Do we have to change our trading platform?

No. KAVIX wraps around what you already run. MT5 and cTrader are integrated, not replaced, and your website and branding stay exactly as they are.

What does the monthly fee actually cover?

Hosting, support, maintenance, operation of the AI agents, and continuous improvement of the funnel. It is a platform and operations fee, not a licence rental.

Where does our data live?

On your own VPS or cloud account. KAVIX is deployed into infrastructure you control and you keep the database.

How long does implementation take?

Scope is fixed in writing before work starts, and the timeline is part of the proposal that follows the audit. Starter engagements are the fastest; a Complete Launch is a full project.

Can we start small and move up?

Yes. You can start at any tier and move up later — setup you have already paid is credited towards the next tier.

Is the $499 audit refundable?

It is credited in full against your setup cost if you proceed with an implementation. If you do not proceed, you keep the written findings report.

Does KAVIX place trades or handle client money?

No. KAVIX is technology only. We do not broker, take deposits, hold client funds or manage portfolios, and we are not a party to any trading relationship you have with your clients.

Start with the audit

$499, one-time, credited in full against your setup if you proceed. You keep the written findings report either way.

Book the Broker AI Audit Talk to KAVIX

Important information

Please read these notices before engaging KAVIX AI.

Technology vendor, not a financial institution

KAVIX AI supplies software to brokerage companies. We are not a broker, dealer, exchange, fund, portfolio manager, payment institution or deposit-taking body. We do not execute orders in any market, do not hold, control or transmit client money or assets, and are not a counterparty to any trade or contract between a brokerage and its clients.

No investment advice or solicitation

Nothing on this website or within our products constitutes investment, financial, legal, tax or accounting advice, nor a recommendation, offer or solicitation to buy or sell any financial instrument. Analytical output produced by our software is informational only, may be incomplete or incorrect, and must not be relied upon as the sole basis for any decision.

No performance representation

We make no representation, warranty or guarantee as to trading results, profitability, revenue, cost savings or business outcomes. Figures shown in illustrations, dashboards or examples are for layout and demonstration purposes and do not represent actual or attainable results. Trading leveraged instruments carries a high risk of loss.

Licensing and compliance remain yours

Obtaining and maintaining every licence, registration, authorisation and regulatory permission required to operate a brokerage in each jurisdiction you serve is solely your responsibility, as is compliance with applicable marketing, disclosure, AML, KYC and data-protection obligations. We supply technology; we do not provide regulatory cover, and we do not assess whether your activities are lawful in any market.

Pricing, scope and third-party costs

All prices are quoted in USD and cover KAVIX technology, build work and operations only. Any INR figures shown are indicative conversions for convenience, are not a fixed rate, and exclude taxes. Platform licences, liquidity, brokerage licensing, legal and regulatory costs, KYC providers, payment gateways, advertising spend, messaging usage, market data and heavy AI or API consumption are contracted and billed by their own providers. Scope is fixed in a written agreement before any project begins.

Data, deployment and availability

Deployments are made into infrastructure you own or control, and you retain your database. You are responsible for the security, backup and lawful processing of data held in your environment. Software is provided on an as-is basis without warranty of uninterrupted or error-free operation, and third-party services we integrate with may change or become unavailable outside our control.

By using this website or engaging our services you acknowledge that KAVIX AI supplies technology only, that no statement here is an offer of financial services or a promise of any result, and that responsibility for licensing, regulatory compliance and every decision taken by you or your clients remains entirely your own.

KEEP YOUR PLATFORM.ADD THE GROWTHOPERATING SYSTEM.