The CRM your brokerage doesn’t have to build first.
Generic CRMs sell you a blank canvas. Aspex+ Brokerage installs the pipelines, fields, and messaging playbooks a trading floor runs on — from first lead to funded account.
See pricingThe Lead → KYC → Funded → Active pipeline
Your onboarding pipeline arrives installed: stage-gated with the documents and checks each stage expects, so nothing funds before it clears.
Conversion, Retention, and VIP desks
Three sales motions, three installed pipelines — each with its own stages and playbooks, the way brokerage floors actually run.
Brokerage fields, not generic ones
Jurisdiction, KYC status, funded amount, IB reference — first-class fields on every contact, ready for segmentation and automation.
Compliance-grade messaging
Verified sender identities, consent enforced per send, quiet hours respected, and an immutable audit trail behind every message and change.
Document-request templates
Chase POI/POA and onboarding documents with ready-made SMS and email sequences that read like your compliance team wrote them.
Integrations on the roadmap
KYC providers, MT bridges, PSPs, and IB commission structures follow on the same platform — the vault and adapter layer they need is already live.