Enquiries arrive at midnight, on a weekend, in another timezone. By the time the desk opens the sheet, the trader has already funded somewhere else.
KAVIXAIBROKER SOLUTIONFOR FOREX & CFD BROKERAGES
KAVIX BROKERSOLUTION.Keep your platform.
A CRM, client portal and AI operating layer scoped around the brokerage you already run — with the whole thing open as a demo before you pay for a build. Availability is confirmed through configuration and acceptance testing before launch.
10LIVE DEMOS
11PROPOSED AI ROLES
4SCOPE TIERS
5ADD-ON MODULES
MT5 DEMO TESTEDVPS DEPLOYMENT OPTIONYOU KEEP THE DATABASE
OPEN TASKS24desk queue
KYC PENDING7documents
IB PAYOUTS3to approve
KY
KYC reviewDocument missing — reminder queued
QUEUEDP
Deposit approvalRouted to the operations desk
REVIEWIB
Partner payoutCommission run prepared for sign-off
READYWHAT CHANGES
Workflows we can scope together
Five examples of proposed workflows. These describe implementation goals; timing, integrations and automated actions must be agreed and tested for your deployment.
A lead arrives at 2am
TODAYIt waits in a sheet until the desk opens. By 9am the trader has funded elsewhere.
PROPOSED WORKFLOWProposed: route enquiries into an approved follow-up workflow. Response times depend on configured channels and staffing.
A client stops trading
TODAYNobody notices until the monthly report — if then. The balance has already left.
PROPOSED WORKFLOWProposed: flag changes in activity after the account feed and retention rules are connected and tested.
A KYC file is missing one document
TODAYIt is chased when somebody remembers, or the account quietly never funds.
PROPOSED WORKFLOWProposed: track missing documents and send approved reminders after provider and messaging setup.
Your old database sits there
TODAYThousands of paid-for leads nobody has time to work. It is nobody’s job.
PROPOSED WORKFLOWProposed: review segments and configure outreach after you approve the audience, message and channel.
You ask "how are we doing?"
TODAYLeads in a sheet, clients in the platform, IBs in a spreadsheet, deposits in a bank statement.
PROPOSED WORKFLOWProposed: combine reports from verified sources, with missing or stale data labelled.
THE LEAKThe lead goes cold before anyone calls The database you paid for sits unused Nobody can see the whole business
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.
Registrations 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.
Leads 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.
THE PLATFORMBroker CRM AI workforce Client & IB portals Trading integrations KYC & payments Global routing
Current foundation and proposed scope
Existing CRM and portal software forms the starting point. Additional services depend on provider access, configuration and a successful acceptance test.
CRM foundation with client, account, KYC and support workflows.
Each brokerage workflow needs configuration and acceptance testing.
Eleven proposed automation roles for sales, support and reporting.
A continuously operating eleven-agent service is not yet verified.
An existing client portal and proposed partner workflows.
IB features and white-label onboarding require a scoped implementation.
MT5 DEMO telemetry has been tested; cTrader connectivity is not verified.
Fresh connection tests and broker approval are required for each deployment.
KYC workflow foundation; provider and payment integrations require setup.
Live payment processing has not been verified.
Proposed country routing, language support and group reporting.
Availability depends on agreed scope, source data and acceptance tests.
SEE IT RUNNING
Ten demos. One connected brokerage.
VENZIFX is our demonstration brokerage, powered by KAVIX AI. Open any surface and switch roles as you go — a trader’s deposit request becomes the broker’s approval queue in the same workspace.
01Broker websiteThe public brokerage site: accounts, markets and the client journey.Open demo 02Client portalThe trader’s workspace — equity, margin, open positions and history.Open demo 03Trading terminalCandlestick charts, market orders, lots, stop loss and take profit.Open demo 04Broker CRMClient profiles, pipeline stages and KYC status in one desk.Open demo 05Broker adminCashier approvals, the full book, risk overview and audit trail.Open demo 06IB partnersReferral links, lead pipeline and a per-lot commission model.Open demo 07Copy tradingSubscribe to a strategy, set a ratio and follow master signals.Open demo 08Algo tradingRule-based strategies that explain every signal they produce.Open demo 09PAMM investingPooled allocation, scenario returns, fee maths and redemption.Open demo 10MAM accountsOne manager ticket allocated across multiple managed accounts.Open demo
Virtual funds only. Each visitor gets a private sandbox that expires after 24 hours. No signup, no deposit and no real market execution. Open the demo brokerage
AI WORKFORCE01Lead Agent 02Qualification Agent 03Follow-up Agent 04Sales Agent 05Support Agent 06KYC Workflow Agent 07Retention Agent 08Marketing Agent 09IB Agent 10Reporting Agent 11CEO Intelligence Agent
Eleven proposed roles
These roles describe an implementation proposal, not eleven verified running agents. Channels, approved actions, audit records and operating schedules are confirmed before activation.
Proposed: capture and enrich enquiries from configured sources.
Proposed: score leads using agreed qualification rules.
Proposed: run approved follow-up sequences on connected channels.
Proposed: draft sales replies for review and prepare call notes.
Proposed: answer from approved support material and escalate cases.
Proposed: track missing documents and send approved reminders.
Proposed: flag activity changes from verified account data.
Proposed: coordinate approved campaigns and creative.
Proposed: support partner onboarding and attribution review.
Proposed: prepare daily reports from connected data sources.
Proposed: summarise verified business metrics and missing data.
PRICINGExisting broker GROWTH SCOPEScaling broker PROPOSED AI SCOPEMulti-country broker END TO ENDNew brokerage
Four scopes, one written proposal
Every tier is a proposed implementation scope with a one-time setup and monthly operations fee. Feature lists are not a statement of current availability; delivery and provider dependencies are agreed in writing. Setup already paid is credited towards the next tier.
Starter
ONE-TIME SETUP$2,500approx ₹2.4 lakh
MONTHLY$499approx ₹48,000 / month
A proposed CRM implementation around an existing brokerage. AI sales workflows and third-party channels require configuration, approval and acceptance testing.
Proposed scope — subject to acceptance- 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 DEMO integration; cTrader subject to assessment
- 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 StarterGrowth
ONE-TIME SETUP$4,500approx ₹4.3 lakh
MONTHLY$799approx ₹76,000 / month
A proposed extension of Starter: client and partner workflows, KYC, payment-provider setup and Android delivery. IB, payments and automated support require implementation and verification.
Proposed additions to Starter- Advanced Broker CRM
- Client portal
- IB / Affiliate portal
- AI Support Agent
- AI Retention Agent
- Old-lead reactivation
- KYC integration
- Payment integration — provider setup and testing required
- MT5 connectivity; cTrader subject to assessment
- Sales automation
- Country dashboard
- Marketing dashboard
- CEO dashboard
- AI daily reports
- Android app — test build; release preparation required
- 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 GrowthGlobal
ONE-TIME SETUP$7,500approx ₹7.2 lakh
MONTHLY$1,199approx ₹1.15 lakh / month
A proposed multi-country implementation covering website, CRM, apps and portals, with eleven automation roles to assess. Integrations and continuous agent operation are not verified as a complete service.
Proposed Global scope- Global multi-language website
- Country landing pages
- Complete broker CRM + sales CRM
- Client management & KYC pipeline
- Deposit funnel & retention
- IB management
- Android application — release readiness required
- Client portal & management dashboard
- 11 proposed AI roles — activation subject to testing
- MT5 integration; cTrader subject to assessment
- 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 GlobalComplete Launch
ONE-TIME SETUP$9,500 – $12,500approx ₹9 – 12 lakh
MONTHLY$1,499approx ₹1.4 lakh / month
A proposed technology project for a new brokerage: website, CRM, portals, apps and selected integrations. Delivery milestones, provider access and launch acceptance are agreed before work starts.
Proposed launch deliverables- Global website
- CRM
- Client portal
- IB portal
- Android app — signing and phone acceptance required
- iOS app / PWA — proposed development option
- Admin backend
- MT5 integration; cTrader feasibility assessment
- 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 LaunchAll 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. For traders: KAVIX trading plans from $50 / 30 days
FOUNDING COHORTAsk about the 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
CATALOGUE
Solution catalogue for your proposal
Three areas to scope: brokerage operations, a client workspace, and education and data services. Each proposal identifies existing features, required implementation and acceptance criteria.
For the brokerage
Broker Solution
CRM and portal foundations, plus proposed workflows that require configuration and acceptance on your infrastructure.
- Broker CRMClient, account, KYC and support foundations; additional sales and IB coverage must be scoped.
- AI workforceEleven proposed roles; continuous operation has not been verified.
- Client portalYour clients log in to their own accounts, under your branding.
- IB / affiliate systemProposed partner structure, attribution and commission records; acceptance testing required.
- KYC workflowDocument-review foundation; automated reminders and provider integration require setup.
- Payments & depositsGateway integration is proposed; live payment processing is not verified.
- MT5 / cTrader integrationMT5 DEMO telemetry previously tested; fresh connection testing required. cTrader is not verified.
- Back office & reportingReporting foundation; country dashboards and daily AI reports require scoped data integration.
- Android & web appsAndroid test build and web portal foundation; production app release and white-label delivery remain pending.
For your clients
Trader Solution
An analysis and planning workspace to evaluate before client rollout. Fresh workflow testing and branding setup are required; continuous automatic execution is not verified.
- 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
Proposed education and data services. Learning content, provider access and feature delivery must be confirmed in the implementation scope.
- 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.
MOBILE
In your clients' pocket, under your brand
An Android test build exists. Release signing, fresh phone testing and white-label distribution remain pending; an iOS app is a proposed option, not a published release.
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 submission can be scoped after release readiness is verified.
Screens are illustrative. A test APK is not a production release. Continuous automatic execution has not been verified; these illustrations are not evidence of broker trades.
MODULES
Modules available for scoping
Discuss a module on its own or with a tier. Availability and integration work are confirmed in the proposal.
KAVIX Trader AI
An analysis-workspace foundation to evaluate for your brokerage. Integration, feature coverage and client acceptance are scoped before delivery.
$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
Proposed outreach to your existing leads. Channel integration and campaign testing are required; 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
A proposed partner-management implementation, with attribution and commission workflows to configure and test.
$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
Campaign, creative and funnel-management scope for discussion. Platform access and approvals are required; 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
It starts with a paid diagnostic
Nobody signs a build contract on a sales call. It starts with a paid diagnostic that you keep either way.
01
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.
02
Scope & proposal
The audit becomes a fixed-scope implementation plan with a tier recommendation, timeline and price. The $499 is credited against setup.
03
Build & deploy
CRM, AI agents, portals and integrations are built, deployed to your VPS or cloud, and handed over with your team trained.
04
Run & grow
The monthly fee covers hosting, support, maintenance, AI operation and continuous improvement of the funnel.
SCOPE
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.
FAQ
Questions brokers actually ask
Do we have to change our trading platform?
We scope integration around your existing platform. MT5 DEMO telemetry has been tested; cTrader connectivity has not been verified. Provider access, compatibility and any required changes are assessed before a commitment.
What does the monthly fee actually cover?
The proposed monthly scope covers hosting, support, maintenance and agreed operations. AI workflows are included only as configured and accepted in the contract; the catalogue does not establish that eleven agents are already running.
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?
Controlled broker-DEMO orders have been tested through KAVIX software. This does not establish a continuously operating trading service; live-money execution is not available. KAVIX does not broker trades, take deposits, hold client funds or manage portfolios, and is not a party to your trading relationship with clients.
THE COMPANY
What is KAVIX AI?
KAVIX AI is an AI-powered trading technology platform that helps traders analyze financial markets, generate risk-controlled trade plans, and connect supported brokerage or MT5 accounts for assisted or authorized automated trading. KAVIX AI provides separate solutions for Global Forex markets and Indian financial markets. KAVIX AI is a technology platform, not a broker.
KAVIX Global Forex
Automated trading of USDJPY, and of gold (XAUUSD) on Gold plans, on MetaTrader 5 accounts at the trader’s own broker.
- MT5 Connection
- Two Plan Lines
- Fixed, Tested Rules
- Risk Engine
- Stop and Target on Every Order
- Dashboard, History and Journal
KAVIX India
A separate solution for Indian financial markets, at kavixai.online.
- Indian Market Analysis
- Broker Connectivity
- AI Scanner
- Risk Controls
- Paper / assisted workflows
START HERE
Start with the audit
$499, one-time, credited in full against your setup if you proceed. You keep the written findings report either way.
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. Controlled broker-DEMO execution has been tested; continuous automatic execution is not verified and live-money execution is not available. We 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. Trading involves substantial risk of loss.