Cregis and AltimaCRM Announce Strategic Partnership to Power the Full Financial Stack for CFD Brokers and Prop Trading Firms

Institutional crypto payment infrastructure meets end-to-end brokerage operations technology, built for the firms redefining modern trading.

We're excited to announce a strategic partnership with AltimaCRM (by Intivion Technologies), the all-in-one operating ecosystem for CFD brokerages and proprietary trading firms, to deliver a fully integrated financial and operational stack for the global trading industry.

This collaboration brings together two complementary technology layers: AltimaCRM's deep expertise in brokerage lifecycle management and Cregis's institutional-grade crypto financial infrastructure, creating a unified experience for brokers who demand both operational precision and financial resilience.

Fragmented Infrastructure Is Costing Brokerages at Scale

CFD brokerages and prop trading firms today operate across multiple jurisdictions, manage complex partner networks spanning hundreds of IBs, and serve trader communities with increasingly diverse funding preferences, including a growing demand for digital asset payment channels. At the same time, regulators across key markets are raising expectations around AML controls, client fund transparency, and operational governance. Growth-stage firms are finding that the tools built to run their business — CRM, trading platforms, partner portals — were never designed to work in concert with the financial infrastructure a regulated, global operation requires. Payment processing, fund security, and risk-based compliance controls have historically been separate procurement decisions, integrated after the fact. Sales teams lose visibility when client funding data lives outside the CRM. Compliance workflows break down when on-chain transaction monitoring is disconnected from the client profile. Treasury operations become manual and error-prone when payment infrastructure operates in isolation. For firms with ambitions to scale across regions, asset classes, and partner tiers, these are compounding operational risks.

Operational Coverage and Financial Infrastructure, Working as One System

AltimaCRM has built a comprehensive operational ecosystem covering the full client lifecycle, from initial lead through onboarding, active trading, loyalty, and long-term retention, while simultaneously running the partner networks, prop trading programmes, and internal communications that keep a modern brokerage functioning. Brokers using the platform have a single source of truth for everything happening inside their business.

Cregis extends that operational intelligence into the financial layer. With self-custodial MPC wallet architecture, firms retain complete ownership and control of their digital assets, with private key shards held on the client's own devices and no third-party holding risk at any point. A configurable policy engine, backed by industry-leading on-chain risk intelligence, allows compliance teams to design and enforce their own risk-based controls across transaction monitoring, counterparty screening, and fund flow governance, adapted to the firm's specific risk appetite and regulatory environment.

When the two platforms operate together, client funding activity informs the CRM, on-chain risk controls sit within the same operational context as KYC and onboarding, and crypto payment rails complement the existing fiat gateway ecosystem.

As Shawn Yan, CEO of Cregis, puts it: "Serious brokerages need their operational and financial infrastructure to speak the same language. The depth of what AltimaCRM has built on the operations side is exactly the environment where Cregis's financial layer creates the most value."

Crypto Rails Complete AltimaCRM's Existing Payment Ecosystem

AltimaCRM already integrates with a broad spectrum of fiat payment gateways, giving brokerages significant flexibility in how they collect and distribute funds. The addition of Cregis extends that ecosystem into digital assets, enabling brokerages to onboard clients who prefer crypto funding, process withdrawals in digital assets, and manage treasury operations across fiat and crypto channels within a unified operational framework.

Cregis brings the compliance infrastructure, risk controls, and treasury management capabilities that responsible crypto payment adoption requires, making the expansion viable for regulated brokerages and prop firms operating under stringent financial oversight.

As Sunil Jadhav, CTO of AltimaCRM, notes: "Payments and compliance infrastructure are a direct factor in client trust and business scalability. Cregis brings the financial layer that completes what we have built, and together we are able to offer brokerages a fully integrated operating and financial stack."

A Partnership Built for Where the Industry Is Heading

Client bases are becoming more global, payment preferences more diverse, and regulatory expectations more demanding. Firms that can operate efficiently, transparently, and compliantly across all of these dimensions will have a decisive competitive advantage. The Cregis–AltimaCRM partnership is designed precisely for this environment, combining the operational intelligence brokers need to grow their business with the financial infrastructure needed to sustain it.

About AltimaCRM

AltimaCRM is a comprehensive technology ecosystem developed by Intivion Technologies, engineered for CFD brokerages, prop trading firms, and financial services operators. Its six integrated modules — AltimaCRM, AltimaTrader, AltimaIB, AltimaProp, Client Portal, and AltimaVoIP — provide a unified platform covering client acquisition, trading operations, partner networks, prop firm management, and enterprise communication. Headquartered in Dubai, UAE, AltimaCRM serves brokerages and trading firms globally