Fintech360: broker CRM, Cashier360 and trading infrastructure

Fintech360 supplies an interconnected technology suite for brokerage businesses: CRM, trading interfaces, mobile applications, Cashier360, affiliate management and business intelligence. The operational idea is to connect customer acquisition, onboarding, funding activity and ongoing account administration within the broker’s technology environment.[1]

The company expressly targets regulated brokers. Its offering spans both internal staff tools and customer-facing applications, so a purchase can affect sales, compliance, payments and the trader experience at the same time.[2]

The CRM supports configurable inactivity fees and action-linked rewards or promotional codes. These are administration capabilities: the product page does not prescribe a universal amount, inactivity period or customer entitlement. Deposit and withdrawal scoreboards use CRM data to show daily and monthly activity.[3]

Cashier360 advertises more than 100 integrated PSPs and alternative payment methods, with additional providers connectable on request. The dashboard tracks payment activity; administrators can set minimum and maximum deposits, adjust the customer-visible deposit page, and manage users, access and password resets. A connection catalogue does not establish that a payment provider has accepted a particular brokerage merchant.[4]

Affiliate Network describes API-based data exchange with an existing affiliate system. It labels further integrations with popular affiliate networks as upcoming. The published description does not specify a multilevel introducing-broker commission engine, rebate formula or automatic payout schedule, so those should not be assumed from the affiliate label.[7]

There is no compulsory full-suite purchase: the FAQ allows individual solutions to be selected and integrated separately. The reviewed public material provides no numerical licence, implementation or transaction tariff. Scope and price therefore need a commercial proposal for the selected modules.[9]

The publicly linked Terms and Conditions are expressly a website agreement and exclude use of the company’s products and services. Their website availability and warranty provisions do not establish the purchased CRM’s uptime commitment, renewal period, termination charges or support entitlement. Those remain matters for the actual software agreement.[13]

Fintech360 estimates integration usually takes two to four weeks, depending on the number and type of solutions. A customer’s own specialists can manage implementation with guidance from Fintech360’s technical team. This is a published typical range rather than a contractual completion deadline. Purchased websites include an administration panel for changing page elements.[9]

The security page describes a cloud-based architecture. It does not publish data-centre locations, customer-selectable residency, backup recovery objectives or a detailed public API authentication and versioning specification. The useful documented controls are access, encryption, logging and monitoring; their precise deployment configuration belongs in the implementation scope.[10]

Fintech360 advertises continuing support alongside its software. Public enquiries and demonstrations begin through its contact forms; the material reviewed does not set out severity-based response or restoration times, a support-hours schedule or a service-credit mechanism.[2]

Fintech360 markets technology to regulated brokers; buying the software does not establish the brokerage’s permission to offer a financial product. Similarly, the platform page’s references to regulatory compliance across major jurisdictions are product marketing, not a regulator’s authorisation of the broker or a substitute for its own operating obligations.[2][5]

Its linked privacy policy identifies Fintech360 Technologies Limited as controller for website processing and explicitly excludes privacy practices for other products and services. The policy covers enquiries and website activity, permits specified service-provider and group sharing, and acknowledges processing outside the EEA. It gives purpose- and law-based retention conditions rather than a fixed period. These provisions cannot be treated as the retention policy for a broker’s CRM client documents, communications or transaction records.[14]

The website terms identify FINTECH360 TECHNOLOGIES LIMITED as the operator, registered in Hong Kong under number 3286496. That is a company-registration disclosure, not evidence of a financial-services licence.[13]

The current company page lists an office at Heng Shan Centre in Wan Chai, Hong Kong, and positions the business around integrating the broker’s operating stack. Its public suite combines customer acquisition and administration with trading-platform supply, rather than presenting the CRM as its only product.[2]

Operator

FINTECH360 TECHNOLOGIES LIMITED

Service scope

Broker CRM, payment-management software, white-label trading platforms, mobile apps and affiliate analytics.

Customer types

Regulated brokers; Brokerage businesses

Delivery

Hosted; API

Pricing publication

Quote only

Platforms

Fintech360 CRM; Cashier360; Affiliate Network; Business Intelligence

Pricing scope

Modules may be bought separately; no numerical public software tariff was established.

Implementation

Supplier estimates two to four weeks depending on selected solutions; customer specialists can integrate with vendor guidance.

Support

Technical guidance and ongoing support; public enquiries use the website contact form.

Permissions and regulatory scope

Technology supplier to brokers. Hong Kong company registration is disclosed; product marketing is not a financial permission for a brokerage.

Provider metadata checked 20 Oct 2026Source 1Source 13Source 5Source 2Source 10Source 7Source 9Source 4

The TipRanks partnership adds investment research to the broker ecosystem. Fintech360 describes analyst consensus and price targets inside the asset view, a 1–10 Smart Score combining eight signals, insider transactions, hedge-fund holdings and relevant market news. These are research displays and analytics. The announcement does not describe an AI agent authorised to place orders, approve withdrawals or alter a client’s risk limits.[15]

These are preview-distribution instructions. They establish how a prospective customer can access the sample application, not that a broker’s branded production app has been approved by an app store or that any particular deployment timetable is guaranteed.[11][12]

Business Intelligence analyses traffic, management activity and operational performance alongside customer retention and spending. Its published risk-monitoring description is broad: it does not specify order-level pre-trade limits, margin calculations or automated hedging. The clearest stated use is management reporting and identifying operating patterns.[8]

The CRM’s communication module supports email, SMS, Telegram and WhatsApp with automatic conversation logging. Its public description does not establish an immutable regulatory archive, export format or post-termination retrieval window. Those record-lifecycle terms matter when the CRM holds the broker’s customer communication history.[3]