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FXBO connects Helio trading accounts and interfaces to its brokerage CRM

The disclosed integration covers account creation, reporting and embedded trading interfaces.

FX Back Office has announced a partnership integrating Fintake’s Helio platform with its brokerage CRM and back-office software. The 21 October disclosure gives FX and CFD brokers a documented connection between customer administration and trading infrastructure.[1]

Process01

Published Helio connector functions

Published Helio connector functions
AreaFunction
AccountsCreate trading accounts automatically from FXBO CRM
ConfigurationSet account groups and currencies
ReportingAccess trading data through a reporting warehouse
InterfaceEmbed Helio trading interfaces in FXBO applications

Helio includes the trading server, administration console and interfaces that brokers can offer under their own brands. FXBO says its active-active architecture runs multiple environments simultaneously and supports updates during trading. These continuity statements describe the supplier’s design claims.[1]

The partner specification also provides for direct liquidity-provider routing, allowing a broker to start without a separate bridge and add one later. APIs expose platform functions to internal systems. This concerns the technical connection; the broker’s liquidity relationships remain a separate part of operating the service.[3]

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Sources & further reading

  1. Helio partnership announcement FX Back Office · 21 Oct 2026 · Accessed 21 Oct 2026
  2. Helio connector specification FX Back Office · Accessed 21 Oct 2026
  3. Helio integration capabilities FX Back Office · Accessed 21 Oct 2026

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