- Home
- Platform
Every entity, one login
Convert, approve and pay across every entity you manage, with each compliance control visible as it runs. The interactive demo below runs entirely on sample data.
In shortCCYFX Online is the CCYFX client platform for converting currencies, sending screened payments, approving payments under dual authorisation and releasing payouts across several entities under one login. The demo on this page uses sample data only.
Try it yourself
Sign in, then take the guided tour or explore on your own. Search (Ctrl K on a keyboard), open the chat to message your dealer, or select any transaction to track it. Each action updates balances, reports and the audit trail.
Foreign exchange and payments for every entity you manage.
Demo environment. Sample data only.Sign in
Use the demo account below.
Two-factor verification
Enter the 6-digit code from your authenticator app.
Demo for illustration only. Rates, balances, names and transactions are sample data. They are not quotes, and they do not represent real clients.
Control and oversight
Your team can work efficiently, with oversight built into each step.
User roles and limits
Give each user the rights they need: view only, create payments or approve them.
Dual authorisation
Require a second approver above amounts you set, for each entity. Nobody approves their own payment.
Multi-entity access
Fiduciaries and family offices switch between client structures under one login.
Full audit trail
Every booking, payment and approval is recorded with the user and the time.
Statements and exports
Download confirmations, payment advices, statements and activity exports at any time.
A dealer as well as a platform
If you prefer to call, your named dealer can book trades and make payments on your behalf.
Get access to CCYFX Online
Platform access is set up once your account is approved. Apply online and we will configure your users and approval rules.