ERP & operations
ChardForex CRM & broker ERP
ERP for Broker services and beyond
Chard is an AI-native enterprise operating platform: one modular layer for operations, workflows, data and applications. It gives a brokerage a single secure system for finance and wallets, clients, support, projects, commerce and people, with embedded AI that turns trusted context into recommendations and controlled actions. The same foundation grows from one workflow into a complete enterprise operating system, for brokers and beyond.
One operating layer
Identity, entitlements, data, workflows, modules and reporting share one platform.
AI that acts safely
Recommendations and approved actions run through governed, auditable workflows.
Enterprise-grade
Multi-tenant, observable and open through APIs.
Chard modules
Finance & Wallet
Accounting and wallet capabilities on the same identity, workflow and audit foundation.
Inventory
Inventory and product management for the assets and stock a business runs on.
CRM
Contacts, leads and pipeline, in one customer record shared across teams.
Projects
Projects and tasks that connect people, workflows and outcomes.
Ticketing
Ticketing and calendar for support desks and internal service teams.
Store
Shop and marketplace capabilities for commerce and add-on services.
HR
People management on the same secure, role-based platform.
AI layer
RAG with citations, context-aware assistants and tool calling across modules.
How Chard works
Requests enter through one shell and API layer, pass Keycloak identity and tenant checks, and reach business modules that are orchestrated by Camunda 8 and kept in sync by Kafka events, on top of resilient CockroachDB storage. The AI layer and open APIs sit alongside, so Chard can act as an intelligent hub for the systems you already run.
- 1
Identify
Keycloak SSO, MFA, RBAC and tenant context are enforced at the gateway and service boundaries.
- 2
Orchestrate
Camunda 8 / Zeebe coordinates critical changes as governed workflows, with rules and approvals.
- 3
Synchronize
Kafka with transactional outbox/inbox keeps every module and service consistent in real time.
- 4
Persist & observe
CockroachDB, Redis and object storage hold the data; OpenTelemetry and Grafana show everything.
Chard connects with
Talk to us about Chard
Use Chard on its own or as part of the connected Chaahoop ecosystem.