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BrokerIQ — the modular broker OS
Run your brokerage for free.
TradeCore's BrokerIQ is the modular forex CRM and back-office platform for FX/CFD brokers and prop firms. One data core, six modules, no time limit on free — and published prices when you grow.
100+ brokerages · 8 trading platforms · 200+ integrations
A BrokerIQ sequence: Trigger — No trade for 7 days, then Delay — Wait 2 business days, then Condition — Is VIP client?, then Action — Send VIP offer email, then Delay — Wait 1 day, then Condition — Email opened?. The client profile keeps one communication timeline across Email, Calls, SMS, WhatsApp, Telegram.
Withdrawal pending — MT5 88412
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MT5 ·
Standard ·
cTrader ·
Raw spread ·
White-label · your brand in the app stores
MultiBank Group, AvaTrade, IC Markets, FP Markets, Afterprime, ICM.com and FN Markets are among the 100+ brokerages running on TradeCore, building broker software since 2013.
Start with the module that hurts
BrokerIQ pairs one CRM data core with IB Suite, Marketing, Automations & AI, Compliance, SupportIQ and Prop Trading. Watch each one run — start with the one your brokerage needs most, and add the rest as you grow.
Clients, trades, transactions, KYC, and payments — one record per client. CRM module
BrokerIQ CRM: one client record with a single communication timeline across Email, Calls, SMS, WhatsApp, Telegram.
Compliance: a signup flow builder with steps for Personal Details, Address & Contact, Identity Documents, Suitability Questionnaire, Trading Preferences, Account Setup, and identity and AML status tracked for every client.
IB Suite: one closed trade priced up the partner tree, each level earning its own keep — Main IB, Sub-partner L2, Sub-partner L3 — with a payout queue for partners.
Marketing: Bonuses, Cashback, Loyalty & Rewards, Refer a friend run from one marketing module.
Automations & AI: a visual sequence builder with Action, Branch, Delay, AI Branch, AI Email, Exit blocks.
SupportIQ: AI suggests each ticket's category and a first reply with a confidence score, and the agent accepts it before it is sent.
Prop Trading: a challenge wizard in 6 steps — Basic Info, Account Config, Trading Rules, Advanced Rules, Phase Config, Review — with trading rules for Profit Target, Max Daily Loss, Max Total Drawdown, Min Trading Days, Max Time Limit, Consistency Rule.
The AI-native broker OS
Everything that happens in your brokerage falls into one data core — where AI reads it, drafts on it, and runs the follow-through. On your own model key, with no markup on AI usage.
It triages the queue.
SupportIQ suggests each ticket's category, priority and first reply — every one with a confidence score.
It decides in plain English.
Write the question as a sentence. AI Branch reads the client's context and sends them down the right path.
It writes one-to-one.
Give AI Email the brief — it writes the subject and body for each client, inside your approved template.
It works for your team.
Your people accept or discard every suggestion, and every AI step lands on the client's activity trail.
One platform. Two ways to run it.
Every BrokerIQ module runs either natively on the BrokerIQ CRM core or standalone on the CRM your brokerage already uses — Salesforce, HubSpot, Pipedrive, or an in-house build — connected through APIs and webhooks.
BrokerIQ CRM core
One data layer
Unlike point-solution vendors, every BrokerIQ module is built on one platform — start with one module connected to your existing stack, and consolidate onto the BrokerIQ CRM core later without rip-and-replace.
See all 200+ integrationsFree here isn't a trial.
TradeCore runs the first full broker-OS free plan: every BrokerIQ module switched on, unlimited clients, no card to sign up, no expiry. Your environment is ready as soon as you finish signup — then add only what you need.
Trial expires in
Never.
TradeCore's free plan has no clock. Your data, flows, and client records stay yours, on every plan.
Included on day one
- Unlimitedclients
- UnlimitedIBs and partners
- 5marketing programs
- 3 + 1automation rules + client journey
- 20automatic email triggers
- €0a month, no time limit
Add only what you need from the free plan's shop — and when you want the ceilings gone, Core is €2,500 a month, flat. See BrokerIQ pricing.
Start from where you are
TradeCore is built for FX/CFD brokerages at any stage — launching a first brokerage, scaling operations across PSPs and platforms, running multi-brand and multi-jurisdiction at enterprise scale, or building a prop firm.
Legacy broker CRMs make you wait and choose. TradeCore doesn't.
Unlike legacy broker CRMs, TradeCore connects 100+ payment providers, 8 trading platforms and 5 KYC providers out of the box, goes live the moment you finish signup, and publishes every price, with a free plan at €0 a month.
Payment providers
Trading platforms
KYC providers
Time to go live
shorter wins| Capability | BrokerIQTradeCore | Legacy CRM | Generic CRM |
|---|---|---|---|
Payment processing | 100+ PSPs, 300+ methods, custom methods mapped to any gateway | 10-20 PSPs | None built-in |
Trading platforms | 8 platforms — MT4, MT5, cTrader, DXtrade, MatchTrader + more | 2-3 platforms | None |
KYC/AML | 5 providers (SumSub, Onfido, Cellbunq, GBG, ComplyAdvantage) + internal checks & document management | Basic — 1 provider | Third-party apps |
IB & Partners | 3 commission categories (Trade-Based, CPA, Prop Challenge), matrix rates, unlimited tiers | Flat commissions only | None |
Marketing | 5 programs on one engine — Campaigns, Bonuses, Refer a friend (with fraud scoring), Loyalty & Rewards, Cashback | Bolt-on tools | Email campaigns |
Automation | 200+ event triggers across 17 areas of the brokerage, AI-powered sequences | Fixed workflows | No broker events |
Prop trading | 1/2/3-step + instant-funding challenges, real-time violations, auto scaling + payouts | Separate prop platform | None |
Time to go live | Provisioned immediately — a new brand is a config change, not a rebuild | 3-6 months | 1-2 months |
Pricing | Free plan + published tiers — no per-trader, per-trade, or setup fees | Price on request | Per-seat plans, no broker features |
Start on TradeCore's free plan with every module switched on — Prop Trading included. Reporting & statistics and the Mobile App are add-ons. See everything the free plan includes →
Your whole stack, connected
TradeCore ships with 200+ integrations across trading platforms, payment providers, KYC systems, and communication tools.
Trading Platforms
8+ available
Payment Gateways
100+ available
KYC Providers
5+ available
Communication
12+ available
FX Brokerage Insights & Operational Guides
Insights on brokerage operations, technology, and growth from the TradeCore team.
Frequently asked questions about forex CRM
Everything you need to know about running your brokerage on TradeCore. New to the category? Read the forex CRM guide, or the 10 questions to ask when choosing a forex CRM.
A forex CRM is a client relationship management platform built specifically for FX/CFD brokerages. Unlike generic CRMs, a forex CRM includes native trading platform integrations, KYC/AML compliance workflows, and payment processing. TradeCore is a forex CRM that unifies client management, onboarding, payments, trading operations, and marketing automation in one platform for 100+ brokerages worldwide.
TradeCore is purpose-built for FX/CFD brokers — unlike generic CRMs, TradeCore includes native integrations with 8 trading platforms (MT4, MT5, cTrader, DXtrade and more), KYC orchestration across five providers with conditional routing, and payment processing with 300+ methods. TradeCore's free plan lets a brokerage run BrokerIQ before paying anything.
TradeCore's free plan includes a working version of every BrokerIQ module — CRM, Compliance, IB Suite, Marketing, Automations & AI, SupportIQ and Prop Trading — with unlimited clients, no card to sign up and no time limit. Your environment is ready as soon as you finish signup. Reporting & statistics is a Core add-on; the Mobile App and connect-your-CRM mode are paid options.
Yes. TradeCore's free plan has no time limit — a production plan, not a trial. Start free and add only what you need from the free plan's shop; when you want the ceilings gone, Core is €2,500 a month flat, and your data, flows and client records come with you.
Yes. BrokerIQ is TradeCore's modular CRM and back-office product line for FX/CFD brokers: brokerages start with the CRM core on its own, or a single module — IB Suite, Marketing, Automations & AI, Compliance, SupportIQ, or Prop Trading — and add more later. Standalone modules connect to your existing CRM (Salesforce, HubSpot, Pipedrive, or in-house builds) through APIs and webhooks — two-way sync for the modules that write back, outbound webhooks at every compliance stage for Compliance — and consolidate onto the BrokerIQ CRM core later without rip-and-replace.
Yes. Every BrokerIQ module runs standalone on the CRM your brokerage already uses. IB Suite, Marketing, Automations & AI, SupportIQ and Prop Trading sync two ways via APIs and webhooks — TradeCore writes data back into your CRM, not just out of it — and Compliance sends webhooks to your systems at every compliance stage. Salesforce, HubSpot, and Pipedrive integrations are live today, Zapier is available, and in-house CRMs are supported. Connect-your-CRM mode is a paid deployment. For the IB Suite, trade data can come from your CRM or directly from any of the 8 supported trading platforms.
TradeCore integrates with 8 trading platforms: MT4, MT5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade, and TraderEvolution — trading accounts are created from the CRM, and on Core trades sync live from the connected platform. TradeCore also supports custom trading backends via its open API.
TradeCore has 5 built-in KYC/AML providers: SumSub, Onfido, Cellbunq, GBG, and ComplyAdvantage. Internal checks and document management run before external verification. Every decision is logged with a full audit trail — who reviewed, when, and why. Compliance rules adapt per jurisdiction: CySEC, FCA, ASIC, and others from one dashboard.
TradeCore publishes its prices: TradeCore's free plan is €0 with no time limit, and you add only what you need from its shop; Core is €2,500 a month flat, with capacity packs that stack with no ceiling; Enterprise is custom. There are no per-trader fees, no per-trade fees and no setup fees.
Go-live is immediate: your TradeCore environment is ready as soon as you finish signup. Trading platform and payment provider connections are configured in the back office, not built. Adding a new brand or jurisdiction to an existing deployment is a configuration change — no rebuild required.
TradeCore Enterprise comes with engineers on call around the clock: 24/7 on-call engineers, a ticketing system with guaranteed response times and a dedicated Slack channel with the TradeCore team. On TradeCore's free plan and Core, the Pro and Advance support packages add support at a published monthly price.
Yes. TradeCore migrates client records, trading history, KYC documents and communication logs with zero data loss. Every plan includes the self-serve migration wizard — CSV or Excel import, column mapping, a dry run, commit and an error report — and on an Enterprise agreement the TradeCore team runs the migration. TradeCore has migrated brokerages from Salesforce, HubSpot, legacy broker platforms, and custom-built systems.
Still have questions?
Contact our teamDon't try it for free. Run it for free.
Start your brokerage on TradeCore's free plan today — no card to sign up, no time limit.
See BrokerIQ pricing→