Powerful Fintech CRM

Hold the reins of your business, without compromise. BrokerIQ is built with finance at its core. No more workarounds, everything you need is in one place.

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Client management made easy

The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetise.

Acquire

Keep track of leads, and easily onboard clients.

Retain

Thorough client overview allows for actionable communication.

Monetise

Make it easier for clients to stick around, and for you to profit.

Client management made easy

  • Integrations

    Make your KYC checks quick & easy. Leading eKYC providers are natively integrated.

  • Status

    BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview.

  • Reporting

    Access fully logged KYC and document checks through exportable, dedicated reports.

Payments

  • PSP integrations

    BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments.

  • Transactions

    All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business.

  • Bonus system

    Automate bonuses based on flexible client segment configurations, and bonus amounts – fixed, or percentage based with limits.

Trading

  • Native integration

    BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones.

  • Real-time data

    Data from trading platforms is synced with BrokerIQ in real time. Minimise switching between apps, have everything in one place.

  • Trading overview

    Trading accounts metadata is part of the client overview. See all of their transactions and trades on both global and account level.

CRM

  • Client overview

    Clients are the core of your business – that’s why we provide you with granular overview of their available data.

  • Activity stream

    A central feed of both client and employee activity. See what’s happening at any given time, and act on the spot.

  • Notifications

    Automated notifications inform both clients and employees about important events – keeping them in the loop.

Enterprise Ready

Finance-focused CRM

Don’t compromise when it comes to technology and opt for generic alternatives. Choose the CRM that is tailored specifically for finance.

Granular access rights

With complete control over who can access what data and when, you can reduce the risk of data breaches and bring industry-leading security into your business.

Full audit log

Understand exactly what is happening with your clients and how your employees have interacted with them through complete transaction and activity histories.

SSO

SSO provides seamless experience when using multiple services. Login once and access your full suite, no need for separate sets of credentials.

Dedicated cloud hosting

Bring the power of BrokerIQ into your private cloud environment to ensure regulatory compliance effortlessly.

Dedicated slack

Gain a direct line to TradeCore account management, giving you the support you need to utilise the technology to its fullest.