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.

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 prayments.

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.

Other features

BrokerIQ’s featureset keeps on growing. We’re continuously upgrading to ensure that you have everything you need to expand your business.

IB System
Integrations
Lead Management
Traders Room

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.

Web Trader

Client onboarding

Increase acquisitions with custom, multi-step forms. Document upload and automatic eKYC checks allow for quicker onboarding.

Transactions

Deposit, withdraw or transfer funds between trading accounts. And have everything recorded in full transaction history overview.

Web trading interface

Direct, in-browser access to your trading platforms, no need for downloads. Access at your convenience.

See BrokerIQ in action

Discover what BrokerIQ can offer your business. Our team is happy to answer your questions, and help you find the right solutions.

Schedule a demo