The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetise.
Keep track of leads, and easily onboard clients.
Thorough client overview allows for actionable communication.
Make it easier for clients to stick around, and for you to profit.
Make your KYC checks quick & easy. Leading eKYC providers are natively integrated.
BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview.
Access fully logged KYC and document checks through exportable, dedicated reports.
BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your prayments.
All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business.
Automate bonuses based on flexible client segment configurations, and bonus amounts – fixed, or percentage based with limits.
BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones.
Data from trading platforms is synced with BrokerIQ in real time. Minimise switching between apps, have everything in one place.
Trading accounts metadata is part of the client overview. See all of their transactions and trades on both global and account level.
Clients are the core of your business – that’s why we provide you with granular overview of their available data.
A central feed of both client and employee activity. See what’s happening at any given time, and act on the spot.
Automated notifications inform both clients and employees about important events – keeping them in the loop.
BrokerIQ’s featureset keeps on growing. We’re continuously upgrading to ensure that you have everything you need to expand your business.
Don’t compromise when it comes to technology and opt for generic alternatives. Choose the CRM that is tailored specifically for finance.
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.
Understand exactly what is happening with your clients and how your employees have interacted with them through complete transaction and activity histories.
SSO provides seamless experience when using multiple services. Login once and access your full suite, no need for separate sets of credentials.
Bring the power of BrokerIQ into your private cloud environment to ensure regulatory compliance effortlessly.
Gain a direct line to TradeCore account management, giving you the support you need to utilise the technology to its fullest.
Increase acquisitions with custom, multi-step forms. Document upload and automatic eKYC checks allow for quicker onboarding.
Deposit, withdraw or transfer funds between trading accounts. And have everything recorded in full transaction history overview.
Direct, in-browser access to your trading platforms, no need for downloads. Access at your convenience.