TradeCore is a broker automation CRM that combines 200+ event triggers, 100+ actions, and a visual sequence builder with model-agnostic AI blocks. The first broker CRM with AI-powered sequence blocks — AI Branch routes workflows with confidence scores and AI Email generates personalized content, using any LLM you connect via API. Automate everything from client onboarding to payment processing to partner management across 8 channels without writing code.
Lead Nurture Sequence
Trigger
new_deposit ≥ $500
AI Branch
Will trade within 7 days? → 87% yes
Action
Send VIP welcome email
Delay
Wait 24 hours
Action
Assign to senior account manager
of brokers still trigger follow-ups manually
Industry survey on broker operational efficiency
TradeCore automates across 200+ triggers and 8 channels
AI-powered sequences with zero code required
TradeCore's drag-and-drop sequences connect Action, Branch, Delay, Wait Until, AI Branch, and AI Email blocks visually on one canvas.
Blocks
Goal
Client trades
within 7 days
New Deposit
Amount ≥ $500
AI Branch
Will client trade within 7 days?
Send Email
VIP welcome template
Wait 24 Hours
Then check goal
Assign Manager
Senior account manager
Goal Exit
Client places first trade
Block Config
Trigger: New Deposit
Event
new_deposit
Condition
amount >= 500
Currency
USD
Enrollments
1,247
Active
89%
Goal rate
TradeCore replaces manual broker operations with 200+ automated triggers, 100+ actions, and 8 notification channels — eliminating the gaps that cost brokerages clients and revenue every day.
The old way
Manual follow-ups — your team sends the same email to every client, regardless of behavior or segment
No conditional logic — every client gets the same onboarding flow, deposit reminder, and re-engagement message
Developer dependency — changing a notification template or adding a trigger requires a code change and release cycle
No visibility — you don't know which automations fired, what conditions were evaluated, or why a client was missed
Single-channel — you send emails and hope clients read them, with no escalation to SMS, WhatsApp, or push
With TradeCore
Visual builder — ops teams build and modify automation rules and multi-step sequences without developer involvement
200+ triggers x 100+ actions — cover every event across payments, KYC, trading, IB, and compliance modules
8 channels in one sequence — escalate from email to SMS to WhatsApp to push, all from the same visual workflow
AI-powered routing — AI Branch evaluates client context and routes workflows with confidence scores, not static rules
Full execution logs — every trigger, condition, and action is logged with timestamps for instant debugging
Impact
Every manual follow-up that goes unsent is a potential deposit lost. TradeCore's broker automation CRM eliminates these gaps by executing workflows instantly across 8 trading platforms and 100+ PSPs — regardless of team size or time zone.
TradeCore is purpose-built for FX/CFD brokerages that need event-driven automation across payments, KYC, trading, IB networks, and compliance — all without code.
TradeCore fires automation triggers across payments, KYC, trading, IB, and user lifecycle modules. Each trigger carries the full event context so conditions can evaluate any field without additional lookups.
Build multi-step workflows on a drag-and-drop canvas with 7 block types: Action, Branch, Delay, Wait Until, Exit, AI Branch, and AI Email. Connect blocks visually and configure each with type-specific settings.
Reach clients and teams across Email, SMS, WhatsApp, Telegram, Push, Webhook, Slack, and Inbox from a single sequence. Escalate across channels within the same workflow — email to SMS to WhatsApp — without building separate automations.
Split sequences using a visual QueryBuilder with nested AND/OR condition groups. Evaluate any combination of user state, account properties, transaction values, custom fields, country, tags, and event-specific data.
Debug automations in seconds by tracing the exact path through rules and sequences. Per-enrollment activity timelines show the complete journey for each client including trigger, conditions evaluated, action taken, and success or failure status.
Run enrollment rules on hourly, daily, or weekly schedules. Delay blocks pause sequences for configurable durations, and Wait Until blocks hold execution until a condition is met or a timeout expires.
Impact
Every capability connects to the broader TradeCore platform. Triggers from the client management module feed into sequences that update sales statuses, assign managers, and escalate across channels. Combined with 200+ platform integrations, your broker automation CRM covers every operational workflow end-to-end.
TradeCore goes live in three steps — from trigger selection to live automation, your ops team manages it all with no developer involvement.
Select from 200+ event triggers across payments, KYC, trading, IB, and compliance modules. Each trigger carries the full event context — transaction amounts, platform types, account properties, user states — so you can build precise conditions. For recurring workflows, set scheduled enrollment rules that evaluate hourly, daily, or weekly.
For simple automations, use the rules engine: one trigger, one condition set, one action. For multi-step workflows, open the visual sequence builder and drag Action, Branch, Delay, Wait Until, AI Branch, or AI Email blocks onto the canvas. Connect them visually, configure conditions with the QueryBuilder, and set a goal condition that auto-exits the sequence when met.
Enable the rule or sequence with a single toggle. Watch executions in real-time logs — every trigger, condition evaluation, and action is logged with timestamps and success/failure status. Per-enrollment activity timelines show the complete journey for each client through your sequence. Block failures retry up to 3 times with exponential backoff.
Impact
Most brokers go live with their first automation within a day. No implementation queue, no developer tickets — your ops team owns the entire workflow from creation to monitoring. TradeCore's broker automation CRM serves 100+ brokerages across onboarding, partner management, and compliance.
Unlike static if/else rules, TradeCore's AI blocks connect to any LLM via API to evaluate client context and make intelligent decisions. The first broker CRM with AI-powered sequence blocks — two block types bring AI into your workflows.
Intelligent routing with confidence scores
Your connected LLM evaluates a client's trading activity, deposit history, engagement patterns, and any custom field — then routes the sequence down the Yes or No path with a confidence score. Replace guesswork with data-driven branching that adapts to each client.
Personalized content generation
Your connected LLM generates personalized email subject lines and body content based on each client's context — trading behavior, account status, recent activity. Configure tone, language, and length per block. Every generated email is logged in the activity timeline for full auditability.
Every sequence can define a goal condition — for example, "client deposits within 7 days." TradeCore evaluates the goal before every block execution. When the goal is met, the sequence auto-exits and marks the enrollment as fulfilled. This prevents irrelevant follow-ups after a client has already taken the desired action.
Impact
AI blocks work alongside standard automation blocks on the same canvas — AI Branch evaluates client intent, AI Email sends personalized content, then standard Branch logic handles country-based routing. TradeCore is fully model-agnostic: connect OpenAI, Anthropic, Mistral, or any LLM provider. No vendor lock-in for AI capabilities.
Unlike generic CRM automation or custom-built scripts, TradeCore provides purpose-built broker automation with AI intelligence and full module coverage.
| Feature | TradeCore | Legacy / In-House | Generic CRM |
|---|---|---|---|
| AI-powered blocks | AI Branch + AI Email (model-agnostic) | None | None |
| Notification channels | 8 channels in one sequence | Email only | ~2-3 channels |
| Event triggers | 200+ broker-specific triggers | ~Custom-coded per event | ~10-20 generic triggers |
| Visual builder | Drag-and-drop with 7 block types | Developer-built | ~Basic linear flows |
| Goal-based auto-exit | Built-in goal conditions | Manual tracking | Not available |
| Execution logs | Full per-enrollment timelines | ~Server logs only | ~Basic event logs |
| Scheduled rules | Hourly, daily, weekly enrollment | ~Cron jobs + scripts | Daily batch only |
| Broker module coverage | Payments, KYC, trading, IB, compliance | ~Varies by build | CRM contacts only |
AI-powered blocks
Notification channels
Event triggers
Visual builder
Goal-based auto-exit
Execution logs
Scheduled rules
Broker module coverage
TradeCore's broker automation CRM delivers industrial-scale automation across 100+ brokerages, 8 trading platforms, and 200+ integrations — purpose-built for the operational demands of FX/CFD brokerages.
200+
Event triggers
Across payments, KYC, trading, IB, compliance, and user lifecycle
100+
Actions
Email, SMS, webhook, task, tag, field update, status change, and more
8
Channels
Email, SMS, WhatsApp, Telegram, Push, Webhook, Slack, Inbox (In-App)
7
Block types
Action, Branch, Delay, Wait Until, Exit, AI Branch, AI Email
These numbers reflect TradeCore's automation engine across 100+ live brokerages. Every trigger, sequence, and rule executes from the same CRM that handles client management and KYC onboarding, so automation actions always have full client context.
Automate every operational workflow with AI-powered sequences, 200+ triggers, and 8 notification channels. See TradeCore pricing or explore how automation connects to broker marketing campaigns.
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