TradeCore is a broker CRM client management platform that consolidates trading data, KYC status, payments, documents, and communications into 360-degree client profiles with 9+ tabs and 25+ sections. Unlike generic CRMs or legacy forex CRM tools, TradeCore tracks 17+ broker-specific lifecycle states with permission-gated transitions and a permanent audit trail — the trading CRM platform built for FX/CFD brokerages operating under regulatory scrutiny.
Sarah Chen
Total Deposits
$142,500
Total Withdrawals
$23,800
of broker ops teams use 3+ tools for one client
Celent research on broker technology stacks
TradeCore loads any client profile in under 1 second
9+ tabs — trading, KYC, payments, documents, comms — one screen
TradeCore's broker CRM client management profile combines trading accounts, KYC documents, payment history, communications, and a full activity timeline — loaded in under one second, with search across every field.
When client data lives in four different systems, every team pays the price — from missed sales opportunities to audit failures.
The old way
Client data scattered across CRM, trading platform, KYC provider, and payment gateway — reps switch between four screens to answer one question
No unified activity history — compliance reconstructs timelines from email threads and spreadsheets during audits
Client lists show the same static columns for everyone — sales, compliance, and support all waste time scrolling past irrelevant fields
Bulk operations require CSV exports, manual edits, and re-imports — tagging 200 clients takes half a day
Permission gaps mean reps see clients they shouldn't, or compliance officers lack access to data they need for reviews
With TradeCore
Trading data, KYC status, payments, documents, and communications load on one screen in under one second — nine tabs, 25+ sections, no switching between tools
Every action is logged in a permanent audit trail — compliance opens the activity timeline and sees the full chain of evidence with timestamps and user attribution
Saved views let each team define their own columns, filters, and sorting — sales sees pipeline data, compliance sees verification status, support sees tickets
Tag, assign, enroll in sequences, or export hundreds of clients from any saved view — bulk operations that used to take hours run in seconds
Client Visibility Groups control which clients each role can see — three layers of permissions gate page access, actions, and object-level visibility. Partner and IB visibility is managed through the same permission model
TradeCore is a trading CRM platform purpose-built for broker operations teams managing thousands of clients across multiple jurisdictions and brands.
TradeCore consolidates nine tabs with 25+ sub-sections into a single client record that loads in under one second. Every data point — from trading balances to compliance status — is live, not cached.
Five default views — Leads, Retail, Corporate, Trading Accounts, and Bank Accounts — plus unlimited custom segments you can share across teams or keep personal. Global search finds clients, trading accounts, and transactions instantly.
TradeCore logs 10+ event types in chronological order on every client record. A floating email composer supports templates and up to three simultaneous drafts, so reps never leave the timeline to send a message.
TradeCore exposes 200+ sequence event triggers for lifecycle automation with conditional logic across nine notification channels. Build custom email and SMS rules based on any client event.
Three layers of access control — page-level, action-specific, and object-level Client Visibility Groups — let each role see only what it should. Every action is logged permanently; data is never deleted.
CSV import handles users, trading accounts, and payment history — up to 1,500 rows per file. Auto-tagging rules fire on signup so new clients are segmented before a rep touches the record.
TradeCore goes live in three steps — your ops team configures client views, permissions, and automation rules with no developer dependency.
Upload existing clients via CSV — including trading accounts and payment history — or start fresh with new signups. Set up your five default list views for Leads, Retail, Corporate, Trading Accounts, and Bank Accounts. Configure columns and filters per view, then save as team defaults so every rep starts with the context they need.
Define Client Visibility Groups so each role sees only their assigned clients. Set action-specific permissions — who can approve documents, reset passwords, block accounts, or export data. Configure notification rules so compliance gets alerts on high-risk events while sales gets notified on large deposits and new signups.
Build trigger rules for client events — signup, deposit, document upload, status change — with conditions based on client attributes. Set up email and SMS sequences with 200+ event triggers. Create task templates that auto-assign from client context. Monitor everything through the activity timeline and notification center.
Impact
Most brokerages complete client data migration and go live within days. Once configured, your operations team manages client profiles, permissions, and lifecycle states without any developer dependency. Client data flows in real time from 8 connected trading platforms and 100+ PSP gateways, so every profile is always current.
TradeCore tracks 17+ client lifecycle states with permission-gated transitions and logged actions at every stage. Here are some of the key states in a broker CRM workflow.
Sales status reflects pipeline position — new lead, contacted, qualified, converted. Compliance status reflects verification progress — pending, in review, approved, suspended. Both update independently so neither team blocks the other.
Approve, change password, reset password, block, suspend login, archive, unarchive, assign to IB — each action requires specific permissions. No accidental state changes, and every transition is logged with the user who triggered it.
Risk rating is displayed on the client profile and factors into automation rules, notification triggers, and visibility group assignments. Compliance teams can filter and segment clients by risk level across all views.
Clients upload through the self-service portal. Back-office staff upload manually on behalf of clients. KYC providers submit results through connected integrations. Each document tracks review status, approval history, and configurable rejection reasons.
Referral source, IB tracking link, campaign name, and registration URL are captured at signup and permanently associated with the client record. Attribute revenue back to the IB, campaign, or channel that originated each client.
Each client is assigned to a brand entity at signup. Multi-brand brokerages manage all brands from one back-office with brand-specific visibility rules, document requirements, and notification configuration.
Generic CRMs were built for sales teams selling software. Legacy broker platforms bolt on CRM features as an afterthought. TradeCore was purpose-built for broker client operations from day one.
| Feature | TradeCore | Legacy Broker CRM | Generic CRM |
|---|---|---|---|
| Unified client profile | 9+ tabs with 25+ sections — trading accounts, deposits, KYC, documents, comms, and activity in one sub-second view | ~Contact record separated from trading data — switch between CRM and platform admin | Contact and deal management with no trading platform integration |
| Client lifecycle states | 17+ states (Demo, Limited, Pending, Full, Blocked, and more) with permission-gated transitions and auto-progression | ~3-5 manual status fields updated by hand | Open / Closed pipeline stages designed for sales, not compliance |
| Permission layers | Three layers — page-level, action-level, and object-level (Client Visibility Groups) — so each team sees only their clients | ~Role-based page access only — no field or object-level control | ~Role-based with limited field-level rules, no client-level isolation |
| Saved views & segmentation | 5 default views plus unlimited custom segments with configurable columns, filters, and team sharing | ~Fixed list views with basic filtering | ~Contact lists with limited saved filters |
| Activity timeline | 10+ event types in chronological order — notes, logins, deposits, trades, KYC, emails, tickets, documents | ~Basic activity log with limited event types | ~Activity feed focused on sales touchpoints only |
| Notification channels | 9 channels — email, SMS, WhatsApp, Telegram, push, Slack, external integrations, inbox, and in-app — from one automation engine | ~Email and basic SMS | Email only |
| Bulk operations | Tag, assign, enroll in sequences, and export from any saved view — up to 1,500 rows via CSV import | ~CSV export, manual edit, re-import cycle | ~List actions limited to contacts only |
| Audit trail | Every action logged permanently with timestamp and reviewer identity — data is never deleted | ~Basic login and trade logs with limited retention | Activity feed with 90-day retention |
| Multi-brand support | Per-brand visibility rules, document requirements, notification config, and KYC flows from one back-office | Separate CRM instance per brand — no unified view | Not available |
| Data migration | CSV import for users, trading accounts, and payment history — up to 1,500 rows per file with auto-tagging | Manual re-entry or custom migration project | ~Basic CSV contact import only |
Unified client profile
Client lifecycle states
Permission layers
Saved views & segmentation
Activity timeline
Notification channels
Bulk operations
Audit trail
Multi-brand support
Data migration
TradeCore delivers 25+ profile sections, 9 notification channels, 100% audit coverage, and sub-second profile load times across every client record.
25+
profile sections
Real-time data across all connected platforms
9
notification channels
Keep every team in the loop automatically
100%
audit coverage
Every action logged with timestamp and user
<1 s
profile load time
Instant access to any client record
These numbers reflect TradeCore's client management infrastructure across 100+ live brokerages. Every client profile, lifecycle state, and permission layer is managed from a single CRM — the same platform that handles KYC onboarding and lifecycle automation, so client data stays connected from signup through ongoing operations.
Consolidate client data, automate lifecycle workflows, and give every team the context they need — with the audit trail your regulator expects. Explore 200+ integrations or see pricing from EUR 1,500/month.
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