What is a scaling brokerage CRM?

A scaling brokerage CRM is a unified platform that replaces disconnected tools for brokerages growing from 100 to 5,000+ clients. TradeCore is a scaling brokerage CRM that combines client management, automation, partner management, marketing, and payments in one system — so your team handles 10x the volume without 10x the headcount.

How does TradeCore handle growing client volumes?

TradeCore's Core plan supports unlimited active clients with no per-trader or per-trade fees. As your client base grows, the same platform scales with you — no migrations, no performance issues, no surprise costs.

Can I manage multiple brands from one platform?

Yes. TradeCore supports multi-brand operations from a single back office. Each brand has its own signup flows, KYC rules, payment methods, and client portal branding while sharing a unified CRM, automation engine, and reporting layer.

How does TradeCore save 40 hours per week on manual operations?

TradeCore's automation engine replaces manual processes across every module — deposit follow-ups, KYC escalations, partner payouts, retention sequences, and compliance notifications all run automatically on 200+ event triggers across 8 notification channels.

How does the IB commission engine work for scaling brokers?

TradeCore calculates commissions automatically on every trade close using 3 categories (Trade-Based, CPA, Prop Challenge) with matrix rates per instrument group. Unlimited multi-tier hierarchies, per-partner approval, and 5 payout cycle options eliminate spreadsheet-based commission management.

What marketing tools help retain and grow clients?

TradeCore includes 4 marketing modules: deposit bonuses with trade quality filters, per-lot cashback with tier multipliers, points-based loyalty with a rewards catalog, and multi-tier referrals with 8-factor fraud scoring. All modules integrate with the automation engine for event-driven campaigns.

What does the Core plan at EUR 2,500/mo include?

The Core plan includes the full TradeCore platform with unlimited clients — CRM, automation with AI blocks, 8 trading platforms, 100+ PSPs, 5 KYC providers, partner management, marketing suite, and SupportIQ. No setup fees, no per-trader fees.

How does TradeCore integrate with existing tools?

TradeCore ships with 200+ pre-built integrations — 8 trading platforms, 100+ PSPs, 5 KYC providers, multi-channel communications, and business tools like Zapier, Segment, and Intercom. All integrations activate by entering credentials, no developers needed.

For Scaling Brokers

Scaling brokerage CRM — 40 hrs/week back to your team.

TradeCore is a scaling brokerage CRM that replaces disconnected tools with one unified platform — 360° client profiles, 200+ automation triggers, unlimited IB tiers, and 4 marketing modules. Your team of 10 operates like a team of 50. From EUR 2,500/mo with unlimited clients.

40 hrs

saved per week

€2,500

per month

Unlimited

clients

200+

integrations

Growth Pains

Why do scaling brokerages need a purpose-built CRM?

TradeCore replaces the disconnected tools that bottleneck growth — so your operations team focuses on scaling, not firefighting.

Client data scattered across 5+ dashboards — your team switches tools to answer one question

TradeCore puts every client in one 360° profile — trading, deposits, KYC, comms, and activity in a single view

See client management

Manual processes that worked at 50 clients break at 500 — spreadsheets, manual follow-ups, missed tasks

200+ automation triggers replace manual operations — deposit follow-ups, KYC escalations, and retention sequences run 24/7

See automation engine

IB commissions calculated in spreadsheets — errors found after payouts, corrections damage partner trust

Commission engine calculates on every trade close — 3 categories with matrix rates, unlimited tiers, automated payouts

See partner management

No visibility into what's driving growth — which channels, partners, and campaigns actually convert

First-time deposit attribution, partner performance tracking, and campaign analytics built into the CRM

See payment processing

Impact

TradeCore saves scaling brokerages 40 hours per week on manual operations — by automating deposit follow-ups, commission calculations, KYC escalations, and retention campaigns across 8 connected trading platforms.

What's Included

What does a scaling brokerage CRM include?

TradeCore's Core plan at EUR 2,500/mo includes every module with unlimited clients — no per-trader fees, no feature gates.

360° client profiles with 17+ lifecycle states

Every client detail — trading, KYC, payments, comms — in one sub-second view

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200+ automation triggers across all modules

Your team of 10 operates like a team of 50 — 40 hrs/week saved on manual operations

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Unlimited IB tiers with 3 commission categories

Trade-Based, CPA, and Prop Challenge commissions with matrix rates and automated payouts

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4 marketing modules for retention

Bonuses, cashback, loyalty, and referrals with 8-factor fraud scoring

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100+ PSPs with rules-based routing

Route by country, currency, and method — per-brand configuration for multi-brand brokerages

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8 trading platforms managed from one CRM

MT4, MT5, cTrader, DXtrade, MatchTrader + more — real-time sync, automated commissions

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Current State vs TradeCore

Disconnected tools vs a unified scaling brokerage CRM

Most scaling brokerages run 5+ separate tools with no shared data layer. TradeCore replaces them with one platform that shares client, trading, and payment data across every team.

Feature	TradeCore	Spreadsheets + Disconnected Tools	Generic CRM
Client data	One 360° profile — trading, deposits, KYC, comms, activity in 25+ sections	Scattered across 5+ dashboards — team switches tools for every question	Contact records only — no trading or payment data
Operations automation	200+ triggers, 100+ actions — deposit follow-ups, KYC escalations, retention run 24/7	Manual processes — spreadsheets, email reminders, forgotten follow-ups	~Basic email sequences — no broker-specific triggers
IB commissions	3 categories with matrix rates, unlimited tiers, automated payouts on every trade close	Monthly spreadsheet reconciliation — errors found after payouts	No commission concept — separate affiliate tool
Marketing & retention	Bonuses, cashback, loyalty, referrals — 4 modules with fraud scoring and automation	Manual campaigns — no behavioral triggers, no fraud detection	~Email campaigns only — no deposit bonuses or cashback
Payment processing	100+ PSPs with rules-based routing per country, currency, and method	~3-5 PSPs with manual routing and separate dashboards	No PSP integration — payments handled elsewhere
Multi-brand support	Per-brand flows, KYC rules, payment config, and portal branding from one CRM	Separate instance per brand — no unified view	Not available
Growth visibility	FTD attribution, partner performance, campaign analytics built into CRM	Manual reporting across disconnected tools	~Basic contact analytics — no revenue attribution
Monthly cost	EUR 2,500/mo — unlimited clients, no per-trader fees	EUR 5,000-15,000/mo across 5+ separate tools	~EUR 200-1,000/mo but missing broker modules

Client data

One 360° profile — trading, deposits, KYC, comms, activity in 25+ sectionsTradeCore

Scattered across 5+ dashboards — team switches tools for every questionSpreadsheets + Disconnected Tools

Contact records only — no trading or payment dataGeneric CRM

Operations automation

200+ triggers, 100+ actions — deposit follow-ups, KYC escalations, retention run 24/7TradeCore

Manual processes — spreadsheets, email reminders, forgotten follow-upsSpreadsheets + Disconnected Tools

~Basic email sequences — no broker-specific triggersGeneric CRM

IB commissions

3 categories with matrix rates, unlimited tiers, automated payouts on every trade closeTradeCore

Monthly spreadsheet reconciliation — errors found after payoutsSpreadsheets + Disconnected Tools

No commission concept — separate affiliate toolGeneric CRM

Marketing & retention

Bonuses, cashback, loyalty, referrals — 4 modules with fraud scoring and automationTradeCore

Manual campaigns — no behavioral triggers, no fraud detectionSpreadsheets + Disconnected Tools

~Email campaigns only — no deposit bonuses or cashbackGeneric CRM

Payment processing

100+ PSPs with rules-based routing per country, currency, and methodTradeCore

~3-5 PSPs with manual routing and separate dashboardsSpreadsheets + Disconnected Tools

No PSP integration — payments handled elsewhereGeneric CRM

Multi-brand support

Per-brand flows, KYC rules, payment config, and portal branding from one CRMTradeCore

Separate instance per brand — no unified viewSpreadsheets + Disconnected Tools

Not availableGeneric CRM

Growth visibility

FTD attribution, partner performance, campaign analytics built into CRMTradeCore

Manual reporting across disconnected toolsSpreadsheets + Disconnected Tools

~Basic contact analytics — no revenue attributionGeneric CRM

Monthly cost

EUR 2,500/mo — unlimited clients, no per-trader feesTradeCore

EUR 5,000-15,000/mo across 5+ separate toolsSpreadsheets + Disconnected Tools

~EUR 200-1,000/mo but missing broker modulesGeneric CRM

Core Plan

EUR 2,500/mo

Unlimited clients. No setup fees. No per-trader fees. Full platform access with AI automation blocks.

Unlimited clients

AI automation blocks

200+ integrations

4 marketing modules

Unlimited IB tiers

Priority support

See full pricing

FAQ

Frequently asked questions

Get started

Stop firefighting. Start scaling.

Unified CRM, automated operations, unlimited clients. See pricing from EUR 2,500/mo or explore the automation engine.

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