Audience

Companies and businesses looking for a CRM solution to acquire, convert, retain and monetize their operations

About BrokerIQ

The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. 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 payments. 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.

Integrations

API:
Yes, BrokerIQ offers API access

Ratings/Reviews

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Company Information

TradeCore
Founded: 2013
United Kingdom
www.tradecore.com/brokeriq

Videos and Screen Captures

BrokerIQ Screenshot 1
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
In Person
Support
24/7 Live Support
Online

BrokerIQ Frequently Asked Questions

Q: What kinds of users and organization types does BrokerIQ work with?
Q: What languages does BrokerIQ support in their product?
Q: What kind of support options does BrokerIQ offer?
Q: What other applications or services does BrokerIQ integrate with?
Q: Does BrokerIQ have an API?
Q: Does BrokerIQ have a mobile app?
Q: What type of training does BrokerIQ provide?

BrokerIQ Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking