BrokerIQTradeCore
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Related Products
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About
Altrogi is a white-label trading platform and brokerage CRM for forex and CFD brokers, multi-brand brokerage groups, and operators launching a branded trading business without building the technology. Three connected apps run as one system: a branded client portal where customers register, pass identity checks, hold wallets and request deposits and withdrawals; a browser and mobile trading platform with live pricing, built-in charting, market, limit and stop orders, stop loss and take profit; and a back-office CRM where sales, retention, compliance and finance work from one client record. The CRM covers lead pools and assignment, KYC review, two-person approval of every money movement with a full audit trail, configurable account types and margin thresholds, and reporting on client funds, open risk and approval speed. Copy trading, introducing-broker commissions, loyalty and investment plans can be enabled. Every brand runs under its own domain with its own separate data store.
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About
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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Forex and CFD brokers, white-label brokerage operators, multi-brand brokerage groups, brokerage back offices, sales and retention desks, compliance and finance teams, and introducing-broker networks
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Audience
Companies and businesses looking for a CRM solution to acquire, convert, retain and monetize their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$1500
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAltrogi
Founded: 2022
United States
altrogi.com
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Company InformationTradeCore
Founded: 2013
United Kingdom
www.tradecore.com/brokeriq
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Alternatives |
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Categories |
Categories |
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Integrations
PayPal
Skrill
VoiceSpin
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