TradeCore
BrokerIQ — the modular broker OS.
TradeCore's BrokerIQ is a modular CRM and back-office platform for FX/CFD brokers and prop firms, built around a single client data core covering clients, trades, transactions, KYC and payments. It connects to trading platforms, payment service providers and KYC providers, and can run natively on the BrokerIQ CRM core or standalone on an existing CRM such as Salesforce, HubSpot or Pipedrive via APIs and webhooks.
Modules include Compliance (signup flow builder, jurisdiction rules across 19 regulatory regimes, KYC and AML status), IB Suite (partner tree commission tiers and payout queue), Marketing (bonuses, cashback, loyalty, refer-a-friend), Automations & AI (visual sequence builder with AI Branch and AI Email blocks), SupportIQ (AI-assisted ticket triage and first-reply drafting with confidence scores), and Prop Trading (challenge wizard with trading rule configuration). Integrations cover 8 trading platforms, 100+ payment providers and 5 KYC providers.
It is aimed at FX/CFD brokerages at various stages — launching, switching CRMs, scaling across brands and jurisdictions — as well as prop firms. A free plan includes every module with unlimited clients and no time limit; paid tiers and add-ons such as Reporting & Statistics and a white-label mobile app are available when needed.
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