The Next-Gen
Brokers Hub
Where Financial Services Meet Innovation, Engagement, and Growth.
Designed For Every Stage of Your Journey
Launch.
Streamline compliance, automate workflows, and scale your brokerage quickly with powerful tools designed for lean teams.
Scale.
Unify systems, boost team productivity, and drive client satisfaction with centralized operations and smart engagement tools.
Dominate.
Handle high-volume operations effortlessly with robust scalability, tailored integrations, and a platform built for global dominance.”
Your Single Hub for CRM, Engagement & Automation
Manage clients, boost engagement, and streamline operations all in one place complete
with integrations that keep your brokerage connected to the tools you already trust.
with integrations that keep your brokerage connected to the tools you already trust.
Customer Management & Relationship Features
Unified Client View.
Access a 360° view of each client, including trading activity, communication history, and risk profiles, in one centralized dashboard. Whether it’s individual retail clients or institutional partners, TradeCore ensures your team has the information they need instantly, and can manage all clients from one platform.
Real-Time Tracking.
Monitor customer interactions across multiple channels—websites, trading platforms, and direct communications—so you never miss an opportunity to engage.
Dynamic Segmentation & Personalization.
Dynamic Segmentation & Personalization: Use advanced filters to dynamically segment clients based on trading behavior, investment preferences, or account performance. Deploy hyper-targeted campaigns tailored to specific customer needs, ensuring higher conversion rates and loyalty.
Advanced Engagement & Communication
Automated Journeys.
Nurture clients with dynamic, rule-based campaigns delivered via email, SMS, calls, social media, or in-platform notifications. From onboarding sequences to loyalty rewards, and retention campaigns, TradeCore handles it all.
Event-Driven Actions.
Automate re-engagement campaigns triggered by specific behaviors, like a balance drop or inactivity, ensuring timely and relevant outreach.
Cross-Platform Sync.
Integrate seamlessly with communication tools and social media ensuring consistency in how you engage with clients.
Workflow Automation & Process Optimization
Workflow Builder.
Create automated workflows to handle tasks like KYC checks, account approvals, and sales and marketing sequences, freeing up valuable time for your team.
Dynamic Rules Engine.
Adapt and automate business processes to changing needs—whether it’s new compliance requirements or scaling operations—without writing a single line of code.
Resource Efficiency.
By automating repetitive tasks, your team can focus on high-value activities like nurturing VIP clients or handling strategic decisions.
Rules Engine
Unlimited triggers and actions
KYC &
Compliance
Internal automated KYC checks
Fully integrated 3rd party solutions
Dynamic segments
Custom conditional segments
Automatic entry and exit
Integrations
Payment/
Withdrawals
Client Portal
Transactions
& Trade
Management
IB Management
Trading Platform integration
Custom Events & Properties
Team/Roles
Management
Marketing
Analytics/Reporting
Task management
Advanced security features
PAMM/MAMM
Notification management
Social/Copy
Sales
Seamless Integrations
Connect TradeCore to your existing ecosystem—from trading platforms, payment solution providers and KYC providers to communication channels so your entire operation runs on a single source of truth.
Pre-Built Connectors.
Easily sync with popular trading platforms (e.g., MetaTrader, cTrader, DXtrade), payment gateways, compliance tools, and more.
Unified Data Flow.
Consolidate all customer, trading, and compliance data in one hub, eliminating duplication and inconsistencies across multiple platforms.
Open API.
Need something custom? Our robust API ensures you can integrate any specialized software or proprietary system.
Zappier for all that you need.
With native integration to Zappier, you can use your teams' favorite tools and have them integrated with TradeCore in no time.
Partnering with Brokers
for Lasting Success
At TradeCore, we believe in transforming financial services through innovation, trust, and a human-centered approach. Founded by industry veterans, our mission is to empower brokerages worldwide with a single Brokers Hub that consistently delivers measurable results.
Learn More About Our StoryHuman-Centered Expertise
Dedicated Partnership.
TradeCore’s team works closely with you to tailor solutions that align perfectly with your brokerage’s unique workflows and goals.
24/7 Support.
Receive round-the-clock guidance from experts who understand the challenges of financial services, ensuring minimal downtime and maximum results.
Future-Ready,
Innovative Technology
Beyond CRM.
As a unified Brokers Hub, TradeCore seamlessly integrates customer management, engagement tools, automation, and analytics into one forward-thinking solution.
Future-Proof Features.
Stay ahead of industry trends with continuous platform updates, including AI-driven predictive analytics and new automation modules.
Proven Stability & Reliability
Built for Scale.
Handle high-volume operations with robust infrastructure trusted by brokers worldwide.
Compliance-Ready.
TradeCore ensures your brokerage adheres to global regulatory standards, reducing risks and maintaining trust with clients.
Scalable Pricing &
Transparent Costs
Aligned with Your Growth.
Our pricing scales with your brokerage—when you grow, we grow; if you face challenges, we adapt.
All Features for All Brokers.
Every broker has access to all TradeCore modules, ensuring you have the tools to grow and succeed without limitations.
