The Ultimate
CRM Solution
for Brokers
Streamline operations, enhance compliance, and accelerate
growth with TradeCore.
growth with TradeCore.
Workflow automation
Build custom and complex workflows
Automate any kind of internal process or sales/marketing initiative
Draw workflow process with our easy to use workflow-builder
Advanced A/B testing
And much more...
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/
Withdrowals
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
Why Choose TradeCore?
Explore Product
300+ integrations
With us you can integrate with any trading platform, KYC provider, VOIP porvider, PSP provider, and mych more.