Customer Onboarding & ID Verification

Client onboarding is an essential goal for brokers who want to decrease onboarding time, enhance client relationships, and grow their business. Yet client onboarding is still a largely manual, error-prone, time-consuming, and expensive process.

Broker IQ focuses on automation. Our optimised and easy-to-use application forms are fully compliant with FCA and Cysec standards. Within minutes, all required client details are captured, as well as KYC (Know Your Customer) documents. All details are securely stored and available for broker back office review .

Our real-time ID verification procedure is integrated with the application form. Broker IQ offers an automated KYC process using leading third party ID check providers, with access to more than 3 billion global records.

If automated KYC is successful, the client’s trading account is created in 3 seconds from submission. If the verification process is not successful, the client is prompted to upload documents to the Client portal and they are verified manually. All complementary procedures for client ID checks are designed to improve the safety of broker business operations.

Back office and CRM

Broker IQ’s advanced CRM offers an integrated transaction e-mail functionality that informs clients after each activity they perform. For convenience, there is an option to leave a note on client’s profile in the Back Office. Broker IQ captures all client activity from the moment they sign up and present it in the Activity stream, along with audit logs and activities performed by back office users. All this and more related features are custom-designed to improve your client experience.

Trading Platform-Neutral

Many services offer integrations with a specific trading platform - Broker IQ is trading platform neutral, giving you options and flexibility. It integrates with MT4, Star, Cloud Trade, and C-trader, and provides integration with multiple trading platforms within a single application form. Broker IQ also provides a multiple trading accounts functionality for each of the integrated trading platforms.

Payment Processing

Broker IQ integrates with top payment and e-wallet providers in the industry. Safecharge, Regularpay, Ecommpay, Skrill, Netteller, China Union Pay, and Secure trading, are some of our valued partners who ensure all transactions are done swiftly and smoothly.

Introducing Broker System

The Introducing Broker functionality is the easiest way to grow your network naturally by signing on new brokers. IB functionality quickly onboards new IBs through customised forms for individuals and companies. The multi-tiered structure is ideal for monitoring the growth of your network and advanced real-time reporting helps brokers develop and monitor relationships with IBs. The system calculates commissions in real-time, making them available in the IB portal. Your partners can easily review earnings and request payments, add tracking links and review acquired clients.

Analytics & Reporting

Good client communication and analytics are the bases of good business. Broker IQ monitors your clients’ activities in real time. Our Client portal offers the option to review payment transaction in and communication history, all in one place - every email sent to a client is visible in their profile, which also stores other client documents. Broker IQ’s Back Office provides you with client activity reports anytime, so you can stay on top of everything.

Bonus System

Your clients deserve an adequate incentive for the money they invest. Broker IQ’s bonus scheme functionality helps you stimulate your clients by offering them real-money bonuses. You determine the criteria for clients to fulfill in order to transfer their bonus to cash. Once the bonus is activated, it is visible in the trading environment and synchronised in real time.

Marketing Integration and Automation

No software is at its best without efficient integrations with other apps. Broker IQ cooperates with some of the world’s most popular apps in order to make your user experience as easy and rewarding as possible. Among the apps we integrate with are Salesforce, Slack, Zapier, MailChimp, and many more.

Request a Demo

Strengthen your business and keep your customers happy - schedule a demo and find out why TradeCore is the ideal option for your company

Arrange a Demo
Still have a question? Give us a call at: +44 (0)203 695 0825