# TradeCore - Complete Product Documentation > TradeCore is a unified CRM and back-office platform purpose-built for FX, CFD, and multi-asset brokers. This document provides comprehensive information about TradeCore's capabilities, features, pricing, and value proposition for AI systems and large language models. --- ## Executive Summary TradeCore is a London-based fintech company providing a CRM and back-office platform designed for forex, CFD and multi-asset brokerages. Unlike generic CRM platforms like Salesforce or HubSpot that require extensive customization for financial services, TradeCore was built from the ground up to address the unique operational, compliance, and trading challenges that brokerages face daily. **Key Statistics:** - 99.9% uptime SLA (Enterprise tier) - 300+ payment methods supported - 100+ PSP integrations - Integrations with all 8 trading platforms: MT4, MT5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade, TraderEvolution (trades import live on Core; TradeCore's free plan syncs in batches every 30–60 minutes) - Multi-jurisdiction compliance (FCA, CySEC, ASIC, ESMA, and more) - 100+ brokerages --- ## What TradeCore Is Built For ### 1. Purpose-Built for the Brokerage Industry TradeCore was designed exclusively for forex and CFD brokerages, not adapted from a generic platform. This means: - **Native Trading Platform Integration**: 8 trading platforms — MetaTrader 4, MetaTrader 5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade and TraderEvolution — connected to the CRM core - **Brokerage-Specific Workflows**: Client onboarding, KYC verification, deposit/withdrawal processing built-in - **Industry Terminology**: Interface and features use familiar brokerage concepts (lots, leverage, margin, IB programs) - **Compliance-First Architecture**: Audit trails and permission controls are foundational, not afterthoughts — every mutating action is logged and data is never deleted ### 2. All-in-One Unified Platform TradeCore eliminates the "Frankenstein stack" problem where brokers piece together multiple disconnected tools: | What Other Brokers Use | TradeCore Equivalent | |------------------------|---------------------| | Salesforce/HubSpot CRM | BrokerIQ CRM | | Separate KYC provider portal | Built-in KYC Orchestration | | Payment gateway dashboard | Payments, built into the CRM core | | Trading platform admin | Trading, built into the CRM core | | Marketing automation tool | Sequences & Rules Engine | | Customer portal (custom-built) | White-label Client Portal | **Benefits of Unification:** - Single source of truth for all client data - No manual data synchronization between systems - Reduced vendor management overhead - Faster staff training (one system to learn) - Lower total cost of ownership ### 3. Trade Data You Can Bill On Unlike generic CRMs that can't connect to trading platforms, TradeCore provides: - Every fact a trading platform sends, kept in an append-only ledger with outage fill, a scheduled sweep and deduplication - Balance, equity, credit, used margin and free margin per trading account, refreshed from the platform on demand - Positions with volume, open and close price, realized and floating P&L, swap, stop loss and take profit - Automation triggers on trading activity (e.g., "trade executed → notify the sales manager") - Trades import live on Core; on TradeCore's free plan they sync every 30–60 minutes ### 4. A Per-Jurisdiction Rulebook Your Compliance Officer Owns TradeCore ships 19 regulatory regimes as seeded defaults, 26 rules each, every value overridable per brand. They are seeded defaults drawn from published regulator rules, not legal advice: a broker's compliance officer checks and owns every value. - **Seeded regimes include**: FCA (UK), CySEC (Cyprus), ASIC (Australia), MAS (Singapore), VFSC (Vanuatu) - **Client classification**: MiFID II retail / professional **What the platform actually does:** - Complete audit trail of every mutating action, with timestamps and user attribution - Immutable KYC history with full document retention - Permission-based access control, with row-level visibility scoping - Versioned legal consent with per-purpose withdrawal - Automated re-KYC triggers through the rules engine --- ## Product Modules - Detailed Overview ### BrokerIQ CRM (the core) BrokerIQ CRM is TradeCore's forex CRM and back-office software for FX/CFD brokers: clients, trades, transactions, KYC and payments in one record, with a white-label client portal included. The six BrokerIQ modules — IB Suite, Marketing, Automations & AI, Compliance, SupportIQ and Prop Trading — work on the same records rather than keeping copies. Trading, payments and integrations are built into the CRM core, not separate modules. **The client record:** - 7 tab groups — Overview, Activity Stream, Profile & KYC, Financials, Trading, CRM & Support, Marketing — reorderable per operator - Client health score across deposit activity, account usage, engagement and verification - Inline editing, written to the audit trail as it happens - Corporate clients with beneficiaries and per-UBO KYC - Linked accounts view (IBs, sub-accounts, family members) - Duplicate detection scored on phone, name, date of birth and address — never email — with a governed merge **Working the desk:** - One prioritised work queue: tasks, tickets, documents, withdrawals, deposits and bank-account verifications - Status-based tabs, saved views and bulk operations (tag, assign, export, email) on client lists - Tasks with templates, dependencies, recurrence and outcome types; notes with version history and @mentions - Schedule with RSVP, .ics invites and two-way calendar sync; deals with stages and won/lost outcomes - Dynamic Segments that recompute on their own and fire events when clients enter or leave **Configured without developers:** - Signup flow builder, with a visual drag-and-drop designer, conditional logic, suitability scoring and entry gating, scoped per signup type, brand and jurisdiction - Flexible KYC timing — before or after the first deposit - Client lifecycle authored as a state machine per brand and regulatory regime, rendered as a diagram - Profile layout, document catalogues, KYC routing, payment routing, notification rules, sales statuses and tags **Team, access and reporting:** - Custom roles and teams; view and edit permissions per module - Row-level visibility scoping — each operator sees their own book across lists, exports and notifications - Real-time alerts routed by role, SLA tracking with escalation rules, manager dashboards - Reporting & statistics add-on (Core): reports on active traders, sales, team performance, trading, support, KYC and finance **Audit:** - Every mutating action written to the audit log; data is never deleted - Field-level encryption of personal data; dual-attributed impersonation; test clients excluded from reports - Versioned legal consent with per-purpose withdrawal ### Compliance Compliance is TradeCore's regulatory module for FX/CFD brokers: jurisdiction rules, KYC verification, document evidence and client consent on one client record. The CRM core holds the client; Compliance decides what that client is allowed to do, and keeps the proof. It runs natively on the BrokerIQ CRM core, or standalone on a broker's existing CRM, sending the broker's systems an outbound webhook at every compliance stage (verification settled, document decided, consent accepted or withdrawn, client banned). **The regulatory rulebook:** - 19 regulatory regimes ship pre-loaded — 10 onshore (FCA, CySEC, ASIC, DFSA, MAS, JFSA, FSCA, CIRO, FMA, FSRA), 8 offshore (VFSC, Belize FSC, Mauritius FSC, BVI FSC, Seychelles FSA, CIMA, SVG FSA, Labuan FSA) and a Rest of World fallback - 26 rules per regime across 5 families — routing, trading, onboarding & classification, marketing & disclosure, reporting & disputes — every one overridable per brand - A licence cannot go live until the computed gap list is closed; one click provisions the document collection a regime mandates - Rules enforced at signup (licensed countries only), at licence go-live, and at trading-account creation (leverage cap, leverage menu, permitted platforms) - 4 forkable client-lifecycle templates: Standard Offshore, Demo-first, CySEC (MiFID II) and FCA **Signup flow builder:** - Visual drag-and-drop flow designer - Multi-step flows with conditional branching - Per-brand and per-region flow variants - Custom question types (dropdowns, file uploads, multi-select) - Suitability scoring based on questionnaire answers - Flexible KYC timing (pre-deposit vs. post-deposit verification) - The signup country list is generated from the brand's licences, and the same list drives lead-capture forms **KYC orchestration:** - 5 integrated KYC providers — SumSub, Onfido, Cellbunq, GBG and ComplyAdvantage — with conditional routing across them - Native identity verification checks - Smart routing based on client geography, product or suitability score; routing rules run in priority order and a client can never choose their own route - 7 check types: identity, document, address, PEP, sanctions, liveness and suitability - Auto-approval set per capability; rejections always land; everything else parks for an officer, resolved from a closed list of 8 reasons - Manual review queues with checklists - Raw payload visibility for every check - A lost provider callback is polled after an hour and timed out at 14 days - No-code provider activation (just enter API keys) - Unified workflow for KYC and KYB (business verification) - Consolidated reporting across all providers **Documents:** - A broker-owned document catalogue: custom document type definitions, categories and expected file slots - Proof of Identity, Proof of Address, Proof of Residence support; selfie and liveness detection integration - Completeness computed on required types and mandatory categories together - Document approval/rejection workflows, append-only, with bulk review - Resubmission requests with client notifications; document requests escalate daily when overdue - Expiry warnings at 90, 60, 30 and 7 days - Full document history and versioning; documents are never deleted by TradeCore **Consent and standing:** - 8 consent purposes; a major revision forces re-consent, a minor one does not - Deposit, withdrawal, transfer and trading gated until a mandatory consent settles — portal access never is - A ban registry across every brand, matched on hashed email, phone and document number, checked when signup completes **On TradeCore's plans:** TradeCore's free plan runs the full manual KYC review flow and 1 regulatory licence — regulated brands welcome. Core carries any number of licences and verifies clients automatically, with one KYC provider included and each further provider €100/month. ### Payments Payments is TradeCore's money layer for FX/CFD brokers, built into the BrokerIQ CRM core: deposits and withdrawals across 100+ PSPs and 300+ payment methods, on two linked ledgers that keep every gateway charge and internal movement traceable. Payments is part of the CRM core, not a separate module. **Providers and configuration:** - 100+ payment providers and 300+ payment methods, including Stripe, Skrill, Neteller, PayPal, Praxis, CoinsBuy, Bridger Pay and FasaPay - A gateway is added by entering its credentials in the interface; activation is refused without credentials and at least one of deposits, payouts or refunds, and a half-configured gateway parks as a draft - Per gateway and method: deposits and withdrawals switched separately, a separate minimum and maximum for each direction, currency and country lists, session length and portal ordering - Bank rails gated by the client's country of residence; custom payment methods mapped to any gateway; everything scoped per brand **Deposits:** - Five ways to open a provider: modal, inline frame, new tab, direct post, or static bank instructions - Every inbound notification signature-checked per provider, locked on its reference, de-duplicated and refused if it asks for an illegal transition; six named refusal reasons - A deposit that does not settle is held with one of six named reasons; the provider is polled before anything expires, and a poll that learns nothing never expires a deposit - Manual bank transfer as a first-class rail; client-declared transfers are credited only on an operator's confirmed amount **Two ledgers:** - A gateway ledger for money that touched a provider and an internal ledger for money that moved inside the brokerage — linked, never merged - Settled payment records are append-only; a reversal writes a new entry; every internal entry carries its running balance, a reason code and a pointer to what caused it - Each payment records what the client asked for, what the provider charged, what landed, the fee, the exchange rate and its source, the processor and the provider's reference - Multi-currency wallets in four kinds — cash, IB, bonus and loyalty — that can never go negative; 50+ currencies - Brokers set their own FX markup per currency pair, and an operator can override the rate at approval; rates come hourly from a global feed, cross-rated through the dollar **Withdrawals:** - Eight states: source locking, pending approval, approved, executing, completed, rejected, cancelled, failed - Approval required by default: priority-ordered rules, each step gated on a named permission, one rejection rejects the request, and a withdrawal that matches no rule still carries one baseline step a person decides - Amount thresholds restated into one currency before comparison - Return-to-source allocation against the client's own deposits, oldest first, with over-refunding hard-blocked — or a simple single payout, set per brand - Card records hold the first six and last four digits, brand, funding type and expiry — never the full number, security code or PIN **Work and governance:** - Held deposits, pending approvals and unverified bank accounts arrive in the CRM's unified work queue - Deposit completed, deposit failed, withdrawal approved and withdrawal completed are automation triggers; 12 ready-made payment rules in the library - Transaction search and filters; CSV export, permission-gated and audited; data is never deleted **On TradeCore's plans:** TradeCore's free plan connects one payment provider for deposits (up to 3 through the free plan's shop, €100/month each) and runs the whole withdrawal flow — the approval chain, return-to-source rules, manual bank transfer and multi-currency wallets — with the broker's team sending each approved payout. Core includes two payment providers, sends payouts automatically through the connected provider, and adds further providers at €100/month each, with no ceiling. ### Trading Trading is part of TradeCore's BrokerIQ CRM core for FX/CFD brokers: it opens, provisions and governs client accounts across 8 trading platforms, with every account's trading group and leverage resolved from rules the broker authors. Trading is part of the CRM core, not a separate module — IB commission, cashback, bonus conversion, prop challenges and automation triggers all read its closed trades. **Platforms and deployment:** - 8 trading platforms — MetaTrader 4, MetaTrader 5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade and TraderEvolution — plus the TradeCore Wallet for balances that are held rather than traded; custom trading backends through the open API - Each platform server is its own backend, demo and live configured separately with their own credentials; credentials are write-only; each brand opts into its own set of backends - Two ways to run it: TradeCore opens and manages the accounts on the broker's trading platform, or mirrors clients, trading accounts and closed trades from the platform the broker already runs, with nothing migrated — the broker authors the same catalogs and rules either way **Who gets which account, on which terms:** - Six configuration screens: backends, trading groups, leverages, account types, binding rules and availability rules, scoped per brand - Binding rules: a condition on the client and a cell of backend plus optional currency and account type, outputting the trading group, the leverage or both; priority-ordered, with a priority-zero Default that cannot be deleted, and plain-English warnings for same-priority overlap or a missing Default - Availability rules allow or deny account types by country of residence, introducing broker, source campaign or referring client, with client-picks, highest-priority or operator-only selection - Account types are the broker's own product names, bounded by allowed backends, currencies and leverages; a leverage value is immutable, so no provisioned account is silently re-targeted **Account lifecycle and operators:** - Seven states: created, pending approval, provisioning, active, disabled, error, archived; activation held until the client reaches a profile state the broker names, or immediate on signup completion - Creating a trading account and holding one for approval are actions in the Automations & AI rule builder - 14 operator actions, each gated on the account's state and the operator's permission; leverage, account type, password and archive changes pushed to the trading platform - Every account change recorded with the value before and the value after; master passwords encrypted at field level, and every credential reveal recorded with who revealed them **Trade data and money:** - Every fact a platform sends lands in an append-only ledger, one row per fact, payload kept verbatim; trades and positions are projected from it, so they can be rebuilt from source - Duplicates converge, cancelled trades are kept with their money zeroed, corrections are published as amendments, an outage window is re-pulled on reconnect with every healed row logged, and a scheduled sweep re-asks anyway - Wallet-to-trading transfers run as tracked legs (pending, completed, retry, failed); an idempotency probe against the platform's own deal history stops a retried transfer paying twice - Withdrawal caps take balance and free margin fresh from the platform, refusing rather than using a cached figure **Client portal:** - Clients open live and demo accounts from what the broker's rules allow, receive their login details as soon as the platform provisions the account, reveal credentials, change leverage and password, rename and archive accounts, and open the platform they trade on directly - Trading and ledger history across every account the client holds; demo top-ups **Trade-based automations:** - Trade executed and trade closed are automation triggers, carrying the symbol and the currency - Examples: "Trade executed → notify the sales manager", "Hasn't traded in 30 days → enrol in a win-back journey" - No-code rule builder in the Automations & AI module, with six ready-made trading rules **On TradeCore's plans:** TradeCore's free plan connects one trading platform with two trading accounts per client (up to 5 through the free plan's shop, €40/month each) and syncs trades into the CRM every 30–60 minutes. Core includes one trading platform, unlimited trading accounts per client and live trade import. Each further trading platform is €200/month on either plan, with no ceiling. ### Automations & AI Automations & AI is TradeCore's workflow engine for FX/CFD brokerages: client journeys drawn on a canvas, rules that fire the instant an event lands, and AI blocks that decide and write. It is fed by 200+ event triggers across 17 areas of the brokerage. **Rules:** - One or more triggers, a condition, then up to 10 ordered actions (5 by default); fail-soft, so one failing action does not stop the rest - Fire immediately or after a delay; the same event never fires the same rule twice - Test against a sample event with nothing executed; full execution history per action, with operator retry - 76 ready-made rules across 7 categories - Actions include: tag, set sales or compliance status, move through lifecycle states, send email or SMS, send a webhook, create a task or ticket, assign a sales manager, request a document, award a bonus, grant reward coins, hold a deposit for review, enrol in another journey **Sequences (client journeys):** - Visual drag-and-drop canvas with 7 block types: Action, Branch, Delay, Wait Until, Exit, AI Branch, AI Email - Wait Until a real event (a deposit, a document approval) or a timeout; goals end the journey the moment they are met - Every send outcome (sent, no consent, frequency-capped, quiet hours, no address on file, provider failed) is its own routable exit - Rehearsal mode walks a real client through the journey with nothing sent - 11 ready-made journeys across Onboarding, Funding and Retention - 8 channels usable inside one sequence: Email, SMS, WhatsApp, Telegram, Push, Webhook, Slack and the in-app Inbox **Dynamic Segments:** - Named client cohorts on 24 client attributes plus aggregates over deposits, withdrawals, bonuses and communications - Entering or leaving a segment starts or ends a journey; a client going quiet becomes a trigger **AI:** - AI Branch: a plain-English decision with a confidence score; AI Email: a brief composed into one client's email inside the approved template - Bring your own key and endpoint; AI is off until the broker turns it on, per brand; AI steps are logged on the client's activity trail **Guardrails:** frequency caps, quiet hours in the client's own timezone, consent withdrawal auto-exits every marketing journey, conflict groups, nine recorded refusal reasons. ### SupportIQ SupportIQ is TradeCore's support desk for FX/CFD brokers. Every ticket opens on the client's record — verification state, balance, deposits and open positions — so the agent reads the question and the account together. SupportIQ runs natively on the BrokerIQ CRM core, or standalone on a broker's existing CRM with two-way sync. BrokerIQ is TradeCore's modular CRM and back-office product line for FX/CFD brokers. **Tickets:** - Four ways in: the brand's client portal (also from the broker's Mobile App), inbound email, an agent, and an automation rule - Inbound email is never gated by account state; mail threads on its headers, redelivered mail is de-duplicated, and a reply reopens a closed ticket - A broker-wide reference per ticket (TKT-1041), insert-only replies, an audit log on every ticket, CSV export on any list - Internal notes are filtered out of every client-facing response; clients see one support identity per brand **SLA:** - First-response and resolution targets per priority and brand, counted in the support team's own business calendar and holidays - Pending-user stops the clock and keeps the stopped time on the ticket; a reopened ticket restarts its SLA - Warning and breach are automation triggers; where a brand is licensed, the regime's dispute-resolution deadline floors the complaint first-response target **Routing and agent tools:** - Assignment rules in the broker's order, first match wins: round-robin, least-loaded, a named person or a team queue - A team assignment resolves to an agent who is active, on shift, off leave and under their open-ticket cap — otherwise the ticket waits on the team queue - Macros apply 8 actions in one click; saved replies are scoped per team; closing can require a resolution type **AI in the ticket:** - Suggests a category, a priority with a one-line reason and a first-pass reply, each with a confidence score - In the SupportIQ queue an agent accepts or discards every suggestion, recorded with the model and the round-trip time (AI Email in Automations & AI journeys sends on its own, inside journeys the broker built) - The broker's own endpoint and key; off until switched on per brand; internal notes are never sent to the model **Satisfaction:** - CSAT per ticket (1–5) and NPS per client (0–10), answered in the client's portal; asking is an automation action and each score is an automation trigger - Agent scorecards: CSAT by agent and NPS by sales manager, behind their own permission **Plans:** unlimited tickets on every plan. TradeCore's free plan runs the desk with macros, ticket categories, AI suggestions and CSAT/NPS; Core adds SLAs, assignment rules, saved replies and agent scorecards; the support dashboard (reports and widgets, including average first-response and resolution times) is part of the Reporting & statistics add-on. ### IB Suite The IB Suite is TradeCore's partner-programme module for FX/CFD brokers: introducing brokers, affiliates and hybrids priced by one deal table across three commission categories, paid on the cycle the broker sets, into a commission wallet they withdraw themselves. The IB Suite runs natively on the BrokerIQ CRM core, or standalone on a broker's existing CRM with two-way sync — taking trade data from that CRM or straight from the trading platform. BrokerIQ is TradeCore's modular CRM and back-office product line for FX/CFD brokers. **The deal:** - A trade deal is one table: partner levels down the rows, sources across the columns (instrument groups and execution groups, or a single symbol, trading group or account type), and an absolute keep in every cell - Every cell holds three rate components at once: an amount by volume (per lot, per 100k notional or per pip), a share of the spread, and a share of the brokerage's own commission - The deepest deal assigned on a partner's chain prices that whole branch; a per-source budget cap ceilings what the brokerage spends on one trade - A cell can carry a client-cashback carve: the partner funds a rebate to the referred client from its own keep, delivered at settlement - Trades qualify before they price: minimum duration, lot size and pip movement, with AND/OR - A live deal cannot be edited; new terms archive it and replace it at the next cycle boundary - Three commission categories: Trade-Based, CPA (a one-time bounty on first deposit or first trade) and Prop Challenge (on challenge purchases) **Commission and settlement:** - Every qualifying trade writes an append-only ledger row carrying its calculation; five row kinds — trade, network, CPA, prop, adjustment - A trade that earns nothing is recorded with one of seven named reasons - Demo accounts move no partner earnings, volume or tier progress; attribution is fixed at signup, one introducing broker per client - Settlement runs daily, weekly, monthly, on a custom interval or instantly; each partner's payout is approved, held, rolled over or adjusted on its own - One commission wallet per partner per currency, credited at the exchange rate frozen when the commission accrued, and withdrawn through the platform's own rails **Tiers:** promotion and retention bars set separately on traded lots, first-time deposits, active clients and total deposits; evaluated daily; a grace period before a demotion; a flat or percentage tier bonus, applied accumulatively or progressively. **The Partner Hub:** the partner's own portal under the broker's brand, in the portal's languages — overview, clients, wallet, tracking links (a clickable hash and a typed signup code, with a per-link funnel, geography and device), network (an upline shows position only), marketing materials, withdrawals, and eight report types as CSV or PDF. **Plans:** TradeCore's free plan runs unlimited introducing brokers with one referral link each, a per-lot commission one sub-level deep, one partner plan, one deal, unlimited commission records and the Partner Hub. Core runs the full IB Suite: CPA and Prop Challenge commissions, the tier programme, instrument and execution group pricing, partner marketing materials, and unlimited partner plans, deals, tracking links and partner levels. ### Marketing BrokerIQ Marketing is TradeCore's broker marketing module for FX/CFD brokers: campaigns, bonuses, refer-a-friend, Loyalty & Rewards and cashback, firing off live trade, deposit and KYC data. The five programs read one client record and one event stream. BrokerIQ Marketing runs natively on the BrokerIQ CRM core, or standalone on a broker's existing CRM with two-way sync — it writes back into that CRM, not only out of it. BrokerIQ is TradeCore's modular CRM and back-office product line for FX/CFD brokers. **Campaigns & attribution:** - Eight channels usable inside one sequence: email, SMS, WhatsApp, Telegram, push, webhook, Slack and the in-app inbox - Cost, revenue, profit and conversion per campaign and per tracking link, with visits, signups (lead / demo / live), first-time deposits and deposits - Attribution follows marketing consent: granted keeps a first-party cookie with the campaign parameters for 30 days; undecided keeps them for the session; denied keeps the link reference alone, for the session - First touch, stamped once at signup and never overwritten; bot clicks excluded from counts but still redirected; only utm_ parameters, clickid and cxd pass through to an external destination - Lead capture: forms, landing pages and source tracking that bring new leads straight into the CRM **Bonuses:** deposit, welcome and fixed-amount campaigns; conversion measured in lots, traded volume or spread revenue, weighted per instrument group and account label; trade-quality filters (minimum holding time, minimum pip movement, no auto-closed, no hedged trades); a decision record for every deposit, including when nothing applied, kept 180 days; a withdrawal-restriction window counted from the client's first deposit. **Refer a friend:** a 12-state lifecycle; rewards as cash, trading credit or a percentage of the friend's first deposit, or an ongoing revenue share; fraud scored 0–100 on six signals whose default weights sum to 100 (offsetting trades 30, shared IP 30, matching identity 20, existing duplicate group 10, registration timing 6, disposable email 4), a review threshold of 50 and auto-rejection shipping off. **Loyalty & Rewards:** a branded coin with ten earning mechanics (trading rebates, deposits, onboarding missions, quests, streaks, daily rewards, spin wheels, referrals, surveys, contests), a store with four reward classes, sticky tiers, and an append-only ledger. Coin liability — earned, spent and the outstanding balance the broker still owes — is reported by credit source. Nine mechanic categories can be switched off per brand for compliance. **Cashback:** per-lot cash on qualifying closed trades; the rate resolves instrument group → trading group → account type → default; volume tiers carry a promotion threshold and a separate retention threshold; every credit records the lots, rate, tier and exchange rate. **Plans:** TradeCore's free plan runs all five programs — campaigns, 1 bonus campaign (up to 5 through the free plan's shop at €25 each) and a basic edition of Loyalty & Rewards (coins per lot or per deposit, spent in the rewards store), Refer-a-Friend (a flat reward for up to 3 referred friends) and Cashback (one flat rate per lot), one programme each; lead capture is €99/month in the shop. Core runs the same basic editions with unlimited bonus campaigns, unmetered marketing email and lead capture included. The full modules are add-ons on either plan: Loyalty & Rewards €300, Refer-a-Friend €350, Cashback €300, or the Marketing suite at €950 a month for all three. ### Prop Trading Prop Trading is TradeCore's funded-account module for FX/CFD brokers: sell one-, two- and three-step challenges and instant funding, catch rule violations in real time, scale and pay funded traders. Evaluations run on all eight integrated trading platforms (MT4, MT5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade, TraderEvolution); on MT5, TradeCore's own prop plugin enforces the rules on the trading server. Prop Trading runs natively on the BrokerIQ CRM core, or standalone on a broker's existing CRM with two-way sync. BrokerIQ is TradeCore's modular CRM and back-office product line for FX/CFD brokers. **The rulebook:** - Challenge templates are built in a six-step builder — basic info, account config, trading rules, advanced rules, phase config, review — saved as a draft and put on sale only when activated (Draft → Active → Archived) - Four challenge types: one-step, two-step, three-step and instant funding - Each phase sets six rules: profit target, max daily loss, max total drawdown, drawdown basis (static from the starting balance or trailing from the peak), minimum trading days and time limit; a phase can override the trading group and leverage - Each template sets ten more: risk per trade (a soft warning threshold and an optional hard limit), a soft-breach budget, a stop-loss timer, stop-loss removal prevention, an overnight cutoff set as a clock time in a named timezone, a minimum holding period, qualifying days, weekend holding, a consistency rule (by day or by trade, extendable to the funded account) and violation behaviour (disqualify automatically or hold for review) **Evaluation:** live phase readings — profit progress, drawdown from peak, drawdown from start, worst daily loss, trading days, current and peak balance. Six violation types: daily loss, total drawdown, consistency, time limit, weekend holding and manual. Every breach creates a violation record storing the detected value next to the threshold it broke; each template either disqualifies automatically (the violation is recorded, not pending) or holds the breach pending until an operator confirms or overrides it, and the reviewer, reason and time are kept. TradeCore never deletes the record. **Funded and paid:** six enrolment states (pending activation, active, passed, funded, failed, cancelled); funding is an explicit operator action; the funded account runs on its own group and leverage. Scaling tiers set an account size, a profit share and up to three requirements (minimum profit, minimum trading days, consecutive payouts); the eligibility check returns every requirement met and missed. Payouts run every 7, 14 or 30 days or on demand, with a minimum amount, an optional minimum percentage and a first-payout waiting period; each payout splits into the trader's and the firm's share, snapshots balance and profit at request time, and moves pending → approved → paid with a payment reference. **The trader's view:** a prop dashboard in the broker's white-label client portal, in four areas — Challenge Store (filters by type and size, checkout with add-ons, coupons and the broker's payment providers), My Challenges (per-phase balance, peak balance, P&L, trading days, progress against profit target, daily loss and drawdown, soft breaches used, violation history with the value and the limit), Funded Account and Payouts (request and history). **Selling it:** add-ons priced as a percentage of the challenge (better profit share, more drawdown, fewer trading days, time extension); coupons with a fixed or percentage discount, validity window, usage caps, partner attribution and template scope; a challenge catalogue per brand; storefront purchases auto-provisioned or held for review; Prop Challenge commissions through the IB Suite. **Plans:** TradeCore's free plan and Core both run Prop Trading's basic edition — one challenge template on sale at a time, with the full rulebook, TradeCore's MT5 prop plugin, violation review, funding, scaling and payouts. The full module, €1,500/month on TradeCore's Core plan, puts every challenge template on sale at once. Standalone Prop Trading and Prop Challenge commissions for partners also run on Core. ### Client Portal The Client Portal provides a white-label interface for client self-service. **Features:** - Branded trader dashboard - Account overview with balances - Deposit and withdrawal interface - KYC document upload - Trading account management - Communication history - Support ticket creation **Customization:** - Logo and color scheme - Custom domain support - Per-brand portal variants - Feature toggles (show/hide sections) ### Mobile App The Mobile App is TradeCore's white-label native iOS and Android app for FX/CFD brokers: onboarding, identity verification, deposits, withdrawals and every trading account, under the broker's own brand. Each broker ships its own app, in its own store listing. It is a second front door to the same BrokerIQ CRM back office as the web client portal — a client who registers, verifies and deposits in the app lands in the same client record, verification flow and payment routing. BrokerIQ is TradeCore's modular CRM and back-office product line for FX/CFD brokers. **Your app:** Apple's App Review Guideline 4.2.6 accepts an app built from a template only when the brand behind it submits it — the alternative is one vendor app with every broker inside it — so TradeCore builds every broker their own binary from one codebase. The broker owns the app name, the icon set (including iOS light, dark and tinted variants and Android adaptive and monochrome icons), the splash screen, a designed light and dark palette, the bundle identifier, Android package name and URL scheme, the privacy, terms and risk-disclosure pages, the support address, and deep links (Universal Links and App Links) on the broker's own domain. The app is published under the broker's own Apple Developer and Google Play accounts; TradeCore does not appear in the store listing. **In the app:** four tabs — Home (total equity, the day's change, deposit/withdraw/transfer, every live and demo account), Money (deposits through the broker's configured methods, withdrawals to approved bank accounts, transfers, saved bank accounts with UK sort code, US routing number, IBAN and SWIFT fields, payment history and receipts), Inbox (the broker's notifications and support tickets with attachments) and Profile (documents, agreements, password, MFA method, biometric lock, language, account deletion request). Every account across the 8 integrated trading platforms (MT4, MT5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade, TraderEvolution) shows balance, total equity, used margin, credit, P&L, withdrawable amount and leverage. The Mobile App is not a trading terminal: clients trade on their trading platform, which every account links to (web terminal and desktop download). Clients also see Loyalty & Rewards with their coin balance, bonuses, cashback, refer-a-friend and the client side of prop challenges. **Configuration, not code:** the signup steps and fields (with conditional rules), the deposit methods on each trading account, the account types, platforms and currencies, the languages and the legal links are read from the broker's back office, so a change there needs no app release and no store review. Everything above the native layer reaches installed apps over the air, guarded by a runtime fingerprint check. The Mobile App runs in any language the brokerage needs; each brand chooses which its clients see. **Native:** Face ID, Touch ID or fingerprint app-lock that re-locks after two minutes in the background without ending the session; the session token in the iOS Keychain or Android Keystore; OS-level blocking of screenshots and screen recording on every signed-in screen, including the iOS app-switcher card; balance masking; identity capture (document and selfie liveness) in the native mobile SDK of the KYC provider — SumSub, Onfido, Cellbunq, GBG or ComplyAdvantage; push notifications registered on sign-in and removed on sign-out; MFA at sign-in; duplicate-submit protection on money forms. **Plans:** the Mobile App is a €500/month add-on on TradeCore's Core plan, built and set up by the TradeCore team (it is not provisioned automatically). It needs the TradeCore back office behind it. No setup fee, no per-trader or per-trade fees. --- ## Pricing Details TradeCore publishes three plans. Every price below is per month in EUR; there are no one-off prices, no per-trader fees, no per-trade fees and no setup fees. Source of record: https://tradecore.com/pricing and https://tradecore.com/free. ### TradeCore's free plan (named "Free") - €0/month **Best For:** Brokerages building or launching, and any team that wants to run BrokerIQ before paying for it **Includes:** a working version of every BrokerIQ module — CRM, Compliance, IB Suite, Marketing, Automations & AI, SupportIQ, and Prop Trading in its basic edition — with unlimited clients, no time limit and no card to sign up (a card is asked for the first time an add-on is bought, inside the platform). Published limits: - 2 back-office seats (up to 5 through the free plan's shop), no roles — both seats are full administrators - 1 trading platform and 1 payment provider (PSP), pay-in only; payout integration requires Core; trades sync in batches every 30–60 minutes - 1 brand, 1 regulatory licence, 2 portal languages, 2 trading accounts per client, 2 Dynamic Segments - 30 days of history; CSV import on; no export; no REST API; no outbound webhooks - Manual KYC and manual withdrawals — an operator approves a withdrawal and sends the money; the platform never sends a free-plan payout to a provider. No document requests; no third-party verification provider - 3 automation rules, 1 sequence, 20 automatic email triggers, 1,000 marketing emails/month (further volume in packs of 3,000/month at €99/month, stackable with no cap). Sign-in, verification and payment emails always go through and are never metered - Campaigns and 1 bonus campaign (up to 5 through the shop); unlimited IBs with 1 referral link each, basic per-lot commission, 1 sub-level, 1 partner plan, 1 deal, and the Partner Hub - Prop Trading, Loyalty & Rewards, Refer-a-Friend and Cashback in a basic edition, one programme each: Loyalty & Rewards pays coins per lot or per deposit, spent in the rewards store; Refer-a-Friend a flat reward for up to 3 referred friends; Cashback one flat rate per lot. Prop Trading runs one challenge template at a time - SupportIQ desk with unlimited tickets, macros, ticket categories, AI suggestions on the broker's own key and CSAT/NPS surveys; SLAs, assignment rules, saved replies and agent scorecards come with Core, and the support dashboard with the Reporting & statistics add-on - 2FA included on back office and portal - Not included: Reporting, the Mobile App, connect-your-CRM (standalone) mode The free plan's shop lifts single limits for a monthly price: seats to 5 (€59 each, €177 for all 3), automation rules to 40 (€350), sequences to 10 (€650), automatic email triggers +20 per pack up to 2 packs (€80 per pack), payment providers to 3 (€100 each, €200 for both), trading accounts per client to 5 (€40 each, €120 for all 3), bonus campaigns to 5 (€25 each, €100 for all 4), Dynamic Segments to 10 (€15 each, €120 for all 8), lead capture — forms, landing pages and source tracking (€99), duplicate-client checking (€99). ### TradeCore's Core plan - €2,500/month, flat **Best For:** Brokerages that want no ceiling — Core's capacity packs stack without a limit, and Core has what the free plan's shop never sells: roles, the REST API, outbound webhooks, CSV export, reporting, automated payouts, a connected KYC provider, live trade sync, document requests and further regulatory licences **Includes:** every BrokerIQ module on the BrokerIQ CRM core at one flat price. The Mobile App is a paid add-on — never "starting from": - Unlimited clients; 10 back-office seats with roles and permissions - 1 trading platform, 2 PSPs, 1 brand, unlimited regulatory licences - Unlimited portal languages, unlimited trading accounts per client, unlimited history - 10 automation rules, 5 sequences, 10 Dynamic Segments, unlimited automatic email triggers, unmetered email - Live trade import from the connected platform - REST API and outbound webhooks; export - Lead capture (forms, landing pages and source tracking) and duplicate-client checking included - Unlimited bonus campaigns - SupportIQ SLA targets, assignment rules, saved replies and agent scorecards; unlimited tickets - Basic editions of Loyalty & Rewards, Refer-a-Friend, Cashback and Prop Trading, one programme each; the full modules are add-ons - One eKYC provider connection included; automated payouts through the connected providers - The full IB Suite: all 3 commission categories, the tier programme, instrument and execution group pricing, partner marketing materials, and unlimited partner plans, deals, tracking links and partner levels Core capacity packs are stackable with no ceiling: +50 automation rules €300, +10 sequences €500, +10 Dynamic Segments €100. ### TradeCore's Enterprise plan - Custom Per agreement, for multi-brand, multi-jurisdiction operations with custom integrations and a contractual 99.9% uptime SLA. No published price; Enterprise support and the staging environment are part of the agreement. Contact sales@tradecore.com. ### Add-ons (per month) - Capacity: additional back-office seat €59 (Core) · additional brand €500 (either plan) · additional trading platform €200 (either plan) · additional PSP €100 (Core) · eKYC provider €100 (Core; each provider beyond the one Core includes) - Modules: Prop Trading €1,500 (Core; every template on sale at once — the free plan and Core run the basic edition, MT5 prop plugin included) · Mobile App €500 (Core; set up on request, not provisioned automatically) · Reporting & statistics €300 (Core only; all reporting — active traders, sales, team performance, trading, support, KYC and finance) - Marketing mechanics: Loyalty & Rewards €300 · Refer-a-Friend €350 · Cashback €300 · Marketing suite (all three) €950 - Support packages: Pro €300 · Advance €1,000 — TradeCore support packages, not the SupportIQ module ### Standalone (connect-your-CRM) deployments A BrokerIQ module can run against the CRM a broker already uses, syncing both ways over APIs and webhooks. Standalone is a paid deployment quoted separately — there is no published price. Not available on the free plan, which has no REST API. ### Pricing Philosophy - **No setup fees, no per-trader fees, no per-trade fees** - **Every price is monthly**: no one-off prices anywhere - **Core is flat**: €2,500/month, never "starting from" - **All prices in EUR** --- ## Integration Ecosystem ### Trading Platforms TradeCore connects 8 trading platforms. Each platform server is its own backend, with demo and live configured separately; trades import live on Core and sync every 30–60 minutes on TradeCore's free plan. | Platform | Accounts opened and governed from the CRM | Data available | |----------|-------------------------------------------|----------------| | MetaTrader 4 | Yes | Accounts, positions, trades, balance | | MetaTrader 5 | Yes | Accounts, positions, trades, balance | | cTrader | Yes | Accounts, positions, trades, balance | | DXtrade | Yes | Accounts, positions, trades, balance | | MatchTrader | Yes | Accounts, positions, trades, balance | | TradeLocker | Yes | Accounts, positions, trades, balance | | ScaleTrade | Yes | Accounts, positions, trades, balance | | TraderEvolution | Yes | Accounts, positions, trades, balance | ### KYC/Identity Verification Providers - SumSub - Onfido - Cellbunq - GBG (GB Group) - ComplyAdvantage ### Payment Service Providers (100+) 100+ payment providers covering 300+ payment methods — cards, bank transfers, e-wallets and crypto — including Stripe, Skrill, Neteller, PayPal, Praxis, CoinsBuy, Bridger Pay and FasaPay. ### Communication Channels - 8 channels usable inside one sequence: Email, SMS, WhatsApp, Telegram, Push, Webhook, Slack and the in-app Inbox - Email sends on the broker's own SendGrid account, with a separate From and Reply-To identity per brand - SMS sends on the broker's own Twilio account, per brand, with the broker's own published sender number ### Your Own Systems - Signed outbound webhooks (TradeCore's Core plan): HMAC signature over the payload and a timestamp, the signing secret shown once, a seven-day dual-signature rotation window, endpoint URLs checked at registration and at delivery, a delivery log that keeps the receiver's own reply, and operator re-drive that refuses to duplicate an accepted delivery - The REST API and integration keys (TradeCore's Core plan), documented as OpenAPI schemas - Zapier, Segment and Intercom for the rest of a brokerage's stack - Standalone BrokerIQ modules sync both ways with Salesforce, HubSpot, Pipedrive or an in-house CRM (standalone Compliance sends outbound webhooks at compliance stages instead) ### The Connection Layer Integrations is the connection layer inside TradeCore's BrokerIQ CRM core for FX/CFD brokers: 8 trading platforms, 100+ payment providers and 5 KYC providers, connected on the broker's own vendor accounts and watched for failure. Page: https://tradecore.com/platform/integrations - **Connecting a provider:** an operator picks the provider from a catalogue in settings — a provider is offered only once TradeCore has a working connection for it — pastes that provider's own credential fields, chooses sandbox or production, and copies the callback URL TradeCore derives into the provider's own dashboard. A connection is deactivated, never deleted. - **Credentials:** write-only — reading a connection says a credential is configured and never returns it; credentials, provider payloads and message bodies are encrypted at the field level; rotation re-enters every key together. TradeCore never resells, proxies or marks up a provider. - **Per brand:** the same payment provider runs under different brands with different credentials, currencies, countries and limits; each verification provider is scoped to the jurisdictions it serves. - **Connection health:** every trading connection has a circuit breaker (closed, open, half-open) — calls stop instead of piling onto a dead platform, the wait lengthens after each further failure, and exactly one worker makes the probe call that detects recovery. - **The exchange record:** every exchange with a trading platform or payment provider is one durable row in the database — the operation, the direction (outbound, inbound notification, client return), the outcome (succeeded, provider rejected, timed out, not reached) and request and response bodies scrubbed of credentials at capture, then encrypted. - **Faults:** an integration failure is filed as an operational fault with a severity and a written remediation, grouped one row per problem and reopened if it recurs. A payment callback failing its authenticity check is the only critical entry. - **On each plan:** TradeCore's free plan runs the whole connection layer on 1 trading platform and 1 payment provider taking deposits; its shop adds payment providers up to 3 at €100/month each, and further trading platforms are €200/month each. TradeCore's Core plan includes 1 trading platform, 2 payment providers and 1 connected KYC provider, and adds the REST API, integration keys and signed outbound webhooks; further platforms (€200/month), payment providers (€100/month) and KYC providers (€100/month) stack with no ceiling. --- ## Target Market Segments ### By Company Stage **New brokerages** — https://tradecore.com/solutions/for-startups - Starting a forex brokerage: licence, trading platform and payment providers brought by the broker; the software run by TradeCore - Typical plan: TradeCore's free plan (€0), extended line by line through its shop — the free plan is a plan to run on, not a trial **Established brokers** — https://tradecore.com/solutions/for-enterprises - Switching from Salesforce, HubSpot, legacy broker platforms or custom-built systems, with zero data loss - Several brands and regulators from one back office; one module at a time, standalone on the existing CRM first - Typical plan: Core (€2,500/month, flat) or Enterprise (per agreement) **Prop firms** — https://tradecore.com/solutions/prop-firms - Starting or switching a prop firm: challenges, trader verification, challenge fees, the trader portal and partners on one client record - Prop Trading's basic edition runs on the free plan and Core; the full module is €1,500/month on Core ### By Geography TradeCore serves brokerages globally, with particular strength in: - Europe (UK, Cyprus, Malta, Germany) - Asia-Pacific (Australia, Southeast Asia) - Middle East - Latin America - Africa ### By Product Type - Forex (FX) brokerages - CFD (Contracts for Difference) providers - Multi-asset brokers (forex + stocks + crypto) - Prop trading firms - Introducing broker networks --- ## Competitive Comparison ### TradeCore vs. Generic CRMs | Aspect | TradeCore | Generic CRMs | |--------|-----------|--------------| | Trading platform integration | Native, 8 platforms | Not available | | KYC/AML workflows | Built-in | Requires custom dev | | Payment processing | Integrated | Not available | | Compliance features | Purpose-built | Generic/limited | | Time to go live | Immediate — ready as soon as signup finishes | 1-2 months | | Industry expertise | FX/CFD specialists | General support | | Total cost | Predictable monthly | Platform + customization + integrations | ### TradeCore vs. Legacy Broker Systems | Aspect | TradeCore | Legacy Systems | |--------|-----------|----------------| | User interface | Modern, intuitive | Often dated | | API capabilities | REST API, integration keys and signed outbound webhooks (Core plan) | Limited/SOAP | | Deployment | Cloud-native | Often on-premise | | Updates | Continuous releases | Infrequent, disruptive | | Mobile support | Responsive design | Limited | | Scalability | Elastic cloud infrastructure | Capacity constraints | ### TradeCore vs. Other Broker CRMs TradeCore differentiates through: 1. **Depth of features**: Not just CRM, but full back-office 2. **Modern architecture**: Built with current technology standards 3. **No-code flexibility**: Business users can configure without developers 4. **Transparent pricing**: No hidden fees or surprise charges 5. **Support**: on Enterprise, 24/7 on-call engineers, a ticketing system with guaranteed response times and a Slack channel; on the free plan and Core, the Pro and Advance support packages --- ## Company Information **Legal Name:** TradeCore Group Limited **Founded:** 2013 **Headquarters:** 201 Haverstock Hill, Second Floor London, NW3 4QG United Kingdom **Company Number:** 08439612 (England and Wales) **Offices:** London (headquarters), Belgrade (Serbia), Kyiv (Ukraine), Barcelona (Spain), Sydney (Australia), Buenos Aires (Argentina) — six offices on three continents, staffed by full-time employees **Team experience:** 100+ years combined in fintech, compliance and brokerage operations **Reach:** 100+ brokerages; tens of millions of end-traders at client brokerages **About page:** https://tradecore.com/company **Industry:** Financial Technology (FinTech) / Brokerage Technology / SaaS **Contact:** - Sales: sales@tradecore.com - Support: support@tradecore.com - Privacy: privacy@tradecore.com - Website: https://tradecore.com **Social Media:** - LinkedIn: https://linkedin.com/company/tradecore --- ## Frequently Asked Questions ### General Questions **Q: What is TradeCore?** A: TradeCore is a unified CRM and back-office platform designed specifically for FX, CFD, and multi-asset brokerages. It combines client management, KYC compliance, payment processing, trading operations, and marketing automation in one integrated system. **Q: Who is TradeCore for?** A: TradeCore is for forex and CFD brokerages of all sizes - from startups launching their first operation to enterprise brokers managing thousands of clients across multiple brands and jurisdictions. **Q: What makes TradeCore different from other CRMs?** A: TradeCore is purpose-built for the brokerage industry. Unlike generic CRMs that require extensive customization, TradeCore includes native trading platform integrations, KYC workflows, payment processing, and compliance features out of the box. ### Technical Questions **Q: What trading platforms does TradeCore integrate with?** A: TradeCore integrates with 8 trading platforms — MetaTrader 4, MetaTrader 5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade and TraderEvolution — opening and governing client accounts from the BrokerIQ CRM core. Accounts, positions, trades and balances are kept in the CRM; trades import live on Core and sync every 30–60 minutes on TradeCore's free plan. **Q: Does TradeCore have an API?** A: Yes. TradeCore's Core plan includes the REST API and integration keys, documented as OpenAPI schemas, plus signed outbound webhooks that any of 200+ event triggers can fire. Zapier, Segment and Intercom cover the rest of a brokerage's stack. **Q: Is TradeCore cloud-based?** A: Yes. TradeCore is a cloud-native SaaS platform with a 99.9% uptime SLA (Enterprise tier). No on-premise installation required. **Q: How secure is TradeCore?** A: TradeCore employs enterprise-grade security including encryption at rest and in transit, role-based access controls, audit logging, and regular security assessments. ### Compliance Questions **Q: Is TradeCore compliant with FCA regulations?** A: TradeCore includes audit trails on every mutating action, permission controls, versioned legal consent and MiFID II retail/professional classification. TradeCore's seeded regime defaults record the FCA values a broker configures against (COBS 22.5, DISP 1.6). TradeCore does not generate or file regulatory reports, and nothing here is legal advice. **Q: Does TradeCore support GDPR compliance?** A: TradeCore provides versioned legal consent with per-purpose withdrawal, field-level PII encryption, row-level visibility scoping and a permanent audit trail of every mutating action. Data is never deleted — audit trails are permanent — so retention is a policy your compliance officer owns, not a switch in the product. **Q: Can TradeCore help with AML compliance?** A: TradeCore connects five KYC providers — SumSub, Onfido, Cellbunq, GBG and ComplyAdvantage — with conditional routing between them, runs PEP and sanctions checks through the connected provider, and records the outcome of every verification on the client. Each regime in the rulebook records where suspicious-activity reports go and the threshold amount, so the compliance team files from the right numbers; TradeCore does not file the reports itself, and it runs no transaction-monitoring alert engine. ### Pricing Questions **Q: What does TradeCore cost?** A: TradeCore's free plan is €0/month with unlimited clients and no time limit (2 seats, 1 trading platform, 1 PSP, 30 days of history, 3 rules, 1 sequence). Core is €2,500/month, flat (10 seats, 1 trading platform, 2 PSPs, unlimited history, 10 rules, 5 sequences). Enterprise is per agreement with no published price. Add-ons are priced per month — Prop Trading €1,500, Mobile App €500, a second brand €500, an additional PSP €100, an additional trading platform €200. **Q: Are there any setup fees?** A: No. TradeCore has no setup fees, no per-trader fees and no per-trade fees; every price is a monthly price. **Q: Can I upgrade my plan later?** A: Yes, at any time. TradeCore's free plan grows two ways: the free plan's shop lifts its ceilings line by line, up to a point, and Core removes them. A regulated brand can run on the free plan. Enterprise is per agreement. Client records, trading history, KYC documents and communication logs carry over — data is never deleted. ### Implementation Questions **Q: How long does implementation take?** A: Go-live is immediate: a TradeCore environment is ready as soon as signup finishes. Data migration and custom configuration are scoped separately, with TradeCore's onboarding support. **Q: Does TradeCore provide onboarding support?** A: Enterprise agreements include dedicated account management and implementation assistance. Signup for TradeCore's free plan is self-serve at signup.tradecore.io, and the environment is ready as soon as signup finishes. **Q: Can TradeCore migrate data from our current system?** A: Yes. TradeCore provides data migration support to help transfer client records, trading history, and documents from legacy systems. --- ## Summary TradeCore is a CRM and back-office platform built specifically for FX/CFD brokerages. Key differentiators include: 1. **Purpose-built for brokers**: Not a generic CRM adapted for finance 2. **Unified platform**: CRM + back-office + compliance + payments in one system 3. **Trading platform integration**: 8 platforms — MT4, MT5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade, TraderEvolution — governed from the CRM core 4. **Compliance-first**: KYC orchestration across five providers, a per-jurisdiction rulebook, and permanent audit trails 5. **Published pricing**: a free plan at €0, Core at €2,500/month flat, Enterprise per agreement — no setup fees 6. **Support**: on Enterprise, 24/7 on-call engineers, a ticketing system with guaranteed response times and a Slack channel; on the free plan and Core, the Pro and Advance support packages For brokerages evaluating CRM options, TradeCore publishes its full price list — every plan and every add-on — at https://tradecore.com/pricing. --- *Last updated: 24 September 2026* *Document version: 1.1* *For the most current information, visit https://tradecore.com*