Broker marketing that pays on what actually happened.
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 — on the BrokerIQ CRM core or the CRM you already use.
100+ brokerages run on TradeCore, including MultiBank Group, AvaTrade, IC Markets, FP Markets and Trade Nation.
Why do five retention programs belong in one module?
A bonus, a referral, a coin and a cashback credit all ask what the client did. BrokerIQ is TradeCore's modular CRM and back-office product line for FX/CFD brokers. BrokerIQ Marketing runs natively on the BrokerIQ CRM core, or standalone on your existing CRM with two-way sync, reading the same events.
- Campaigns
- Bonuses
- Refer a friend
- Loyalty & Rewards
- Cashback
200+ event triggers across 17 areas of the brokerage
Where BrokerIQ Marketing runs
On the BrokerIQ CRM core
One data layer
The five programs read the client record directly, with nothing to sync.
On your existing CRM
Two-way sync
BrokerIQ Marketing reads and writes your CRM over APIs and webhooks — Salesforce, HubSpot and Pipedrive live today, in-house CRMs over the API.
- BrokerIQ Marketing Campaigns listens to: Link clicked, Signup completed, First deposit.
- BrokerIQ Marketing Bonuses listens to: Deposit completed, Client state changed, Trade closed.
- BrokerIQ Marketing Refer a friend listens to: Signup completed, Deposit completed, Trade closed.
- BrokerIQ Marketing Loyalty & Rewards listens to: Trade closed, Deposit completed, Login succeeded.
- BrokerIQ Marketing Cashback listens to: Trade closed.
What Marketing reads, and where it hands off
- CRM corethe client record every program reads — profile, KYC state, wallets, trading accounts
- Automations & AIthe triggers, rules, journeys and Dynamic Segments all five programs are built on
- Paymentswhere a cash reward lands, and where a deposit that earns a bonus arrives
- Trading platformsthe closed trade, its lots, its instrument group and its account label
- Compliancethe verification state a qualification gate can require before anything pays
- IB Suitewhere a refer-a-friend client goes when they outgrow the programme
What does each program actually do?
Every program is the same five beats — a trigger, a condition, an action, a payout and an audit record. Campaigns, bonuses, refer-a-friend, Loyalty & Rewards and cashback each fill them in with their own words.
Campaigns
BrokerIQ Marketing campaigns reach clients on eight channels in one sequence — email, SMS, WhatsApp, Telegram, push, webhook, Slack and the in-app inbox — and report cost, revenue, profit and conversion per campaign and per tracking link. The source is stamped once, at signup.
- 1. TriggerLink clicked
- 2. ConditionCohort matches
- 3. ActionSend on 8 channels
- 4. PayoutCost vs revenue
- 5. AuditSource stamped once
Campaigns. BrokerIQ Marketing campaigns reach clients on eight channels in one sequence — email, SMS, WhatsApp, Telegram, push, webhook, Slack and the in-app inbox — and report cost, revenue, profit and conversion per campaign and per tracking link. The source is stamped once, at signup. Campaigns spine — Trigger: Link clicked; Condition: Cohort matches; Action: Send on 8 channels; Payout: Cost vs revenue; Audit: Source stamped once.
Bonuses. BrokerIQ Marketing bonuses release against real trading. A deposit resolves to a tier, and the bonus converts as closed trades accrue toward the broker's threshold — weighted per instrument group, with short-held, hedged and auto-closed trades filtered out. Every award decision is recorded, including when nothing applied. Bonuses spine — Trigger: Deposit completed; Condition: Tier bracket met; Action: Award bonus; Payout: Credit or balance; Audit: Decision recorded.
Refer a friend. BrokerIQ Marketing refer-a-friend pays clients for the clients they bring, once the friend has actually done something. A referral moves through twelve states from signup to reward, qualifies on the broker's own conditions, and is scored for fraud across six signals before anyone is paid. Refer a friend spine — Trigger: Friend signs up; Condition: Qualification met; Action: Score for fraud; Payout: Cash or credit; Audit: 12 states logged.
Loyalty & Rewards. BrokerIQ Marketing Loyalty & Rewards gives a brokerage its own branded coin. Clients earn it from trading, deposits, missions, quests, streaks, spin wheels, referrals, surveys and contests, and spend it in a store the broker stocks. The outstanding balance is reported as a liability finance can read. Loyalty & Rewards spine — Trigger: Trade or deposit; Condition: Mechanic eligible; Action: Grant coins; Payout: Store redemption; Audit: Ledger append-only.
Cashback. BrokerIQ Marketing cashback pays a client back per lot on every qualifying closed trade. The rate resolves through instrument group, trading group, account type, then default; volume tiers multiply it, with a separate threshold for keeping a tier. Every credit records the lots, rate, tier and exchange rate. Cashback spine — Trigger: Trade closed; Condition: Rate resolves; Action: Apply tier; Payout: Per-lot cash; Audit: Record per credit.
One client record
Every program reads the same client — profile, KYC state, wallets and trading accounts — so a payout condition is checked against the record, not an imported file.
- Profile
- KYC state
- Wallets
- Trading accounts
One event stream
All five programs listen to the same 200+ event triggers across 17 areas of the brokerage, from a closed trade to a KYC decision.
- 200+ event triggers
- 17 areas
- Trade closed
- Deposit completed
One audit trail
Every award, credit and refusal is recorded with its reason, per brand, and TradeCore never deletes the record.
- Per decision
- Per brand
- Data never deleted
Every program is an action in your journeys. Award a bonus, grant reward coins, unlock a quest or enrol a client in another journey — named actions in TradeCore’s automation builder, next to sends on eight channels in one sequence.
How does a closed trade turn into cash in a client’s wallet?
In six steps. BrokerIQ Marketing takes the fill from the trading platform, judges its quality, resolves a rate, applies the client’s tier, and writes a record carrying every figure that produced the number.
- 01
A trade closes
The fill arrives from the trading platform with its lots, instrument group and account label. Nothing is imported or typed.
- 02
Trade quality is judged first
Minimum holding time, minimum pip movement, auto-closed and hedged trades — each switchable. A trade that fails never reaches the ledger.
- 03
The rate resolves
Cashback resolves instrument group → trading group → account type → default. A bonus accrues against its conversion ratio instead.
- 04
The tier multiplies it
The client's volume tier carries a multiplier, a threshold for reaching it and a separate one for keeping it.
- 05
A record is written
Lots, rate, tier, original amount, converted amount and exchange rate — and the same fill can never accrue twice.
- 06
It pays
Instantly, or in a payment cycle: open → processing → completed. A bonus converts to balance once accrual passes its threshold.
Cashback record
Pending- Lots
- Rate resolved
- Source
- Tier
- Original
- Exchange rate
- Credited
Every credit stores what produced it. A client who asks why they were paid this much gets the trade, not an explanation.
Every figure is derived from the trade that produced it.Nothing is reconciled in a spreadsheet.
The fill comes straight from the platform. BrokerIQ Marketing reads each closed trade’s lots, instrument group and account label from the connected trading platform — MT4, MT5, cTrader or one of the five other supported platforms — with nothing imported and nothing typed.
What stops a client referring themselves?
A score, and then a person. BrokerIQ Marketing walks every referral through twelve states and scores it from 0 to 100 across six signals before anyone is paid — and auto-rejection ships switched off, because a wrong accusation costs a real client their reward.
Twelve states, start to finish
- 01
Registered
The friend completed signup carrying the referrer's code
- 02
Pending deposit
Waiting on the friend to fund — 30 days by default
- 03
Pending trading
Funded; waiting on the trading requirement — 30 days by default
- 04
Pending qualification
Trading done; the programme's conditions are being judged
- 05
Qualified
Every condition the broker set has been met
- 06
Pending review
The fraud score reached the review threshold, so a person decides
- 07
Approved
Cleared for payout, by the scorer or by an operator
- 08
Rejectedend
Refused. An automatic rejection is appealable; an operator's own stands
- 09
Pending payout
Approved and waiting on the payout run, or on a named hold
- 10
Rewardedend
Paid, to the destination the programme configured
- 11
Disqualifiedend
A rule refused it — not the scorer
- 12
Expiredend
Idle in a pending state past the staleness window — 90 days by default
Fraud score · 0–100
Scoring- Offsetting trades with the referred friend
- 30
- Shared IP address
- 30
- Matching identity details
- 20
- Already in a duplicate group
- 10
- Registration timing proximity
- 6
- Disposable email domain
- 4
The weights are the broker’s to set; these are the seeds, and they sum to 100. A shared IP and matching identity together reach the review threshold exactly. Auto-rejection ships off, so the default outcome is a person.
A person decides
A referral that reaches the review threshold waits for an operator. Auto-rejection ships off, an automatic rejection can be appealed, and an operator's own rejection stands.
- Review threshold 50
- Auto-rejection off
- Appealable
Not fraud, just rules
Four outcomes are recorded apart from fraud, because nobody did anything wrong in any of them.
- Geographic restriction
- Referrer ineligible
- Referral limit reached
- Shared address
Held, never lost
A reward that cannot land is held with a named reason and retried on the next payout sweep.
- No cash wallet
- No live trading account
- Transfer refused
- Currency unresolved
Your biggest referrers are partners. A promotional tier in BrokerIQ Marketing’s refer-a-friend programme — a card with copy and a call to action, carrying no reward — points them at TradeCore’s IB Suite, where commission is priced per closed trade.
What does a rewards programme actually cost?
Exactly what clients have earned and not yet spent — and BrokerIQ Marketing reports that figure rather than leaving finance to estimate it. Ten earning mechanics feed one branded coin, one append-only ledger and one outstanding balance.
Ten ways a client earns the broker’s coin
Trading rebates
Coins per closed lot, more above a volume threshold
Deposits
Coins per deposit amount
Onboarding missions
A fixed five-step ladder, completed once
Quests
Daily, weekly, monthly or one-off — or targeted
Streaks
Daily login or opening a trade
Daily rewards
A claim the client comes back for
Spin wheels
Coins or free spins, on a refill schedule
Referrals
Refer-a-friend milestones, paid in coin
Surveys
Coins for a completed survey
Contests
Ranked on coins, volume or realised P&L
A rewards programme is a liability.BrokerIQ Marketing reports it as one.
By where it came from
Coins earned, coins spent and the balance still owed, broken down by credit source — so coins granted by hand read differently from coins earned by trading.
- Earned
- Spent
- Outstanding
- By credit source
Capped before it grows
Reward budgets cap coin spend per day, week, month or all-time, and coins expire after a window of wallet inactivity the broker sets.
- Daily
- Weekly
- Monthly
- All-time
- Inactivity expiry
Frozen, never erased
A frozen wallet still receives credits but stops debits, and every coin movement is an append-only ledger entry with a reason code.
- Frozen wallets
- Append-only ledger
- Reason codes
Reward the clients a segment finds. A coin multiplier boost in Loyalty & Rewards can fire for the clients in a TradeCore Dynamic Segment, and a targeted quest can be assigned to a client by an automation rule.
Which campaign brought this client?
BrokerIQ Marketing stamps the source once, when signup completes, and never overwrites it. What it keeps on the way there follows the visitor’s answer to the consent banner: the same click stores three different things.
One click on a tracking link
Then the redirector asks one question before it sends the visitor on.
- What is stored
- The link reference and the campaign parameters
- For how long
- 30 days
A first-party cookie carries the link and the campaign parameters for 30 days, so a client who comes back a fortnight later still credits the campaign that found them.
Whichever answer comes back, the cookie is first-party and the source is stamped once, when signup completes.
- Consent granted: BrokerIQ Marketing stores the link reference and the campaign parameters, for 30 days. A first-party cookie carries the link and the campaign parameters for 30 days, so a client who comes back a fortnight later still credits the campaign that found them.
- Not yet decided: BrokerIQ Marketing stores the link reference and the campaign parameters, for the session. The visitor has not answered the consent banner yet, so the same parameters are kept for the session only, pending their decision.
- Consent denied: BrokerIQ Marketing stores the link reference alone, for the session. Only the essential attribution reference survives, session-scoped, so the broker can still see where a signup came from without keeping marketing parameters the visitor refused.
First touch, stamped once
The campaign that found the client is written when signup completes and never overwritten by a later click.
- First touch
- At signup
- Immutable
Clean counts
Bots are excluded from click counts but still redirected, and repeat hits are de-duplicated per IP, per link, per calendar day.
- Bot-filtered
- Per IP
- Per link
- Per day
No open redirects
Only utm_ parameters, clickid and cxd pass through to an external destination; anything else in the URL is dropped.
- utm_*
- clickid
- cxd
Consent lives on the client's record. The BrokerIQ CRM versions legal consent and lets a client withdraw it per purpose — and withdrawing marketing consent exits every marketing journey, with an audit entry.
When nothing was sent and nothing was paid, why not?
Because BrokerIQ Marketing recorded a named reason. Every refusal is a routable outcome an operator can act on and an auditor can read — not something that failed quietly.
A message is not sent
Each refusal is a routable exit, so a journey takes a different path instead of stopping.
Recorded reasons
- No consent
- Frequency cap reached
- Quiet hours in the client's own timezone
- Suppressed — the address hard-bounced or reported spam
- No address on file
- Competing-journey cap
- Not permitted in this jurisdiction
- Content unrenderable
BrokerIQ Marketing — A message is not sent. Each refusal is a routable exit, so a journey takes a different path instead of stopping.
- No consent
- Frequency cap reached
- Quiet hours in the client's own timezone
- Suppressed — the address hard-bounced or reported spam
- No address on file
- Competing-journey cap
- Not permitted in this jurisdiction
- Content unrenderable
BrokerIQ Marketing — A bonus is not awarded. Every deposit writes a decision record, with a verdict per candidate campaign.
- An eligibility gate refused it, and the record names which
- No tier bracket the client and the amount both clear
- First deposit only, and this is not the first deposit
- Ranked below the winner, so never evaluated
- Declined by the client
- No campaign was a candidate at all
BrokerIQ Marketing — A referral is not paid. Fraud and rule are recorded separately, because only one of them means somebody did something wrong.
- Fraud score at or above the review threshold — a person decides
- Auto-rejected, which an operator may overturn
- Rejected in review, which stands
- Geographic restriction
- Referrer ineligible
- Referral limit reached
- Shared address, where the broker blocks it
BrokerIQ Marketing — A payout cannot land. Held with a named reason, and retried on the next sweep.
- No active cash wallet in the reward currency
- No live trading account to credit
- The platform refused the transfer
- The target account's currency could not be resolved
Caps and quiet hours
A frequency ceiling per brand, optional sub-caps per channel, and quiet hours in the client's own timezone — so a promotion never arrives at 3am.
- Per brand
- Per channel
- Client's timezone
Budgets at every level
Bonus budgets and award counts in the campaign's own currency, cashback caps, referral limits with a lifetime earnings cap, and coin budgets.
- Bonus budget
- Cashback caps
- Referral limits
- Coin budgets
Switched off per jurisdiction
Nine reward mechanic categories switch off per brand where a jurisdiction does not permit them, and every programme carries its own country allowlist and blocklist.
- Nine categories
- Per brand
- Country lists
A payout can wait for verification. A BrokerIQ Marketing cashback programme can require a KYC status before a client is eligible, and TradeCore Compliance decides that status — so a broker can hold cashback until the client is verified.
Five programs on every plan
TradeCore's free plan runs all five programs: campaigns, bonus campaigns and a basic edition of Loyalty & Rewards, Refer-a-Friend and Cashback. Core runs the same with unlimited bonus campaigns, unmetered marketing email and lead capture included — and the full modules are add-ons on either plan.
TradeCore's free plan
€0All five programs, on your live book
- Campaigns on eight channels1,000 marketing emails a month, with more in packs of 3,000 at €99 a month. Sign-in, verification and payment emails always go through.
- Bonus campaigns1 bonus campaign included, up to 5 through the free plan's shop, €25 a month each.
- Loyalty & Rewards, Refer-a-Friend and CashbackA basic edition of each, one programme: coins per closed lot or per deposit, spent in your rewards store; a flat reward for up to 3 referred friends; and one flat cashback rate per lot.
- Lead captureForms, landing pages and source tracking that bring new leads straight into the CRM — €99 a month in the free plan's shop.
Core
€2,500 a month, flatEvery program, no ceilings
- Everything on the free planCampaigns on eight channels, and the same basic editions of Loyalty & Rewards, Refer-a-Friend and Cashback.
- Unlimited bonus campaignsDeposit, welcome and fixed-amount campaigns, as many as your book needs.
- Unmetered marketing emailCampaigns and journeys send without a monthly allowance, on unlimited automatic email triggers.
- Lead capture includedForms, landing pages and source tracking, with no add-on to buy.
The full modules, on either plan
Each basic edition runs on TradeCore’s free plan and on Core. The add-on buys the full module on either.
Loyalty & Rewards
Basic edition · both plans
Coins per closed lot or per deposit, spent in your rewards store
Full module€300 a month
- Ten earning mechanics
- Tiers and boosts
- Missions and quests
- Contests and spin wheels
Refer-a-Friend
Basic edition · both plans
A flat reward for up to 3 referred friends
Full module€350 a month
- Qualification conditions
- Reward tiers
- Ongoing revenue share
Cashback
Basic edition · both plans
One flat cashback rate per lot
Full module€300 a month
- Four-level rate priority
- Volume tiers
- Eligibility filters
Marketing suite
€950 a month
Loyalty & Rewards, Refer-a-Friend and Cashback as full modules, together.
Priced by plan, never per trader. TradeCore’s free plan is €0 and Core is €2,500 a month flat — never priced by the clients you reward or the trades they close, and with no setup fees.
What’s inside BrokerIQ Marketing
Every capability in BrokerIQ Marketing, by program — plus the engine underneath and the guardrails around it.
Campaigns & attribution
Campaign economics, tracking links, consent-tiered attribution, codes and lead capture.
- Campaign cost, revenue, profit and conversion rate, with a per-day series for each
- Visits, signups split lead / demo / live, first-time deposits and deposits
- The same P&L reported per tracking link, not only per campaign
- Tracking links carrying source, medium, cost type, cost per unit and a postback callback URL
- Short links served from the broker's own domain — no separate tracking domain
- Generated short-link tokens of 12 characters
- Typed partner codes of 8 characters, from an alphabet with O, I, 0 and 1 removed
- Bot clicks excluded from counters and still redirected
- Repeat hits de-duplicated per IP, per link, per calendar day
- Consent-tiered attribution cookie: 30 days granted, session-only undecided or denied
- Passthrough limited to utm_ parameters, clickid and cxd — the open-redirect guard
- Referrer never leaked from the redirect to an external destination
- First-touch attribution, stamped at signup completion and immutable
- Invite codes gating a closed signup flow, with a use count and an expiry
- Promo codes with a per-client limit and a validity window
- Referral codes of 4–20 alphanumeric characters, case-insensitively unique per brand
- Lead capture: forms, landing pages and source tracking that bring new leads straight into the CRM
BrokerIQ Marketing — Campaigns & attribution
Campaign economics, tracking links, consent-tiered attribution, codes and lead capture.
- Campaign cost, revenue, profit and conversion rate, with a per-day series for each
- Visits, signups split lead / demo / live, first-time deposits and deposits
- The same P&L reported per tracking link, not only per campaign
- Tracking links carrying source, medium, cost type, cost per unit and a postback callback URL
- Short links served from the broker's own domain — no separate tracking domain
- Generated short-link tokens of 12 characters
- Typed partner codes of 8 characters, from an alphabet with O, I, 0 and 1 removed
- Bot clicks excluded from counters and still redirected
- Repeat hits de-duplicated per IP, per link, per calendar day
- Consent-tiered attribution cookie: 30 days granted, session-only undecided or denied
- Passthrough limited to utm_ parameters, clickid and cxd — the open-redirect guard
- Referrer never leaked from the redirect to an external destination
- First-touch attribution, stamped at signup completion and immutable
- Invite codes gating a closed signup flow, with a use count and an expiry
- Promo codes with a per-client limit and a validity window
- Referral codes of 4–20 alphanumeric characters, case-insensitively unique per brand
- Lead capture: forms, landing pages and source tracking that bring new leads straight into the CRM
BrokerIQ Marketing — Bonuses
Deposit, welcome and fixed-amount campaigns that convert on real trading, with every decision recorded.
- Deposit, welcome and fixed-amount campaigns
- Welcome awards fired by a client profile-state transition the broker chooses
- Awards from a deposit, a client state change, an automation rule or an operator
- Tier tables: fixed amount or percentage of deposit, min/max bracket, percentage cap, per-country tiers
- A per-tier conversion override, repeat awards and a total value cap
- Automatic tier resolution, or the client chooses their tier before paying
- Priority arbitration across competing deposit campaigns
- Credit or balance as the destination
- Conversion measured in lots, traded volume or spread revenue
- Per-instrument-group and per-account-label accrual weighting from 0 to 1
- Trade-quality filters: minimum duration, minimum pip movement, skip auto-closed, skip hedged
- One accrual row per closing trade; the same fill can never accrue twice
- Withdrawal cancels the bonus proportionally, in full, or not at all
- A withdrawal-restriction window counted from the client's first deposit
- An early-withdrawal fee charged in the client's own currency
- Expiry a set number of hours after activation, with an advance warning
- Budget cap and maximum award count in the campaign's own currency
- Targeting by country, account label, promo code, a partner's subtree, or first deposit only
- Exclusive campaigns; one per client or one per trading account
- Optional negative-equity liquidation protection
- Campaign terms stored, versioned, and snapshotted onto every award
- A decision record per award — including “nothing applied” — kept 180 days
BrokerIQ Marketing — Refer a friend
A twelve-state referral lifecycle with the broker's own conditions, rewards, tiers and six-signal fraud scoring.
- One active programme per brand at a time, with a start and end window
- A 12-state lifecycle from registration to reward
- One-time rewards, or an ongoing revenue share as the friend keeps trading
- Fixed cash, trading credit, or a percentage of the friend's first deposit
- Three payout destinations: cash wallet, trading-account balance, trading credit
- Account selection: the oldest live account, or the oldest of one named type
- Payout immediately, daily, weekly, monthly, or after a set number of days
- Optional manual approval before payout
- Payouts held with a named reason, and retried where the reason can resolve
- The friend rewarded too, with its own type, amount and destination
- Qualification on minimum deposit, lots, trade count, holding time and client state
- Holding time judged on every trade, or on at least one
- Default windows of 30 days to deposit, 30 to trading, 90 to expiry
- Who may refer: required client states, a minimum deposit, IBs and affiliates excludable
- Country allowlist or blocklist for the friend
- Shared-address handling: ignore, flag for review, or block
- Limits per day, month, year and lifetime, plus a lifetime earnings cap
- Tiers on first-deposit size, qualified-friend count, volume, or combined
- Multiple tiers resolved by pay-the-highest, additive or compounding
- Progressive or cycle-recalculating tier promotion
- Revenue share on traded lots or on commission, per lot or per 100,000 notional
- A single revenue-share rate, or a rate per instrument group
- Fraud scored 0–100 across six signals, with broker-set weights
- Review threshold defaulting to 50; auto-rejection shipping off
- Shared-IP comparison over a 30-day lookback
- Fraud outcomes recorded separately from rule outcomes
- One referral link and code per client, with a QR code
- The code is the key: a referral link that loses its code credits nobody
- A promotional tier pointing the biggest referrers at the IB programme
BrokerIQ Marketing — Loyalty & Rewards
A branded coin economy: ten earning mechanics, a store, tiers and a reported coin liability.
- A coin named and branded per brand
- Ten earning mechanics on one wallet
- Trading rebates per closed lot, with volume tiers
- A rebate switch that turns it off without losing the configuration
- Coins per deposit amount
- Quests resetting daily, weekly or monthly, or running once
- Targeted quests, invisible until assigned — including by an automation rule
- Multi-stage quests
- Streaks on daily login or on opening a trade
- Streak schedules of every day, weekdays only, or weekends only
- A fixed onboarding mission ladder, completing once per client
- Daily rewards
- Spin wheels awarding coins or free spins, refilling on five cadences
- Contests ranked on coins earned, traded volume or realised P&L
- Contest prizes paid once, on finalisation
- Tiers granting a coin multiplier, sticky by default with an optional decay policy
- Boosts on a fixed window, a birthday, an account anniversary, a Dynamic Segment or a tier
- Achievements as badges for milestones and certificates for contest placements
- A store with trading credit, digital perks, physical items and vouchers
- Automatic fulfilment for trading credit and digital perks; a fulfilment queue for the rest
- Reward budgets capped per day, week, month or all-time
- Nine mechanic categories switchable off per brand for compliance
- An append-only ledger with a direction and a reason code on every movement
- Wallets that can be frozen — credits land, debits stop
- Coin expiry after a window of wallet inactivity
- Client opt-out, with balance and history visible in the portal
- Outstanding coin liability reported with a breakdown by credit source
- Program lifecycle: draft → scheduled → active ⇄ paused → ended
BrokerIQ Marketing — Cashback
Per-lot cash back on qualifying trades, with rate priority, volume tiers and a record per credit.
- Per-lot cash on every qualifying closed trade
- Four-level rate priority: instrument group → trading group → account type → default
- Volume tiers with a rate multiplier
- A promotion threshold and a separate retention threshold per tier
- Losing-trades-only targeting, for retention
- Caps per day, per month and lifetime
- Eligibility on minimum deposit, KYC status, client type and account type
- Country allowlist and blocklist
- An option to exclude IB partners' own trading
- Exclusions for minimum trade duration, bonus-funded trades and demo accounts
- Instant payout, or batched daily, weekly or monthly
- Payment cycles moving open → processing → completed
- A record per credit: lots, rate, tier, original and converted amount, exchange rate
- An operator tier override on an individual client
- Tier distribution reported across enrolled clients
- Client opt-out, and a client-facing description separate from the internal one
BrokerIQ Marketing — The engine underneath
The TradeCore automation engine all five programs run on.
- 200+ event triggers across 17 areas of the brokerage
- Eight channels usable inside one sequence: email, SMS, WhatsApp, Telegram, push, webhook, Slack, in-app inbox
- Visual drag-and-drop journeys, validated on save
- Rules of one or more triggers, a condition, and up to 10 ordered actions
- Named marketing actions: award a bonus, grant reward coins, unlock a quest, enrol in another journey
- Dynamic Segments on 24 client attributes plus aggregates over 4 collections
- Dynamic Segment entry and exit as automation triggers
- Rehearsal mode: a real client walked through with nothing sent
- Goals that end a journey the moment they are met and credit it as a conversion
- Per-send-outcome routing, so a refused send takes a different path
- Durable delay timers and event-or-timeout waits
- Retries three times with 1m / 5m / 30m backoff
BrokerIQ Marketing — Guardrails & audit
Caps, consent, suppression and a named reason for every send or payout that does not happen.
- Frequency caps per brand, with optional per-channel sub-caps
- Quiet hours evaluated in the client's own timezone
- Consent withdrawal auto-exits every marketing journey, with an audit entry
- Conflict groups capping competing journeys per client
- A named refusal reason on every send that does not go, each a routable exit
- Suppression of any address that hard-bounced or reported spam
- Runaway protection: fan-out limits and a chain-depth cap
- A stall detector raising stuck journeys as a fault
- Failing-send detection naming a broken email or SMS rail
- Field-level PII encryption
- Permanent audit trails — data is never deleted
- CSV export of any list view, permission-gated and audited
How does BrokerIQ Marketing compare to bonus engines and retention tools?
Unlike bolt-on bonus engines and standalone retention tools, BrokerIQ Marketing prices every bonus, cashback credit and referral reward from the closed trade — and records why, including when nothing was paid.
| Capability | BrokerIQTradeCore | Legacy broker CRMs | Standalone retention tools |
|---|---|---|---|
Programs | Campaigns, bonuses, refer-a-friend, Loyalty & Rewards, cashback | Bonuses, sometimes cashback | One program, done well |
Qualification data | Live closed trades, deposits and KYC states | Platform reports, often delayed | Imported files |
Cashback rates | Four-level priority, volume tiers, separate promotion and retention thresholds | Flat rate | Not offered |
Referral fraud | Six weighted signals, 0–100, human review queue by default | Manual checks | Varies |
Rewards economy | Branded coin, ten earning mechanics, store, append-only ledger | Not offered | Points only |
Rewards liability | Outstanding coin balance reported, broken down by credit source | Not reported | Not reported |
Attribution and consent | Three consent states, each storing different data for a different lifetime | Third-party pixel | Cookie, ungated |
Channels in one sequence | 8 | Email | Email, sometimes SMS |
Runs on your existing CRM | Yes — two-way sync over APIs and webhooks | No | Sometimes |
Why a payout did not happen | Recorded with a named reason, per decision | Partial | Per program |
How you start | All five programs on TradeCore's free plan; the full modules are published add-ons | Paid plans only | Per-seat subscription |
Competitor columns describe categories of product, not named vendors.
Questions about BrokerIQ Marketing
What brokers ask before they run their retention programs on TradeCore.
A broker marketing platform runs a brokerage's acquisition and retention programs — campaigns, bonuses, referrals, loyalty and cashback — on its own client and trading data. BrokerIQ Marketing is TradeCore's broker marketing module for FX/CFD brokers: five programs on one event engine and one client record, each configured per brand. Every payout condition is checked against the closed trades, deposits and KYC states the platform already holds, not against an imported file.
A BrokerIQ Marketing bonus converts when the client's closed trades accrue past a threshold the broker sets, measured in lots, traded volume or spread revenue. Each closing trade writes one accrual row, weighted by instrument group and account label, after trade-quality filters run. On conversion the bonus becomes real balance. A withdrawal before that cancels the bonus proportionally, in full, or not at all, by setting — and a separate restriction window, counted from the client's first deposit, can carry an early-withdrawal fee in the client's own currency.
Cashback pays money per lot on qualifying closed trades; Loyalty & Rewards pays the broker's own coin for a much wider set of behaviour. BrokerIQ Marketing cashback resolves a rate by instrument group, trading group, account type and default, multiplies it by the client's volume tier, and credits cash instantly or on a cycle. Loyalty & Rewards issues a branded coin earned from trading, deposits, missions, quests, streaks, daily rewards, spin wheels, referrals, surveys and contests, spent in a store the broker stocks. A brokerage can run both at once.
Refer-a-friend pays an ordinary client for bringing a friend; an IB programme pays a registered partner for building a book. In BrokerIQ Marketing, refer-a-friend rewards are one-time cash, trading credit or a percentage of the friend's first deposit, or an ongoing revenue share, with limits per period and a lifetime earnings cap. TradeCore's IB Suite handles partner levels, deal-based commission and the Partner Hub. A promotional tier inside refer-a-friend — a card with copy and a call to action, carrying no reward — points the biggest referrers at the IB programme.
Yes. BrokerIQ Marketing runs standalone on the CRM a brokerage already uses, with two-way sync over APIs and webhooks — it writes back into that CRM, not only out of it. Salesforce, HubSpot and Pipedrive integrations are live, Zapier covers the long tail, and any CRM including an in-house build connects over the API. Trade, deposit and KYC events reach all five programs either way. Standalone deployments run on TradeCore's Core plan and above; run natively on the BrokerIQ CRM core, the programs share one data layer with nothing to sync.
All five programs. TradeCore's free plan runs campaigns, 1 bonus campaign (up to 5 through its shop, €25 a month each) and a basic edition of Loyalty & Rewards, Refer-a-Friend and Cashback, one programme each: coins per closed lot or per deposit, spent in your rewards store; a flat reward for up to 3 referred friends; and one flat cashback rate per lot. TradeCore's Core plan adds unlimited bonus campaigns, unmetered marketing email and lead capture. The full modules are add-ons on either plan — Loyalty & Rewards €300, Refer-a-Friend €350 and Cashback €300 a month, or €950 for all three.
Still have questions?
Contact our teamRun Marketing for free
TradeCore's free plan switches on the BrokerIQ CRM core and every module, with unlimited clients, no time limit and no card to sign up. Your environment is ready as soon as you finish signup.
What TradeCore's free plan includes · TradeCore plans and add-on prices