TradeCore Blog
Expert insights, industry trends, and practical strategies for forex brokerage success, from the team behind TradeCore's forex CRM. For step-by-step walkthroughs of the back office, see the video tutorials.
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How to Choose the Best Forex CRM in 2026: 10 Questions to Ask
The ten questions that separate a broker operating system from a legacy broker CRM or a generic CRM: trading platforms, payments, KYC, IB, prop trading, automation, migration and published pricing, each answered by TradeCore.

Featured Articles

Forex CRM: The Complete Guide for FX/CFD Brokers
What a forex CRM is, what belongs inside one, how it differs from a back office and a trading platform, how brokerages deploy and migrate, and what it costs, with TradeCore's BrokerIQ as the worked example.
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BrokerIQ Is Now Free: A New Starting Point for Brokerage Technology
BrokerIQ is now available on a free plan: a working version of every module, unlimited clients, no time limit and no card to sign up.
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TradeInformer sat down with TradeCore's Bojan Jovic on the spreadsheet mentality still running most brokerages — and why a CRM stores the work an operating system does.
Read: “Most forex CRMs are glorified filing cabinets” — and why they hurt your business
More Automation. More Customisation. Not More Invoices.
Prop firms need personalised trader journeys to drive retention. Building them should not mean paying every time you add a workflow.
Read: More Automation. More Customisation. Not More Invoices.
Why Brokerage Sales Teams Lose Leads They Should Have Converted
Brokerages spend heavily to generate leads, then lose them after they arrive. Here is where brokerage lead conversion actually breaks, from slow follow-ups to missing client context, and how to close each gap.

Why Brokerage Startups Need a CRM
A forex or CFD brokerage is a regulated, multi-system business from day one. Here is why a brokerage startup needs a CRM before its first client funds an account, not after.
Read: Why Brokerage Startups Need a CRM
Why Brokerages Fail Because of Outdated CRMs
Manual work, lost leads, and blind reporting all trace back to one cause: a CRM that was never built for a brokerage. Here are eight ways an outdated CRM caps growth, and what to fix first.
Read: Why Brokerages Fail Because of Outdated CRMs
What Is a Broker CRM? A Plain-English Guide for FX/CFD Brokers
What is a broker CRM? The software an FX/CFD broker uses to run onboarding, KYC, payments, trading accounts, introducing brokers and retention, explained in plain English.
Read: What Is a Broker CRM? A Plain-English Guide for FX/CFD Brokers