Switch your brokerage. Keep every record.
TradeCore is broker CRM and back-office software for established FX/CFD brokerages: move client records, trading history, KYC documents and communication logs with zero data loss, run several brands and regulators from one back office, and switch one module at a time.
100+ brokerages run on TradeCore, including MultiBank Group, AvaTrade, IC Markets, FP Markets and Trade Nation.
What does switching broker CRM involve?
BrokerIQ is TradeCore's modular CRM and back-office product line for FX/CFD brokers. A switch moves four kinds of data — client records, trading history, KYC documents and communication logs — from wherever they live today onto one client record in the BrokerIQ CRM, with zero data loss.
From
- Salesforce
- HubSpot
- Legacy broker platforms
- Custom-built systems
What moves
- Client records
- Trading history
- KYC documents
- Communication logs
Onto
One client record
In the BrokerIQ CRM core, with zero data loss
Can you switch without ripping everything out?
Unlike point-solution vendors, every BrokerIQ module is built on one platform — start with one module connected to your existing stack, and consolidate onto the BrokerIQ CRM core later, without rip-and-replace.
Your stack, switched in stages
Stage 1
Start with one module
A BrokerIQ module runs standalone on the CRM you already use, with two-way sync over APIs and webhooks and live connections to Salesforce, HubSpot and Pipedrive. Standalone Compliance sends outbound webhooks at each compliance stage.
Stage 2
Read the platform you run
Mirror mode reads clients, trading accounts and closed trades from the trading platform your brokerage already runs.
Stage 3
Consolidate onto the core
When you are ready, the BrokerIQ CRM core becomes one data layer for every module — no rip-and-replace.
Your existing systems stay connected. TradeCore connects 200+ integrations across 8 trading platforms, 100+ PSPs and 5 KYC providers, and Zapier, Segment and Intercom connect a brokerage’s business tools.
How does the migration work?
Two ways to move: a self-serve migration through the migration wizard on every plan, or — on Enterprise — the TradeCore team runs the migration for you. Either way, nothing is lost.
Self-serve migration
The migration wizard, on every TradeCore plan.
Run by the TradeCore team
On Enterprise, TradeCore's team moves the data for you.
Migration wizard
Upload
CSV or Excel files from your current system
Map columns
Each column matched to a TradeCore field
Dry run
The whole import rehearsed, nothing written
Commit
The data written to the client records
Error report
Every row that needs a second look, listed
Every record lands in one place. The BrokerIQ CRM keeps each migrated client on one profile, and TradeCore never deletes data — every change stays on a permanent audit trail.
Can one back office run several brands and regulators?
Adding a brand is a configuration change in the same back office, and per-jurisdiction rules for regulators such as CySEC, the FCA and ASIC run from one dashboard. Core includes unlimited regulatory licences.
One back office
- FCA rules
Seeded leverage cap 30:1
- CySEC rules
Seeded leverage cap 30:1
- ASIC rules
Seeded leverage cap 30:1
Each regime ships with 26 rules; the leverage caps shown are TradeCore's seeded defaults, which your compliance team reviews and sets.
Compliance per brand, per regulator. Each further brand is €500 a month on Core — its own name, look and client portal, run from the same back office.
How does a growing team keep up?
A team of 10 operates like a team of 50 on TradeCore. Work arrives in one prioritised queue and is shared out by rules you write — a percentage split across teams, then round-robin, least-loaded or the client's own manager.
- 10 → 50
- a team of 10 operates like a team of 50
- 40 hrs
- saved per week on manual operations
Work distribution rule
Then, inside each team
- Round-robin
- Least-loaded
- Client's own manager
- Random
Routine work runs on rules. Automations & AI reacts to 200+ event triggers across 17 areas of the brokerage, and its rules share work out across teams with an allocation ledger of every decision.
What does TradeCore cost an established brokerage?
Core runs an established brokerage at €2,500 a month, flat, with no per-trader, per-trade or setup fees. Enterprise is per agreement, and it is never less than Core on any axis.
Core
€2,500 a month, flatEvery module, no ceilings.
- 10 seats, with rolesPermissions for each role, set per module.
- Unlimited regulatory licencesOne brand included; each further brand is €500 a month.
- Self-serve migrationThe migration wizard, with a dry run before anything is written.
- Live trade import, unlimited historyTrades sync live from the connected platform.
Enterprise
Per agreementEverything in Core, and a team behind you.
- Engineers on call, around the clock24/7 on-call engineers, tickets answered within guaranteed response times, and a Slack channel with TradeCore.
- Your migration, run for youTradeCore's team moves your client records, trading history, KYC documents and communication logs.
- Dedicated infrastructure and a 99.9% uptime SLABoth part of the Enterprise contract.
- A staging environment and custom integrationsTest configuration before it goes live, and connect your group's own systems.
Every plan, side by side. TradeCore publishes Core’s price, every add-on price and what Enterprise adds, feature by feature, on one page.
Switching from a legacy broker CRM, compared
Unlike legacy broker CRMs and generic CRMs, TradeCore connects 8 trading platforms, 100+ PSPs and 5 KYC providers to one client record, with 200+ event triggers across 17 areas of the brokerage.
| Capability | BrokerIQTradeCore | Legacy broker CRM | Generic CRM |
|---|---|---|---|
Trading platforms | 8 platforms — MT4, MT5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade, TraderEvolution | 2-3 platforms | None |
Payment processing | 100+ PSPs, 300+ methods, custom methods mapped to any gateway | 10-20 PSPs | None built-in |
KYC providers | 5 providers — SumSub, Onfido, Cellbunq, GBG, ComplyAdvantage — with conditional routing | Basic — 1 provider | Third-party apps |
IB & partners | 3 commission categories (Trade-Based, CPA, Prop Challenge), matrix rates, unlimited partner levels | Flat commissions only | None |
Automation | 200+ event triggers across 17 areas of the brokerage | Fixed workflows | No broker events |
Time to go live | Your environment is ready as soon as you finish signup | 3-6 months | 1-2 months |
Legacy broker CRM and Generic CRM describe categories of software, not any named vendor.
Questions from established brokers
What operations and compliance leads ask before they move a brokerage to TradeCore.
Either the brokerage or TradeCore. Every plan includes a self-serve migration through the migration wizard — CSV or Excel upload, column mapping, a dry run, a commit and an error report — and on Enterprise the TradeCore team runs the migration. Client records, trading history, KYC documents and communication logs move with zero data loss.
No. Each BrokerIQ module runs standalone next to the CRM a brokerage already uses, with two-way sync and live connections to Salesforce, HubSpot and Pipedrive, and the brokerage can consolidate onto the BrokerIQ CRM core later. Standalone deployment is quoted separately.
Yes. One TradeCore back office runs several brands, adding a brand is a configuration change, and per-jurisdiction rules for regulators such as CySEC, the FCA and ASIC run from one dashboard. Core includes unlimited regulatory licences.
Enterprise includes everything in Core, plus dedicated infrastructure, a contractual 99.9% uptime SLA, 24/7 on-call engineers, tickets answered within guaranteed response times, a Slack channel with TradeCore, a staging environment, custom integrations and a migration run by the TradeCore team. It is priced per agreement.
Zapier, Segment and Intercom connect to TradeCore, alongside 200+ broker integrations across trading platforms, payment providers and KYC providers.
Still have questions?
Contact our teamRun the switch for free first
TradeCore's free plan switches on the BrokerIQ CRM core and every module with unlimited clients and no time limit — so your team can rehearse the switch before a single client moves. Sign up. It's running.
What TradeCore's free plan includes · TradeCore plans and add-on prices