Unified Client Management

Managing client relationships is fundamental to a successful brokerage. TradeCore provides you with a comprehensive client management system that centralizes every aspect of client interaction, allowing you to track, engage, and manage your clients efficiently. With a 360-degree client overview, you can access real-time data on trading activity, deposits, withdrawals, compliance status, and engagement history. This holistic view ensures that every client interaction is well-informed, personalized, and efficient.
With a 360-degree client overview, you can access real-time data on trading activity, deposits, withdrawals, compliance status, and engagement history. This holistic view ensures that every client interaction is well-informed, personalized, and efficient.

Key Capabilities:

Centralized Client Profiles

Maintain a unified database with detailed client information, including contact details, trading behavior, communication history, and account status.

Real-Time Activity Monitoring

Track deposits, withdrawals, and trades in real time to identify opportunities for engagement or intervention.

Dynamic Client Segmentation

Group clients based on criteria such as trading volume, deposit levels, geographic location, and trading frequency, enabling personalized interactions and targeted marketing.

Multi-Tier Relationship Management

Manage retail traders, high-net-worth clients, introducing brokers (IBs), and institutional partners all within a single system, ensuring seamless relationship oversight.

Automated Status Updates

Get notified about client risk levels, inactive accounts, or high-value traders who may need personalized attention.

Client Interaction Logs

Keep a detailed record of all client interactions, including emails, calls, and in-platform messages, ensuring a seamless communication history.

TradeCore’s client management system ensures that you always have a complete, up-to-date view of each client, allowing you to enhance customer relationships, improve retention, and drive business growth. By integrating client data, engagement tools, and trading insights into a single interface, you can streamline operations, reduce manual work, and focus on high-value interactions that contribute to long-term success.