BrokerIQ

BrokerIQ

TradeCore
+
+

Related Products

  • Centrex Software
    18 Ratings
    Visit Website
  • BoldTrail
    2,095 Ratings
    Visit Website
  • Pipedrive
    10,133 Ratings
    Visit Website
  • Tai TMS
    167 Ratings
    Visit Website
  • Sage Intacct
    8,095 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • DAT
    323 Ratings
    Visit Website
  • InfoFlo
    189 Ratings
    Visit Website
  • Shape Software
    133 Ratings
    Visit Website

About

The CRM tool specifically designed for finance, allowing you to acquire, convert, retain and monetize. Keep track of leads, and easily onboard clients. Thorough client overview allows for actionable communication. Make your KYC checks quick & easy. Leading eKYC providers are natively integrated. BrokerIQ’s KYC-based client statuses allow for effortless management and clear overview. Access fully logged KYC and document checks through exportable, dedicated reports. BrokerIQ supports integrations with all major PSPs. You get to pick who will be processing your payments. All transactions, internal and external, are recorded in BrokerIQ, giving you a complete picture of your business. Automate bonuses based on flexible client segment configurations, and bonus amounts, fixed, or percentage based with limits. BrokerIQ is integrated with industry-leading trading platforms. Keep the platforms you have, and easily expand to new ones.

About

Professional Tools for All Funders. Professional tracking software for funding companies of all sizes. With MCA Track, your company can have the same tools that the big boys use! Welcome to the big leagues! MCA Track is fully integrated with GoACH so that you can easily process all of your MCA payments.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and businesses looking for a CRM solution to acquire, convert, retain and monetize their operations

Audience

Merchant Cash Advance Funders

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$500
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

TradeCore
Founded: 2013
United Kingdom
www.tradecore.com/brokeriq

Company Information

MCA Track
Founded: 2010
United States
mca-track.com

Alternatives

BrightOffice Broker CRM

BrightOffice Broker CRM

BrightOffice Cloud CRM

Alternatives

BrokerIQ

BrokerIQ

TradeCore
Forex CRM

Forex CRM

DivulgeTech

Categories

Categories

Integrations

PayPal
Skrill
VoiceSpin

Integrations

PayPal
Skrill
VoiceSpin
Claim BrokerIQ and update features and information
Claim BrokerIQ and update features and information
Claim MCA Track and update features and information
Claim MCA Track and update features and information