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Ratings and Reviews 0 Ratings
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What is BrokerIQ?
This specialized CRM solution tailored for the finance sector is crafted to enhance your ability to attract, convert, maintain, and profit from clients efficiently. It provides an effortless way to monitor potential leads and simplifies the client onboarding experience. With a detailed overview of each client, you can engage in constructive and actionable conversations. The process of conducting KYC checks is made more efficient through its integration with top eKYC service providers. BrokerIQ presents KYC-driven client statuses that make management simpler and offer a transparent perspective on client data. You can generate comprehensive, fully documented KYC and document checks through customizable reports that can be exported easily. Moreover, BrokerIQ is compatible with all major payment service providers, giving you the flexibility to select your payment processing partner. Every transaction, whether internal or external, is carefully logged in BrokerIQ, granting you a complete insight into your business operations. The platform also allows for the automation of bonuses with adaptable configurations tailored to various client segments, offering the possibility of setting both fixed and percentage limits. Additionally, BrokerIQ integrates effortlessly with leading trading platforms, empowering you to retain your preferred systems while smoothly branching out into new ones. This adaptability guarantees that your CRM solution is capable of evolving and scaling in conjunction with your business requirements. As a result, you can maintain a competitive edge in a rapidly changing financial landscape.
What is Back Office GURU?
Back Office GURU® is a vital resource for brokerages looking to enhance their operational efficiency through customized commission management, enabling Brokers to manage their enterprises effectively. Often referred to as the “Brain of the Company,” this cutting-edge platform reduces redundancies, removes inaccuracies, and boosts productivity while generating reliable, real-time reports. It includes sophisticated report generation tools with user-friendly design and build interfaces, allowing users to save templates and create share groups with ease. Organizations benefit from access to hundreds of parameters, output options, and subtotals, moving past conventional static reporting methods. The Production Reports Tool provides a comprehensive range of report generation functionalities that facilitate the customization and distribution of reports, making essential information readily accessible to all employees. Consequently, Back Office GURU® not only optimizes operations but also cultivates a knowledgeable workforce capable of making informed decisions based on accurate data. In this way, it empowers brokerages to adapt quickly to changing market conditions while maintaining a competitive edge.
Integrations Supported
PayPal
Skrill
VoiceSpin
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
TradeCore
Date Founded
2013
Company Location
United Kingdom
Company Website
www.tradecore.com/brokeriq
Company Facts
Organization Name
Guru Networks
Date Founded
1993
Company Location
United States
Company Website
www.gurunet.net
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Categories and Features
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management