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Description
B2Core offers a comprehensive suite of services and software that enables entrepreneurs to effortlessly establish their own Crypto Broker, streamlining the process and minimizing both time and expenses. This innovative business model merges the advantages of a cryptocurrency trading exchange with traditional brokerage practices, creating a unique market offering. By going beyond mere access to financial markets, a Crypto Broker introduces distinctive opportunities that a conventional broker or crypto exchange cannot provide on its own. This solution leverages advanced technology and a deep understanding of market demands, positioning itself as the top choice for trader's room software in the industry. With B2Core, users have access to a full range of essential tools and integrations, including payment services, platforms, customer support systems, KYC compliance providers, and marketing resources, all neatly packaged in one place. This all-in-one approach is designed to equip entrepreneurs with everything necessary for success in the rapidly evolving world of cryptocurrency trading.
Description
This finance-specific CRM tool empowers you to acquire, convert, retain, and monetize clients effectively. You can efficiently monitor leads and streamline the onboarding process for new clients. With a comprehensive client overview, it facilitates more effective communication. The KYC checks are simplified, ensuring a quick and hassle-free process. Leading eKYC providers are seamlessly integrated, enhancing the platform's capabilities. BrokerIQ features KYC-based client statuses that provide effortless management and an organized overview of client information. You can access fully logged KYC and document checks through dedicated reports that can be exported. It also supports integrations with all major Payment Service Providers (PSPs), allowing you to choose your preferred payment processing method. Every transaction, whether internal or external, is meticulously recorded in BrokerIQ, offering you a holistic view of your operations. You can automate bonuses based on customizable client segment configurations, with options for fixed or percentage-based amounts, subject to limits. BrokerIQ is compatible with leading trading platforms, allowing you to retain the platforms you currently use while also providing the flexibility to expand to new ones. This adaptability ensures that your business can grow and evolve alongside the changing landscape of finance technology.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
B2Broker
Founded
2014
Country
Russia
Website
b2broker.com/products/crypto-broker-turnkey/
Vendor Details
Company Name
TradeCore
Founded
2013
Country
United Kingdom
Website
www.tradecore.com/brokeriq
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
