EQCore
Finanzen
Kostenlos · Entwickelt für iPad
EQCore – CRM for Forex Brokers, IBs & Financial Institutions
EQCore is a powerful, all-in-one CRM solution built specifically for forex brokers and financial institutions. Designed to streamline client management, trading account integration, and operational workflows, EQCore helps you scale your brokerage with speed, control, and full transparency.
Whether you’re managing hundreds of clients or coordinating with a global IB network, EQCore gives you the tools to simplify every step—from lead generation to live trading activity.
Key Features:
- Client Management & KYC
Onboard and verify clients with customizable KYC workflows, document tracking, and automated status updates.
- Live Trading Account Sync
Seamless trading platforms integration to monitor real-time balances, trading activity, and account history for every client.
- Multi-Level IB Management
Manage Introducing Brokers with custom commission structures, performance metrics, and referral tracking.
- Transaction Monitoring
Track deposits, withdrawals, internal transfers, and wallet activity across clients and trading platforms.
- Real-Time Notifications
Stay up-to-date with alerts for new registrations, document uploads, trading activity, and support interactions.
- Smart Reporting & Analytics
Visual dashboards and downloadable reports to track leads, revenue, compliance status, and team performance.
- Role-Based Access Control
Securely manage access for sales, compliance, support, and admin teams with granular permissions.
- Built-in Support Ticket System
Centralized ticketing and chat support to ensure fast response and excellent client service.
- Workflow Automation
Set up rules to auto-assign leads, approve KYC, escalate support tickets, and more.
Why Choose EQCore?
- Broker-focused features, not generic CRM tools
- Real-time integrations with trading platforms
- Designed for compliance, scalability, and performance
- Cloud-hosted and mobile-ready for on-the-go access
Whether you’re a startup broker or a growing financial institution, EQCore is the CRM built to keep your operations sharp, your clients satisfied, and your business ahead of the curve.
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Take control of your brokerage. Download EQCore today.
Built for brokers. Trusted by institutions.
Bewertungen & Rezensionen
Diese App hat noch nicht genügend Bewertungen oder Rezensionen erhalten, um eine Übersicht anzuzeigen.
• Real-time Trading Account Updates: Stay instantly informed as your trading account data updates live – no more manual refreshes.
• Live Notifications: Get notified the moment important events occur, with real-time push alerts tailored to your activity.
• Performance Improvements & Bug Fixes: We’ve polished the experience and resolved a few glitches to make everything smoother.
Das Entwicklungsteam, EQUIDITY (AU) PTY LTD, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklungsteams .
Keine Daten erfasst
Der Entwickler erfasst keine Daten von dieser App.
Bedienungshilfen
Der Entwickler hat noch nicht angegeben, welche Bedienungshilfen diese App unterstützt. Weitere Infos
Informationen
- Anbieter
- EQUIDITY (AU) PTY LTD
- Größe
- 14.2 MB
- Kategorie
- Finanzen
- Kompatibilität
Erfordert iOS 14.0 oder neuer.
- iPhone
Erfordert iOS 14.0 oder neuer. - iPad
Erfordert iPadOS 14.0 oder neuer. - iPod touch
Erfordert iOS 14.0 oder neuer. - Mac
Erfordert macOS 11.0 (oder neuer) und einen Mac mit Apple M1-Chip (oder neuer). - Apple Vision
Erfordert visionOS 1.0 oder neuer.
- Sprachen
- Englisch
- Altersfreigabe
4+
- 4+
- Copyright
- © 2025 EQUIDITY (AU) PTY LTD