EQCore
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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.
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• 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.
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