EQCore

理財

免費 · 專為 iPad 設計

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. ---------- 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.

版本2.0

開發者EQUIDITY (AU) PTY LTD表明App的私隱慣例或包括下列資料的處理。詳情請參閲 開發者的私隱政策 。

  • 不收集資料

    開發者不會從此 App 收集任何資料。

    私隱慣例或因使用的功能或年齡等因素而異。 進一步了解

    輔助使用

    開發者尚未表示此 App 支援哪些輔助使用功能。 進一步了解

    資料

    • 供應商
      • EQUIDITY (AU) PTY LTD
    • 大小
      • 14.2 MB
    • 類別
      • 理財
    • 相容性
      須使用 iOS 14.0 或以上版本。
      • iPhone
        須使用 iOS 14.0 或以上版本。
      • iPad
        須使用 iPadOS 14.0 或以上版本。
      • iPod touch
        須使用 iOS 14.0 或以上版本。
      • Mac
        須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
      • Apple Vision
        須使用 visionOS 1.0 或以上版本。
    • 語言
      • 英文
    • 年齡分級
      4+
    • 版權
      • © 2025 EQUIDITY (AU) PTY LTD
  • 私隱政策

    • 更多EQUIDITY (AU) PTY LTD的出品

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