TradeCore: BrokerIQ CRM, broker workflows and modular pricing

The CRM includes a branded client portal and an operator workspace. Clients can register, submit documents, manage account funding and download statements; staff work from shared records and queues. The product’s payment layer records gateway transactions separately from internal movements, so the operational record can distinguish an external payment from a transfer or adjustment.[2][3]

Payments supports approval chains and a configurable return-to-source mode. In that mode, withdrawals are allocated against earlier deposits before profit is paid out; the records distinguish provider refunds from manually settled refunds. Core can dispatch a payout through a connected provider after final approval. Free retains the approval workflow but leaves payment execution to the broker’s team.[3]

The eight named trading connections are MT4, MT5, cTrader, DXtrade, MatchTrader, TradeLocker, ScaleTrade and TraderEvolution. BrokerIQ configures platform backends, trading groups, account types and eligibility rules. An account’s CRM creation, platform provisioning and active status are separate stages. Changes to allocation rules do not automatically move existing accounts: re-evaluation reports proposed differences for a person to decide.[9]

TradeCore describes two-way API/webhook synchronisation for standalone IB Suite, Marketing, Automations & AI, SupportIQ and Prop Trading. Standalone Compliance instead sends stage-specific outbound webhooks. Salesforce, HubSpot and Pipedrive are named connections, with Zapier and custom-CRM routes also offered. This paid deployment is separate from the free BrokerIQ core.[1]

The integration layer uses the broker’s own supplier accounts and contracts. TradeCore describes write-only credentials, encrypted connection data and authenticated callbacks. Its advertised payment reach includes providers and methods accessible through connected services; that catalogue is not a bundle of payment-processing contracts. Email and SMS use the broker’s SendGrid and Twilio accounts respectively.[10]

Core exposes a REST API described through OpenAPI schemas and outbound webhooks. Webhook deliveries can carry an HMAC signature over their payload and timestamp, with a seven-day dual-signature period during key rotation. Delivery logs record response codes and attempts; operator re-drive refuses an already accepted delivery.[10]

Published rates are in euros per month. TradeCore advertises no setup, per-trader or per-trade fee; add-ons and external suppliers remain separate cost components. The displayed rate table does not specify VAT treatment, a minimum subscription term or cancellation conditions.[13]

Free’s shop raises selected allowances but does not unlock roles, the REST API, outbound webhooks, CSV export, automated payouts, a connected KYC provider or live trade synchronisation. Its upper limits include five staff seats and three deposit providers. Core expands through stackable packs; “no ceiling” does not mean every capacity increase is included in the base subscription.[12]

Standalone deployment against another CRM is quoted separately.[14]

Every plan offers a migration wizard: upload CSV or Excel files, map columns, run a validation rehearsal, commit the import and inspect an error report. Enterprise adds migration performed by TradeCore. Its staged adoption model also describes a mirror mode that reads clients, trading accounts and closed trades from an existing platform before consolidation onto the CRM core.[14]

Trading data first enters a persistent event ledger. TradeCore describes duplicate detection, explicit trade amendments, reconciliation sweeps and reloading the missing interval after a platform connection recovers. Before capping a withdrawal from a trading account, the system requests current balance and free margin; the documented workflow refuses the request when the platform cannot return them.[9]

AI has different authority in different modules. AI Branch chooses a path in an activated journey, and AI Email composes and sends within that journey’s configured template. The broker supplies an OpenAI-compatible endpoint, key and model; TradeCore says it does not resell or mark up this usage. AI is enabled per brand, with actions logged and budget controls applied.[6]

SupportIQ’s AI instead proposes a ticket category, priority and draft reply for an agent to accept or discard. Its documented model input is the subject, client message and public conversation history; internal notes are excluded. A support suggestion therefore has a human review step that an enabled marketing journey does not share.[7]

TradeCore lists ordinary business hours as Monday–Friday, 09:00–18:00 GMT. On 21 October that corresponds to 10:00–19:00 BST in London. Enterprise additionally includes engineers on call around the clock, ticket response commitments and a dedicated Slack channel. The public page does not give those contractual response times.[16]

BrokerIQ’s regulatory configurations are software settings for a brokerage’s own permissions and operating rules. The Compliance module supplies 19 seeded regimes, with rules the broker can override per brand. These templates and the number of “licences” accommodated by a plan are not financial authorisations issued by TradeCore.[11]

The public Terms of Service are website-use terms, dated March 2024. They do not set out a complete production SaaS licence. The January 2025 privacy notice covers personal information supplied through the website or services, retention by purpose and international processing, including transfer to the UK; it is not a customer-specific production hosting or data-processing schedule.[17][18]

The CRM describes field-level personal-data encryption, row-level visibility, separate staff/client password policies and dual attribution when staff impersonate a client. CSV list exports are a Core capability, while client statements can be downloaded from the portal. These operating functions provide access to records during service use; they do not define a complete contractual exit package.[2]

TradeCore Group Limited is an active English company, number 08439612, incorporated on 11 March 2013. Companies House records its previous name as Tradecrowd Technology Ltd until 24 January 2017. The current registered office is 201 Haverstock Hill, Second Floor Fkgb, London NW3 4QG.[20]

The significant-control register displays an active statement, notified on 27 October 2021, that the company knows or reasonably believes it has no registrable person or relevant legal entity. This is a statement about the statutory control threshold, not a complete shareholder register.[21]

Operator

TradeCore Group Limited

Service scope

BrokerIQ CRM, client portal and operational modules for FX/CFD brokers and prop firms.

Customer types

FX/CFD brokerages; Prop firms

Delivery

SaaS; API

Pricing publication

Public and quoted pricing

Headquarters

London, United Kingdom

Platforms

BrokerIQ

Integrations

MT4; MT5; cTrader; DXtrade; MatchTrader; TradeLocker; ScaleTrade; TraderEvolution; REST API and signed outbound webhooks; Standalone CRM connections

Pricing scope

Free production plan, Core at €2,500 monthly, add-ons and negotiated Enterprise or standalone deployments.

Implementation

Self-service import with mapping, dry run and error reporting; Enterprise adds managed migration.

Support

Published business hours and commercial enquiry routes; Enterprise adds 24/7 on-call engineers.

Permissions and regulatory scope

Brokerage software and integrations. Customer authorisations and external supplier contracts remain separate.

Provider metadata checked 21 Oct 2026Source 19Source 20Source 1Source 10Source 13Source 14Source 16Source 9Source 7

The optional Mobile App is a brokerage account application, with onboarding, verification, funding, account records and support. Trading occurs in the connected trading platform, reached through links. TradeCore builds a separate native iOS/Android binary for each broker, submitted under that broker’s Apple and Google developer accounts and subject to store review.[15]

TradeCore’s company page, updated 29 September 2026, names MultiBank Group, AvaTrade, IC Markets, FP Markets and other brokerages as users. It also lists teams in London, Belgrade, Kyiv, Barcelona, Sydney and Buenos Aires. These are the company’s published customer and operating-location statements.[19]