BrokerIQ
Designed for finance professionals, this CRM tool streamlines client acquisition, conversion, and retention. It simplifies onboarding and KYC checks with native integrations from leading providers, ensuring efficient client management. Users can automate bonuses and access extensive transaction logs, all while maintaining flexibility with payment processors and trading platform integrations.
Top BrokerIQ Alternatives
B2Core
B2Core is an advanced financial CRM software designed specifically for brokers and exchanges.
Dialllog
Dialllog revolutionizes the investment landscape with its end-to-end Venture Capital CRM software, designed to streamline the entire investment workflow.
Financial Cloud CRM
A unified Financial Cloud CRM enhances customer relationships by streamlining operations for businesses of all sizes.
Jobstream
Job Stream AI transforms the job search experience by leveraging advanced automation to enable candidates to apply for up to 2,000 positions monthly.
MissionKontrol
Fully configurable tables offer granular controls, enabling users to view, edit, delete, and add records seamlessly.
VeriTouch
It consolidates data across back-end systems and digital channels, offering a unified interface and standardized...
TrustQuay
Their diverse consulting services adapt to organizational needs, providing tailored technical solutions and 24/7 global...
bpm online financial services
It features a centralized customer database, case management, and omnichannel communications, empowering financial institutions to...
Senta
With a unified client list and direct integration with Proposal Management, AML, and Practice Management...
AtomInvest
It features automated workflows for fund accounting, valuation, and ESG data management, while offering robust...
Xpedition Private Equity CRM
Tailored for private equity firms, it enhances decision-making and investor relations, while optimising processes for...
Bricknode Broker
With a fully cloud-based infrastructure, it simplifies complex financial operations, allowing businesses to focus on...
BlueMind
With features like built-in checklists, email integration, and client portals, it enhances efficiency and keeps...
audius:Finance
Tailored for asset managers, insurance brokers, and real estate professionals, it enhances client management, contract...
Top BrokerIQ Alternatives
- B2Core
- Dialllog
- Financial Cloud CRM
- enVisual360
- Jobstream
- MissionKontrol
- VeriTouch
- TrustQuay
- bpm online financial services
- Senta
- AtomInvest
- Xpedition Private Equity CRM
- Bricknode Broker
- BlueMind
- audius:Finance
