Broker Work

Broker Work

The complete customizable CRM that drives success.

Drive Business Growth

BrokerWork is Customer Relationship Management (CRM) software designed to ease the process of managing customers and employees, customer data, broker information, partner relationships and customer support services. Get all the information you need to streamline workflows and optimise operational efficiency with everything you need in one place.

A Complete Suite for Your Brokerage

Client Portal

Client Portal

Ensure quick KYC, seamless onboarding and fast and efficient account opening and funding. Manage all client data from one place.

Affiliate Portal

Affiliate Portal

Manage IBs and affiliates effortlessly, offer custom and unique promotion links, and flexible and automatic rebate modes.

Backend Management

Backend Management

Empower your employees to drive conversions, provide best-in-class customer experiences and offer responsive support.

Engage and Convert

Engage existing and potential customers across multiple channels, access qualified leads and improve conversion rates with quick and digitalised qualification and verification, data processing and onboarding.

Engage and Convert

Retain Customers

Reward customers with exclusive promotions, automated custom messaging across devices, easy deposits and withdrawals and prompt customer support. Manage all customer data from a single, intuitive dashboard.

Retain Customers

Create Custom Client Groups

Manage all client information, integrate IPs, phones, emails, short messages, in-site notifications and other marketing tools to reach clients directly. Implement precision marketing to cross-sell or convert.

Create Custom Client Groups

Integrate with Your Ecosystem

Seamlessly integrate BrokerWork CRM with your ecosystem to manage all processes, operations and relationships from a single, customisable dashboard. Ensure security of data and access real-time status updates.

Integrate with Your Ecosystem

Manage Affiliates/IBs

Track partners with unique and exclusive promotion links. Customise rebate rules and parameters. Combine and support different flexible and automatic rebate modes. Improve the efficiency of rebate settlement.

Manage Affiliates/IBs

Ease Compliance

Ensure seamless and efficient KYC/AML, including identity validation and client appropriateness testing to meet the KYC and compliance requirements. Access custom reports to keep track of compliance at all times.

Ease Compliance

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