The operating platform for brokers
Your brokerage.Connected at the core.
Bring your clients, teams and operations together. CRM, finance, client portals and AI assistance — one platform built around the way your brokerage works.
- Your brand & domain
- English & Arabic
- Self-hosted or managed
YOUR OPERATING DESK
Your brokerage, at a glance.
Interactive product illustration · Figures shown are sample data
Built for the way brokerages operate.
- connected products
- 6
- built-in AI agents
- 5
- native language support
- EN / AR
- shared workspace
- 1
01 / One connected platform
Every team. Working from the same picture.
From the first client conversation to the final accounting entry. Give every department the tools it needs, with the context they all share.
CRM & Client Management
Turn conversations into client relationships. Keep leads, activities and client records connected.
Learn moreFinance & Accounting
Follow the money with client wallets, treasury and double-entry accounting in one place.
Learn moreOperations & Approvals
Move requests through clear review, approval and execution steps, with a record of every decision.
Learn moreClient Portal
Give clients a branded home for accounts, funding requests, documents and verification.
Learn moreIB & Partner Program
Support your IB network with commission plans, partner hierarchies and a dedicated portal.
Learn moreMT5 Integration
Bring trading accounts into your operations with an MT5-ready architecture and a built-in simulator.
Learn more02 / Follow the client journey
One journey. No disconnected handovers.
Explore how your teams work together as a client moves through your brokerage. Every stage keeps the next team informed.
A new lead. A clear next step.
- Capture the lead and its source.
- Assign the right colleague and follow-up.
- Keep conversations and activities together.
Designed around your business
Your identity. Your operating model.
One system, not five
CRM, accounting, approvals and trading integration in a single platform — nothing to reconcile between tools that were never meant to talk to each other.
Real accounting underneath
Double-entry books, fiscal periods and FX handled properly — the numbers you show an auditor are the numbers the platform actually ran on.
Bilingual from the ground up
English and Arabic, LTR and RTL, built in — not translated after the fact.
Your stack, your rules
Self-hosted or managed, white-labeled under your domain, with approval workflows that match how your brokerage actually operates.
A closer look at the platform
Platform concept visuals. Explore the gallery, or see the working platform in a tailored demo.
03 / Intelligence with oversight
AI that recommends. Humans who decide.
Five built-in AI agents assist client support, KYC review, operations and reporting — drafting, summarizing and flagging. Nothing critical executes without a human approval.
See how the AI worksA clearer handover for your team.
- Client details and verification status, brought together.
- Request history and supporting documents, summarised.
- Missing information flagged for the reviewer.
A mobile app for your clients — coming
View account, top up, request a withdrawal, upload KYC documents, and get push notifications. It's on our roadmap and in active development — we'll say so plainly rather than promise a date.
04 / Confidence by design
Control at every level.
Your brokerage runs on trust. Give your team clear permissions, traceable decisions and a dependable foundation for daily operations.
Tenant isolation in the database
Every tenant's rows are separated at the database level, not by a filter someone might forget to write.
Every change leaves a trace
Who changed what, when, and from where — recorded for client records, approvals and money movements alike.
Roles, permissions and approvals
Granular permissions per role, temporary grants that expire, and approval chains that match your internal controls.
Two-factor and passkeys
Time-based codes and passkeys — fingerprint, Face ID or Windows Hello — for the people who hold the keys.
Encrypted, verified backups
Nightly encrypted backups with an automated weekly restore drill, because a backup nobody has restored is a hope, not a backup.
No third-party trackers
No analytics tag, no advertising pixel, no external script — on this website or in the platform.
05 / A considered path to launch
From first call to live
No surprise phases, no rewrite of your business to fit the software.
- 1
A demo on your terms
We walk through the modules that matter to your brokerage, with the workflows you actually run — not a generic slide deck.
- 2
Configured, not coded
Request types, approval chains, roles, commission plans, branding and domain are settings. Changing how you operate does not mean waiting for a release.
- 3
Your data, brought across
Clients, balances and partner structures are migrated and reconciled against your existing books before anything goes live.
- 4
Live, with the team that built it
Self-hosted on your infrastructure or managed by us. Either way you talk to the people who wrote the code.
Your next chapter starts here
Build a more connected brokerage.
Let’s walk through your client journey, your operations and the way your team works. See how BrokerCore AI fits your business.