# BrokerIQ Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about BrokerIQ Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more. Source: https://www.capterra.com/p/10034062/BrokerIQ --- # BrokerIQ Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) BrokerIQ ## What is BrokerIQ? CRM software designed specifically for FX/CFD brokers that provides a unified business management system. The platform is organized into six integrated hubs including client management, onboarding & KYC, automation, payments, trades, and client portal. It features client profile management, KYC orchestration, automated engagement sequences, multi-PSP payment support, real-time trade data tracking, and client portal capabilities. The system ensures all data flows automatically between modules with full audit trails for every action taken within the platform, allowing for complete visibility across client touchpoints while maintaining synchronized information throughout the entire system. ## What is BrokerIQ used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €1500 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for BrokerIQ?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://tradecore.com&name=BrokerIQ) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### BrokerIQ 0.0 VS. [4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/) Starting Price €1500 Flat Rate, Per Month Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (92) Value For Money 0.0 (0) Value For Money 4.8 (89) Customer Service 0.0 (0) Customer Service 4.8 (89) ## BrokerIQ alternatives [4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (652)](https://www.capterra.com/p/135004/Process-Street/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [4.9 (271)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars ## FAQs about BrokerIQ Features and Usability ### What are the key features of BrokerIQ? BrokerIQ offers core features for client management and CRM, along with a client portal and self service tools for customer access. It also includes document management, onboarding, audit trail, and customer engagement features to support recordkeeping, client interactions, and workflow tracking. Pricing ### How much does it cost and what fees or limitations are included? BrokerIQ starts at €1500 per month for the Startup Package, which includes 5 seats, a base IB program, base support, CRM, and a client portal for up to 100 active clients. The Core Package costs €2500 per month with 5 seats, API access, webhooks, and unlimited active clients. Enterprise pricing is not listed. Getting Started and Support ### What training and onboarding options does BrokerIQ offer? BrokerIQ provides live online training for teams getting started. This format supports guided instruction in real time, allowing users to review setup steps, ask questions, and learn core features with an instructor present. Getting Started and Support ### What customer support options does BrokerIQ offer? BrokerIQ provides Email/Help Desk and FAQ/Forum support. These channels give users a direct way to request help and a self-service option for common questions. No reviewer feedback about support is available in the catalog data, so support experience details cannot be summarized. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Audit Trail A record of all activities within the system, including user access, changes made, etc. Client Management Manage contact details and communication with clients Client Portal Private online space that lets businesses securely share documents and provide information access to clients CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Document Management Store, manage, and track all electronic documents in a centralized location BrokerIQ 7 features A record of all activities within the system, including user access, changes made, etc. Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Initiate interactions with customers by proactively starting conversations or providing informational content Store, manage, and track all electronic documents in a centralized location Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service ## Pricing Startup Package €1,500 Flat Rate,Per Month It includes: - BrokerIQ CRM Solution - Up To 100 Active Clients - 5 Seats - Client Portal - Base Support - Base IB Program Core Package €2,500 Flat Rate,Per Month It includes: - Unlimited Active Clients - 5 Seats Included - 3rd Party Integration Options - API Access & Webhooks - Multi-Brand Option - Client Portal Customization ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.