# 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/pricing

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# 

 BrokerIQ Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on December 4, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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

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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.

[4.7 (100)](https://www.capterra.com/p/268615/Clientary/reviews/)

Starting Price

€1500

Flat Rate, Per Month

Starting Price

$19

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.6 (100)

Value For Money

0.0 (0)

Value For Money

4.6 (95)

Customer Service

0.0 (0)

Customer Service

4.6 (93)

## BrokerIQ alternatives

[4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/)

Starting price

$49.00

Per User, Per Month

[4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/)

Starting price

$19.00

Per User, Per Month

[4.7 (648)](https://www.capterra.com/p/135004/Process-Street/reviews/)

Starting price

Contact vendor for pricing

Highest Rated

[4.9 (271)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/)

Starting price

$25.00

Per User, Per Month

## 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

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