Team ownership
Assign agents and departments so the next action has a clear owner.
Built for your brokerage
Brokerage back-office software.
Brand, account types, fees and staff controls for your whole brokerage.
- White-label
- Your brand stays visible
- Configured
- For your operating model
- Connected
- To the BrokeraTech stack
Your brokerage, connected
The control layer behind every branded brokerage experience.
The back office is where you configure the brokerage: branding, account tiers, trading fees, bonuses and who in your team can do what.
Behind every client experience
A clear view. Across your operation.
Give your team a common operating view, from lead ownership to account activity. Organise the people and workflows behind the trading experience.
Client records
Review account context, verification and financial activity alongside the lead.
Operational control
Configure the account and staff settings that support your brokerage’s workflow.
How it fits
Put back office to work.
- 01Define
Configure branding, account tiers, fees and brokerage rules.
- 02Control
Set staff roles, permissions and operational access.
- 03Review
Follow activity, logs and administrative changes.
Connected tools
Fits the providers you already use.
BrokeraTech connects this module to selected providers through a controlled implementation led by our team.
Built around your brokerage