Multi-account hierarchies, IB chains, regulated KYC pathways, and trading-platform integrations — modeled for the operational reality of running a regulated brokerage.
Six surfaces that make Broker CRM feel less like a feature list and more like an operating environment for the work this team actually does every day.
Where Broker CRM sits in the lifecycle — and why each stage is measurable, not implied.
Sub-IBs, master accounts, multi-tier rebates, percentage splits, override chains — modeled as a graph, not a flat table. Full attribution from a single trade up the entire chain, in real time.
A snapshot of where Broker CRM runs at production scale across QTG operators.
Components aren't bolted on per platform — they share one identity, one event bus, and one reporting plane. Adopt one. Plug in the next.
Whether you’re launching a Prop Firm, scaling a Broker, or rebuilding a Fintech Platform — QTG can move fast and ship the systems you need.