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.