Introducing EQCore: The Smart CRM and Back Office Engine for Brokers
In the evolving world of financial brokerage, success depends on more than just trading platforms and liquidity. Efficient operations, streamlined compliance, and intelligent automation are critical for scale and sustainability. That’s why we’re excited to introduce EQCore — Equidity’s all-in-one CRM and back office infrastructure designed specifically for forex brokers.
EQCore is not just a CRM. It’s the central nervous system of your brokerage — connecting your trading operations, client onboarding, support workflows, compliance checks, and business analytics in one unified environment.
What is EQCore?
EQCore is a modular, secure, and scalable broker CRM solution that empowers brokerages to manage every aspect of their business — from client acquisition to trade tracking and compliance reporting. Whether you’re a startup brokerage or a multi-region operation, EQCore is built to grow with you.
Key Features
Complete Client Lifecycle Management
Handle every stage of the customer journey — from sign-up and verification (KYC/AML) to deposits, trading, withdrawals, and support.
Integrated KYC & Compliance Tools
Automate document collection, verification, and risk flagging. Stay compliant with global regulatory standards, without manual overhead.
Multi-Level IB & Affiliate Management
Manage partners, track performance, and automate commission structures with advanced multi-tier IB tools.
Real-Time Reporting & Dashboards
Access live data on accounts, transactions, funding, and trading activity across all clients, enabling faster decisions and proactive management.
Wallet & Internal Transfers
Fully integrated wallet system with support for internal transfers, transaction history, and audit logs.
Permission-Based Admin Controls
Create teams with custom roles and permissions for compliance officers, support agents, finance, and sales — ensuring security and accountability at every level.
Seamless Integration with EQTrader and EQPrime
EQCore is designed to work hand-in-hand with the rest of the Equidity ecosystem. When used alongside EQTrader (our trading platform) and EQPrime (our liquidity infrastructure), brokers benefit from a fully connected solution that delivers front-to-back operational visibility.
From automated account creation in the trading platform to seamless funding workflows and withdrawal handling — EQCore bridges every operational gap.
Who Is EQCore For?
Startup brokers looking to avoid building CRM tools from scratch
Established firms seeking better visibility, automation, and control
Regulated entities needing robust compliance, audit, and reporting systems
Brokers with growth plans, ready to scale across geographies and client segments
Launch Faster. Operate Smarter.
EQCore eliminates the need for multiple disconnected tools and legacy workflows. It’s a future-ready solution that allows brokers to launch faster, manage smarter, and grow with confidence.
Let your team focus on what matters most — acquiring clients, providing support, and scaling your business. EQCore handles the rest.
Request a Demo
To explore EQCore and how it can support your brokerage infrastructure, visit www.equidity.com or reach out to us at [email protected]. Our product specialists will walk you through a personalized demo tailored to your operational needs.
EQCore — Built for brokers who demand more.