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AggregateIQ Manage
In buildTrading, ongoing · for aggregator staff
The operational record for every broker in the group, and the place you decide what each cohort of brokers sees when they log in.
What it does
- Contact, licence and accreditation records with expiry tracking
- Goals tracked automatically against live commission figures
- A document library with acknowledgement tracking
- Design what each broker cohort sees in the portal, and brand it as your own
How it connects
- With BIPerformance and goal progress read from the commission run, not from a separate entry screen.
- With PortalWhat you configure here is what your brokers see on your domain, under your brand.
- With ComplyManage holds the broker level record. Comply will hold the licence level obligations that sit above it.
Replace the broker spreadsheet
Bring your register across and let expiries chase themselves.