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99Trade Broker

A CRM Designed for Financial Services Companies

Financial services companies need to manage a large number of leads, sales teams, and follow-up operations. 99Trade Broker provides a centralized environment to organize these processes.

A modern workspace overlooking the city

Lead Management

Collect, organize, distribute, and track potential clients through the pipeline.

Customer CRM

A centralized profile for each client containing all information and interactions.

Sales Management

Organize sales teams, follow-up stages, and staff assignments.

Customer Onboarding

Manage client registration and onboarding stages according to company procedures.

Support Management

Organize client requests and tickets, and monitor the support team.

Roles & Permissions

Define staff permissions and data access levels.

Reports & Analytics

Reports that help management monitor team performance and operations.

API & Integrations

Connect the CRM with external systems and services based on company needs.

Important Disclaimer

99Trade LLC is a technology and software company.

99Trade does not provide brokerage services, does not accept client funds for investment purposes, does not execute trades, and does not offer investment advisory services.

99Trade Broker is a B2B software solution designed for companies operating in the financial services sector.

Does Your Company Need This Solution?

Talk to our team to learn how 99Trade Broker can streamline your company's operations.

Request a Demo of 99Trade Broker