BrokerIQ Information

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At BrokerIQ, we understand that successful financial advisory relationships are built on trust, engagement, and personalised service. As the leading provider of mobile client engagement solutions, we empower financial advisors to connect with clients in meaningful ways and promote financial well-being - helping you build relationships that last. Our intuitive, easy-to-use platform lets agents/advisors create personalized, targeted campaigns that drive client engagement, enhance financial literacy, and promote investment opportunities. Visit: https://www.brokeriq.co.uk or read below. 💫 Call +44 (0) 7851237192, or email me at joanne@brokeriq.co.uk 👩💻 Or visit 👉 https://www.brokeriq.co.uk ⚡️

Website	https://www.brokeriq.co.uk
Employees	11 (1 on RocketReach)
Founded	2019
Phone	+44 7851 237192
Industry	Software Development
Keywords	Client Engagement Solutions, Client Engagement Platform, Wealth Management Technology, Wealthtech Solutions, Financial Advisor Technology, Fintech, Investment Management Software, Personalized Financial Advice, Financial Technology Solutions, Client Communication Platform, Digital Client Onboarding, Client Relationship Management, Relationship Management Software, Advisor Crm, Secure Client Portal, Digital Advice Tools
Competitors	Hargreaves Lansdown, AJ Bell, Charles Stanley & Co. Limited, Self Trade, Investec, Fidelity Adviser Solutions, Shawbrook Bank, Evestor, Nutmeg Investment Partners LLC, interactive investor +62 more (view full list)