CRM and brokerage operations
NewTrader CRM brings client workflows, staff operations and partners into your business scope. A standalone solution starts at $1,000 per month.
The client journey
Review registration, profiles, documents, accounts and service requests in one walkthrough. A brokerage’s system is separate from its commercial account with NewTrader.
Operations and governance
Define staff roles, approvals, reporting and required modules. Money workflows, permissions and external connections require approval before operational use.
Connected or standalone
Main Label includes the base CRM connection. The base is not billed twice; expansions and upgrades are defined in an approved proposal.
Agree the scope before contracting
Review the base subscription and discuss required expansions and integrations with the team.