Compliance teams
Internal notes for compliance decisions, file storage for regulatory documents, vault for sensitive credentials, audit-ready everywhere.
The internal tools your back-office team needs to run every day.
Everything your back-office team needs — built in.
Admin Suite bundles the operational tools that keep your brokerage team productive: task management, calendar, internal notes, file storage, secure secrets storage, and video meetings — all accessible from the Brokeret admin panel.
Why Admin Suite
Running a brokerage involves more than managing clients and trades. It involves coordinating your internal team, tracking tasks, storing files securely, scheduling meetings, and protecting sensitive operational information.
Most brokers solve this by paying for Notion, Jira, Google Drive, and Zoom separately. Brokeret includes a purpose-built internal tools suite that handles all of these without needing additional software — and, critically, without sharing sensitive brokerage data with general-purpose third-party tools.
Every Admin Suite feature is baked into your Brokeret admin panel, accessible to your team with role-based permissions.
Built for
Who uses Admin Suite
Operations teams
Task tracking for daily operations, shared calendar for deadlines, video meetings for team standups — all under one login.
Cost-conscious brokers
Replaces Notion ($16/user/month), Jira ($8/user/month), Google Workspace ($12/user/month), 1Password ($8/user/month) with one bundle.
What you get
Features that ship with Admin Suite
Tasks
Category-driven task manager with priority levels, status tracking, due dates, automatic calendar sync.
Calendar
Shared admin calendar with task and meeting integration. Drag-and-drop rescheduling, color-coded events.
Notebook
Secure internal notes with categories, pinning, color coding, full search. Replaces Notion.
Drive
Hierarchical file storage with chunked upload, public share links, role-based access.
Vault
Encrypted credential storage with AES-256, password re-verification, folder organisation, audit visibility.
Meetings
Video meetings powered by RealtimeKit. Instant or scheduled, guest access, participant tracking.
What you replace
One bundle, multiple tools off your stack
| External tool | Replaced by |
|---|---|
| Notion / Confluence | Notebook + Drive |
| Jira / Trello | Tasks |
| Google Calendar | Calendar |
| LastPass / 1Password | Vault |
| Google Drive | Drive |
| Zoom / Google Meet | Meetings |
More in this group
Other internal productivity apps
Tasks
Brokerage task management that actually connects to your operations.
Learn more
Calendar
A shared team calendar that knows your tasks, your meetings, and your deadlines.
Learn more
Notebook
Internal notes for your brokerage team — organized, searchable, and always private.
Learn more
Drive
Secure file storage for your brokerage — inside the platform, not outside it.
Learn more
Vault
Encrypted credential storage built for brokerage operations.
Learn more
Meetings
Video meetings built into your brokerage — no Zoom account required.
Learn more
Organization
Run your brokerage team with the same rigor you apply to your clients.
Learn more
Ready to try it?
See Admin Suite running on real broker data.
Spin up the demo environment in your browser — no sales call required.