Client onboarding
Account managers walk high-value clients through the platform. All recorded in meeting history.
Brokeret Meetings gives your team and clients a secure video conferencing experience powered by RealtimeKit — with instant meeting codes, guest access, participant tracking, and full meeting history — built directly into your admin panel.
Forex brokers do business face-to-face more than most industries. Account managers onboard high-value clients on video. Compliance teams interview applicants. Sales teams pitch IBs. Operations teams run daily standups.
Every one of those interactions currently requires opening Zoom or Google Meet — logging in to a separate service, copying a link, switching context.
Brokeret Meetings eliminates that friction. Start a meeting, send a link, and it happens inside your platform.
Account managers walk high-value clients through the platform. All recorded in meeting history.
Compliance team video-verifies client identity. Participant timestamps serve as audit record.
Operations team daily sync without leaving the admin panel.
Create meetings instantly or schedule for the future. Transition to active when ready.
Unique 9-digit code (XXX-XXX-XXX) per meeting. Easy to share over chat or email.
Cloudflare-based video. Reliable global infrastructure, low-latency, browser-based, no install.
Share secure guest link — no Brokeret login required. Guest tracking in meeting history.
Join/leave timestamps per participant. Full attendance history for compliance.
Send email invites from the admin panel with custom subject and message body.
| External tool | Replaced by |
|---|---|
| Zoom / Google Meet | Meetings |
The internal tools your back-office team needs to run every day.
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Brokerage task management that actually connects to your operations.
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A shared team calendar that knows your tasks, your meetings, and your deadlines.
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Internal notes for your brokerage team — organized, searchable, and always private.
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Secure file storage for your brokerage — inside the platform, not outside it.
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Encrypted credential storage built for brokerage operations.
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Run your brokerage team with the same rigor you apply to your clients.
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Spin up the demo environment in your browser — no sales call required.