Role separation for compliance
Support agents cannot see sensitive financial data. Finance cannot approve KYC. Separation of duties enforced automatically.
Run your brokerage team with the same rigor you apply to your clients.
Manage your team, your structure, and your permissions — all in one place.
Brokeret's Organization module gives you a complete staff management system — role-based access control, company hierarchy, department and branch management, staff onboarding, activity tracking, and white-label branding.
Why Organization
A brokerage is an organization before it's a product. Compliance officers, account managers, support agents, finance staff, IT administrators, senior management — each with different responsibilities, different access levels, different views of client data.
Brokeret's Organization module handles the internal side: who can do what in the system, how the company is structured, how staff are onboarded, managed, and offboarded.
Powered by Spatie Laravel Permission — the gold standard for Laravel RBAC. Every permission-controlled action is logged with staff identity. Audit-ready by default.
Built for
Who uses Organization
Staff offboarding
Suspend account immediately. Review activity log. Rotate any credentials they had access to. Data preserved.
Multi-office expansion
Add a Singapore branch, create branch staff, assign them. Regional filtering in reports and client assignment.
What you get
Features that ship with Organization
Staff profiles
Full name, employee ID, status, role assignments, department, designation, branch, reporting manager.
Role-based access control
Spatie Laravel Permission. Multiple roles per staff member. Granular permissions beyond roles.
Company structure
Departments, designations, branches, hierarchy with reporting relationships, regulatory body assignments.
Staff activity tracking
20 most recent admin actions per staff member. Full activity log via admin panel. Audit-ready.
White-label branding
Logo, colors, custom domain, email sending domain. Brokeret becomes invisible to clients.
Staff impersonation
Super admins can impersonate to debug permission issues. Logged in audit trail — supervised, not a backdoor.
More in this group
Other internal productivity apps
Admin Suite
The internal tools your back-office team needs to run every day.
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Tasks
Brokerage task management that actually connects to your operations.
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Calendar
A shared team calendar that knows your tasks, your meetings, and your deadlines.
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Notebook
Internal notes for your brokerage team — organized, searchable, and always private.
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Drive
Secure file storage for your brokerage — inside the platform, not outside it.
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Vault
Encrypted credential storage built for brokerage operations.
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Meetings
Video meetings built into your brokerage — no Zoom account required.
Learn more
Ready to try it?
See Organization running on real broker data.
Spin up the demo environment in your browser — no sales call required.