Compliance checklists
Tasks for each KYC review step, risk assessment item, or regulatory requirement. Assign to team members with due dates.
Brokerage task management that actually connects to your operations.
Track every task your team needs to do — and see it on the calendar automatically.
Brokeret Tasks is a clean, category-driven task manager for your admin team — with priority levels, status tracking, due dates, and automatic calendar sync. No external project tool needed.
Why Tasks
Brokerage operations generate tasks constantly. A compliance team member needs to review a batch of KYC submissions. An account manager needs to follow up with a client after a large deposit. A developer needs to update payment gateway credentials before they expire.
Without a task system, these things live in someone's head, in an email thread, or in a Slack message that gets buried.
Brokeret Tasks gives your team a simple, structured place to track what needs to be done — with enough organization to handle a growing team and enough simplicity that people actually use it.
Built for
Who uses Tasks
Client follow-ups
Account managers create tasks for follow-up calls, document chases, or post-deposit check-ins.
IT & platform operations
Track credential renewals, system updates, deployment tasks. Critical reminders surfaced at the right time.
What you get
Features that ship with Tasks
Custom categories
Create your own task categories matching team structure. Each with name, color, and filterable count.
Priority levels
Low, Medium, High. High priority tasks surface first; within priority, sorted by due date.
Smart filters
Today, Upcoming (next 7 days), Overdue, All. Find what needs attention in one click.
Status workflow
Pending → In Progress → Done. Quick update from list view without opening detail.
Calendar integration
Tasks with due dates auto-appear on Calendar. Drag on calendar to update due date. Two-way sync.
Quick create
Create tasks from any admin panel page. Fill what matters, skip what doesn't.
More in this group
Other internal productivity apps
Admin Suite
The internal tools your back-office team needs to run every day.
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 Tasks running on real broker data.
Spin up the demo environment in your browser — no sales call required.