Client Relationship Management for Advisors and Brokers

Client Relationship Management for Advisors and Brokers

Free CRM for managing the full
relationship lifecycle from
a single platform.

CRM is fully integrated within Portal and lets you manage information about clients, prospects, colleagues or personal relationships from a single platform.

Full Client Lifecycle Management

Use CRM to send client account opening invitations and quickly turn prospects into clients. Check the process of client account applications and view detailed information about clients and prospects with the click of a mouse. Maintain CRM records for closed accounts for historical purposes or a future reopening of the account.

Full Client Lifecycle Management
Track your relationships with a sortable notes

Manage Client Engagement

Track your relationships with a sortable notes field or add client-specific tasks or events using the CRM calendar feature. Send individual or bulk emails to clients and view email history through a secure, third-party email service.1 In addition, you can manage client notes with CRM and use the CRM calendar to add tasks and events related to any contact.

Better Understand Your Clients

Use our easy-to-use account-filtering tool to drive engagement and more effectively address client needs. Use over 40 fields to segment your client base by account attributes, demographics, investment objectives or engagement. Create greater client value by uncovering hidden dynamics, spotting niche opportunities, or creating “mass customization” capabilities to serve similar clients. In addition, you can bulk-import contacts using .csv files and easily jump between the dashboard and CRM for different views of client accounts.

easy-to-use account-filtering

View our Advisor and Broker Portal Guides

  1. Interactive Brokers provides secure email accounts with 25 GB of storage through Rackspace for USD 1.20 per month, which is directly charged to your account. While you create and manage your email accounts through CRM, Interactive Brokers cannot access your email.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.

Know Your Advisor: View the CIRO AdvisorReport