Run the Brokerage. Not Just the Dashboard.
Callero is the Brokerage Execution Platform where CRM, voice, WhatsApp, Trader Room, WebTrader, payments, support, retention, compliance and AI agents work together to move every client from first lead to funded trader.
AI agents execute the repetitive work. Your best closers close more. Compliance reviews more. Managers control more.
CRM - Lead Pipeline
VoIP - Live Call Activity
12 ActiveClient Portal - KYC Status
Trading - Today's Activity
Across March, April and May, one office using Datalyse generated $67,226 from 23 advisor-periods, while two offices not using Datalyse generated $32,893 from 38 advisor-periods.
Normalized by active advisor, the Datalyse-enabled office generated $2,923 per advisor-period vs $866 in the non-Datalyse offices — a 3.38x difference.
While this is not a controlled study and other variables may have contributed, the 3-month pattern shows a consistent productivity gap.
From lead to deposit, every step connected.
Sales, voice, WhatsApp, Trader Room, payments, compliance, support, retention and AI agents working together in one brokerage execution platform.
Click any layer to expand
Brokerage Outcomes
The result: a brokerage that executes faster.More deposits
Faster speed-to-lead and higher contactability convert more first-time deposits.
Faster onboarding
KYC and funding flows that move clients from signup to funded without manual chase.
Better retention
Inactivity detection triggers reactivation before the client churns.
Lower operating cost
AI executes the repetitive volume so headcount scales with revenue, not workload.
AI Agent Workforce
AI executes. Humans close.AI SDR Agent
Qualifies leads, calls old databases, books meetings and transfers hot prospects to sales.
AI Compliance Agent
Checks missing KYC, flags incomplete onboarding and helps compliance move faster.
AI Retention Agent
Detects inactive clients and triggers reactivation workflows automatically.
AI Support Agent
Resolves repetitive client queries across channels, escalating only what needs a human.
AI Manager Agent
Monitors agent activity and surfaces performance gaps in real time.
Communication Layer
One client history across every channel.Voice / VoIP
Inbound and outbound calling tied to the client record, with AI calls when needed.
WhatsApp API
Two-way conversations on the channel clients actually answer.
Email & SMS
Sequenced and triggered messaging routed through the same client timeline.
Unified history
Every conversation across every channel sits on one client record.
Brokerage OS
No more disconnected broker stack.CRM & Trader Room
The operational core where sales, client data and trading activity live together.
WebTrader
Live trading data routed back into the CRM as actionable client signal.
KYC & Payments
Onboarding, verification and PSP funding flows inside the platform.
Tickets, Tasks & Automations
Operational workflows, permissions and reporting in one system.
Data Intelligence
Know where revenue is leaking.Sales & agent performance
See who is producing and where activity is dropping off.
Deposit & lead behaviour
Track funding patterns and lead engagement as live signals.
Churn & client risk
Surface at-risk clients and missed follow-ups before they cost revenue.
Compliance status
Monitor onboarding and KYC completeness across the book.
Infrastructure
Built for real brokerage operations.APIs, MCP & CLI
Programmable surface for building flows, agents and integrations.
VoIP stack
SIP / Asterisk telephony engineered for high-volume broker calling.
AI models & STT/TTS
Speech-to-text and text-to-speech powering the voice and agent layer.
PSP & trading integrations
Payment providers and trading platforms wired into the OS.
Works with the platforms you already run
Callero connects to the trading platforms, payment providers, KYC and CRM tools your brokerage relies on every day.
Compliant wherever you operate
Callero meets the standards and requirements relevant to your jurisdiction, so you can onboard clients and scale across borders with confidence.
Why Brokerages Love Us
No Overlaps, Unified Processes
Eliminate app sprawl. Access your CRM, VoIP, client portal, and trading from one place to reduce errors and cut overhead.
Zero Silos, Effortless Coordination
Support team collaboration with a shared workspace. Eliminate handoff errors and bottlenecks across departments.
No Blind Spots, Real-Time Visibility
Access real-time metrics to track sales trends and team performance. Identify opportunities and make informed decisions.
Zero Chaos, Scalable Growth
Expand your brokerage globally with adaptable solutions and workflows. Turn regional challenges into strategic advantages.
Your Brokerage Operations, Simplified
We've made it so simple to run your brokerage, you'll wonder how you ever managed without it.
Before Callero
After Callero
Average Results After Switching
MetaTrader executes trades. Callero executes the brokerage.
What You Can Do With Callero
Coordinate your brokerage operations from a single dashboard that integrates all the tools you need.
CRM: Lead Management and Deal Tracking
Increase lead conversion, retain clients longer, and manage your teams across jurisdictions.
- Centralize lead management
- Qualify and track your leads
- Manage sales pipelines in real time
- Monitor team sales performance
VoIP: Premium Quality for Worldwide Calls
Coordinate client communication with precision, reliability, and clear connectivity.
- Configure global numbers instantly
- Route calls to the right teams or departments
- Monitor call quality and performance in real time
- Scale communication infrastructure
Client Portal: Easy Onboarding and Support
Speed up time-to-trade with quick onboarding, identity verification, and account setup.
- Customize portal to match your brand
- Create adaptable client onboarding journeys
- Automate KYC and AML compliance checks
- Manage client inquiries with a ticketing system
Trading Platform: Reliable Execution Tools
Support client trades. Integrate existing platforms or use our proprietary trading technology.
- Provide access to multiple markets
- Align trading parameters with client needs
- Handle high-volume trading
- Keep a detailed transaction history
Why Choose Our End-To-End Platform
Built for regulated brokers. Our platform delivers proven results across compliance, security, scalability, and cost reduction.
Compliance Made Easy
Built-in regulatory tools to reduce audit time and lower compliance risks.
- 60% reduction in audit preparation time
- Automated reports for 50+ global regulators
- Complete audit trails retained for 5+ years
- Real-time transaction monitoring
Unprecedented Security
Bank-grade protection to secure your brokerage firm and client data.
- 256-bit encryption at rest and in transit
- ISO 27001 certified infrastructure
- 99.99% uptime guaranteed by SLA
- User control and multi-factor authentication
Instant Scalability
Expand your brokerage to new jurisdictions with flexible, scalable system.
- Launch in new regions within 48 hours
- Support for 20+ languages out of the box
- Handle 100,000+ concurrent users
- Scale to millions of daily transactions
Significant Cost-Efficiency
Cut manual work, prevent costly mistakes, and lower operational expenses.
- Average 40% reduction in operational costs
- Save up to 70% on international calls
- Save up to 75% on your trading platform
- Flexible pricing that scales with your growth
Up and Running in a Couple of Hours
Skip complex setups. Get your brokerage firm up and running in just a few easy steps.
Sign-up
Configure
Launch
Two AI voice squads that work inside your brokerage
Built on Callero's CRM and trading platform — your AI agents see live position data, margin levels, deposit history, and KYC status on every call. Retell, Bland, and Synthflow can't.
The job: Convert leads, reactivate dormant traders, drive deposits.
- Calls every fresh lead within 60 seconds of capture, in their language
- Reactivates dormant traders using last-trade and equity data from MT5/MT4
- Runs FTD chase sequences with deposit-link in WhatsApp follow-up
- Pre-qualifies leads with KYC questions before routing to a human closer
- Handles 500+ conversations daily per broker, scales to thousands
Use cases: Fresh lead conversion · Dormant trader revival · Pre-FTD chase · Post-FTD upsell · Deposit reminder · IB recruitment
See Growth Squad in actionThe job: Handle every inbound trader call without adding headcount.
- Answers 100% of inbound calls in under 2 rings, 24/7, in 20+ languages
- Pulls live trading account data — open positions, margin level, last deposit — before the trader finishes speaking
- Handles withdrawal status, deposit issues, password resets, KYC questions autonomously
- Escalates regulated conversations to a human with full context
- Books demos and routes high-value traders to your senior agents
Use cases: Deposit/withdrawal status · Account questions · KYC document follow-up · Password resets · Trader support · Complaint routing
See Operations Squad in actionThey give you a voice agent. We give you a voice agent that's already inside your CRM, your VoIP, your KYC system, and your trading platform. Every call starts with full context: who the trader is, what they trade, what they deposited, where their KYC sits. No webhook stitching. No data lag. No “let me check that for you” on a customer call.
30-minute walkthrough — we map your inbound and outbound call volume to the right squad and show you the cost vs. your current SDR/support headcount.
FAQ
What tools does this platform replace?▼
Callero replaces your separate CRM, VoIP system, client portal, and trading platform with one unified solution, eliminating the need for multiple subscriptions and integrations.
Is Callero suitable for both small and large brokerages?▼
Yes, our platform scales from startups to enterprise brokerages handling millions of daily transactions. Flexible pricing and features adapt to your size.
What kind of support do you provide during implementation?▼
We provide dedicated onboarding specialists, technical documentation, and ongoing support to ensure smooth implementation within hours, not weeks.
How does it guarantee compliance with local regulations?▼
Built-in regulatory reporting for 50+ jurisdictions, automated audit trails, and real-time monitoring ensure you stay compliant wherever you operate.
Can I integrate Callero with my existing trading platform?▼
Absolutely. We support integrations with major trading platforms, or you can use our proprietary execution technology.
Can I migrate my existing data to Callero?▼
Yes, our migration team helps transfer your client data, transaction history, and configurations securely with zero data loss.
What Brokerages Are Saying
Operators across 30+ jurisdictions trust Callero to run their entire operation.
“We migrated from a 4-tool stack to Callero in two weeks. Our onboarding time dropped from 5 days to under 24 hours.”
“The compliance automation alone paid for the platform in the first quarter. Our audit prep went from weeks to a single afternoon.”
“Calls that used to cost us $0.40/min now cost $0.08. Multiply that by 2,000 daily calls and you see why we switched.”
Ready to Transform Your Brokerage?
Join 100+ brokerages running their entire operation on Callero. See it in action in 30 minutes.
No credit card required· 30-minute setup walkthrough· Cancel anytime