# Callero - LLMs.txt > Callero is the Brokerage Execution Platform that unifies CRM, voice, payments, compliance and AI agents for Forex, CFD and multi-asset brokers - turning more leads into funded traders. ## Company Information - Name: Callero - Website: https://www.callero.ai - Category: Brokerage Execution Platform - Description: Callero is a Brokerage Execution Platform. Where most "brokerage software" is a stack of disconnected tools, Callero unifies CRM, voice/VoIP, payments, compliance, retention and AI agents on a single client record - so brokers can move every client from first lead to funded trader. AI agents execute the repetitive work; the broker approves every sensitive action and keeps a full audit trail. - Contact: hello@callero.ai - Support: support@callero.ai - Industry: Financial Technology, Brokerage Software - Founded: 2024 ## Ideal Customer Profile (ICP) - Tier 2 to Tier 5 brokerages (not Tier 1 banks, not 4-person startups) - Team size: roughly 5 to 250 staff - Multi-asset: Forex, CFDs, oil & gas and commodities, stocks/equities, indices - International / multi-jurisdiction operations - Primary buyers: Operations Directors, COOs, Heads of Operations, brokerage owners and founders - Core problem solved: revenue that leaks between fragmented systems that don't talk to each other (slow speed-to-lead, untouched dormant clients, manual re-keying, compliance fire-drills, no single source of truth) ## Key Positioning - "MetaTrader executes trades. Callero executes the brokerage." Callero is NOT a trading platform or an MT5 replacement - it integrates with the trading platforms a broker already runs (MT4, MT5, cTrader and others) and operates everything around them. - Brokerage Execution Platform = one system instead of six tools, connected on a single client record. - Human-in-control AI: agents handle repetitive follow-up and qualification; the broker approves sensitive actions; every AI action is logged. ## Primary Pages ### Forex Brokerage Software (Brokerage Execution Platform overview) - URL: https://www.callero.ai/forex-brokerage-software - Description: The buyer-intent overview of Callero as a Brokerage Execution Platform for Forex, CFD and multi-asset brokers. Explains the cost of fragmented brokerage software, what the platform unifies (CRM, voice, payments, compliance, AI agents, reporting), how it scales from 5 to 250 staff, and which jurisdictions it supports. ### CRM - Compliance-First Lead Management - URL: https://www.callero.ai/crm - Description: Convert more leads and retain clients longer with a compliance-first CRM. Lead tracking, qualification, integrated calls, email/WhatsApp/SMS sequences, reporting, agent performance, KYC protocols, revenue and billing. ### VoIP - Global Calling System - URL: https://www.callero.ai/voip - Description: 1-click VoIP calling worldwide with global numbers, IVR routing, recording, real-time monitoring and coaching. Reduces speed-to-lead and international call costs. ### Inbound & Outbound AI Agents - URL: https://www.callero.ai/voip/inbound-ai-agent - URL: https://www.callero.ai/voip/outbound-ai-agent - Description: AI voice agents that answer and recover calls, qualify trading intent, follow up pre-FTD, re-engage dormant clients and update the CRM automatically. ### Client Portal - Automated Onboarding - URL: https://www.callero.ai/client-portal - Description: Branded client portal with automated onboarding, KYC/AML verification, multi-account support and deposit/withdrawal management to reduce time-to-trade. ### Trading Platform - URL: https://www.callero.ai/trading-platform - Description: Proprietary multi-asset trading platform (Forex, stocks, indices, commodities, crypto), or integrate the platform you already use. ### Compliance & Jurisdictions - URL: https://www.callero.ai/compliance - Description: Multi-jurisdictional compliance tooling. Meets standards relevant to the broker's jurisdiction including FCA, FSCA, ASIC, CySEC, SCA, FSC, MiFID/GDPR and more. Audit-ready records and KYC/AML automation. ### Security - URL: https://www.callero.ai/security - Description: Bank-grade security - AWS infrastructure, encryption in transit and at rest, access controls, audit trails. ### Integrations & API - URL: https://www.callero.ai/integrations - Description: Connects to the platforms brokers already run - trading platforms (MT4, MT5, cTrader, Match-Trade), payment providers, KYC providers (Sumsub, Credas) and automation tools (Zapier, Make) via REST API. ### MT5 Alternative - URL: https://www.callero.ai/mt5-alternative - Description: Explains how Callero complements or compares to MetaTrader - executing the brokerage operations around the trading platform rather than replacing trade execution. ### Pricing - URL: https://www.callero.ai/pricing - Description: Flexible, modular pricing - choose individual modules or the full platform. ## Blog / Resources Index: https://www.callero.ai/blog (Spanish: https://www.callero.ai/es/blog) - AI Forex CRM: What to Look For in 2026 (Buyer's Guide): https://www.callero.ai/blog/ai-forex-crm-buyers-guide - How to Reactivate Dormant Trading Accounts (with AI): https://www.callero.ai/blog/reactivate-dormant-trading-accounts-ai - AI for Forex KYC and Onboarding: https://www.callero.ai/blog/ai-kyc-onboarding-forex-brokers - Speed to Lead for Forex Brokers - Why Under 60 Seconds Wins the Deposit: https://www.callero.ai/blog/speed-to-lead-forex-brokers - AI Voice Agents for Forex Brokers - What They Are and How They Work: https://www.callero.ai/blog/ai-voice-agents-for-forex-brokers - AI Agents for Forex Brokerages - What They Actually Do: https://www.callero.ai/blog/ai-agents-for-forex-brokers - From IB to Broker - How to Launch a Forex Brokerage Without a 20-Person Team: https://www.callero.ai/blog/launch-forex-brokerage-3500-guide ## Key Differentiators - Brokerage Execution Platform: CRM + voice + payments + compliance + AI agents on one client record, not a stack of disconnected tools. - Executes, not just analyzes: AI agents do the follow-up, qualification and chasing work, not only scoring and alerts. - Human-in-control: the broker approves every sensitive action, with a full audit trail on every AI action. - Multi-asset and multi-jurisdiction: built for Forex, CFD, commodities and equities brokers operating internationally. - Scales with the broker: from lean 5-30 staff desks to established 100-250 staff multi-region operations. - Fast setup: operational in hours, not weeks. ## Getting Started - Book a Workflow Audit / Demo: https://datalyse.io/contact - Contact: hello@callero.ai - Support: support@callero.ai ## Sitemap https://www.callero.ai/sitemap.xml ## Social Media - Twitter/X: @calleroai - LinkedIn: company/callero --- Last Updated: 2026-06-05 Version: 2.0