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AgentBook

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United States

Founded in

Thg 10 2018 (7 Years)

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Get to know AgentBook

AgentBook is a technology provider that specializes in delivering an all-in-one brokerage solution for the financial services industry. Their core offerings include a CRM and back-office system, a client-facing Trader's Room, and an advanced IB & Affiliate Management portal. The company's mission is to equip new and existing brokerages with a cost-effective, powerful, and customizable technology stack to manage clients, partners, and operations efficiently, allowing brokers to focus on growth and market expansion.

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Industry

  • Technology Broker SetupPRIMARY
  • Financial Insurance
  • Technology Software Development

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