NextStep positions itself as a technology partner for brokerage success, offering an all-in-one platform for businesses looking to start or enhance their brokerage operations. The company provides a suite of integrated solutions including a CRM, Trader's Room, IB Portal, and back-office management systems. Their mission is to empower brokers with robust, scalable, and user-friendly technology, allowing them to focus on growth and client relationships rather than technical infrastructure.

Founded in

Canada