Onboard new brokers in under 10 minutes

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Quickly (and accurately) assess KYB and KYC documentation and monitor intermediaries' ongoing compliance, without turning the process into somebody's full-time job.

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Start as you mean to go on

To build fruitful, long-lasting broker relationships, you need solid foundations. Which is why robust verification checks are critical.

Broker ID enables you to make confident, precise assessments, faster. And, because your obligations don't end with onboarding, it keeps a close eye on their status throughout your relationship, too.

Faster network expansion

The quicker you verify brokers' credentials, the quicker they can start bringing in new business. And, with access to in-depth information on newly authorised firms, you'll also have an easier time doing targeted outreach.

Simpler compliance

How brokers conduct themselves ultimately reflects on you. Gather data from regulators, social media, and other online channels, and build a complete, up-to-date picture of the firms you're doing business with.

Less manual work

Your staff's time is limited, so why waste it on laborious, repetitive tasks? Broker ID speeds up verification by up to up to 60%, centralises data, and keeps everything up to date. And if you use Intermediary Manager, they'll sync automatically.

Everything you need to know about your brokers in one place

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1

Thorough analysis

Check data from the FCA, ICO, and Companies' House at a glance. Broker ID monitors authorisation status and other key compliance indicators, keeping you in the know about your brokers' conduct and reputation.

2

Ongoing monitoring

Stay informed about firms and individual brokers on a continuing basis. Check authorisation status, GDPR compliance, and accounts and other Companies' House filings, as well as historical data.

3

Effortless integration

Use Broker ID on its own, or slot it into your tech stack. Comprehensively documented, API-based architecture means it connects seamlessly with any other software, including legacy components.

4

Straightforward setup

Broker ID doesn't just speed things up for your brokers — it's quick and easy for your organisation to set up, too. Key in your details on the registration page, and you'll be up and running within 5 minutes.

Broker ID has vastly improved our relationships with our brokers.
“Onboarding is much smoother, which helps set the right atmosphere from the get go. And the ease with which we can monitor compliance on an ongoing basis has lowered our risk and given us greater peace of mind.”

Strong broker relationships don't happen by accident.

Let's show you how Broker ID can help you build a network of trusted partners, with less effort.

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