CRM

How to choose broker software without getting burned

By Tumai Meroiti · 26 August 2026

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Choose broker software by scoring it against your actual workflow: aggregator integration first, compliance fit second, automation depth third. Ignore feature counts — most brokers use a fraction of any platform. This guide explains the seven criteria we score in every review and how to weight them for your brokerage.

Sample post body proving the blog archetype. The real article walks through the seven scored criteria and how to weight them for a solo broker versus a small brokerage.

Replace before launch — the publish quality floor applies to editorial as much as to comparisons.

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