Why choose LeanWork?
Brokerage CRM
Broker Work
Client Portal
Client Portal
IB Portal
IB Portal
Broker Work , CRM tailored for brokers
  • Supports IB, Personal recommendations, digital marketing and other client expansion model
  • Multiple commission models can be defined flexibly. Support multi-level IB management and automatic commission.
  • Thoroughly covers the workflow of financial industry practitioners, making work simple and efficient
Customer Segmentation
Flexible and powerful account management terminal
  • Multi-terminal adaptation brings the ultimate interactive experience for the usage scenarios of each end
  • Powerful custom branding to meet your individual needs
  • Multi-account one-stop management
  • Push information, built-in documents and other ways to help new traders grow rapidly.
Rapid Account Opening
Rapid Registration
Beginner Study Center
Financial brokerage portal for IBs
  • Exclusive promotion link, automatic allocation to outline the complete IB operation hierarchy
  • Client relationship management to construct full customer persona, and effectively promote your business
  • Fast, convenient and reliable online commission withdrawal
  • Detailed commission report, to trace every single piece of commission.
Exclusive Promotion Link
Commission Withdrawal
Safer Data
Multiple-permission Control

Flexible setting of different roles: sales, agency, customer service, finance, administrator, etc.

Anti-DDos Technology

Adopting the financial industry's innovative and advanced Gigabit series anti-DDos attack technology

Military-grade Data Encryption

Use the same level of military AES 256-bit data encryption technology as major banks

More Professional Service
  • Our professional pre-sales team will provide you with product consultation, solution consulting and other pre-sales services.
  • Our dedicated customer success manager will provide 7*24 hours after-sales service during the lifecycle.
  • 1 to 1 targeted system function training, quick and easy to get started
More Effective Collaboration

No matter who you are, a brokerage company owner, a system administrator, a customer service, sales, or a marketing/operations...

The best functional practices that perfectly match all the role usage scenarios, making collaboration more efficient and easier.

We are desperately trying to help you improve your work efficiency, so that you will have more time to enjoy the life.

How to stand out in a competitive environment? You need a solution that works best for you.
Brokerage Solutions
One-step to meet brokers, agents, traders and other multi-role use needs
We support optional versions. Do not need to choose the most expensive one, only the most suitable one
Brand information is fully personalized, effectively conveying your brand influence
Comprehensive dashboard data helps you make good use of data analysis, thus bid farewell to the era of intuitive decision-making
Flexible organizational structure helps manage all the complex organizations
Clear sales targets will reduce opportunity loss, and significantly increase target achievement rate
Smart client management and sales automation improve user experience and promote your sales performance
We remember our original intention, and keeps long-term companion. We are your more stable and reliable partner.
Financial institutions
Chose LeanWork
Financial industry practitioners
Using LeanWork CRM
Are using LeanWork client portal
Focus on product polishing and service to make you have a better experience