Marketing Team
This month’s release is all about empowering Brokers with a clearer insight into platform activities. The main highlight is the expanded Platform Logs in Manager 2.0. Now offering a more detailed view of user and trading activity. This added visibility supports faster investigations and smoother dispute handling. It also helps Brokers stay ahead of issues that could affect security or compliance. The remaining updates build on the same goal of making daily operations easier and more reliable, ensuring Brokers are always in control.
Platform Logs in Manager 2.0
The Platform Logs tab in Manager 2.0 now provides brokers with direct access to detailed records of key trading and account operations. Brokers can review logs for actions such as opening, editing, and closing positions, partial closes, creating and managing pending orders, as well as user sign-ins and sign-outs. Each log entry includes valuable contextual information such as whether the action was performed via mobile or web, browser identifiers, IP addresses, and group associations. This comprehensive visibility enables brokers to quickly investigate user activity, identify suspicious behavior, and resolve disputes without relying on external systems. By surfacing granular operational data, the solution empowers brokers to proactively detect potential fraud or abuse and ensure regulatory compliance.
Benefits:
- Brokers can monitor all critical trading and account activities, including user access and order management, directly within the Manager 2.0.
- Detailed user context – such as device type, browser ID, and IP address, enables rapid investigation of suspicious actions and supports fraud prevention.
- Enhanced operational transparency and auditability help brokers resolve client disputes and meet compliance requirements with ease.
Account Statement in Manager 2.0
A powerful, unified account statement feature has been added to Manager 2.0, revolutionizing reporting capabilities. Managers can now generate complete summaries spanning positions, pending orders, executed trades, and ledger history, all within a single interface. With intuitive data selection and flexible export options in both HTML and CSV formats, delivering professional-grade reports to clients and stakeholders has never been more straightforward.
Benefits:
- Customized account statements tailored to specific client or internal reporting needs
- Flexible export options supporting diverse business and compliance requirements
- Client relationships elevated through enhanced transparency and professional communication
Position Margin Information Added to Manager 2.0 UI
Critical margin details, captured the moment a position is opened, are now visible in both the Positions and Closed Trades sections of Manager 2.0. This gives brokers and managers traceable insights into margin requirements and associated trading costs. The valuable addition supports more informed decision-making while improving the clarity of client discussions around margin usage.
Benefits:
- Deeper insights into real-time margin utilization patterns across your client base
- Client confidence that grows through transparent presentation of trading costs
- Strengthened risk management capabilities and improved advisory service quality
Refund Ledgers Added to Manager 2.0
A new refund capability was introduced in Manager 2.0, allowing brokers to efficiently correct or reverse selected financial operations directly from the Ledgers section. Brokers can now refund deposits, withdrawals, credit in, and credit out transactions, either individually or in bulk, streamlining the process of addressing erroneous or unnecessary ledger entries. The system ensures that refunded operations are removed from records and account balances are updated accordingly, while providing clear notifications if a refund is not permitted for a specific ledger. All refund actions are properly logged, supporting transparency and auditability for broker operations.
Benefits:
- Brokers can quickly resolve financial discrepancies by refunding key ledger operations without manual intervention or support requests.
- Bulk refunding accelerates the correction process, reducing administrative workload for broker teams.
- Automated logging and clear notifications enhance operational transparency and help maintain compliance standards.
Bulk Options in Manager 2.0
Bulk-operation capabilities have been added to Manager 2.0, enabling mass actions across positions, pending orders, and closed trades. This update significantly reduces the time needed for manual trade management, creating streamlined workflows for managers handling large volumes of trades. The feature greatly improves responsiveness to client needs while reducing administrative overhead.
Benefits:
- Improved efficiency by handling multiple trades and orders simultaneously
- Reduced manual workload and risk of errors in high-volume operations
- Unlimited growth with scalable operations that maintain service quality
Swap Markups on Group Level
A newly introduced feature enables percentage-based swap markups at the group level, automating swap value adjustments across client segments. This innovation eliminates manual calculations while ensuring consistent swap application throughout specified groups. With support for both individual and bulk editing, brokers gain unprecedented efficiency and flexibility in managing trading conditions.
Benefits:
- Elimination of tedious manual swap calculations with intelligent automation
- Consistent, transparent swap structures that build client confidence
- Flexible configuration supporting tailored trading conditions for different client groups
Swap Markups and Margin Call Notification Switch in WL Manager
Swap markup configuration and margin call notification settings have been integrated into the WL Manager, mirroring the capabilities previously exclusive to the Admin interface. This update enables brokers to manage swap markups and margin call notifications directly from their preferred environment, eliminating the need for cross-platform adjustments and streamlining operational workflows.
Benefits:
- Management of essential account settings through a single, intuitive interface
- Consistent configuration across management tools, reducing operational risk
- Trading conditions customized with unprecedented ease and flexibility
PAMM in the New Match-Trader Platform
A redesigned PAMM module (Percent Allocation Management Module) has been introduced within the Match-Trader platform, delivering a completely modernized yet familiar user experience within the Social Trading suite. While sporting a sleek, contemporary design with enhanced usability, the interface preserves all existing functionality from the legacy system. All essential tabs and features for production-ready PAMM operations are fully implemented, with exhaustive cross-platform testing ensuring a flawless user transition and performance across various resolutions and mobile devices.
Benefits:
- Highly intuitive, modern Copy Trading interface driving user engagement
- A risk-free transition that maintains complete functional parity with the legacy UI while eliminating retraining needs
- Internal performance enhanced through optimized workflows and seamless backend integration
Option to Hide the Ask Line on Charts
Traders can now choose to hide the ask line on charts, gaining greater control over their technical analysis environment. This user-driven enhancement allows for personalized presentation of market data tailored to individual trading styles and preferences. Developed in direct response to trader feedback, this feature supports a more focused trading experience and demonstrates our commitment to creating a platform that adapts to users’ needs.
Benefits:
- Customized chart view for better clarity and reduced visual clutter, enhancing focus during analysis
- A platform that is more attractive to professional users who value flexibility and control over their trading environment
Performance Optimization for Large Data Lists
The platform’s handling of large data lists, such as open positions and orders, has been optimized to render only visible items. This improvement significantly enhances performance and responsiveness, especially for users managing extensive portfolios. Traders experience ultra-fast load times and smoother navigation, regardless of data volume, while brokers benefit from a more scalable and robust trading environment.
Benefits:
- Improved speed and responsiveness during active trading
- Support for even the most demanding clients with large and complex portfolios
- Reduced technical barriers to platform scalability and growth
Enhanced Update Mechanism for Application Versions
The redesigned application update system puts traders in control, offering the choice to install new updates immediately or defer until their next session. This approach eliminates unwanted disruptions during active trading periods and empowers users to manage their experience. For critical updates, an enforced installation process ensures platform security and compliance.
Benefits:
- Reduced trading interruptions and enhanced user satisfaction
- Control over when updates occur to match your trading schedule
- Trust that critical security features will always be maintained
Registration via URL with Hidden Feature Enabled
Traders can now register through direct URLs even when the registration feature is hidden on the platform. This change enables brokers to control the visibility of public registration while still supporting targeted onboarding campaigns or partner-driven registrations. The update increases flexibility in user acquisition strategies and ensures that access can be tailored to specific business needs.
Benefits:
- Exclusive, invitation-only registration opportunities for targeted campaigns
- Precise control over user onboarding and access privileges
- Strategic partnerships with customized growth initiatives supported
Totals Row for Swaps, Commissions, and Profits in Exported Statements
Exported CSV and HTML statements now include a totals row for both open and closed positions, automatically summarizing swaps, commissions, and profits. Providing instant performance insights without manual calculations, this upgrade streamlines reporting capabilities and supports more efficient financial analysis for traders and brokers alike.
Benefits:
- Immediate insight into overall performance metrics at a glance
- Eliminated calculation errors with automated financial summaries
- Enhanced value of exported statements for compliance and review
Expanded Trading Account Update Capabilities (Broker-API)
Trading account management has been enhanced for leverage adjustments alongside changes to other account parameters in a single operation. This eliminates the need for separate API calls when modifying account settings, simplifying account administration. By consolidating multiple changes into one seamless action, the solution cuts operational friction and saves valuable time for brokers and administrators.
Benefits:
- Faster, more efficient account management that reduces manual effort and operational delays
- Smoother workflows for API users, enabling them to deliver a more responsive service to their clients
- A competitive edge gained through reduced technical complexity
‘additionalType’ Added to All Ledger Data Models (Broker-API)
The ‘additionalType’ attribute has been implemented across all ledger-related REST endpoints and gRPC streams, establishing a new benchmark for financial reporting and data accessibility. This enhancement enables precise filtering of ledger information based on specific transaction types, perfectly aligning with QFX standards. The update fundamentally improves data consistency while giving brokers and partners unprecedented flexibility in accessing detailed financial records.
Benefits:
- More granular control over financial data extraction, analysis, and compliance
- Complete compatibility with industry standards for institutional clients
- Enhanced filtering capabilities that improve operational efficiency for finance and back-office teams
Reopen Closed Position Endpoint (Broker-API)
A new dedicated API endpoint now enables the instant reopening of previously closed trading positions without the tedious process of manual recreation. As a result, brokers and administrators can restore closed positions quickly with complete accuracy, maintaining all original parameters while eliminating error-prone data entry. The feature enhances operational agility, enabling trading teams to respond decisively to client requests or market developments.
Benefits:
- Ultra-fast, error-free position restoration for enhanced client service
- Eliminated risk of costly errors during manual position recreation
- More flexible and responsive trading operations that provide a competitive advantage
