Client Management
The management console allows handling broker values and trade requests:
-
Traders can manually or automatically process received orders.
-
Risk Managers can modify trading symbol settings and view unhedged position data.
-
Financial Officers can perform balance operations and generate various reports. Client management offers a wide range of features.
All these features require pre-configured permissions and client assignments! Click here for detailed permissions and client assignments.(../user/user.md)
Manage Clients
The management console provides multiple features for handling client-related operations. It allows opening trading accounts and managing existing accounts.
Each client has a complete set of information, including personal details, business verification, and current account information.
Manage Trading Accounts
Each trading account contains complete information, including account details, trading settings, current financial status, and full transaction history.
Additionally, the management console can handle deposits and withdrawals from trading accounts and send push notifications to clients' mobile devices.
Manage Orders and Positions
The management console allows you to perform any trading operation on clients' accounts: opening and closing positions, as well as placing, modifying, deleting, and activating pending orders.
The management console always maintains a comprehensive list of clients' positions and active pending orders.
The platform also offers many additional trading features, including real-time market quotes and two-level market depth data.
With sufficient permissions, managers can directly modify almost any data related to trading operations in the platform's database.
