V6.10.0 - Risk Management Dashboard
Learn about all the details of all our recent CRM updates here.
Last updated
Learn about all the details of all our recent CRM updates here.
Last updated
Released Date - 12 July 2023
Introducing our latest release featuring the new risk management dashboard. This powerful tool allows you to track your profits over time and provides projected profit analysis based on the hybrid A/B book risk management model. You will also have valuable insights on the top five most profitable traders and the top five traders with the most losses. This enables you to make more informed decisions as a broker, optimizing your A-book and B-book strategies to maximize returns.
This function is only available for brokers with MT4/5.
Profit Tracking and Projection With our risk management dashboard, you can track your profits over time and gain valuable insights into the projected profit based on the hybrid A/B book risk management model with a liquidity provider. This feature allows you to monitor your financial performance and make informed decisions about your business strategies.
Insights from Profitable Traders By using the dashboard, you can analyze the top five most profitable traders and identify the top five traders with the most losses. This information empowers you as a broker to make better-informed decisions when determining which traders to A-book (directly route orders to the market) and which to B-book (internalize orders), maximizing your returns while mitigating potential risks.
You have the ability to set permissions for the risk management dashboard. By selecting "Risk Management" in the permission settings, you can grant your team members access to view the dashboard.
Once permissions have been granted, you will be able to find the Risk Management Dashboard on the top navigation bar.
At the top of the risk management module, you will find a concise description of the A-book and B-book concepts. Additionally, we introduce the hybrid risk management model that combines both A-book and B-book approaches. To delve deeper into the details and learn more about this model, simply click on "Contact us to learn more." Our team will be delighted to provide you with further information and address any inquiries you may have.
Upon clicking "Contact us to learn more", you will need to fill in the following details:
Your Name
Your Email Address
Comments (optional)
Once you have filled in the required information, click on "Send Request," and an email will be promptly sent to our team. Our dedicated sales team will be in touch with you shortly to assist you further and address any inquiries you may have.
In addition, within the risk management module, you will have access to the broker profit and loss chart. This chart provides a comprehensive view of your profits, projected profits, and profit growth over a specified period of time. This visual representation allows you to track and analyze your financial performance, enabling you to make informed decisions and strategies for maximizing profitability.
Within the risk management dashboard, you will have visibility of the top 5 most profitable traders on the left side and the top 5 least profitable traders on the right side. All profit amounts will be denominated in USD, even if the clients have different account base currencies. The system will automatically convert the profits to USD.
You can hover over each client to access more details.