Strategy Sharing & Copying
Plan strategy discovery, provider profiles, and account connections so traders can follow or copy selected strategies.
Fintech Solutions
Social/Copy Trading.
Connect strategies, traders, and control.
Connect traders and strategy providers with social and copy trading infrastructure, performance tracking, and configurable risk controls.
Services & Capabilities
A Connected Copy Trading Experience
Built Around Your Brokerage
Performance Tracking
Bring strategy activity, returns, and drawdowns into reporting that supports informed review.
Risk Controls
Define allocation limits, exposure settings, and stop-copy workflows to give users control over their participation.
Provider Onboarding
Define strategy provider profiles, account connections, and approval workflows.
Brokerage Integration
Plan connections with trading accounts, CRM workflows, and operational reporting.
Fees & Activity Reporting
Define fee models and reporting requirements so providers, followers, and operators can review activity.
Our Process
From Your Requirements
to Practical Delivery
1
Step 01
Define the Experience
Agree provider and follower journeys, platform requirements, and the intended operating model.
2
Step 02
Configure Connections
Plan account linking, allocation methods, provider profiles, and risk settings.
3
Step 03
Test Copy Behavior
Validate allocation changes, disconnects, market conditions, and stop-copy workflows.
4
Step 04
Launch & Support
Roll out with onboarding guidance, operational reporting, and a process for resolving exceptions.
FAQ
Frequently Asked
Questions
Ready to Add Copy Trading?
Let's Build Your Next Step.
Discuss your current setup, priorities, and requirements with our team to define the right scope for your brokerage.