Client Requirements

To smoothen their trading operations, the client required a platform that was easy to use and could automate some of the tasks.

  • Required a platform that is easy for their customers to use, which enables them to manage their trading activities.

  • Wanted to automate specific tasks to reduce manual efforts and increase efficiency with existing CRM.


We devised solutions that helped them work more efficiently and removed manual processes.

  • API Integration for Fund Management: We automated fund management using MetaTrader 4 API. Customers can securely manage their funds via the CRM portal.

  • Role-Based Rights: Admin privileges were configured to allow the setup of automatic and manual processes for tasks like account approval, deposits, withdrawals, and account upgrades.

  • Verification Process: Admin was empowered to approve or reject uploaded documents for account verification, which would determine account statuses.

  • Multi-Account Transaction: Leveraging the MetaTrader 4 API, we facilitated fund transfers between multiple accounts of a single user.


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Enhanced User Experience

The custom trading portal enabled the company to offer clients a seamless fund management experience, improving client satisfaction and loyalty.

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Efficiency Gains

Automation and API integration significantly reduced the manual workload for the company’s staff, streamlining the overall operation cycle.

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Frictionless Operations

Automated processes and integration of the MetaTrader 4 API contributed to a more efficient and effortless trading process.

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