Turn your trading data into business decisions
Dashboards and reports covering revenue, volumes, client behaviour, marketing performance and risk — plus AI-assisted client profiling to support smarter execution decisions.
What is Reporting & Business Intelligence?
Reporting and business intelligence turns data from your trading platforms, CRM and payment systems into clear dashboards and reports for management, dealing, finance and marketing.
AI-assisted client profiling groups traders by behaviour — for example scalpers, swing traders or news traders — and by profitability, helping your dealing desk set smarter execution rules.
Who it's for
- Brokerage management teams
- Dealing desks
- Finance and compliance teams
- Marketing teams measuring campaign ROI
What's included
Executive Dashboards
Revenue, deposits, volumes and active clients at a glance.
Trading Reports
Detailed MT4/MT5 reports by group, symbol, client and period.
AI Client Profiling
Classify clients by trading style and profitability to support routing decisions.
Marketing Analytics
Track campaigns, IBs and lead sources through to first deposit and revenue.
Scheduled Reports
Automatic daily, weekly and monthly reports by email.
Custom Reports
Build your own reports and export to Excel or CSV.
Know exactly how your brokerage performs
Most brokers collect huge amounts of data but struggle to use it. Our reporting and BI tools turn that data into clear answers for management, dealing and marketing teams.
- Data from all platforms, CRM and payments in one place
- Role-based access for each team
- Regulatory and finance reports
- API access for your own data warehouse
How Reporting & Business Intelligence works
Connect data sources
Platforms, CRM, payments and marketing tools are connected.
Build dashboards
Standard dashboards are configured and custom ones built for you.
Schedule reports
Reports are sent automatically to each team.
Act on insights
Client profiles feed into risk and routing rules.
Reporting & Business Intelligence at a glance
| Data sources | MT4/MT5 and other platforms, CRM, payments, marketing |
| Outputs | Dashboards, scheduled reports, exports (Excel/CSV) |
| AI features | Client profiling and classification |
| Access | Role-based |
| API | Data access for your own warehouse |
Reporting & Business Intelligence — common questions
Trading platforms, CRM, payment systems and marketing sources can all feed the same reporting layer.
Machine-learning models analyse trading behaviour to group clients by style and profitability, helping dealing teams set execution rules.
Yes. Any report can be sent automatically by email on a daily, weekly or monthly schedule.
Yes. Reports export to Excel and CSV, and data can be accessed through an API.
Ready to launch your brokerage?
Talk to our team and get a tailored proposal within 24 hours.