Dashboard and dealing
Reconcile revenue while excluding demo and house money. Monitor a live, tick-updated blotter; place, amend or close for clients with a recorded intervention reason.
CockpitWeb console
The back-office, in a browser.
The broker's operations console for dealing, risk monitoring and platform administration. Dealing, clients, KYC, groups, money, liquidity, partners, reports and staff share one console.
- Real-time exposure
- A-Book, B-Book & Hybrid routing
- Role-based permissions
XAUUSD−0.10%
4,122.88
L 4,106.09 H 4,132.02BTCUSD+0.04%
82,869.43
L 82,410.15 H 83,120.60EURUSD−0.10%
1.12241
L 1.12198 H 1.12376GBPUSD+0.03%
1.33782
L 1.33604 H 1.33851USDJPY+0.24%
157.844
L 157.421 H 157.847Net revenue12,450.00USD · today · real clients
Unrealized P&L −8,240.60Mark-to-market
Open positions 24854.80 lots gross
Active customers186traded in window+4.2%
Revenue breakdown REAL CLIENTS
Commission4,200.00
Swap (posted this window)450.00
A-book client P&L2,800.00
B-book client P&L5,000.00
NOT COUNTED IN NETDemo accounts (play money)+3,850.00
TRADES162 · 32.40 lots
PENDING ORDERS8
GROSS12,450.00
COSTS0.00
NET12,450.00
Operations ● QUOTES FLOWING3 AWAITING REVIEW
Visible users1,2401,080 active
Active users1,0801,240 total
Trading groups12Across vendor
Pending finance3Awaiting review
INSIGHTS
Users by statusActive / Pending / Blocked
1,240TOTAL
Active1,080Pending112Blocked48
Money flow · today REAL CLIENTS
DEPOSITS+24,500.006 approved
WITHDRAWALS−8,200.002 approved
NET FLOW16,300.00dep − wd
Withdrawal queue clear
Open positions by routeLive · A-Book vs B-Book volume
A-BOOK96
B-BOOK152
Recreated from the Metafix Cockpit interface. Account names and figures are illustrative.
- 28Back-office pages
- 22Permission areas
- 10Report families · CSV, Excel & PDF
- 11Operational alert types
- Scope reported in the October 2026 platform overview.
The broker’s working environment
One console for the whole operation.
From the dealing desk to the services panel, every back-office task runs in the browser.
Groups and instruments
Treat trading groups as policy bundles for risk, routing, pricing, commissions, swaps and symbol access. Support seven asset classes and synthetic instruments, such as gold per gram, with quotes, charts and execution.
Reporting and statements
Ten report families support CSV, Excel and PDF, including branded statements and industry-standard formats. Email monthly statements automatically and receive daily P&L reports. Audit exports cover up to a year.
Operations in the browser
Use a services panel to inspect health, read logs and restart services without a server login. Eleven operational alert types provide ongoing visibility, with delivery records for push, email and in-app messages.
Daily control
What the desk sees every morning.
Revenue that reconciles to the cent
Today, month to date and year to date, with demo and house money kept out of the headline, and a daily P&L email every morning split by book.
Execution health and money flow
Reject rates and top reasons, live feed status, settled deposits and withdrawals, net flow and the pending withdrawal queue.
An alerts bell that follows you
Stuck orders, negative balances, failed liquidations, orphaned hedges, service problems and licence status on every page, plus a command palette and a live price ticker.
Three ways to stop a client
Full block, close-only, or block bots only, with instant sign-out on every device. Client profiles bring wallet, trade book, statements, API keys and security together in nine tabs.
Reports your auditors recognise
Ten report families in CSV, Excel and PDF, MT5-format exports, branded statements previewed before sending, a bulk statement pack, automatic monthly statements on the 1st, and a regulator-ready audit export for up to a year.
Email in your own name
Every platform email, from margin calls to statements, goes through your own domain and provider, set up in Cockpit with a one-click test and editable templates with live preview.
Client engagement
Alerts, news and email that keep clients close.
Push alerts, an economic calendar and market news are built into every app, and every message a client receives carries your brand.
Explore the mobile apps- Alerts within secondsSix push alert types with the profit or loss shown in the alert. In testing, a push reached the phone within one to two seconds of a fill. Margin-call and stop-out warnings are sent as time-sensitive and can never be muted.
- Storm protection and proof of deliveryA flapping margin level cannot flood a phone, every account on one phone gets its own alerts, and support can confirm whether an alert went out, with a test tool in Cockpit.
- News that never goes blankAn economic calendar with impact ratings and a countdown to the next big release, and market news refreshed every 15 minutes from sources the broker chooses. If a data provider is down, the last good update keeps showing.
Security, audit & review
Controls for accountable operations.
Use permissions, two-factor checks and audit records to support the brokerage’s own security and compliance requirements.
Explore security & compliance- Staff permissionsFive preset roles and 22 permission areas support allow, view-only or deny. Require two-factor staff login, with an additional check on outgoing money.
- Audited actionsSensitive actions record the staff member, IP address and device. Decisions and dealer interventions carry reasons.
- Protected infrastructureEncrypt stored secrets with separate keys and firewall databases from the internet. Each broker chooses the region for its private installation and data.
- In-house verificationReview identity, address and selfie documents, with re-KYC and expiry handling. Staff complete sanctions and PEP screening checklists before approval. These workflows support the broker’s own compliance process.
Configured in Cockpit
You decide what clients can do.
Set the choices clients see across the portal and apps. The portal offers only the options enabled by the broker.
- Account products
- Leverage ranges
- Demo balances
- Payment methods
- Partner approval
- AI access and usage limits
- Automated-trading permissions
- Available bots
- News sources
What it provides
Built into your brokerage workflow.
- 01Real-time exposure by symbol, group and client
- 02Routing rules for A-Book, B-Book and Hybrid
- 03Risk dashboard and dealer controls
- 04Platform configuration and user roles
Connected by design
- 1Trading activityClient orders and positions arrive in real time.
- 2Exposure & revenueSee exposure by symbol, group and client.
- 3Dealer controlsIntervene with a recorded reason.
- 4Operational reportingReports, statements and audit exports.
Talk to Metafix
Explore Cockpit for your business
Discuss the modules, execution model and dedicated deployment that fit your business.