Risk management

Risk rules that enforce themselves.

Recalculate account equity and margin on every price tick, apply the broker’s thresholds and keep risk events visible in Cockpit.

Account-level risk

Configured by the broker. Enforced on the server.

Bring leverage, margin calls, stop-out and negative balance protection into one account policy, with a complete risk history.

01

Worst-first stop-out

Close the weakest position, re-check the account, and repeat if needed. A close-all fallback is available to restore margin.

02

Tiered leverage

Step leverage down as exposure grows. Configure group and symbol ladders in a visual editor with a live preview.

03

Negative balance protection

Enable protection per broker and group, with a dedicated write-off report showing absorbed losses.

04

Margin calls across channels

Use in-app, push and email alerts with rate limits to avoid repeated warnings. Margin-call and stop-out levels are configured per client group.

05

Closing remains available

Position closing is not blocked by margin checks. Adjust hedged-margin discounts per group and follow margin-level distribution on the dashboard.

06

An accountable risk history

Record margin calls, stop-outs and forced closes for review and disputes. Campaigns can cancel bonus credit at stop-out when configured to do so.

More risk controls

Leverage, liquidation and the house account.

Finer controls for the risk team, from per-symbol margin to a liquidation service you can pause.

01

Leverage at three levels

Default and maximum leverage per group, per-account leverage that inherits or overrides, and extra margin or lower leverage for specific symbols such as exotics or crypto. Changes apply to the next order without a restart.

02

Safe by default

If live figures are ever unavailable, an account can still close positions but cannot add risk. Stop Loss and Take Profit never fill on a price the market did not print.

03

A protected house account

The broker’s coverage account is never stopped out and never distorts client figures, with dedicated risk permissions so only authorised staff see or act on risk data.

04

Liquidation you can pause

A dedicated liquidation service that operators can pause in under a minute, with every liquidation happening once even if a message is repeated, and live risk alerts streamed to the desk.

Accounts, wallets & money

A ledger behind<br/>every movement.

Connect familiar account access with controlled approvals, campaign rules and configurable revenue models.

01

Account access clients recognise

Account-number login with the broker’s number series, several real and demo accounts under one email, and investor read-only passwords.

02

Self-service and account policy

App and portal signup support immediate demo access and KYC review for live accounts. Configure swap-free Islamic accounts by client or group.

03

A typed, immutable ledger

Record deposits, withdrawals, P&L, commissions and swaps as typed ledger entries. Two-factor approval applies to withdrawals, balance adjustments and credit grants.

04

Campaigns with controls

Run deposit-percentage, welcome, no-deposit and per-lot cashback campaigns. Track turnover, profit locks, abuse detection and automatic clawback.

05

Flexible revenue rules

Configure swaps and commissions per lot, percentage or flat amount, per group with symbol overrides.

Payments

Rails that reconcile themselves.

Bank transfer and crypto deposits, verified withdrawal destinations and two-factor approvals, with provider records reconciled automatically.

01

Methods that appear without an app update

Each broker’s enabled payment methods appear in the apps automatically. The payment framework models any provider with its own limits, fees, currencies and countries.

02

Bank transfer with an evidence trail

Deposits by bank transfer get a unique reference and are tracked from review to credited, with optional KYC before any withdrawal.

03

USDT crypto deposits

Clients deposit USDT to a dedicated address through Cregis, reconciled automatically against provider records with an exceptions list.

04

Verified withdrawal destinations

Staff verify client bank details, new destinations wait out a security cooling-off period, and every withdrawal approval needs a two-factor code. Two staff members can never over-pay the same account.

05

Swaps that reconcile

Swap rates in points, currency per lot or annual percentage with a triple-swap day, a nightly rollover that is audited and replayable for a missed night, and swap-free accounts per client or group with symbol exceptions.

Separate by design

Wallet cash is not trading margin.

The main wallet is separate from trading-account margin. Wallet-to-account transfers, withdrawals and partner commission settlement are rolling out; confirm the available workflows for your deployment.

Explore client accounts & the main wallet ↗
Talk to Metafix

Build the policy around your brokerage

Review group thresholds, tiered leverage, campaign rules and money approvals in a guided Cockpit demonstration.

Request a demo