Multi level introducing broker management portal

The system allows user to track changes in connections between brokers and clients, as well as changes in distribution of income coefficients. Due to this, there are always used relevant factors of income in the calculations, which operated throughout the whole period.

portfolio project

Avg, 2014 - Present

project management cloud  Great Britain

Task

We were required to create a system and dashboard for clients that basing on the established relationships between clients and brokers will be able to make automatic calculations of commissions earned by brokers on bets made by their clients and depended broker’s clients.

Introducing broker portal

It was designed specifically for brokers who can log in and review the automatically calculated amount of income that they were obtained from direct customers, as well as subordinate brokers. In addition, except for reports, logged brokers can review their own balance and request the withdrawal of funds to their personal accounts using the most suitable method of payment.

Features:

  • Transaction history of the entire system
  • The history of the money movement between accounts and currency translation
  • Ability to create a transaction to replenish or withdraw money from the MT4 accounts - priority system operations for VIP clients
  • Processing of withdrawal requests - to confirm or reject. 3 tier request handling system
  • Setting of the payment service provider that become payment gateway for payment method
  • Setting the pyramid percent payout ratio, the connection between IB
  • Reporting:
    • Rebate calculations
    • Partner reports - deposits, net deposits, withdrawals, revenues, IB revenue share

IB portal administration area

A manager can set connections like broker-broker and broker-client. It allows to affix appropriate distribution of income coefficients in the complex hierarchy of connections. The developed system provides the ability to create a multi-level pyramid and further track and apply different income coefficients, depending on the instruments which customers play on (Forex: USD pairs and NON USD pairs; Metalls: Gold and Silver; Oils, CFDs etc)

Features:

  • Interactive reports - dashboards with all the results
  • General profit - the overall results for each sub IB and for each client
  • Management of the pyramid
  • Monitoring of each client activity
  • Withdraw money - any account of the world, china union pay
  • Multilingual - 5 languages

Calculation of income throughout the pyramid

Sales Force integration

Centralized data storage in SF is convenient for analysis and all sorts of different financial / accounting tasks. We use SF as one of the best systems for such tasks.

  • Download clients that are stored in SF
  • Authentication by SF
  • Balance sheet and financial results

Payment methods

  1. Bank or Credit Card (Visa and MasterCard)
  2. China Union Pay
  3. Skrill
  4. Neteller
  5. Bank Transfer
  6. Mercury

Integration with Meta Trader 4

Account MT4 sales are the main product of the broker. The integration allows user to do the following:

  • Opening an account
  • Withdraw the balance
  • Create transactions in MetaTrader 4 (MT4 or deposit)

Techs

  • Back end: Java, Salesforce, MT4, Spark
  • Database: PostgreSQL, MySQL
  • Server software, Continuous Integration Server: Jenkins, Zabbix for monitoring, Amazon, GitHub, DockerHub
  • Front end (JS): Angular, JavaScript, HTML5, CSS3

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