The Multi-Level Broker Management Portal
A custom FX trading solution designed for a multi-level broker hierarchy. The system manages all financial and operational relations between the broker and its IBs, supporting over 200 instruments across 12 countries and 15+ languages. Built for heavy data loads, it provides full control over IBs, traders, and trading operations, and has been successfully used for over a decade.
Technical stack includes:
- Backend: Java, Spring Boot, Salesforce, MetaTrader 4, Hibernate, Spark, Redis, MySQL, PostgreSQL, AWS
- Frontend: ReactJS, AngularJS
- DevOps/Infrastructure: Kubernetes, Docker, Jenkins, Zabbix, GitHub, DockerHub
- Testing: Selenium, JUnit
The client
A well-established FX broker approached us to create a system to manage all its IBs, provide infrastructure for trader management, and automate commission calculations. The broker needed the ability to configure IB settings, monitor the business at both a high level and for individual IBs, and streamline all operational processes.
The team
We started with a business analyst, database architect, and a few developers, and grew into a fully equipped team of 12 handling all development stages from feature analysis to deployment. A senior project manager ensured smooth integration with the client’s core business team, allowing them to focus on scaling their trading operations.
What we did
The initial client's system had multiple unconnected solutions and required many manual operations. Our expert team transformed it step by step, balancing ongoing support, bug fixes, and implementation of new features and automation necessary to scale the business.
Long term relations
After successfully automating the system, we entered a long-term support and evolution cycle, continuously updating and fine-tuning the platform. The team became a dedicated, permanent part of the client’s business operations, integral to its ongoing success.
Results
Industry: Fintech
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53 Payment Methods
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Presence in 15 countries
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700k+ monthly users
One of the biggest FX & CFD broker, providing trading conditions and client service worldwide
Services Used
Introducing Broker Portal
- Allows IBs to earn fees by bringing traders to the broker.
- Lets IBs manage their customers and handle requests.
- Automates rebate calculations and provides detailed reports on deposits, net deposits, withdrawals, revenues, and IB revenue share.
- Enables IBs to review balances, monitor customer activity, request withdrawals, and add additional IBs to their multi-level hierarchy.
IB Portal Administration Area
- Enables managers to configure broker-to-broker and broker-to-client connections.
- Allows assigning income distribution coefficients within a complex hierarchical structure.
- Supports creation of a multi-level pyramid of IBs and tracks income coefficients based on the instruments customers trade (currency pairs, metals, oils, CFDs, etc.).
SalesForce Integration
- Centralizes data storage for easier analysis, financial management, and accounting tasks.
- Handles customer authentication through its central user database.
- Enables download and export of user data, monitoring of balance sheets, and tracking of financial results.
53 Payment Methods
The platform was developed as a worldwide system and focused on China's market today.
- We support 53 payment systems, including China UnionPay, Skrill, Neteller, AstroPay, Mercury, EasyEFT, EcoPayz, Finrax, MiFinity, OctaPay, PayCent, PayGuru, Payment Asia, TradersCoin, Volt, Zota, Xentum, UniversePay, etc.
- Every gateway is supported for both deposits and withdrawals. All payment processes are integrated with SalesForce.
Integration With Meta Trader 4
Selling MT4 accounts is a core product for the broker. The platform integrates with MT4 to automatically open accounts after registration, handle balance withdrawals, and manage transactions.
All management actions following registration, payments, withdrawals, or other events are fully automated through this integration.
Management Features
The team designed comprehensive management features for the client, including:
- Money movement and transaction history
- Processing withdrawal requests with confirm/reject options
- Payment service provider settings
- Configuring IB hierarchy payout ratios and IB connections
- VIP customer prioritization
- Interactive reports
The broker’s super administrator can fully manage all IBs, block or activate accounts, configure fees, monitor overall profit, and oversee every aspect of each IB individually.
Customer Feedback
"I have been working as a CTO for 6 years and for all this time Ardas has always been very responsible and attentive to all the nuances and peculiarities of our business. We do not feel any barriers, neither linguistic nor distance.
They are very attentive to communication, their CEO periodically comes to the UK. We meet to discuss strategic cooperation, plans for the future. It is very important to us as a large company, and we are glad that such attention is part of their service.
We have been working with Ardas for more than five years, we started with a part-time team that developed our [IB portal] and still maintains it, plus does all the work on our website, which is the only source of all customers. The website supports 6 languages, does all the integrations with all systems that we use (SalesForce, MetaTrader, payment systems including Chinese).
Ardas always makes sure that we use the best technical solution possible. Once, they very timely offered to switch to microservice architecture. To pitch this idea, they prepared a presentation, justified everything correctly, made a plan and an assessment.
Now our system is scalable. Traffic and our turnovers have already grown significantly and we have never had any performance problems because we were prepared in time.
Our system is written in PHP / Symfony and Java. Ardas has formed a dedicated team tailored for all our technologies - we do not experience any problems with a lack of skills or knowledge."
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