 | User Management ProTrader uses rule-based user management for administrator-defined user groups. Rules can be set up for each user or group, including: - Available client stations
- Available instruments
- Available routes
- Administration rules (levels of administration)
- Trading rules: margin, commissions, lot size, available order types
- Available reports
- Panels available to a user/group in every trading station
- Automated trading capability
- Account grouping capability
- Level 2 data
- Fund operations visibility
- Revenue plans visibility
- Notification types
- Branding rules
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|  | Account Operations Management Back Office gives full control of operations that affect users' account balances. ProTrader supports a long list of operation types including: Trading, Deposit, Withdraw, Commission, Swap, Blocking, Unblocking, Adjustment (Correction of wrong amount), Clearing Fee, Interest, Dividends, Agent Commission. ProTrader stores a log of operations performed on all user accounts. It is also possible to manage separate positions on each account. Back Office provides search, modification and rollback both of historical and of open positions and orders. | |
 | Funds Management Allows administrators to perform (i.e. add, edit, delete) various operations manually including: deposit, withdraw, commissions, clearing fee, swaps. Custom commissions and swaps plans can be set up so these operations are performed automatically. | |  | Routes Management Allows creating and configuring routes for each liquidity provider supported. There are many different types of vendor-dependent settings for each connection and instrument (instrument subscription and hedging settings). | |
 | Reports It possible to view various system and account activity reports for selected users or user groups. Reports are available in HTML view or cards (i.e. gallery-style, with each record in a separate cell), or as downloadable comma-separated value files opening with MS Excel. About 20 report types are provided as standard which cover all events generated by users and by the system. The capability to generate custom reports is offered by the Report Constructor. | |  | Swap Plan A Swap Plan allows specification of swap rates for overnight positions on each day of the week. The swap rate is then multiplied by the Swap Buy and Swap Sell settings specified for each instrument to determine amounts debited or credited to user accounts when the position is rolled over to the next date. | |
 | Branding It is possible to brand the trading platform with the company's (or department's) unique identity. Branding rules are applied only after logging in. It is possible to create several branding solutions for each user or user group. | | | | Positions Management Provides search, modification and rollback both of historical and of open positions and orders. | |
 | Revenue Plans Allows planning and varying revenue against users or instruments: for commissions, spreads, swaps and rebates. Revenue Plans are assigned to specific users or user groups. Plans can be searched/filtered by name. | |  | Connection Management Allows viewing of connection statistics and online connections states, editing online users and managing the blacklist (forbidden IP addresses). | |
 | Instrument Management Provides detailed settings management: precision, pip value, lot size, crosses, swap points, types of margin formula (for Forex, Futures, Options) with margin levels, currency settings, etc. To simplify work, similar instruments can be grouped into instrument types. | | |