Highlights
New Web UI
A new client interface built around speed and usability. It also brings:
- A unified Leaderboard. Copy, MAM, and PAMM in one ranking, plus a separate ranking per product.
- The statistics page. Return, trading history, assets under management, and the number of Followers — everything an investor bases a decision on.
- The dashboard. All accounts across all three modules on a single page.
- Subscription by link. The master trader shares a link, and the investor subscribes by following it without going through the client area.
- PAMM fully inside the Web UI. Investors submit deposit and withdrawal requests and track their status; master traders see a pending-request counter on the account card and in the menu.
The broker assembles the Web UI itself: which products the client sees, whether they can open accounts, and which actions are available to them. For an overview, refer to Welcome to the web interface.
Clients can change their account type
Problem. The account type was chosen at creation and could not be changed afterwards. If a client picked the wrong one, they had to contact support so an administrator could switch it.
What we changed. The account owner can now change the type of a Copy or MAM account in the Web UI, and an administrator can do the same from the Admin panel: Copy Master, Copy Investor, MAM Master, or MAM Investor. The account number and login are preserved. The only thing that blocks the change is an active subscription — as an investor or as a master with subscribers.
Example. A client opens a Copy Investor account, subscribes to a strategy, and later decides to manage one themselves. Once they end the subscription, they switch the account to Copy Master and keep the same trading account.
Key point for brokers. The available options follow the existing product and account settings: if MAM is disabled, MAM options are not offered. Brokers can also hide the action for a given product. PAMM accounts are out of scope. For the corresponding Admin workflow, refer to Change a master’s account type.
Master traders can unsubscribe their own investors
Problem. A subscription could be terminated by the investor or by the broker from the Admin panel, but the master trader had no such action — even though the master trader is the one who knows who actually belongs in the strategy. An investor may have subscribed without ever funding the account. Or the master trader sells access on their own site and the client stopped paying. Or the investor no longer meets the terms set for the strategy. In every case the only route was a support ticket to the broker.
What we changed. In the subscribers list, the master trader can start an unsubscription with a confirmation step. For Copy and MAM, the system closes copied positions and charges any unpaid fees according to the subscription fee plan, then moves the subscription to the Unsubscribed state; while that is being processed the subscription shows as Unsubscribing. In PAMM the unsubscription is scheduled and completes at the next rollover. If the Keep positions on unsub setting is enabled, positions may remain open after the subscription is detached. The investor is notified after processing, provided the relevant template and channel are configured.
Example. A master trader sells access to the strategy through their own website. A client’s paid period ends and they do not renew, so the master trader unsubscribes them straight from the subscribers list, without going through support.
Key point for brokers. The setting is enabled per master account and is disabled by default. The broker decides which master traders may initiate an unsubscription. For details, refer to Master account rights.
Brokers choose which allocation methods investors see
Problem. When subscribing, the investor picks an allocation method — the rule that converts the master trader’s trade volume into a volume on their own account. There are six methods, and some of them require real understanding. The broker’s only options were to show all six or hide the field entirely.
What we changed. The broker marks which methods are available. Investors see only the permitted ones, and at least one must stay enabled.
Example. A broker leaves two straightforward allocation methods enabled, and investors choose between them at subscription instead of facing six.
Key point for brokers. Applies to copy trading. Existing subscriptions are unaffected: they keep working as before, and the investor picks from the available methods the next time the subscription is edited. For configuration and method behavior, refer to Product Web UI settings and Allocation methods explained.
Promo offers with multiple partners
Problem. A promo offer applies special fee terms at subscription, and part of the fee can be passed to the partner who brought the client in. A promo offer could previously name only one partner, so when several partners were involved their shares had to be calculated separately.
What we changed. A single promo offer can now carry several partners, each with its own share. The platform validates that every share is positive and that the total does not exceed 100%. Single-partner offers keep working exactly as before.
Example. A 500 USD fee pool from an offer is split between three partners: 30% gives Partner A 150 USD, 15% gives Partner B 75 USD, and 5% gives Partner C 25 USD. The remaining 250 USD stays with the master. If the shares add up to more than 100%, the promo offer cannot be saved.
Key point for brokers. Configurable by the broker, and the broker decides per product whether master traders can set partners up themselves in the Web UI. The shares do not have to add up to 100% — whatever is not assigned to partners stays with the master trader. For details, refer to Create a promo offer and Master promo offers.
Brokers set the starting fee terms
Problem. Configuring a fee plan was an optional step. A master trader could finish creating an account without it and come back to the terms later. And if they did create a plan straight away, rates and frequency had to be filled in by hand — the broker had no way to suggest defaults.
What we changed. Brokers can define starting values for fee plans separately for Copy, MAM, and PAMM. The master trader can change these values before saving.
Example. A broker sets a 20% performance fee charged monthly. A new master trader opens the form and sees those values already filled in instead of starting from scratch.
Key point for brokers. This is a template and a recommendation, not a hard constraint: the master trader can change the proposed terms. It does not affect existing fee plans or strategies — the new values apply only when a new plan is created.
Also released
- A pending-request counter next to the PAMM requests section: the master trader sees that deposit and withdrawal requests have piled up without opening the section.
- Administrators can cancel an investor’s PAMM deposit or withdrawal request as long as it has not yet been picked up by a rollover.
- Brokers can put master account settings into read-only mode for a product. In the Web UI the master trader sees the selected parameters but cannot change them.
- Administrators can configure email templates in several languages. Where a language has no template, the default-language version is used.
- After a subscription ends, the investor can select the same account in the regular subscription form. The system finds the existing subscription and restores its link instead of creating a new one.
- Where the broker enables it, administrators can reset the password of a client’s trading account. Not available for cTrader and B2Trader accounts, which authenticate differently.
