Highlights
Investment accounts are placed automatically into the group with the right partner terms
Problem. Brokers have agreements with partners: the clients of a particular partner trade on specific terms. On the trading platform these terms are defined by the group the account belongs to. When an investor subscribed to a strategy, their account stayed in the group it had originally been created in, so an operator had to move it manually — and had to remember to do so for every new client.
What we changed. Partner terms are now attached to the master account. When an investor subscribes to that master, their investment account is automatically placed in the group that matches the configured terms.
Example. A broker works with a partner whose clients must trade in a dedicated group with its own conditions. The partner brings in an investor, the investor subscribes to the strategy, and their account immediately lands in the correct group. No manual transfers, no list reconciliation.
Key point for brokers. Partner terms stop being an operator checklist item and become a property of the master account.
Also released
- Assets under management can be hidden for an individual master account: the metric disappears from the Leaderboard card and from the statistics page, while Return, the number of Followers — the investors currently copying the strategy — and trading history remain visible. The setting is per master account.
- Tooltips were added for fields and metrics, so an administrator can understand what a value means without opening the documentation.
- Fee plans accept decimal rates — for example, 12.5%.
