Client Management for Brokers: tools that help you boost your client satisfaction

Many factors go into the success of a brokerage. Brokers are always looking for new and innovative technology to provide the best pricing, secure transactions, and reliable service. However, many brokers overlook the potential benefits that the right software and automation can provide when it comes to client management.

In today’s article, we will be sharing some of the plugins and applications that TFB has designed based on clients’ feedback and requests over the years:

Cashback by Volume Tier

The latest addition to the TFB solutions’ ecosystem, Cashback by Volume Tier for MetaTrader 5, helps automate cashback bonuses to accounts that close positions at a specific volume. The tool enables brokers to set an unlimited number of flexible rules, making sure that clients receive a custom approach and there is the flexibility to cover all of the possible scenarios. As a result, brokers avoid the human mistake factor, expand the cashback options and cut expenses.

Bonus to Balance

Bonus to Balance is an MT4/MT5 application that helps boost traders’ motivation to trade more. Once the trader reaches a particular volume, the application transfers the specified amount of credit to the account’s balance. As a result, brokers attract new traders with the bonus program, encourage them to trade more while keeping the bonus program management quick and simple.

Cashback plugin

Cashback plugin for MT5 automates the bonus allocation and reduces the risks of errors and wasted time for brokers. The plugin adds a cashback bonus to accounts when they close the positions and gives bonuses for reversing positions. The plugin operates with a volume precision of up to 0.00000001 lot.

Credit Management plugin

Credit Management plugin for MT5 relieves brokers of having to grant credits to their clients manually. The plugin enables automatic credit allocation for creating a trading account and setting a maximum credit limit. Additionally, the plugin uses the Negative Balance Protection feature to guarantee the protection of the clients’ funds.

Multilevel agent commission (MLAC)

MLAC for MT4/MT5 helps brokers create hierarchical rebate structures using only MetaTrader Manager with an unlimited rebate level. With multiple rebate types, including pips, the percentage from the spread, or the amount of a particular currency, the tool allows for flexibility and helps attract more clients.

We hope that some of the tools we shared today will inspire you to upgrade and automate your current client management strategy. If you have any questions or an individual request, please feel free to email us at, and we will get back to you shortly.

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