How social trading, copy trading, and managed account modules transform forex brokerages. A complete guide to features, benefits, and implementation strategies that drive client engagement and revenue growth.
A social trading platform creates a three-party ecosystem within your brokerage: the broker, strategy providers, and followers.
An experienced trader who shares their trading activity publicly. Their performance, risk metrics, and trade history are displayed on a leaderboard. They earn performance fees and commissions when others copy their trades.
Your CRM and trading platform power the social trading ecosystem. You manage leaderboards, set fee structures, handle risk controls, and earn revenue from increased trading volume and performance fee splits.
A trader who browses the leaderboard, evaluates strategy providers based on performance data, and allocates funds to automatically copy their trades. They benefit from experienced trading without needing deep market knowledge.
Strategy provider opens a trade
Platform detects and replicates the trade
Followers' accounts execute the same trade automatically
Understanding the different models helps you choose which features to offer your clients.
The most popular form of social trading. Individual trades from a strategy provider are automatically replicated in follower accounts in real time, proportionally adjusted to the follower's account size.
Best for: Retail traders who want transparency and control
A pooled investment model where multiple investors allocate funds to a professional money manager. Profits and losses are distributed proportionally based on each investor's share of the total pool.
Best for: Passive investors seeking professional management
Similar to PAMM but with more flexible allocation methods. A money manager places a single trade that is distributed across multiple sub-accounts using lot-based, percentage-based, or equity-based allocation.
Best for: Professional money managers with multiple clients
A public ranking system that displays strategy providers sorted by performance, risk level, number of followers, and other metrics. It serves as the discovery mechanism for the entire social trading ecosystem.
Best for: Driving discovery and building community trust
The features that make a social trading platform effective for both brokers and their clients.
Instant replication of trades from strategy providers to follower accounts with minimal latency. Supports proportional sizing based on account equity or fixed lot allocation.
Detailed metrics for evaluating strategy providers including return rates, maximum drawdown, Sharpe ratio, win rate, and risk-adjusted performance over multiple timeframes.
Both broker-level and follower-level risk controls to protect capital. Set maximum drawdown limits, copy stop-loss levels, and exposure caps for safer social trading.
Flexible fee structures that reward strategy providers and generate revenue for the broker. Support for performance fees, volume-based rebates, and subscription models.
Social trading that works across your trading platforms—whether you offer MT4, MT5, cTrader, or MatchTrader. Some platforms have native copy trading; others are powered through CRM integration.
A dedicated interface within the client portal where followers manage their copy trading subscriptions, view profit/loss per strategy, and control risk settings.
Social trading delivers measurable business impact across client acquisition, retention, and revenue generation.
Every copied trade generates additional volume. When a strategy provider executes a single trade that is replicated across 100 follower accounts, the broker earns spreads and commissions on 101 trades instead of one. This multiplier effect significantly boosts revenue without any additional client acquisition cost.
Social trading creates stickiness. Clients who are following successful strategies, earning returns, and participating in a community are far less likely to leave than isolated individual traders. The social element transforms trading from a solitary activity into a connected experience that keeps clients engaged.
Social trading attracts clients organically. Successful strategy providers bring their own followers, and the leaderboard itself serves as a marketing tool. New traders who might not have opened an account at a traditional brokerage are drawn in by the ability to copy experienced traders without needing their own trading skills.
Beyond spread and commission income, social trading enables new revenue streams: performance fee splits (broker takes a cut of the strategy provider's performance fee), subscription fees for premium strategies, and PAMM management fees. These diversify your revenue beyond traditional trading income.
Traditional forex brokerages appeal primarily to traders with existing knowledge. Social trading opens your brokerage to a much larger audience: beginners who want exposure to forex markets without the learning curve, passive investors looking for managed returns, and busy professionals who lack time for active trading.
The best social trading experience comes from tight integration with your brokerage CRM. Here's why it matters.
A social trading module that lives inside your CRM—rather than being bolted on as a separate system—delivers a seamless experience for your team and your clients. Everything from strategy provider approval and fee configuration to follower risk controls and performance reporting is managed from the same back office you already use.
Brokeret includes PAMM, MAM, and copy trading as standard modules within the Forex CRM—not premium add-ons. Strategy provider leaderboards, automated fee calculations, investor dashboards, and risk controls are all built into the same platform you use for client management, KYC, and payments. This means zero additional setup, no separate vendor to manage, and a consistent experience for your clients.
Explore Brokeret's Social Trading FeaturesWhat to think about before launching social trading on your brokerage.
Social trading and PAMM accounts may fall under investment management regulations in some jurisdictions. Ensure your social trading offering complies with your regulator's guidelines on portfolio management, risk warnings, and client suitability requirements. CySEC, FCA, and ASIC all have specific rules around copy trading services.
Set minimum requirements for traders who want to become strategy providers: minimum track record length, maximum drawdown thresholds, minimum equity, and identity verification. Quality control on your leaderboard protects followers and your brokerage's reputation.
Design a fee model that incentivizes good strategy providers while generating revenue. Common approaches: performance fees of 10-30% (with high-water mark), volume-based rebates for high-performing providers, and a broker fee split of 20-50% on performance fees. Balance provider incentives with fair pricing for followers.
Implement both broker-level and follower-level risk controls. Broker-level: automatic removal of providers exceeding drawdown limits, leverage caps, and maximum copier limits. Follower-level: stop-copy thresholds, maximum allocation per strategy, and loss limits. Strong risk management protects clients and reduces dispute risk.
Common questions about social trading platforms for forex brokers.
Brokeret's Forex CRM includes PAMM, MAM, and copy trading modules as standard. See how social trading can drive engagement and revenue for your brokerage.
