Brokerage technology. Engineered to connect.

Powering the
next era of
brokerage.

Precision software. Connected liquidity. Resilient infrastructure. One ecosystem built around the way your brokerage operates.

Explore the ecosystem

Built around MetaTrader 5 Modular by design Operations at the core

A focused toolset.
A connected workflow.

Specialist productsBuilt for precise control

Managed servicesBuilt for continuity

Connected ecosystemDesigned around you

01 / Plugin product ecosystem

Precision in every layer.
Control in every decision.

Six focused products for the policies, positions and financial decisions that drive your brokerage. Explore the capabilities behind each module.

RATE PUBLICATION WORKFLOWCONCEPTUAL VIEW / 01

ROLLOVER OPERATIONSPRODUCT 01 / 06

Swap Manager

Centralize swap configuration, rate sourcing and scheduled publishing across connected trading servers. Give dealing and operations teams a clear path from incoming rates to approved client charges, with previews, exception handling and a recoverable configuration history.

01Connected server workspace

Manage authorized server connections and symbol inventories from a consistent workspace. Organize configurations by environment and account group, with connection health and scoped access for each operator.

02Automated rate pipeline

Run scheduled rate collection and transformation scripts. Normalize symbol names, units, long and short rates, and effective dates; flag missing, stale or unexpected source values before publishing.

03Manual CSV upload

Import rates through a controlled CSV workflow with field mapping, required-column checks and duplicate detection. Preview accepted and rejected rows, correct exceptions, and retain the source file for traceability.

04Markup rules and preview

Apply defined markups by symbol or group. Compare source rates, adjustments and final client rates side by side, including configured rollover multipliers, so commercial changes are visible before approval.

05Scheduler and safe release

Schedule rate updates using the agreed server time and rollover calendar. Support approval checkpoints, execution status and change windows, with retries and operator review for failed or partial updates.

06Audit, alerts and rollback

Record actor, timestamp, before-and-after values and result for each action. Alert on failed jobs or unusual changes. Restore supported prior configurations; any posted-charge correction follows a separate, approved process.

A repeatable rollover process with fewer manual handoffs and a clear explanation of every published rate.

DESIGNED FOR Dealing desks, platform administrators and finance operations.

ELIGIBILITY + COST VISIBILITYCONCEPTUAL VIEW / 02

ACCOUNT POLICY & COST CONTROLPRODUCT 02 / 06

Swap Free Manager

Turn swap-free arrangements into explicit, measurable operating policies. Define who qualifies, which instruments and positions are covered, how long an exemption applies, and how the resulting funding cost affects the broker's commercial model.

01Symbol and symbol-group policies

Create eligibility rules for individual instruments or symbol groups. Maintain exceptions for specific products and align policy activation with trading sessions, rollover settings and the broker's published account terms.

02Account and account-group scope

Apply swap-free treatment to selected accounts or account groups. Use rule priority and exclusions to resolve overlaps, and retain the assignment history when a client changes account type or commercial arrangement.

03Position-level treatment

Apply policy decisions to eligible positions using supported platform capabilities. Track each position's exemption status and start time, including how partial closes, transfers or account changes should be treated.

04Duration and grace periods

Define exemption duration, grace windows and expiry behavior. Specify whether time is counted in calendar days, trading days or rollover events, and notify operators before a policy expires.

05Rollover and action control

Preview affected positions before rollover. Track applied, skipped and failed actions, with duplicate-action protection and operator review. Reversals and adjustments follow a documented correction workflow.

06Costing and profitability

Measure the liquidity provider funding cost retained by the broker against any agreed, disclosed account charges. Analyze cost by account, symbol, group and holding period to identify arrangements that need commercial review.

More precise swap-free administration, with eligibility decisions and retained funding costs visible together.

POLICY FIRST Any alternative charges must follow the broker's disclosed account terms.

COPY RELATIONSHIPSCONCEPTUAL VIEW / 03

POSITION REPLICATIONPRODUCT 03 / 06

Trade Copier

Configure account-to-account replication for portfolio distribution, coverage workflows and internal execution setups. Choose the account relationship, sizing method and direction, then monitor every copied position through its full lifecycle with source-to-destination traceability.

01Flexible account relationships

Build one-to-one, one-to-many and many-to-one copy relationships. Keep configuration and ownership clear for every source and destination; retain separate source references when multiple accounts feed a coverage account.

02Configurable position sizing

Choose proportional multipliers, equity-based allocation or fixed volume. Apply minimum and maximum volumes, rounding rules and optional exposure caps against the destination symbol's contract size, lot step and margin requirements.

03Same or reverse direction

Replicate positions in the same direction or use a configured reverse-direction relationship. Apply the selected rule consistently to new entries and subsequent closes, with a clear mapping between original and copied trades.

04Symbol mapping and validation

Map broker suffixes and equivalent instruments, then validate contract specifications and trading availability. Handle unsupported symbols and minimum-volume exceptions through visible rejection or operator review rather than silent substitution.

05Full or open-only synchronization

Select full open-and-close synchronization or open-only copying. Define treatment for partial closes, pre-existing positions and reconnects. Demo and live environments can be configured separately for controlled validation and release.

06Reconciliation, logs and alerts

Maintain a persistent link between source and copied positions, with comments or external identifiers where supported. Reconcile after restarts, handle duplicate events and alert on rejected actions, disconnections or copy drift, including around rollover.

A controlled replication workflow with configurable sizing, explicit exceptions and an explainable position history.

EXECUTION AWARE Destination fills depend on liquidity, permissions, symbol rules and account mode.

ONE POSITION PICTURECONCEPTUAL VIEW / 04

DEALING & RISK VISIBILITYPRODUCT 04 / 06

Exposure Monitoring

Bring client, warehouse and liquidity provider positions into a consistent exposure view. Help the dealing desk understand where risk sits, how it is covered and which differences need investigation, with drill-down from the consolidated picture to individual positions.

01Multiple exposure dimensions

Review gross long, gross short and net exposure by symbol, account group, liquidity provider and warehouse. Normalize currencies, contract sizes and volume units so aggregated figures remain comparable across connected sources.

02Account overview and LP shadows

Maintain a consolidated account inventory and add liquidity provider shadow accounts where direct position access is unavailable. Show source, refresh time and mapping rules so mirrored data is distinguishable from live provider data.

03Position reconciliation

Compare platform positions, bridge records and LP positions using agreed identifiers and matching rules. Drill into symbol, side, volume, price and timestamp differences, with a clear unmatched queue for investigation.

04Residual identification

Isolate uncovered volume, over-hedges, stale positions and unmatched partial fills. Explain residuals against contract conversions, symbol mappings, close timing and source freshness before treating every difference as new market risk.

05Thresholds and notifications

Set warning and critical limits by symbol, group, provider or warehouse. Route alerts to the responsible team with the breach context, acknowledgement status and escalation rules; suppress repeat noise without hiding unresolved risk.

06Historical review and exports

Capture snapshots and retain reconciliation outcomes for later review. Compare exposure and hedge coverage over time, export exception evidence, and track which discrepancies were resolved, accepted or remain open.

A connected risk picture that helps the desk distinguish genuine exposure from data and matching exceptions.

CLEAR OWNERSHIP Monitoring and alerts can support a separately agreed hedging or escalation workflow.

CONDITION-BASED POLICYCONCEPTUAL VIEW / 05

RULE-BASED MARGIN POLICYPRODUCT 05 / 06

Dynamic Margin & Tiered Leverage

Define a structured margin framework that responds to exposure, market conditions and scheduled events. Give the risk team transparent rules, controlled activation and a preview of account impact before changes reach the trading environment.

01Symbol-volume tiers

Define progressive margin or leverage tiers by instrument exposure. Specify the volume basis and threshold behavior, including whether tiers apply to incremental volume or the full exposure under supported platform rules.

02Account and group thresholds

Evaluate exposure at account or account-group level to align margin with concentration. Define gross or net aggregation, exclusions and rule precedence so overlapping policies produce predictable results.

03Volatility-based policy

Use approved volatility measures and data-quality checks to trigger a more conservative policy. Configure thresholds, observation windows and cooldown periods so temporary spikes do not cause unnecessary rule oscillation.

04Session-based scheduling

Apply different policies across market sessions or defined time windows. Use a clear server-time reference, daylight-saving treatment and restoration schedule, with visible status for active and upcoming rules.

05Weekends, holidays and news

Schedule event windows for weekends, holidays and relevant market announcements. Combine curated calendars with authorized market-data feeds, manual overrides and contingency settings when an external data source is unavailable.

06Impact preview and audit

Preview affected accounts and estimated margin changes before activation. Record approvals, effective times, policy versions and restoration results; define how new and existing positions are treated before enabling the workflow.

A more consistent margin policy, with visible triggers, controlled release and a documented path back to normal settings.

CONTROLLED APPLICATION Final rule behavior depends on supported platform margin and leverage capabilities.

REPORTING CATEGORIESCONCEPTUAL VIEW / 06

REVENUE & PROFITABILITY INTELLIGENCEPRODUCT 06 / 06

Brokerage Reporting

Create a management view of brokerage performance by bringing trading activity, execution economics, financing and cash movements into one reporting framework. Explain the drivers behind the total, then reconcile them against the underlying platform and provider records.

01Execution revenue breakdown

Analyze spread, markup and slippage using an agreed benchmark and attribution method. Separate client-side execution economics from LP execution costs, with drill-down by symbol, account, group, provider and reporting period.

02Commission and swap analysis

Compare client charges with provider commissions and funding costs. Separate gross revenue, external costs and net contribution, with sign conventions and account-currency conversion made consistent throughout the report.

03Warehouse profitability

Measure warehouse or B-book results using realized and floating PnL on a consistent basis. Attribute results to routing segments where supported, and account for opening floating PnL and cash movements to avoid distorted daily results.

04Broker-level management view

Consolidate revenue streams and the costs included in the agreed reporting scope. Reconcile trading contribution to broker profitability, distinguish estimated from confirmed figures and keep unresolved differences visible.

05Volume, RPM and PPM

Report traded lots, notional volume and productivity by client, symbol or desk. Define RPM as revenue per USD million of notional traded; define PPM explicitly in the reporting dictionary, for example profit per USD million.

06Cashflow and reporting controls

Track deposits, withdrawals, credits and bonuses as separate signed movements. Distinguish funding flows from trading revenue, support period filters and scheduled exports, and retain refresh timestamps and reconciliation status.

A clearer explanation of broker performance, supported by traceable source records and consistent metric definitions.

NO DOUBLE COUNTING Report definitions set the boundary between client PnL, execution revenue and external costs.

02 / Connected by design

Powerful on their own.
Connected at the core.

Bring financing policy, execution workflows, risk visibility and financial insight into a common operating framework. Start with the capability you need.

THE COINMATRIX OPERATING ECOSYSTEM

CoinMatrixOperating core

EXPLORE ANY MODULE TO VIEW ITS CAPABILITIES

Scoped access

Separate operator, reviewer and administrator responsibilities.

Change control

Keep approvals, effective times and configuration versions together.

Action visibility

Distinguish successful, failed, skipped and pending operations.

Alert ownership

Route exceptions with context, acknowledgement and escalation.

Recovery procedures

Use defined retries, reconciliation and correction workflows.

Service review

Review system health, recurring exceptions and open actions.

Module boundaries, integrations and shared operational controls are defined during solution design.

03 / Managed service ecosystem

Beyond software.
Behind every session.

The platform. The providers. The servers. The recovery plan. CoinMatrix connects the operational layers that keep your trading environment moving, with defined scope and clear ownership.

01Platform Administration

Keep the trading environment aligned with the broker's product design and day-to-day operating requirements. CoinMatrix supports configuration, controlled changes, feed connectivity and platform maintenance, with clear ownership across the dealing desk, infrastructure teams and external vendors.

01Accounts and commercial settings

Configure account groups, instrument availability, spread models and commission structures. Maintain documented configuration baselines and validate the expected trading behavior before changes are promoted to production.

02Product design and launch

Translate commercial requirements into trading specifications, group settings and operating procedures. Test symbol properties, trading sessions, swaps, margin and execution scenarios, then coordinate an approved launch and post-release review.

03Market data and FIX connectivity

Configure and validate authorized price feeds and FIX integrations. Check symbol mappings, precision, session controls and quote behavior, with vendor coordination for connection issues and integration changes.

04Platform health and maintenance

Monitor agreed platform health indicators and coordinate setup, routine maintenance and updates. Manage MetaQuotes communication where authorized, including vendor tickets, upgrade planning, environment checks and controlled change windows.

05Communication automation

Configure SMTP delivery and platform notification templates. Automate relevant operational messages and alerts, test delivery paths, and keep templates consistent with account events and the broker's communication standards.

06Spread and risk exception review

Investigate spread discrepancies, stale quotes and configured risk triggers. Correlate platform observations with feed and execution data, route alerts to responsible teams and document actions taken to resolve recurring exceptions.

An administered platform with documented settings, coordinated changes and visible operational exceptions.

SERVICE OUTPUTS Configuration baseline, change records, health reviews and operating procedures.

02Liquidity Management

Support the full liquidity integration journey, from provider assessment and onboarding to feed and execution validation. Align provider capabilities, bridge configuration and operational monitoring with the broker's instrument coverage and execution model.

01Provider evaluation

Assess liquidity providers against instrument coverage, commercial terms, connectivity options and operating support. Review execution conditions, data availability and reporting capabilities using a consistent comparison framework.

02Onboarding coordination

Coordinate technical documentation, environment access, connectivity requirements and test schedules with selected providers. Track dependencies, accountable owners and outstanding readiness items before enabling live trading connections.

03FIX feed and execution integration

Set up supported FIX sessions for market data and order execution. Validate authentication, heartbeats, sequence handling, symbol conventions and order-status flows, including reconnect behavior and controlled exception scenarios.

04Bridge setup and integration

Install and configure the agreed bridge, liquidity connections, symbol maps and routing rules. Check contract conversions, volume rounding and price precision, and keep environment-specific configurations documented.

05Execution and reconciliation review

Test fills, rejects, partial fills and close flows against the broker's expected model. Compare platform, bridge and LP records; investigate unmatched positions or trade differences with evidence from each system.

06Ongoing provider monitoring

Track connection health, quote continuity, rejects and agreed execution-quality indicators. Support provider incident escalation and planned configuration changes, with periodic service reviews and a clear record of unresolved dependencies.

A validated connection between the brokerage platform and its selected liquidity counterparties.

SERVICE OUTPUTS Provider assessment, integration checklist, test evidence and connection runbooks.

03Server Management

Plan, provision and maintain the server and network foundation behind the trading platform. Align hosting choices, access controls, capacity and maintenance routines with the broker's operating model, while keeping latency and infrastructure exceptions visible.

01Architecture and server setup

Design the agreed environment and configure trading-platform servers and supporting services. Document system roles, dependencies and environment boundaries, with repeatable setup steps for future changes or recovery.

02Vendor and hosting selection

Evaluate infrastructure vendors against location, connectivity, support, capacity and commercial requirements. Coordinate onboarding, access arrangements and support escalation so infrastructure ownership is clear from the outset.

03Location and network testing

Measure connectivity between platform, bridge, liquidity provider and access locations. Review latency, packet loss and path stability, using the test results to inform deployment placement and network improvements.

04Trade, backup and access roles

Set up the agreed trade, backup and access-server roles in line with platform architecture. Validate connectivity, time synchronization, service dependencies and administrative access before the environment is handed over.

05Health and anomaly monitoring

Monitor CPU, memory, storage, service state and network behavior within the defined scope. Set actionable thresholds, detect unusual resource patterns and maintain an incident trail with ownership and resolution status.

06Latency and capacity optimization

Investigate bottlenecks across compute, storage and connectivity. Plan maintenance and capacity changes using observed workload, coordinate updates, and validate the effect of each change against the agreed operating baseline.

A documented infrastructure foundation with measurable health, planned capacity and accountable maintenance.

SERVICE OUTPUTS Architecture inventory, monitoring thresholds, maintenance plan and access register.

04Backup, Failover & Storage

Build a practical resilience program for platform data, configuration and supporting infrastructure. Coordinate routine backups, recovery validation, failover exercises and security measures so continuity plans are supported by usable recovery evidence.

01Scheduled backups and retention

Define backup scope, frequency, retention and ownership for platform data and configurations. Monitor job completion, surface failed or missed backups, and align retention with the broker's documented business requirements.

02Storage and data lifecycle

Organize compressed archives, storage tiers and capacity planning. Apply agreed access controls and encryption, document retention and deletion rules, and keep recovery-critical files distinguishable from routine operational archives.

03Failover design and implementation

Configure supported standby or failover arrangements with explicit dependencies and activation criteria. Document how operators decide, switch and verify service, then define the steps for a controlled return to the primary environment.

04Restore tests and recovery drills

Run planned restoration and failover exercises in the agreed environment. Verify data integrity, platform availability and connection recovery, record actual outcomes, and track gaps to closure rather than relying on backup-job status alone.

05Disaster recovery strategy

Define recovery time objective (RTO) and recovery point objective (RPO) targets during design. Map the systems and people required for recovery, maintain contact and escalation paths, and rehearse the decision process.

06Cybersecurity foundations

Implement agreed hardening, least-privilege access, secure administration and patch routines. Protect backup access, support segmentation and monitoring, and coordinate incident containment and recovery responsibilities with the broker's security team.

A recovery approach built around tested procedures, protected data and clearly assigned responsibilities.

SERVICE OUTPUTS Backup policy, recovery runbooks, drill records and remediation actions.

04 / From modules to outcomes

Built around your
real operating day.

Products and services become more useful when they work around a shared objective. Three illustrative workflows show the ecosystem in action.

SCENARIO / 01

A controlled
rollover.

Collect source rates, preview final charges and apply approved swap-free policies. Publish the rollover, then review funding costs and operational exceptions.

Swap ManagerSwap Free ManagerPlatform Administration

Source ratesPolicy checksApprovalRollover review

SCENARIO / 02

A connected
liquidity stack.

Assess the provider, establish connectivity and validate symbol mappings. Test execution flows, reconcile positions and monitor connection health and residuals.

Liquidity ManagementExposure MonitoringServer Management

Assess providerConnect & testReconcileMonitor

SCENARIO / 03

A prepared
market-risk window.

Define the event policy and preview account impact. Activate the approved change, restore normal settings on schedule, then review activity and financial results.

Dynamic MarginPlatform AdministrationBrokerage Reporting

Define windowPreview impactActivateRestore & review

05 / A considered delivery approach

Define. Validate.
Operate with confidence.

A clear scope. Meaningful acceptance criteria. Accountable handover. Every deployment starts with the way your brokerage needs to operate.

Discover

Map the platform estate, operating needs, source data and responsible teams.

OUTPUTRequirements & dependencies

Design

Define module scope, policies, integrations and acceptance criteria.

OUTPUTSolution design & operating model

Integrate

Configure environments, mappings, connectivity and monitoring.

OUTPUTConfiguration baseline & runbooks

Validate

Test normal operation, failures, reconnects and recovery with users.

OUTPUTTest evidence & release decision

Operate

Review service health, manage exceptions and improve recurring workflows.

OUTPUTService reviews & tracked actions

Deployment may combine supported platform plugins, API services and managed automation. Platform licensing, permissions, vendor dependencies, service coverage and recovery targets are agreed in the solution scope.

Good questions. Clear answers.

A fit for your
operating model.

Can we start with one product?

Yes. Individual capabilities can be scoped independently, or selected products and managed services can be combined into a phased program. The starting point is the workflow you want to improve.

How does CoinMatrix fit our existing platform?

The offering is built around MetaTrader 5 brokerage environments and connected infrastructure. The solution design identifies supported platform capabilities, API permissions, vendor dependencies and the integrations needed for your specific scope.

What is included in a managed service?

The scope can cover platform administration, liquidity connectivity, server management or backup and recovery. Responsibilities, service coverage, monitoring thresholds, maintenance routines and escalation paths are defined during discovery and design.

How do we define the right combination?

Use the solution planner to shortlist products and services, describe your environment and note your priorities. Download the scoping brief for your internal planning or a solution-design discussion. The brief is created in your browser and is not submitted to CoinMatrix.

Build with CoinMatrix

A stronger foundation.
A smarter brokerage.

Choose the product capability, service layer or integrated program that supports your next stage.

Product deployment Managed operations Integrated programs

Powering thenext era ofbrokerage.

Precision in every layer.Control in every decision.