Automation: Redefining Risk Management for Brokers and Traders
Friday,03/01/2025|14:25GMTby
FM
Learn how brokers can deliver an engaging and more valuable trading experience.
The financial trading world is dynamic and challenging, requiring brokers to deliver solutions that enhance their clients' decision-making and risk management strategies. Solitics' advanced automation technology offers a game-changing platform for brokers to seamlessly integrate real-time data and deliver tailored insights. This enables brokers to not only empower traders but also establish themselves as trusted partners in their clients' success.
Navigating Risks with Automation
Risk management is the backbone of successful trading. Traditional methods relying on human intervention are no longer sufficient. Unanticipated market shifts can expose portfolios to significant vulnerabilities, creating an urgent need for real-time solutions. Solitics enables brokers to bridge the gap between traders' granular activity and external market dynamics. By synchronising these datasets, brokers can provide actionable insights, offering proactive risk alerts and strategies.
For instance, using Solitics brokers alert traders in real time about price fluctuations impacting open positions or provide immediate updates on equity levels nearing critical thresholds. These timely interventions protect traders' investments while strengthening trust in the broker's platform.
Scaling Beyond Traditional Account Management
Account managers have long been the go-to solution for personalised trading support. However, their capacity is limited by working hours and the number of traders they can assist. Solitics eliminates these constraints through automation. Leveraging the automation platform for 24/7 operations, ensures that every trader receives support when they need it — not just during business hours.
Solitics’ robust data processing infrastructure supports brokers’ unlimited growth and ensures scalability. This approach enables brokers to seamlessly manage growing client bases without compromising service quality.
Granular Data for Comprehensive Oversight
One of the standout features of Solitics is its ability to aggregate and analyse data from multiple trading accounts. This capability empowers brokers to view client portfolios holistically, providing insights that account managers would traditionally need time to assemble. By identifying collective risks and opportunities across all accounts, Solitics ensures that no trader's needs go unmet.
Brokers can also leverage aggregated data to calculate portfolio risks in real time, offering insights on diversification strategies and flagging potential overexposures, all in complete automation and 24/7.
Personalised Engagement, Powered by Real-Time Data
With Solitics, brokers can automate real-time communications tailored to each trader’s profile and activity. Whether via email, SMS, push notifications, or messaging platforms, traders receive critical alerts instantly. Alerts for margin calls, equity thresholds, and trading behaviors can be instantly delivered through multiple channels with no delay.
This adaptability extends to traders with varying levels of expertise. For instance:
● Beginner traders might receive educational content such as risk management webinars or analysts’ risk assessment reports for popular assets.
● Experienced traders could benefit from alerts on high-impact market events relevant to their open positions.
Such a customised, granular engagement ensures that every trader feels valued and informed, reducing churn and boosting long-term loyalty.
Use Cases That Transform Risk Management
Solitics supports a range of use cases that redefine how brokers interact with their clients:
Preemptive Alerts: Warnings about falling equity levels or imminent margin calls help traders take corrective action promptly.
Proactive Strategies: Suggestions to close overnight positions or diversify portfolios encourage traders to mitigate risks effectively.
Behavioral Triggers: Dynamic communications tailored to losing streaks help traders regain confidence through actionable insights.
These use cases demonstrate Solitics’ commitment to empowering brokers to foster responsible trading while enhancing user engagement.
Business Value for Brokers
Unlike traditional account management models, Solitics’ automation platform is inherently scalable. Brokers can handle thousands of traders and hundreds of thousands of events with the same level of personalised attention previously limited to a handful. Real-time data processing and multi-channel communication ensure that no trader is left behind, even during peak trading hours.
Brokers utilising Solitics’ platform report significant improvements in client retention and satisfaction. By automating critical aspects of risk management, brokers save valuable time and resources, enabling them to focus on strategic growth. The platform’s scalability ensures that as a broker’s client base expands, their ability to deliver hyper-personalised support remains consistent.
Transforming Broker-Trader Relationships
As traders grow more technologically savvy and risk-aware, brokers must evolve to meet these expectations. Solitics provides the tools to deliver real-time, scalable solutions that build trust and loyalty. By leveraging automation, brokers can position themselves as industry leaders, offering unparalleled support in a competitive marketplace.
To explore Solitics’ real-time engagement platform further, visit Solitics.com.
The financial trading world is dynamic and challenging, requiring brokers to deliver solutions that enhance their clients' decision-making and risk management strategies. Solitics' advanced automation technology offers a game-changing platform for brokers to seamlessly integrate real-time data and deliver tailored insights. This enables brokers to not only empower traders but also establish themselves as trusted partners in their clients' success.
Navigating Risks with Automation
Risk management is the backbone of successful trading. Traditional methods relying on human intervention are no longer sufficient. Unanticipated market shifts can expose portfolios to significant vulnerabilities, creating an urgent need for real-time solutions. Solitics enables brokers to bridge the gap between traders' granular activity and external market dynamics. By synchronising these datasets, brokers can provide actionable insights, offering proactive risk alerts and strategies.
For instance, using Solitics brokers alert traders in real time about price fluctuations impacting open positions or provide immediate updates on equity levels nearing critical thresholds. These timely interventions protect traders' investments while strengthening trust in the broker's platform.
Scaling Beyond Traditional Account Management
Account managers have long been the go-to solution for personalised trading support. However, their capacity is limited by working hours and the number of traders they can assist. Solitics eliminates these constraints through automation. Leveraging the automation platform for 24/7 operations, ensures that every trader receives support when they need it — not just during business hours.
Solitics’ robust data processing infrastructure supports brokers’ unlimited growth and ensures scalability. This approach enables brokers to seamlessly manage growing client bases without compromising service quality.
Granular Data for Comprehensive Oversight
One of the standout features of Solitics is its ability to aggregate and analyse data from multiple trading accounts. This capability empowers brokers to view client portfolios holistically, providing insights that account managers would traditionally need time to assemble. By identifying collective risks and opportunities across all accounts, Solitics ensures that no trader's needs go unmet.
Brokers can also leverage aggregated data to calculate portfolio risks in real time, offering insights on diversification strategies and flagging potential overexposures, all in complete automation and 24/7.
Personalised Engagement, Powered by Real-Time Data
With Solitics, brokers can automate real-time communications tailored to each trader’s profile and activity. Whether via email, SMS, push notifications, or messaging platforms, traders receive critical alerts instantly. Alerts for margin calls, equity thresholds, and trading behaviors can be instantly delivered through multiple channels with no delay.
This adaptability extends to traders with varying levels of expertise. For instance:
● Beginner traders might receive educational content such as risk management webinars or analysts’ risk assessment reports for popular assets.
● Experienced traders could benefit from alerts on high-impact market events relevant to their open positions.
Such a customised, granular engagement ensures that every trader feels valued and informed, reducing churn and boosting long-term loyalty.
Use Cases That Transform Risk Management
Solitics supports a range of use cases that redefine how brokers interact with their clients:
Preemptive Alerts: Warnings about falling equity levels or imminent margin calls help traders take corrective action promptly.
Proactive Strategies: Suggestions to close overnight positions or diversify portfolios encourage traders to mitigate risks effectively.
Behavioral Triggers: Dynamic communications tailored to losing streaks help traders regain confidence through actionable insights.
These use cases demonstrate Solitics’ commitment to empowering brokers to foster responsible trading while enhancing user engagement.
Business Value for Brokers
Unlike traditional account management models, Solitics’ automation platform is inherently scalable. Brokers can handle thousands of traders and hundreds of thousands of events with the same level of personalised attention previously limited to a handful. Real-time data processing and multi-channel communication ensure that no trader is left behind, even during peak trading hours.
Brokers utilising Solitics’ platform report significant improvements in client retention and satisfaction. By automating critical aspects of risk management, brokers save valuable time and resources, enabling them to focus on strategic growth. The platform’s scalability ensures that as a broker’s client base expands, their ability to deliver hyper-personalised support remains consistent.
Transforming Broker-Trader Relationships
As traders grow more technologically savvy and risk-aware, brokers must evolve to meet these expectations. Solitics provides the tools to deliver real-time, scalable solutions that build trust and loyalty. By leveraging automation, brokers can position themselves as industry leaders, offering unparalleled support in a competitive marketplace.
To explore Solitics’ real-time engagement platform further, visit Solitics.com.
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Hannah Hill on Innovation, Branding & Award-Winning Technology | Executive Interview | AXI
Hannah Hill on Innovation, Branding & Award-Winning Technology | Executive Interview | AXI
Recorded live at FMLS:25, this executive interview features Hannah Hill, Head of Brand and Sponsorship at AXI, in conversation with Finance Magnates, following AXI’s win for Most Innovative Broker of the Year 2025.
In this wide-ranging discussion, Hannah shares insights on:
🔹What winning the Finance Magnates award means for AXI’s credibility and innovation
🔹How the launch of AXI Select, the capital allocation program, is redefining industry standards
🔹The development and rollout of the AXI trading app across multiple markets
🔹Driving brand evolution alongside technological advancements
🔹Encouraging and recognizing teams behind the scenes
🔹The role of marketing, content, and social media in building product awareness
Hannah explains why standout products, strategic branding, and a focus on innovation are key to growing visibility and staying ahead in a competitive brokerage landscape.
🏆 Award Highlight: Most Innovative Broker of the Year 2025
👉 Subscribe to Finance Magnates for more executive interviews, industry insights, and exclusive coverage from the world’s leading financial events.
#FMLS25 #FinanceMagnates #MostInnovativeBroker #TradingTechnology #FinTech #Brokerage #ExecutiveInterview #AXI
Recorded live at FMLS:25, this executive interview features Hannah Hill, Head of Brand and Sponsorship at AXI, in conversation with Finance Magnates, following AXI’s win for Most Innovative Broker of the Year 2025.
In this wide-ranging discussion, Hannah shares insights on:
🔹What winning the Finance Magnates award means for AXI’s credibility and innovation
🔹How the launch of AXI Select, the capital allocation program, is redefining industry standards
🔹The development and rollout of the AXI trading app across multiple markets
🔹Driving brand evolution alongside technological advancements
🔹Encouraging and recognizing teams behind the scenes
🔹The role of marketing, content, and social media in building product awareness
Hannah explains why standout products, strategic branding, and a focus on innovation are key to growing visibility and staying ahead in a competitive brokerage landscape.
🏆 Award Highlight: Most Innovative Broker of the Year 2025
👉 Subscribe to Finance Magnates for more executive interviews, industry insights, and exclusive coverage from the world’s leading financial events.
#FMLS25 #FinanceMagnates #MostInnovativeBroker #TradingTechnology #FinTech #Brokerage #ExecutiveInterview #AXI
Executive Interview | Dor Eligula | Co-Founder & Chief Business Officer, BridgeWise | FMLS:25
Executive Interview | Dor Eligula | Co-Founder & Chief Business Officer, BridgeWise | FMLS:25
In this session, Jonathan Fine form Ultimate Group speaks with Dor Eligula from Bridgewise, a fast-growing AI-powered research and analytics firm supporting brokers and exchanges worldwide.
We start with Dor’s reaction to the Summit and then move to broker growth and the quick wins brokers often overlook. Dor shares where he sees “blue ocean” growth across Asian markets and how local client behaviour shapes demand.
We also discuss the rollout of AI across investment research. Dor gives real examples of how automation and human judgment meet at Bridgewise — including moments when analysts corrected AI output, and times when AI prevented an error.
We close with a practical question: how retail investors can actually use AI without falling into common traps.
In this session, Jonathan Fine form Ultimate Group speaks with Dor Eligula from Bridgewise, a fast-growing AI-powered research and analytics firm supporting brokers and exchanges worldwide.
We start with Dor’s reaction to the Summit and then move to broker growth and the quick wins brokers often overlook. Dor shares where he sees “blue ocean” growth across Asian markets and how local client behaviour shapes demand.
We also discuss the rollout of AI across investment research. Dor gives real examples of how automation and human judgment meet at Bridgewise — including moments when analysts corrected AI output, and times when AI prevented an error.
We close with a practical question: how retail investors can actually use AI without falling into common traps.
Brendan Callan joined us fresh off the Summit’s most anticipated debate: “Is Prop Trading Good for the Industry?” Brendan argued against the motion — and the audience voted him the winner.
In this interview, Brendan explains the reasoning behind his position. He walks through the message he believes many firms avoid: that the current prop trading model is too dependent on fees, too loose on risk, and too confusing for retail audiences.
We discuss why he thinks the model grew fast, why it may run into walls, and what he believes is needed for a cleaner, more responsible version of prop trading.
This is Brendan at his frankest — sharp, grounded, and very clear about what changes are overdue.
Brendan Callan joined us fresh off the Summit’s most anticipated debate: “Is Prop Trading Good for the Industry?” Brendan argued against the motion — and the audience voted him the winner.
In this interview, Brendan explains the reasoning behind his position. He walks through the message he believes many firms avoid: that the current prop trading model is too dependent on fees, too loose on risk, and too confusing for retail audiences.
We discuss why he thinks the model grew fast, why it may run into walls, and what he believes is needed for a cleaner, more responsible version of prop trading.
This is Brendan at his frankest — sharp, grounded, and very clear about what changes are overdue.
Elina Pedersen on Growth, Stability & Ultra-Low Latency | Executive Interview | Your Bourse
Elina Pedersen on Growth, Stability & Ultra-Low Latency | Executive Interview | Your Bourse
Recorded live at FMLS:25 London, this executive interview features Elina Pedersen, in conversation with Finance Magnates, following her company’s win for Best Connectivity 2025.
🔹In this wide-ranging discussion, Elina shares insights on:
🔹What winning a Finance Magnates award means for credibility and reputation
🔹How broker demand for stability and reliability is driving rapid growth
🔹The launch of a new trade server enabling flexible front-end integrations
🔹Why ultra-low latency must be proven with data, not buzzwords
🔹Common mistakes brokers make when scaling globally
🔹Educating the industry through a newly launched Dealers Academy
🔹Where AI fits into trading infrastructure and where it doesn’t
Elina explains why resilient back-end infrastructure, deep client partnerships, and disciplined focus are critical for brokers looking to scale sustainably in today’s competitive market.
🏆 Award Highlight: Best Connectivity 2025
👉 Subscribe to Finance Magnates for more executive interviews, industry insights, and exclusive coverage from the world’s leading financial events.
#FMLS25 #FinanceMagnates #BestConnectivity #TradingTechnology #UltraLowLatency #FinTech #Brokerage #ExecutiveInterview
Recorded live at FMLS:25 London, this executive interview features Elina Pedersen, in conversation with Finance Magnates, following her company’s win for Best Connectivity 2025.
🔹In this wide-ranging discussion, Elina shares insights on:
🔹What winning a Finance Magnates award means for credibility and reputation
🔹How broker demand for stability and reliability is driving rapid growth
🔹The launch of a new trade server enabling flexible front-end integrations
🔹Why ultra-low latency must be proven with data, not buzzwords
🔹Common mistakes brokers make when scaling globally
🔹Educating the industry through a newly launched Dealers Academy
🔹Where AI fits into trading infrastructure and where it doesn’t
Elina explains why resilient back-end infrastructure, deep client partnerships, and disciplined focus are critical for brokers looking to scale sustainably in today’s competitive market.
🏆 Award Highlight: Best Connectivity 2025
👉 Subscribe to Finance Magnates for more executive interviews, industry insights, and exclusive coverage from the world’s leading financial events.
#FMLS25 #FinanceMagnates #BestConnectivity #TradingTechnology #UltraLowLatency #FinTech #Brokerage #ExecutiveInterview
In this video, we take an in-depth look at @BlueberryMarketsForex , a forex and CFD broker operating since 2016, offering access to multiple trading platforms, over 1,000 instruments, and flexible account types for different trading styles.
We break down Blueberry’s regulatory structure, including its Australian Financial Services License (AFSL), as well as its authorisation and registrations in other jurisdictions. The review also covers supported platforms such as MetaTrader 4, MetaTrader 5, cTrader, TradingView, Blueberry.X, and web-based trading.
You’ll learn about available instruments across forex, commodities, indices, share CFDs, and crypto CFDs, along with leverage options, minimum and maximum trade sizes, and how Blueberry structures its Standard and Raw accounts.
We also explain spreads, commissions, swap rates, swap-free account availability, funding and withdrawal methods, processing times, and what traders can expect from customer support and additional services.
Watch the full review to see whether Blueberry’s trading setup aligns with your experience level, strategy, and risk tolerance.
📣 Stay up to date with the latest in finance and trading. Follow Finance Magnates for industry news, insights, and global event coverage.
Connect with us:
🔗 LinkedIn: /financemagnates
👍 Facebook: /financemagnates
📸 Instagram: https://www.instagram.com/financemagnates
🐦 X: https://x.com/financemagnates
🎥 TikTok: https://www.tiktok.com/tag/financemagnates
▶️ YouTube: /@financemagnates_official
#Blueberry #BlueberryMarkets #BrokerReview #ForexBroker #CFDTrading #OnlineTrading #FinanceMagnates #TradingPlatforms #MarketInsights
In this video, we take an in-depth look at @BlueberryMarketsForex , a forex and CFD broker operating since 2016, offering access to multiple trading platforms, over 1,000 instruments, and flexible account types for different trading styles.
We break down Blueberry’s regulatory structure, including its Australian Financial Services License (AFSL), as well as its authorisation and registrations in other jurisdictions. The review also covers supported platforms such as MetaTrader 4, MetaTrader 5, cTrader, TradingView, Blueberry.X, and web-based trading.
You’ll learn about available instruments across forex, commodities, indices, share CFDs, and crypto CFDs, along with leverage options, minimum and maximum trade sizes, and how Blueberry structures its Standard and Raw accounts.
We also explain spreads, commissions, swap rates, swap-free account availability, funding and withdrawal methods, processing times, and what traders can expect from customer support and additional services.
Watch the full review to see whether Blueberry’s trading setup aligns with your experience level, strategy, and risk tolerance.
📣 Stay up to date with the latest in finance and trading. Follow Finance Magnates for industry news, insights, and global event coverage.
Connect with us:
🔗 LinkedIn: /financemagnates
👍 Facebook: /financemagnates
📸 Instagram: https://www.instagram.com/financemagnates
🐦 X: https://x.com/financemagnates
🎥 TikTok: https://www.tiktok.com/tag/financemagnates
▶️ YouTube: /@financemagnates_official
#Blueberry #BlueberryMarkets #BrokerReview #ForexBroker #CFDTrading #OnlineTrading #FinanceMagnates #TradingPlatforms #MarketInsights
