VAST CRM

Bring Copy Trading Into Brokerage CRM

A connected CRM module for brokers to manage strategies, follower accounts, trade replication and copy-trading activity.

Inside Copy Trading

The CRM Layer Behind
Copy Trading

Give your brokerage the tools to manage strategies, follower accounts, trade replication and copy activity from one connected module.

Copy trading connects strategy providers with clients who choose to follow their trading activity. For a brokerage, that means more than simply replicating trades — the surrounding account, allocation, risk and reporting workflows also need to stay connected.

A CRM-based copy trading module brings these processes into the brokerage environment, giving your teams a structured way to configure strategies, manage followers, monitor activity and keep client information connected with the trading setup.

  1. 01

    Create and manage copy trading strategies.

    Set up strategy profiles with the information your brokerage wants clients to review before choosing a strategy. Keep provider details, performance information and strategy settings organised within the copy trading workflow.

  2. 02

    Connect follower accounts to selected strategies.

    Manage the relationship between strategy providers and follower accounts while keeping each client connected to the strategy they have selected. Account activity remains associated with the relevant copy trading setup.

  3. 03

    Configure how trades are replicated.

    Support configurable allocation methods for copying trades across follower accounts, allowing your brokerage to define how trade volume is applied based on the selected copy trading setup.

  4. 04

    Give followers control over their copy activity.

    Allow followers to view their active strategies and manage their copy participation through the connected client experience, including configurable options for stopping or disconnecting from a strategy.

  5. 05

    Add risk controls to the copy workflow.

    Configure limits around copy activity, allocation and account exposure according to your brokerage's operating model. Risk settings can help your team apply defined controls as the copy trading network grows.

  6. 06

    Track strategy and follower performance.

    Bring strategy performance, copied activity and follower account information into the reporting layer, giving your teams clearer insight into how the copy trading module is being used.

  7. 07

    Keep copy trading connected to your CRM.

    Connect copy trading with client records, trading accounts and wider brokerage workflows so your operations team does not have to manage the module as a separate system.

What is in it

From Strategy to Trade Execution, Everything Stays Connected

Give your brokerage the controls to configure strategies, manage followers, replicate trades and monitor copy activity from one connected setup.

  1. Part one

    Strategy Management

    Set up the strategies your brokerage wants to make available for copying. Organise provider information, strategy settings and performance details so clients can review their options before they start copying.

    • Strategy creation and configuration
    • Provider profiles and strategy details
    • Performance information and activity
    • Strategy availability controls
    • Follower and subscription visibility
    • Defined trading and copy parameters
    • Strategy management from the admin side
  2. Part two

    Follower Management

    Keep every follower connected to the strategy they have selected, with clear account-level settings for how copying works. Clients can manage their participation while your brokerage retains operational control.

    • Strategy subscription management
    • Follower account mapping
    • Configurable allocation settings
    • Copy participation controls
    • Pause or stop copy activity
    • Account-level copy parameters
    • Follower activity visibility
  3. Part three

    Trade Replication

    When a strategy generates trading activity, the copy workflow handles the connection between the source strategy and follower accounts according to the configured rules, keeping copied activity tied to the relevant accounts.

    • Automated trade replication
    • Configurable trade allocation
    • Open and close activity tracking
    • Copy rules applied per account
    • Execution activity visibility
    • Follower-level trade records
    • Connected trading platform workflow
  4. Part four

    Risk, Performance & Reporting

    Keep copy-trading activity measurable after the trade is replicated. Your teams can monitor strategy performance, follower activity and account-level information to understand how the service is being used.

    • Strategy performance monitoring
    • Follower activity tracking
    • Copy-trading performance visibility
    • Account and exposure information
    • Configurable risk controls
    • Copy activity and trade records
    • Reporting through the brokerage CRM

Built for Your Brokerage

Copy Trading That Fits Into Your Existing Workflow

Keep social trading connected with the accounts, trading activity and operational tools your brokerage already uses.

  • Admin Portal. Manage social trading activity alongside users, accounts, finance and other brokerage operations from the same administrative environment.
  • Trader Portal. Give clients access to their social trading accounts, trading activity, P&L and performance information through their existing portal experience.
  • Trading Accounts. Connect copy trading with supported trading accounts so strategy activity and follower accounts remain linked to the relevant trading setup.
  • Client Activity. Keep subscriptions, copied trades and account activity associated with the client record for easier tracking and support.
  • Finance. Keep social trading-related fees, transactions and account movements connected with the wider financial workflow of the brokerage.
  • Reporting. Use trading records, performance information and activity data to give your teams a clearer view of how the social trading module is being used.

Build a Better Copy Trading Experience with Powerful Tools for Your Brokerage.

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Questions about the module

Before You Connect Copy Trading

Common questions about running Copy Trading through your brokerage CRM.

  • Yes. VAST CRM includes a Social Trading module that enables brokers to offer copy trading to their clients. Clients can follow selected traders, copy trading activity and track performance while the brokerage manages the related activity through its CRM environment.

  • Yes. Clients can view available trader information, select a strategy or trader to follow, and participate in copy trading through the connected client experience. Trading activity can then be replicated according to the configured copy trading setup.

  • Yes. The Social Trading module supports subscription and fee management, allowing the brokerage to configure its copy trading model and track related user activity through the CRM.

  • Yes. Clients can access trading activity and performance information through the connected trader portal, while the brokerage can monitor social trading activity and related performance from its administrative environment.

  • Yes. Social Trading is connected with the trading account environment so copied activity can be associated with the relevant client accounts. VAST CRM also supports multiple trading platform integrations as part of the wider brokerage technology stack.

  • No. Social Trading is integrated into the VAST CRM environment. Brokers can manage related users, trading activity, subscriptions, fees and performance information alongside their wider brokerage operations.