The Match-Trader platform’s capabilities have been greatly enhanced in our May release, led by the powerful new Affiliates module, which enables Prop Brokers to build effective referral programs. This game-changing feature allows users to generate unique referral links and earn configurable commissions. The update also boosts security with an IPv4 whitelist mechanism and improves operational visibility through expanded Platform Logs with detailed system event tracking. It also introduces more flexibility in cashback calculations. Additional improvements include CRM integration with a popular mailing platform, stronger MLIB structure protection and refined margin calculation options with the new “Both Sides” model.
Affiliates Module
A new Affiliates module allows Prop Brokers to create partnership programs and reward users for driving traffic to the platform.
New features:
- Users can generate a unique referral link and share it with others
- Each registration through the link assigns the new user to the referrer, enabling commission payouts
- Configurable cashback & discount system:
- Possibility to set individual values: Cashback for the referrer (e.g., % of fee or commission)
- Discount for the referred user
- Option to attach a required “Agreement” document that must be accepted before joining the program
- New dedicated “Affiliates” tab in the CRM, where you can see all active affiliates with the number of referred users and earned profit
- In the affiliate detail view, you can:
- See the list of users who registered with their referral link
- Check how much commission (profit) each of them generated for the affiliate
Benefits:
- Increased client acquisition through referral marketing
- New revenue channel for users, resulting in higher engagement
- Transparency and control over the referral and commission structure
Adding an Instrument List to Cashback Calculation
In the detailed view of the Cashback configuration (Configuration > Cashback), we’ve added a new configuration option: an “All Instruments” checkbox (checked by default). When unchecked, a new field “Comma-separated instrument list” appears, where you can specify the instruments for which Cashback will be calculated. Providing a list of instruments (wildcard use is also possible) is required to save the configuration. This mechanism works similarly to the one already existing in IB > Commissions Setup.
Benefits:
Brokers have greater flexibility in rewarding traders for activity on specific instruments.
Customisation of the Platform Logs View
We’ve expanded the existing “Platform Logs” tab in the CRM to include more information and also log system events (responses from the trading system).
The following events are now logged, among others:
- Opening, closing and editing positions
- Bulk closing of positions
- Creation, cancellation and editing of pending orders
- Withdrawal requests
- User logins and logouts
All events contain detailed data, including volume, instrument, prices, order side and set TP/SL levels, depending on the event type. We also log errors, for example, when a position could not be opened.
The new data will replace the current data. From the release date onward, old data will no longer appear in current logs. Old logs will remain accessible for up to 3 months, after which they will be replaced entirely with the new format.
Benefits:
- Greater transparency and detail in recorded system events allow Brokers to more effectively monitor activities such as opening of positions, orders and withdrawals
- Logging detailed data (e.g., volume, instrument, prices, TP/SL) and errors helps identify and resolve problems
Implementation of IPv4 Whitelist Mechanism
We’ve added the option to restrict CRM access to only selected IPv4 addresses to enhance application security.
Key changes:
- New “IP Whitelist” tab in the Configuration section and a sub-tab in the detailed view of a CRM User account
- Possibility to add individual IP addresses or ranges using wildcards (*)
- Settings available based on user roles (CREATE, READ, UPDATE)
- Optional 2FA verification when adding/removing IP ranges
- Whitelist management per partner (enabled upon request)
Benefits:
Restricting CRM access by IPv4 address significantly increases application security and prevents unauthorised access.
Using API Key in Mailing
We’ve introduced the option to configure mailings using an API Key, allowing for the integration of the CRM with a popular mailing platform—SendGrid.
Benefits:
Brokers can use professional email delivery services, improving the effectiveness and reliability of client communication.
Blocking Deletion for Accounts in the MLIB Structure
We’ve implemented a mechanism to protect the integrity of the MLIB structure in the CRM. From now on:
- It is not possible to delete the IB/Sub IB user or trading account if it is part of a hierarchy above other accounts
- It is not possible to change the IB/Sub IB user role as long as it is part of a hierarchy above other accounts
When attempting to delete or change a role, the CRM returns a clear message indicating which account must be removed from the structure first to proceed. Thanks to this safeguard, the Broker avoids the risk of accidentally damaging the IB structure.
Benefits:
- Introducing a mechanism that protects the integrity of the MLIB structure in the CRM prevents accidental damage to the IB/Sub IB hierarchy, maintaining system stability
- Blocking the deletion or role change of a parent account in the structure ensures data consistency and minimises the risk of operational errors
Both Sides Margin
In group configuration, it is now possible to set how margin is calculated on client accounts by selecting the Both Sides model. With this option, the margin for a given instrument is calculated as the sum of margins from all positions—both buy (BUY) and sell (SELL)—even if they are opposite. This provides greater transparency, flexibility and better risk management in trading offerings.
Benefits:
- Another option for risk management by fully accounting for all positions in margin calculation
- Greater transparency toward clients regarding margin requirements
Hiding Rules in Hedge Monitor Based on Group/Account Permissions
A mechanism has been introduced to hide Hedge rules in the Hedge Monitor and Hedge Summary tabs if the user does not have full permissions to the groups or accounts assigned to a specific rule.
Rules are hidden when the user does not have access to:
- Groups assigned to the pattern in the Hedge rule
- Groups where accounts linked to the Hedge rule are found
Possibility to Cancel Active Orders During a Closed Session
The system now allows cancellation of active orders (limit, stop, SLTP) on Retail accounts even for a closed session.
Benefits:
- Enabled management of active orders on Retail accounts even outside trading hours
- Increased control over active orders
- Possibility to respond immediately to potential issues
Option to Edit Swap Settings on Symbols via CSV Import
The system enables bulk editing of swap settings (Swap L, Swap S, Swap Calc Type) directly in the Admin app via CSV file import.
The new feature allows for the quick and convenient updating of multiple symbols simultaneously, eliminating the need for external tools and manual clicking through each symbol.
A button has been added to the symbol management tab to upload a CSV file containing changes.
Supported fields:
- Symbol
- Swap L
- Swap S
- Swap Calc Type (optional; supported values: “PIPS” or “PERCENTS”)
Additionally, it is now possible to export the current swap configuration to a CSV file.
Benefits:
- Streamlining the swap update process for multiple symbols at once without using external tools
- Accelerating the operations team’s work by simplifying data editing and validation
