Customer Groups

TradeSocio NewUX - Broker Admin manual

Customer Groups report provides the list of customer groups created on the platform, functionality to manage them and the option to create new customer groups.

Customer Groups are tool to create groups of clients who have the same access to the platform modules and share the same trading conditions like list of trading symbols, spreads, commission profiles and rebates.

The trading conditions set in customer group will apply once investing in following investment modules:

• Trading

• Equities

• ETFs

• Mutual Funds

• Basket Funds

• Robo Advisory

For example if investor is in Group A, which is using A-Book Risk Profile, his open trades in self-trading or basket allocation will be used according to A-Book Risk Profile settings.

While investing in Strategies and SMA modules the profiles assigned on the fund level settings will apply. For example if investor is in Group A, which is using A-Book Risk Profile, and he invests in Strategy which has set a B-Book Risk Profile on the fund level, then his copied trades will be executed according to B-Book Risk Profile settings set on the Fund level.

The Customer Groups report consists of navigational toolbar and the table of contents which includes the list of all created groups on the platform.

Navigation

Navigational toolbar in the top right corner of trade report has a number of functions:

• + Add Customer Group - create and add a new customer group

• Export CSV - export the list of groups in .csv format and save file on your computer

• Search Keywords - search for relevant data in the report by using the keywords

By using the navigational buttons you can create a personalized view of report:

• Add and remove the columns from the table of contents

• Size to fit - resize columns to fit the current width of the widget

• Auto-Size All - resize columns for the optimal view of the data displayed

Group management

You can perform a number of actions from the table of contents. The functionality is available from Action drop-down menu.

• Allocate introducers - link an introducer to a group and review the list of investors under the group

• Delete - delete the group from the platform

• Edit - edit and save the new properties of the group

• Disable - temporary deactivate the group

Allocate introducers

You can choose customer groups to be used by introducers. Each introducer can have multiple groups allocated. Each group can have multiple introducers associated with it.

Click on Allocate Introducer from the Action drop-down menu.

You will access the list of available introducers:

Choose the name of introducer from the Group name column and tick to select. You can choose and link unlimited amount of introducers. Click Save to save your choice.

Once the introducer is assigned to the group, you will be able to select it for use on all levels while creating new users, inviting new users or assigning users to introducers.

For example you will be able to choose the Introducer, Group and the Risk percentage distribution (in case user is assigned to introducer) once creating a user manually from Broker Admin: