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NewUX Broker Admin
  • Welcome!
  • Dashboard
    • Dashboard
    • Widgets
    • Navigation
  • Introduction
    • Get started
    • Functionality
    • Users
    • Access Levels
    • Investment Accounts
    • Investment Products
    • Financial Operations
    • Allocations
    • Fees and Charges
  • User Management
    • Customers
    • Pending User notification
    • Leads
    • Clients
    • Tickets
    • Online users
    • Blocked IPs
    • User CRM
  • Investing and Trading
    • Trading
    • Accounts
    • Profiles
      • Risk profile
      • Commission profile
      • Feed profile
      • Rebate profile
    • Reports
      • Open positions
      • Closed positions
      • Account operations
      • Trade Report
    • Customer Groups
    • Create Customer Group
  • Products and Funds
    • Funds Management
    • SMA funds
    • Strategies
    • Create fund
    • Basket funds
    • Create Basket fund
  • Reporting
    • Reports
    • Allocations
      • Active allocations
      • Under progress allocations
      • Inactive allocations
    • Introducer
      • All intoducer
    • Revenues
      • Fees
      • Trade charges
      • Summary
    • Requests
    • Live account request
    • Deposit request
    • Withdrawal request
  • Settings and Control
    • Control panel
    • Customer settings
      • Account settings
      • Registration settings
      • Blocked customers
    • Trading settings
      • Investor trading settings
      • Routing settings
      • Instrument list
      • Instrument mapping
    • API settings
      • Reporting API
      • Settings
      • API logs
    • Platform settings
      • Platform site info
      • Mail server settings
      • Manage email templates
    • Product settings
      • Strategies settings
      • SMA settings
      • Terms and conditions
      • Power of attorney
      • Compliance settings
      • Fee calculation settings
    • Queue management
      • All queue managers
      • Create queue manager
    • Assignment management
      • All assignment
      • Create assignment
    • Workstations
      • Workstations
      • Add workstation
    • Gateway settings
      • All gateway
      • Create gateway
    • Goal management
      • Mapping list
      • Risk type list
      • Goal list
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  1. Investing and Trading

Profiles

TradeSocio NewUX - Broker Admin manual

PreviousAccountsNextRisk profile

Last updated 4 years ago

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Profiles are spread, commission, rebates and book settings for the platform.

The profiles are assigned to a fund managers account through the Funds Management - Account settings. The set settings will apply to all investors investing to this specific fund. To read more about setting profile settings for the funds proceed to Account settings article of this manual:

Profiles section consists of three sections which you can navigate from the side menu:

  • Risk profile - investor execution modes

  • Commission profile - broker commission settings

  • Feed profile - broker spread settings

  • Rebates profile - intoducer's fees settings

Account settings