The new Trading section in WBCS CRM was designed for real-world brokerage workflows. From adding new symbols to risk-adjusting orders, it covers the entire trading lifecycle with automation and audit control.

Here’s how different teams use it every day.

 

1. Launching a New Trading Pair

 

Operations teams can instantly create new pairs like BTC/USDT or XAU/USD.
They define the active state, spread, commission, margin ratio, and lot volume — and the pair becomes live within minutes.
All margin checks, pricing rules, and calendar settings apply automatically.

 

2. Managing Market Closures

 

Weekends and holidays no longer require manual adjustments.
Risk managers schedule non-trading windows for specific time zones or instruments.
During these periods, the platform blocks price feeds and order execution — preventing errors and maintaining compliance.

 

3. Running Price Simulations for QA

 

For testing or demonstrations, admins open Price Deltas and schedule temporary offsets.
For example, adding +200 pips for one minute creates a visible price “ramp.”
It’s ideal for training, client demos, or verifying algorithm reactions under controlled conditions.

 

4. Adjusting a Live Order Safely

 

Risk teams can edit open orders to change stop-loss or take-profit levels.
The system validates every edit based on precision, lot size, and margin availability.
All updates are logged with before/after values — ensuring full accountability.

 

5. Creating VIP and Watchlist Segments

 

High-volume clients deserve special conditions.
Through Trading Groups, admins assign a VIP group with lower commission or higher leverage.
If the same client is under review, a Watchlist group can apply stricter settings.
The order of groups defines priority, and any undefined field automatically inherits the base configuration.

 

Benefits in Practice

 

• Eliminate manual trading calendar errors
  

• Run safe, repeatable simulations
  

• Automate client-specific rules
  

• Ensure compliance across departments
  

 

Conclusion

 

Every feature in the Trading module exists to simplify complex workflows.
By combining real-time risk control, smart grouping, and audit tracking, WBCS CRM lets brokers manage thousands of trades confidently.

 

👉 Discover how WBCS CRM automates everyday trading tasks — book a quick demo with our team.