Trading operations run on precision. Every market parameter — from spreads and commissions to margin ratios — affects risk, profit, and client experience. That’s why the new Trading module in WBCS CRM was built as a single control center for all tradable instruments and daily operations.

 

With it, brokers can manage instruments, configure parameters, and control execution logic — all without leaving the CRM.

 

Why Trading Belongs Inside Your CRM

 

Traditional systems separate trading logic from client management. This causes slow reactions and inconsistent data.
WBCS changes that. The Trading section connects directly to your client profiles, risk settings, and margin rules. The result is a synchronized environment where operations, pricing, and compliance work in harmony.

 

Key Components of the Trading Section

 

1. Configurations – The Foundation

 

All tradable instruments live here. Admins can add or edit pairs, define spreads, margin requirements, commissions, swaps, and time zones.
 Bulk import/export tools simplify setup across Crypto, Forex, or Commodities.

 

2. Price Deltas – Fine-Tuned Adjustments

 

This feature lets you temporarily shift prices (in pips) for testing or operational scenarios — for instance, simulating market volatility during demos or compensating for a feed issue.

 

3. Orders – The Trading Workspace

 

The Orders page displays all client trades with full edit, filter, and close options. Each order follows system-wide margin rules and audit validation, ensuring transparent operations.

 

4. Trading Groups – Smarter Segmentation

 

Create VIP, Watchlist, or other client tiers with unique parameters such as leverage, commission, or swaps. The system automatically applies the right overrides to each client.

 

Benefits for Teams and Businesses

 

• Unified Control: All trading and client data in one system.
  
  
• Faster Operations: No external spreadsheets or manual updates.
  
  
• Lower Risk: Consistent margin and pricing enforcement.
  
  
• Full Auditability: Every change tracked by user and timestamp.
  
  

Example in Action

 

A brokerage adds a new Forex pair, sets weekend closure rules, and defines a VIP group with higher leverage — all from the Trading module.
Clients immediately trade under the right configuration, while risk managers see every position reflected in real time.

 

Conclusion

 

The new Trading module makes WBCS CRM a true end-to-end solution for brokerages. From setup to live execution, it brings structure, speed, and security to trading operations.

 

👉 Explore the Trading module today and see how WBCS CRM transforms trading into a streamlined, compliant experience.