Client Dashboard for Prop Firm
A Client Dashboard for a Proprietary Trading Firm (Prop Firm) serves as a central hub for traders to manage their accounts, access resources, and monitor their performance.
Client Dashboard for Prop Firm
Features
Our Client Dashboard’s best features
User-Friendly Dashboard
Display key performance metrics like account balance, P&L, and risk levels, provide quick access to features like funding updates and platform downloads, and deliver real-time notifications on account status, trading limits, and payouts.
Account Management
Enable traders to manage multiple evaluation or funded accounts from one dashboard, view account status and progress milestones, monitor real-time leverage, equity, and margin levels, and track compliance with trading rules like drawdown and daily loss limits.
Trading Performance Tracking
Provide detailed performance metrics, comprehensive trade history, an equity curve for tracking growth, and risk analysis tools to evaluate strategies and identify areas for improvement.
Progress Tracking (For Evaluation Accounts)
Track evaluation progress with profit targets and remaining days, monitor compliance with rules like max loss and trading days, and highlight milestones in multi-phase evaluations.
Payout Management
Enable traders to submit payout requests with integrated payment options, view payout history for completed and pending requests, and display profit split details with percentages and calculations.
Trading Platform Integration
Provide direct access to trading credentials and platform downloads, sync real-time account data like trades and balances, and enable seamless switching between proprietary and third-party platforms.
Funding Updates
Display funded account status, including upgrades or resets, offer one-click payment options for evaluation resets, and notify traders when they qualify for higher funding levels based on performance.
Compliance Monitoring
Automatically detect and display rule violations like daily loss limits, alert traders of potential breaches before penalties, and provide detailed trade audit logs for compliance reviews and dispute resolution.
Financial Management
Track deposit history for evaluations and resets, manage records of subscription, evaluation, and platform fees, and generate invoices and receipts for all financial transactions.
Multi-Language & Localization
Support multiple languages for a global trader base and provide currency options to display balances, payouts, and fees in the trader's preferred currency.
Gamification & Leaderboards
Reward traders with performance badges for milestones like profitability and risk management, showcase top performers on leaderboards by metrics such as P&L and win rate, and display results of trading challenges and tournaments to foster competition.
Communication Tools
Enable traders to raise support tickets and track resolutions, offer real-time assistance through live chat, and share firm updates, policy changes, and important notifications in a dedicated announcements section.
Customizable and Scalable
Tailor the system to your firm’s unique workflows and grow with confidence as you onboard more traders, affiliates, and staff.
Mobile Access
Ensure a responsive dashboard experience on mobile devices and provide a dedicated app for quick access to account details, notifications, and performance statistics on the go.
Resource Library
Offer educational resources like trading guides, webinars, and tutorials, provide essential tools such as market calendars and risk calculators, and include a comprehensive FAQ section to address common queries.
Security Features
Enhance account security with two-factor authentication (2FA), enable traders to monitor active sessions and terminate suspicious activity, and maintain audit logs to track all changes and activities for accountability.
