100+ ready-to-use workflows
Set up in minutes — no coding or technical expertise required
Built directly into MetaTrader 5
Replaces multiple plugins
Client Communications
- Send push notifications, SMS messages, emails, or internal platform messages automatically in response to trading account events.
- Create automated onboarding campaigns for newly registered clients and guide them seamlessly into live trading.
- Low account balance? Encourage a deposit. No recent trading activity? Recommend market insights or trading signals. New funds deposited? Promote premium services or loyalty rewards.
Platform Maintenance
- Automatically restart data feeds, gateways, and servers on a schedule or when CPU, memory, or disk usage reaches predefined thresholds.
- Synchronize historical data across servers in the event of system issues.
- Notify administrators immediately when critical infrastructure events require attention.
Risk Management
- Automatically adjust account group settings during periods of increased market activity — for example, limiting the number of available instruments or simultaneous open positions, or updating commissions, Margin Call, and Stop Out levels.
- Modify instrument parameters during periods of high volatility, including stop-level distances, minimum and maximum trade volumes, trading session settings, and margin requirements.
- Automatically update trade routing settings based on predefined conditions.
Trade Management
- Automatically close positions or trades for specific instruments when predefined conditions are met. For example, when a futures contract expires.
- Automatically remove pending orders before weekends and public holidays to prevent execution at unfavorable prices following market gaps.
Account Management
- Receive alerts about suspicious account activity, such as unusually high trading frequency or multiple Margin Calls.
- Launch client loyalty and bonus programs in just a few clicks.
- Automatically charge inactivity fees or maintenance fees for swap-free accounts.
- Archive inactive accounts and clean up your client database automatically.
Back-Office Integration
- Send registration, deposit, account opening, and other client events to Finteza for marketing analytics and conversion funnel tracking.
- Automatically create tasks for managers upon new client registrations, large deposits, or trading activity reductions.
- Synchronize data between MetaTrader 5 and your brokerage's CRM — for example, automatically transfer payment information into accounting systems.
- Trigger automation workflows from external systems. For example, a client deposits funds through your website — the website sends a callback request to the platform — an automation scenario is triggered to credit the client's trading account automatically.