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September 02, 2026

From Client Tags to Automated Payment Routing: How Forex CRMs Are Getting Smarter

A tag used to be a label. You would mark a client as "VIP" or "EU" or "high-risk" and that tag would sit in their profile, visible to whoever opened the record, doing nothing else. Useful for sorting a list. Useless for driving an action. But that version of tagging is dead in any forex CRM worth running a brokerage on. In 2026, tags have become operational triggers. A tag assigned to a client does not just describe them. It determines what they see, how their transactions route, which products they can access, and how your internal teams interact with their account. The shift from descriptive tagging to operational tagging is one of the most consequential and least discussed evolutions in forex CRM architecture.

When a tag can automatically change which payment methods a client sees in their deposit interface, or determine which PSP processes their transaction, or control which prop trading challenges they are eligible to enter, tagging has stopped being a forex CRM feature and become infrastructure.

The Problem With Static Segmentation in Forex CRM

Most brokerages segment their clients. Geography, acquisition source, VIP status, account type, trading volume, risk profile. The segmentation itself is not the issue. The issue is what happens after the segment is defined.

In a typical setup, the segmentation exists as a filter in the forex CRM. Your sales manager can pull a list of all VIP clients in the UAE. Your compliance officer can filter for high-risk accounts. Your marketing team can export a list of dormant traders for a reactivation campaign. All of that requires a human to query the data, interpret it, and act on it. The tag describes. The human executes.

Scale breaks that model. At 500 clients, a sales manager can review their VIP list and take action. At 5,000 clients across four jurisdictions with 200 IB partners and three active promotional campaigns, the manual layer between segmentation and action becomes a bottleneck. Clients who should see localized payment methods see the global default. Traders who qualified for a specific challenge group never get access because nobody updated their profile. VIP clients receive the same generic deposit interface as first-time registrations because the tag on their account does not connect to anything downstream.

The segmentation data exists. The operational connection does not.

Tags as Forex CRM’s Operational Infrastructure

The architectural shift that changes this is straightforward in concept and complex in execution: make the tag a trigger, not just a label.

When a broker tags a client based on acquisition source, geography, VIP status, risk profile, campaign attribution, trading activity, or account type, that tag should be able to influence operational outcomes automatically. Which payment methods appear in the client's deposit interface. Which payment service provider handles their transaction. Which prop trading challenges are visible to them. Which internal workflows apply to their account. Which reports include their activity. Which back office views surface their data.

That is a fundamentally different architecture than "tags for filtering." It requires the forex CRM to connect the tagging system to the payment layer, the product visibility layer, the workflow engine, and the reporting infrastructure. Without those connections, tags remain descriptive. With them, tags become the control layer that governs how each client experiences your brokerage.

What This Looks Like in Practice

UpTrader's recent forex CRM updates provide a concrete illustration of how tag-driven automation works when the connections are actually built.

Payment method visibility tied to tags. User tag filters in the payment methods configuration mean your operations team can define which deposit and withdrawal options a client sees based on the tags on their account. While a client marked in the system as "MENA" is likely to see payouts through local banking transfers and regional e-wallets, one tagged as "crypto-favorite" will be prompted with deposit options in USDT as their primary communication perspective. A VIP client might see payment methods with higher limits and faster processing. None of this requires manual configuration per client. The tag assignment drives the visibility automatically.

Automated payment routing based on tags. Auto-assignment rules mean that when a client is tagged with a specific attribute, the system can route their transactions to a designated PSP automatically. A high-value client's deposits route through a premium payment provider. A client in a specific jurisdiction routes through the PSP that has the best approval rates for that region. The routing happens at the system level based on the tag, not at the support level based on someone remembering which PSP handles which client type.

Prop trading challenge visibility. Challenge group visibility filters, combined with account type filters, allow brokerages running prop trading programs to control which evaluation challenges each client can see and access. A client tagged as "funded trader" sees different challenge options than a new evaluation participant. A client in a jurisdiction with specific restrictions sees only the challenges compliant with those restrictions. The tag controls access. No manual gatekeeping required.

Tag history as an audit trail. Tags change over time. A client who was tagged as "standard" at registration might earn a "VIP" tag after reaching a deposit threshold. They might receive a "high-risk" tag after a compliance review, then have it removed after re-verification. Tags History records every tag assignment, removal, and change with timestamps. When a compliance officer needs to understand why a client had access to specific payment methods or challenge groups at a specific point in time, the tag history provides the answer.

Payment method visibility filters and saved payment details. Beyond tag-driven visibility, payment method visibility filters give administrators granular control over which methods appear for which account types, independent of individual tags. The saved payment info streamlines the process for the returning deposit-making clients and makes it unnecessary for them to re-input their previous payment method. Both features work alongside the tag system to create a deposit experience that feels personalized without requiring per-client configuration.

Transaction filtering for operational clarity. Transaction date filters and new transaction status filters give your finance and operations teams the ability to slice transaction data by time period and status without exporting to a spreadsheet. Combined with tag-based segmentation, your finance team can answer questions like "show me all pending withdrawals from VIP clients this week" directly inside the forex CRM.

Why the Tag-to-Action Connection Is Competitive Advantage for Forex Brokers

Consider two brokerages. Both have 3,000 active clients across three regions. They do the tagging by location, account type, and VIP status.

Brokerage A leverages tagging to filter their clients. When they want to make sure that clients classified as MENA can only see the payment method relevant to their region, an operator has to manually alter the settings client by client or export the list of customers and configure it on a batch basis. When a client qualifies for VIP status, someone updates their payment routing and challenge access manually. When a tag changes, nobody records when or why.

Brokerage B uses tags as triggers. When a client is tagged "MENA," the payment interface automatically displays region-relevant methods and routes transactions to the PSP with the highest local approval rates. When a client reaches VIP threshold, the tag update automatically changes their payment visibility, challenge access, and internal workflow routing. Every tag change is recorded with a timestamp.

Brokerage A spends staff hours on configuration that Brokerage B handles at the system level. Brokerage A introduces human error at every manual step. Brokerage A cannot reconstruct why a client saw specific options at a specific time. At 3,000 clients, the gap is significant. At 10,000, it is the difference between an operation that scales and one that drowns in manual work.

The tag is not an innovation. Tags have existed in forex CRM systems for decades. The innovation is connecting those tags to payment routing, product visibility, workflow execution, and audit history so that every operational downstream consequence of a segmentation decision happens automatically, immediately, and traceably.

If any of this sounds like the segmentation and automation gap you are trying to close, UpTrader can show you how tag-driven payment routing, challenge visibility, and workflow automation work with your specific brokerage setup.

The demo is built around your operation, not a generic walkthrough. Request it here

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August 28, 2026

What Should a Secure Forex CRM Log? Inside Modern Broker Security Controls

Most forex CRM vendors will tell you their platform is secure. That claim, by itself, is almost meaningless. Security in a brokerage environment is not a binary state. It is not something you either have or do not have. The real question is whether your CRM can tell you exactly what happened, who did it, when it occurred, and what the system state was before and after the event. That is the difference between a platform that "has security" and one that provides the auditability a regulated brokerage actually needs.

Consider what sits inside your forex CRM on any given day. Client identity documents. Financial transaction records. Payment credentials flowing through PSP integrations. Trading account data synchronized from your Trading Platform 4 or 5 environment. IB partner hierarchies with commission structures and payout histories. Administrative actions taken by your compliance, finance, and operations teams. Every one of these data categories carries regulatory, financial, and reputational risk if accessed without authorization, modified without a trail, or lost without a recovery path.

And yet, when brokers evaluate forex CRM security, the conversation usually stops at encryption and role-based access. Those are table stakes. The deeper question, and the one that determines whether your security infrastructure actually protects your brokerage in practice, is what the system logs and how granularly it tracks activity across every operational layer.

Why Audit Trails Are the Real Security Infrastructure for Forex CRM

Access control prevents unauthorized actions. Audit trails prove what happened after the fact. You need both, but in a regulated brokerage, the audit trail is what regulators actually ask for.

When a regulator investigates a client complaint, they do not ask whether your forex CRM has role-based access controls. They ask you to produce a record showing who approved a specific withdrawal, what compliance checks ran before that approval, and whether any administrator overrode a standard workflow. When a client disputes a transaction, your support team needs to see the full sequence of events leading to that transaction, not a current-state snapshot that tells them nothing about how the account reached its present condition.

Audit trails also serve internal functions that go well beyond regulatory compliance. Fraud prevention depends on detecting anomalous patterns in administrative activity. To maintain operational responsibility, an individual must comprehend who made changes and reason behind such actions. Internal auditing cannot be undertaken without records relating to alterations being made. The process of supporting dispute resolutions is faster and more transparent when all the interactions and modifications in status are recorded.

A forex CRM that logs only client-facing actions but not administrator activity has a critical blind spot. Some of the most consequential events in a brokerage environment are internal: a compliance officer overriding a KYC rejection, a finance team member manually approving a flagged withdrawal, an administrator changing a client's trading group or leverage settings. If those actions are not logged with the same granularity as client-initiated events, your audit trail has gaps that regulators and internal investigators will find.

What a Secure Forex CRM Should Actually Log

The logging scope needs to cover every layer of your operation. Not just logins and password changes, but the full spectrum of events that affect client accounts, financial records, and administrative state.

Client identification and authentication events. It is important to log in every action performed by users, including attempts to log-in, password changes, document uploads, changes in KYC status, and verification decision making. When a security code is assigned to a client who is registering, this information must also be logged. When the code is regenerated, whether automatically on a 24-hour cycle or manually by an administrator, the previous code should be recorded in back office logs alongside the new one. If manual regeneration invalidates the previous code, that invalidation event needs its own timestamped entry. Without this level of detail, you cannot reconstruct the authentication state of a client account at any given point in time.

Financial transaction events. Every deposit, withdrawal, internal transfer, refund, and commission payout, logged as a discrete event with client identity, amount, PSP, timestamp, approval status, and the identity of whoever processed or approved it. Automated approvals should log the rule that triggered them. Manual approvals should log the user who authorized them.

Administrative actions. This is the layer most forex CRMs handle poorly. Every change made by an internal user to a client account, a trading configuration, a compliance status, a commission structure, or a system setting should generate a log entry. If an administrator changes a client's account group, that change needs to record who did it, when, what the previous setting was, and what it was changed to. If a compliance officer overrides an automated KYC decision, that override needs the same level of attribution.

Payment infrastructure events. The implementation of IP whitelisting on payment processing systems requires logging when IP whitelisting is activated, changed, or turned off. Hence, any changes related to payment routing, such as adding or removing payment service providers (PSPs), and any manual intervention in payment processing workflows must also be included in the audit log.

Access control events. Role assignments, permission changes, dashboard access modifications, and any adjustment to who can see or do what within the system. Role-based dashboard permissions that restrict visibility by department are only effective if changes to those permissions are themselves logged and auditable.

The Security Code Problem Most Forex CRMs Ignore

Here is a specific example that illustrates why logging granularity matters. Security codes are used across brokerage operations for client verification, transaction authorization, and support authentication. Most Forex CRMs generate a code and store it. That is not enough.

UpTrader's approach to security code management reflects what proper logging looks like in practice. When a client registers, the system automatically generates a security code and logs the creation event. Every 24 hours, the code regenerates automatically, and that regeneration is logged. If an administrator manually regenerates a code, the system logs the manual action, records the old code in the back office logs for reference, and invalidates the previous code with a separate log entry for the invalidation. You can learn more about Uptrader’s Forex CRM following this link.

Why does this matter? Because when a client contacts support claiming they did not authorize a transaction, your team needs to know exactly which security code was active at the time of that transaction, whether it had been regenerated recently, and whether the regeneration was automatic or triggered by an administrator. Without that chain of events logged and retrievable, you are resolving disputes based on guesswork rather than evidence.

Role-Based Access Is Only as Good as Its Auditability

Role-based dashboard permissions are standard in broker-grade CRMs. Your compliance team sees compliance workflows. Your finance team sees payment operations. Your sales team sees client records and communication tools. Your leadership sees reporting dashboards. Each role is restricted to the data and functions relevant to its responsibilities.

But role configuration is not a set-and-forget decision. Roles change. Permissions get expanded during busy periods and never rolled back. New team members receive access levels copied from existing users without a review of whether those levels are appropriate.

The security control that matters here is not just role-based access. It is the logging of every change to role definitions, permission assignments, and dashboard visibility settings. When an administrator grants a support agent access to financial transaction data, that grant should be logged with a timestamp and the administrator's identity. When that access is revoked, the revocation should be equally traceable.

What This Looks Like in Regulated Practice

FCA, CySEC, and ASIC all expect regulated brokerages to produce evidence trails on demand. The expectation is not that you have security features. The expectation is that you can reconstruct the complete history of any client account, any transaction, and any administrative decision from your system records alone, without relying on email threads, verbal recollections, or manual notes.

A Forex CRM that provides this level of auditability is not just a compliance tool. It is an operational advantage. Internal investigations resolve faster. Support disputes close with evidence rather than escalation. Fraud patterns surface earlier because anomalous administrative activity is visible in the logs. And when a regulator does ask for documentation, your compliance team produces it in seconds rather than spending days reconstructing a timeline from fragmented records.

The security question worth asking during any Forex CRM evaluation is not "Is the system secure?" It is "Can the system tell me exactly what happened, who did it, and when, for every event that matters to my brokerage?" If the answer involves caveats, exceptions, or manual log review processes, the system is not logging at the level a modern brokerage requires.

If any of this sounds like the security infrastructure gap you are trying to close, UpTrader can show you how its enhanced security logging, role-based permissions, and audit trail capabilities work with your specific compliance requirements. The demo is built around your brokerage, not a generic walkthrough. Request a tailored demo here

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August 25, 2026

IB Management Software: How Forex Brokers Manage Partners and Affiliates

Introducing Broker networks are not a supplementary acquisition channel. For most forex brokerages, they are the primary one. Industry data shows that 40 to 60 percent of retail forex clients come through IB and affiliate channels. That makes your IB management infrastructure one of the most revenue-critical systems in your operation, and one of the most frequently underbuilt.

The gap between what IB management requires and what most brokerages actually run is significant. Many brokerages still rely on spreadsheets for commission calculations, leading to delayed payouts, partner disputes, and an inability to scale the program beyond a handful of partners. A purpose-built IB management system, typically integrated within your forex CRM, automates the commission logic, provides partners with real-time visibility into their performance, and gives your internal team the reporting they need to grow the network strategically.

This guide covers what IB management software actually handles inside a working brokerage, why it matters at scale, and what to look for when evaluating solutions.

Forex IB Hierarchies: The Structural Foundation

A forex IB network is inherently hierarchical. A master IB recruits several sub-IBs, and each of them recruits their own sub-IBs, which results in extensive partner trees with different levels. Each level in the hierarchy earns commissions not only from their directly referred clients but also from the trading activity generated by partners they recruited beneath them.

This is where spreadsheet-based management breaks down. At five partners with flat rebate structures, the math is simple. At 200 partners across four tiers, with each level earning different override percentages from the levels below them, the calculation becomes a system-level problem that no manual process can handle reliably.

A purpose-built IB management system maps these hierarchies dynamically. As soon as a new sub-IB registers with an already-existing partner, the system automatically finds the right location for the new member in the partner hierarchy and applies corresponding commission rules. After a client referred by the partners opens a trading account and starts trading it, every partner in the partner tree benefits from the earnings. No manual mapping. No monthly spreadsheet reconciliation.

The system also needs to handle structural changes cleanly. Partners move between tiers. Sub-IB relationships change. New commission arrangements get negotiated. An IB management system that cannot restructure hierarchies without breaking existing payout histories is a system that will create disputes the moment your network evolves.

Forex IB Commission Calculation: The Engine That Drives Everything

Commission calculation is the core technical function of IB management software, and the area where the difference between a purpose-built system and a generic tool becomes most consequential.

Forex IB commissions operate on models that generic affiliate platforms were not designed to handle. The four primary models are:

Lot-Based Commissions pay a fixed amount per traded lot. A partner earning $3 per lot on a client who trades 100 lots in a month receives $300. This is the most common model in retail forex.

The Spread-Share Commission type means that a partner receives a percentage from the spread that has been generated by the referred client. It makes sure the payment process goes in parallel with the broker's income and can only work when the system gets the real-time spreads from the trading platform.

CPA (cost per acquisition) means one-off payment for a referred client who meets certain criteria and usually makes his/her first deposit above a specific value.

Hybrid Models combine two or more of the above. A partner might earn a $200 CPA on first deposit plus $2 per lot on ongoing trading activity. As a result, hybrid structures seem to be the acceptable standard model in 2026 due to their ability to motivate both for acquisition and long-term cooperation with clients.

The calculation engine needs to process these models simultaneously across a multi-tier hierarchy. When a Level 3 client trades 100 lots, the system must compute and attribute commissions at every level: the direct affiliate earns their lot-based rate, the sub-IB above them earns their override percentage, and the master IB earns their override on top of that. All calculations must reference confirmed trade data from the trading platform in real time, not from a periodic export.

If your current system requires someone on your team to export trading data, run formulas in a spreadsheet, and re-import the results, you are carrying three risks: calculation errors that create payout disputes, delayed settlements that erode partner trust, and a process that consumes increasing staff hours as the network grows.

Partner Dashboards: The Trust Layer

Your IB partners are business operators. They invest time, money, and marketing effort into referring clients to your brokerage. In return, they expect real-time visibility into how their network is performing and what they have earned.

A well-built IB management system provides a self-service partner dashboard where IBs can see their full referral network, their referred clients' trading activity, their accrued commissions at every tier, their payout history, and their active referral links. The dashboard updates in real time, not at month-end.

The quality of this dashboard directly affects partner retention. An IB who has to email your team for a commission report every month will eventually move their network to a competitor who provides that visibility instantly. An IB who can see their sub-IB tree, track which referral links are converting, and monitor their commission accruals in real time has the data they need to optimize their own acquisition efforts, which benefits both the partner and your brokerage.

The dashboard data must also match what your internal team sees in the back office. Any discrepancy between the partner-facing numbers and your internal records creates a dispute. Unified data between the partner portal and your CRM is not a feature. It is the only way to run a partner program at scale without constant reconciliation issues.

Forex IB Management Software Reporting and Network Intelligence

Beyond commission calculation and partner dashboards, your IB management system should provide operational reporting that helps your partnership team make strategic decisions about the network.

Which partners are generating the highest-quality clients based on trading volume and retention, not just registration count? Which sub-IB relationships are producing meaningful results and which are dormant? Where are the geographic concentrations in your network, and do they align with your market expansion priorities? Which commission models are producing the best ROI across different partner segments?

These questions cannot be answered from a commission spreadsheet. They require a reporting layer that connects partner attribution data to client lifecycle data within your CRM. When your IB management system shares a data layer with your CRM and back office, your partnership team can correlate partner performance with client quality metrics, deposit behavior, and retention rates. That intelligence transforms your IB program from a commission payout function into a strategic growth channel.

Why IB Management Should Live Inside Your Forex CRM

Standalone IB management tools exist, and some are excellent at the specific task of tracking commissions and managing partner hierarchies. The limitation of standalone tools is that they operate in a data silo. Your partnership team sees commission data. Your sales team sees client data. Your compliance team sees regulatory data. Nobody sees the complete picture.

When IB management is integrated natively within your forex CRM, the connections that matter happen automatically. A new client's IB attribution is visible in the forex CRM record from registration onward. Commission calculations are tied to confirmed trade data flowing through the same system. Compliance audit trails for IB-referred clients include partner attribution without a separate lookup. And your leadership team's dashboards show IB performance alongside onboarding conversion, deposit volumes, and retention metrics in a single view.

For brokerages where IB networks represent 40 to 60 percent of client acquisition, fragmenting that data across separate systems is an operational risk that compounds with scale.

Learn more about Forex CRM here.

Ready to scale your IB program?

UpTrader Forex CRM includes a fully integrated IB partnership system with multi-tier hierarchy management, automated lot-based, spread-share, CPA, and hybrid commission calculations, real-time partner dashboards, and unified reporting across your entire brokerage operation.

Get a tailored demo so you know where you are putting your money in.

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August 24, 2026

How to Choose a Social Trading Platform Provider: Broker’s Due Diligence Checklist

Most social trading platform provider conversations start with features and end with regret. The demo looked clean. The pricing seemed reasonable. Six months later, you are dealing with replication latency that erodes follower trust, integration gaps that your Forex CRM cannot bridge, and a support team that takes 48 hours to respond to production incidents.

The problem is not that brokers choose bad platforms. It is that they skip the due diligence that separates a platform that works in a demo from one that works in production. This checklist covers the buying risks that vendors will not raise and the questions you need to ask before you sign.

What is a social trading platform provider? A social trading platform provider is a technology vendor that supplies the infrastructure a brokerage needs to offer copy trading, PAMM, and MAM services to its clients. This includes the trade replication engine, strategy marketplace, allocation logic, performance fee computation, and investor protection controls. Check out the differences in social trading, copy trading, PAMM and MAM to know specifications of broker technologies.

For a deeper breakdown of how these components connect, see our guide to the social trading platform technology stack. You can learn more about social trading platform vendors in our comparison article.

The Social Trading Platform Provider Due Diligence Checklist

1. Replication Engine Under Load

The replication engine is the core infrastructure component, and it is the one most likely to underperform in production. As we covered in our copy trading platform buyer's guide, slippage between provider and follower executions is the primary driver of performance discrepancies and follower churn.

Questions to ask the vendor:

What is your measured replication latency with 500+ concurrent followers during volatile market conditions?
Does the engine process every trade as an isolated atomic event, or does it operate by joining transactions together?
Please provide the records related to operational time and accident history from the previous year.

Expert opinion: According to a vendor’s analysis from 2026, successful social trading systems must be able to process transactions instantly, because even a moment of downtime negatively affects the quality of execution. Suppliers should prove their high level of uptime thanks to recorded data.

2. Hidden Implementation Costs

The monthly licensing fee is never the full cost. Brokers routinely underestimate the total expense by 40 to 60 percent.

Cost Category	Typically Quoted	Often Hidden
Monthly license	$3,000 - $10,000	Per-user or per-follower surcharges
Setup and configuration	$1,000 - $5,000	Custom branding, multi-server setup
Trading platform integration	Included (claimed)	Middleware development, API maintenance
PSP and fee module config	Included (claimed)	Custom fee structures, regional payment rails
Vendor exit / migration	Never quoted	$20,000 - $80,000 in practice

Questions to ask the vendor:

What is the total first-year cost including setup, configuration, and all module fees?
Are there per-client or per-follower charges that scale with volume?
What does migration away from your platform involve, and what are the data export terms?

Discover 10 typical mistakes brokers make during social trading platform implementation here.

3. Scalability Under Growth

A system operating well with 50 users may have problems at 5,000. With user base growth, databases, analytical dashboards, and replication engine suffer because of increased volume of operations.

Questions to ask the vendor:

What is your largest active deployment by concurrent follower count?
How does the platform handle rising follower-to-provider ratios during high-volatility sessions?
Can providers and followers operate on different Trading Platform 4/5, or cTrader server instances?

Real broker example: Mid-sized brokerages that launch social trading often hit their first scalability wall within six to nine months. A broker running 20 strategy providers with an average of 200 followers each generates 4,000 sub-account trades per provider action. If the replication engine was benchmarked at 500 followers during the sales process, that 4,000-account reality will surface latency issues the demo never revealed.

4. Security and Data Protection

Your social trading platform deals with sensitive client information such as personal identification data, transaction history, fund transfers, and performance statistics. As mentioned in our guide for selecting Forex CRM providers, the standard for companies providing financial information is being accredited by ISO 27001.

Questions to be addressed to the supplier:

Do you have an ISO 27001 certificate or any equivalent?
Where is the data located, and do you offer regionality in storing the client information?
What is your incident response procedure, and could you provide us with a summary of the last security audit?

5. Demo vs Production: The Gap That Costs You

The difference between a demo environment and a production environment is the difference between a controlled showcase and operational reality. As our Forex CRM selection guide on avoiding costly mistakes details, demos show the clean workflow while production reveals every edge case.

Demo Environment	Production Reality
5-10 test accounts	Hundreds to thousands of live accounts
Stable, low-volatility conditions	NFP, rate decisions, flash crashes
Pre-configured, clean data	Messy client data, partial KYC, edge cases
Instant support response	Support queue, SLA-dependent response times
Single trading server	Multi-server, multi-platform deployment

Questions to ask the vendor:

Can you provide a sandbox environment connected to our actual trading server?
Can we run a controlled pilot with live clients before full deployment?
Can you provide reference clients operating at a scale similar to our 12-month target?

6. Post-Launch Support Expectations

Support quality degrades after implementation at most vendors. The dedicated team that guided your onboarding gets reassigned. You are left with a ticketing system and response times that stretch to 24 to 48 hours.

Questions to ask the vendor:

What are your SLA response times for critical production incidents?
Do we get a dedicated account manager post-launch, or are we routed to general support?
What is your average resolution time for integration-related issues?

Expert perspective: Brokerages operating across time zones need around-the-clock critical support. A replication engine failure during the Asian session that waits until European business hours for a response means hours of follower trades executing with unmonitored slippage, or not executing at all.

Social Trading Platform Integration Compatibility Quick Check

Before shortlisting any vendor, verify compatibility across your existing stack. Our social trading platform comparison guide covers integration depth in detail, but at minimum confirm these connection points:

Integration Point	What to Verify
Trading platform	Native Trading Platform 4/5/cTrader Manager API, not middleware
Forex CRM and back office	Real-time follower activity data feeds into client records
Risk engine	Aggregated exposure monitoring across copied positions
Payment infrastructure	Automated performance fee deduction and provider payouts
Compliance	Audit trails for every follow, allocation, and fee event

Frequently Asked Questions About Social Trading Platforms

How long does social trading platform implementation typically take?

Standard deployments with pre-built integrations take two to four weeks. Complex deployments involving configurations that involve multiple server trading, customized fee configuration and extensive PSP setups can take from six weeks to twelve weeks time for completion. Any vendor that says that deployment is possible within 24 hours would mostly be referring to a simple installation that would require extensive customization post-launch.

What is the minimum budget for adding social trading to a brokerage?

Starting installations usually cost around $3,000 to $5,000 a month in licensing fees. The overall cost during the first year may vary between $50,000 and $150,000 including installation, integration, and customization. Factor in internal resource costs for testing, training, and the controlled pilot period.

Can I switch social trading providers after launch?

You can, but the migration is disruptive. Active follower-provider relationships need to be rebuilt. Historical performance data may not transfer cleanly. As noted in our article on what brokers need to know before choosing a Forex CRM, vendor exit costs typically run $20,000 to $80,000 with a three-to-six-month transition period. The same economics apply to social trading platform migrations.

Conclusion

Vendor due diligence for social trading is not a formality. It is the process that determines whether your social trading offering becomes a high-retention revenue layer or an expensive source of operational friction. Every question on this checklist exists because a broker somewhere learned the answer the hard way.

Run the checklist before the demo, not after. Test under production conditions. Quantify the full cost of ownership. And never confuse a polished sales environment with the reality of running social trading infrastructure at scale.

UpTrader provides integrated copy trading, PAMM, and MAM infrastructure within its Forex CRM and back-office platform, with native Trading Platform 4/5 and cTrader support.

Run your own due diligence at UpTrader Invest so you know what you are getting into. Request a demo here

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August 20, 2026

Forex CRM Migration Guide: How Brokers Switch Forex CRM Without Losing Clients

Nobody switches Forex CRM systems on a whim. The decision usually follows months or years of compounding friction. Manual workarounds that have become embedded in daily operations. Integration gaps that block expansion into new markets. IB commission disputes caused by reporting limitations. Compliance workflows that require spreadsheet supplements. At some point, the cost of staying exceeds the cost of moving.

But the cost of moving is real. Your Forex CRM touches every part of your brokerage: client records, KYC documents, deposit histories, IB hierarchies, trading account mappings, communication logs, and compliance audit trails. A botched migration can lead to data loss, broken integrations, compliance gaps, and clients walking away mid-transition. The brokerages that migrate successfully are the ones that treat the process as an operational project with defined phases, not a weekend switchover.

If as a Forex Broker you are at the point where you believe there is a need to change your Forex CRM read this guide carefully, as it covers the risks, the process, and the specific steps that prevent client loss during a Forex CRM migration.

Understanding the Forex CRM Migration Risks

The risks of Forex CRM migration are real, but they are also manageable when identified upfront. The brokerages that lose clients during migration are almost always the ones that underestimated the scope.

Data integrity risk. Client records, KYC documents, deposit and withdrawal histories, trading account associations, and communication logs all need to transfer cleanly. A single field mapping error can break thousands of records. If client balances in the new system do not match the old system, your support team will be overwhelmed with tickets before you have finished the cutover.

IB structure risk. Multi-tier IB hierarchies with negotiated commission rates, sub-partner relationships, and historical payout records are among the most complex data sets to migrate. If your partner network logs into the new system and their commission history is missing or their sub-IB tree is incorrectly mapped, trust erodes immediately. Rebuilding IB confidence after a migration error is significantly harder than getting the migration right the first time.

Compliance continuity risk. Regulators do not pause their expectations because you are switching systems. Every client's KYC status, document history, approval records, and audit trail must survive the migration intact. If a regulator requests compliance documentation during your transition period and you cannot produce it, the migration has created a regulatory exposure that did not exist before.

Client-facing disruption risk. If your clients experience downtime, lose access to their portal, see incorrect balances, or encounter deposit and withdrawal delays during the transition, a percentage of them will leave. The goal of any migration is to make the transition invisible to your clients.

Phase 1: Data Audit and Mapping

Before you touch the new platform, you need a complete inventory of what is being migrated. This is the phase that most brokerages rush through and the one that causes the most problems downstream.

Map every data entity in your current Forex CRM: client profiles, KYC document records and approval statuses, deposit and withdrawal histories with PSP attribution, trading account associations, IB hierarchies with commission structures and payout histories, communication logs, and any custom fields your team depends on.

Then map each entity to the corresponding structure in the new platform. Field names and data formats will differ. Some entities may not have a direct equivalent. Identifying these gaps during mapping is manageable. Discovering them after cutover is expensive.

For a small brokerage with a single entity, one trading platform, and a few hundred active clients, the audit and mapping phase typically takes one to two weeks. For a multi-entity operation with thousands of accounts, multiple trading platforms, and a complex IB network, plan for three to four weeks.

Phase 2: Parallel Environment Setup

The key principle of a safe Forex CRM migration is this: never cut over without running both systems in parallel. The period where the old and new Forex CRM operate simultaneously is what eliminates downtime risk and gives your team the ability to validate data accuracy before clients are affected.

Prepare the new Forex CRM setting with the connections from your trading platforms, PSP integration, compliance process, and IB setups. Bring in some sample data instead of the whole dataset and ensure everything is correct by validating with the source data. Make sure the client balances are correct. Check the mapping of IB hierarchy. Also, confirm that the needed KYC status is carried forward. Make sure the processes of deposit and withdrawal work correctly.

This phase usually takes one to three weeks depending on the complexity. All the time spent testing in parallel reduces the chances of surprises and secures the way customers will be affected post-cutover.

Phase 3: Full Data Migration

After the parallel environment is validated, complete the full data transfer. The phase usually takes less time but must be done accurately.

Transfer client records, financial data, compliance data, IB setups, and communication records. Ensure to run automated checks to see that the numbers are correct. Any discrepancy identified at this stage must be resolved before proceeding to cutover.

Pay particular attention to active trading accounts. The association between client records in the Forex CRM and trading accounts on your MT4, MT5, or cTrader server must be preserved exactly. A broken association means a client logs into the new portal and sees no trading account, no balance, and no history. That experience triggers an immediate support ticket and, for some clients, a withdrawal request.

Phase 4: Team Training

Your operations, sales, compliance, and finance teams need to be functional in the new system before clients are transitioned. This is not a documentation handoff. It is hands-on training where each team completes their core workflows in the new environment.

Your compliance team should process a KYC submission end to end. Your finance team should complete a deposit and withdrawal cycle. Your sales team should navigate client records and confirm access to trading data, communication history, and IB attribution. Training usually lasts from three to five days for a small team and around one to two weeks for a bigger process.

Phase 5: Controlled Cutover and Launch

The cutover must be gradual and not simultaneous. To begin with, transfer a small cohort of customers to the new system which usually comprises around 5 to 10 percent of the total active customer base. For about 48 to 72 hours, monitor their experience. Take note of the support ticket count, talk time for deposit and withdrawal processing and discrepancies in the information given by clients and internal staff.

If the first cohort transitions smoothly, expand it to all customers over the one- or two-week stage. For the duration of this phase maintain the old system in read-only mode to be able to refer to the historical data if necessary.

You should keep your customers in the loop. Just a short message, informing the customers that you are upgrading your platform and assuring them that their data and balances will be successfully transferred to the new system is enough. Clients who are informed in advance tolerate minor inconveniences. Clients who discover changes without warning interpret them as problems.

Migration Timelines

Brokerage Size	Typical Timeline	Key Complexity Drivers
Small (single entity, under 500 clients)	4 - 6 weeks	Fewer integrations, simpler IB structures
Mid-sized (1,000 - 5,000 clients, multi-PSP)	6 - 10 weeks	IB hierarchies, multiple PSP migrations
Large (5,000+ clients, multi-jurisdiction)	8 - 16 weeks	Multi-entity compliance, complex data mapping

The migration itself, the actual data transfer and cutover, is usually the shortest phase. Audit, mapping, parallel testing, and team training consume the majority of the timeline. Cutting corners on those phases to save time almost always costs more time in post-migration cleanup.

What Forex CRM Migration Costs

Migration costs typically range from $20,000 to $80,000 in direct expenses. Some vendors charge $5,000 to $15,000 for data export alone. Integration rebuilding, team retraining, and operational disruption during the three-to-six-month transition period add indirect costs that many brokerages fail to budget for.

The cost is real, but it is finite. The cost of staying on a Forex CRM that limits your growth, creates compliance gaps, or forces your team into daily workarounds is ongoing. If your current platform is costing you more in operational friction than the migration would cost in execution, the decision is already made. What remains is the discipline to execute it properly.

If any of this sounds like the infrastructure gap you are trying to close, UpTrader can show you how it works with your specific setup. The demo is built around your trading platform, your compliance requirements, and your partner structure — not a generic walkthrough.

Request a tailored demo here

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August 13, 2026

Best Social Trading Platforms for Forex Brokers in 2026: Vendor Comparison

If you search for "best social trading platforms," you will find dozens of articles ranking eToro, ZuluTrade, and Myfxbook based on minimum deposits, number of copyable assets, and mobile app ratings. Those comparisons are built for retail traders choosing where to open an account. They are irrelevant if you are a broker evaluating social trading infrastructure to deploy inside your own brokerage.

The broker-side decision is an infrastructure purchase. You need a platform that integrates with your trading environment, connects to your Forex CRM and back office, handles trade replication at scale, supports white-label branding, and operates cleanly across multiple jurisdictions. The vendors that matter are the ones building for brokers, not the consumer-facing platforms that brokers plug into.

What is a social trading platform for brokers? A social trading platform for brokers is a B2B infrastructure solution that provides copy trading, PAMM, and MAM capabilities as a deployable module within a brokerage's existing technology stack. Unlike consumer-facing platforms, these solutions are white-labeled, integrated with the broker's trading platform and Forex CRM, and operated under the broker's own brand. For a detailed breakdown of how these systems work technically, see our social trading platform architecture guide.

The Social Trading Platforms Vendor Landscape in 2026

Five vendors consistently appear in broker-side evaluations for social trading infrastructure. Each takes a different architectural approach, and understanding those differences is more useful than comparing feature checklists.

UpTrader Invest operates as the investment module within UpTrader's unified Forex CRM and back-office platform. It provides PAMM, MAM, and copy trading in a single integrated package (you can learn about the mentioned technologies in this in depth guide). The social trading layer shares the same data architecture as the Forex CRM, trader room, and compliance workflows, which means follower activity, risk data, and fee computations are natively visible to your internal teams without API bridges or data exports. It supports Trading Platform 4/5, cTrader, and DXtrade, and includes multi-brand support for brokerages operating multiple labels from a single back office.

B2COPY is B2Broker's social trading product. It supports Trading Platform 4/5, and cTrader with cross-platform replication from a single control panel. The platform offers six allocation methods and over 150 UI customization settings. It can be embedded into any client portal via iframe with SSO authentication. The deepest integration is with B2Broker's own B2Core Forex CRM, where IB module integration with copy trading accounts is an exclusive feature not available through third-party Forex CRM connections.

Brokeree Solutions provides Social Trading and PAMM as separate products for Trading Platform 4/5, and cTrader. Its copy trading module supports cross-server replication, allowing providers and followers to operate on different server instances. The platform is built specifically around Trading Platform and cTrader environments. Brokeree recently integrated with FX Back Office to offer a combined Forex CRM and copy trading turnkey solution for cTrader brokers.

Leverate offers copy trading through its proprietary SIRIX platform. SIRIX Social is a fully integrated social trading environment with automated copy trading and PAMM capabilities. Trading Platform 4/5 are available as separate Leverate offerings alongside SIRIX rather than as the native home of the social trading layer. Brokers whose core trading environment runs on Trading Platform should verify how SIRIX social trading maps onto their existing Trading Platform 4/5 infrastructure.

FX Back Office (FXBO) is primarily a Forex CRM and back-office provider rather than a standalone social trading vendor. It offers copy trading capabilities through its integration with Brokeree Solutions, providing a combined Forex CRM and social trading package. This approach works well for brokers who want a single vendor relationship covering Forex CRM and copy trading, though the social trading functionality itself is delivered through the Brokeree integration rather than a proprietary FXBO module.

Head-to-Head Comparison

Criteria	UpTrader Invest	B2COPY	Brokeree	Leverate	FXBO
Copy Trading	Yes	Yes	Yes	Yes (SIRIX)	Via Brokeree
PAMM	Yes (integrated)	Separate product	Separate product	Yes (SIRIX)	Via Brokeree
MAM	Yes (integrated)	Separate product	No native MAM	Limited	No
Trading Platform 4/5	Native	Native	Native	Alongside SIRIX	Via Brokeree
cTrader	Native	Native	Native	No	Via Brokeree
DXtrade	Native	No	No	No	No
Forex CRM Integration	Native (shared data layer)	Deepest with B2Core	Via FXBO partnership	SIRIX ecosystem	Native Forex CRM
Multi-Brand	Yes	Yes	Limited	Yes	Yes
White-Label Branding	Full	Full (150+ settings)	Full	Full (SIRIX)	Full
Risk Management	Integrated with Forex CRM	Standalone controls	Platform-level	SIRIX-level	Via Brokeree
Pricing Transparency	Request-based	Request-based	Request-based	Request-based	Request-based

Technical note: as we explained in our social trading architecture guide, the distinction between native Forex CRM integration through a shared data layer and API-based integration with a separate system is architecturally significant. A shared data layer means follower activity, risk exposure, and fee data are immediately visible in the Forex CRM without synchronization delays. API-based integration requires ongoing maintenance and introduces potential data latency between systems.

What the Comparison Reveals

Three patterns emerge from this comparison that matter more than any individual feature checkbox.

Unified vs modular architecture. UpTrader is the only vendor in this comparison that delivers PAMM, MAM, and copy trading as a single integrated module within a unified Forex CRM and back-office platform. B2Broker offers all three but as separate products with deepest integration reserved for its own ecosystem. Brokeree and FXBO achieve a similar result through partnership rather than native integration. Leverate bundles social trading within SIRIX but positions Trading Platform as a parallel offering.

Real broker example: A brokerage running B2COPY with a third-party Forex CRM will find that IB commission attribution for copy trading accounts requires manual configuration or custom development, because the IB module integration is exclusive to B2Core. A brokerage running UpTrader Invest sees IB commissions from copy trading activity computed automatically within the same system, because the social trading module and the IB module share the same data layer. As outlined in our due diligence checklist, these integration gaps are the hidden costs that surface after deployment.

Platform coverage. UpTrader supports the widest range of trading platforms (Trading Platform 4/5, cTrader, DXtrade). B2COPY and Brokeree cover Trading Platform 4/5, and cTrader. Leverate's social trading is native to SIRIX. If your roadmap includes DXtrade or platforms beyond Trading Platform and cTrader, that narrows your options significantly.

Ecosystem dependency. B2COPY performs best inside the B2Broker ecosystem. Leverate's social trading performs best inside SIRIX. UpTrader's social trading is integrated within its own Forex CRM but also supports multiple trading platforms natively. Brokeree operates as a standalone module that connects to third-party Forex CRMs. As we discussed in our Forex CRM provider selection guide, evaluate how much operational flexibility you retain versus how much you are locked into a single vendor's ecosystem.

Frequently Asked Questions about Sociat Trading Platforms

Which vendor is best for a startup brokerage launching social trading for the first time?

Startup brokerages benefit most from a unified platform that minimizes integration complexity. UpTrader Invest and B2COPY (with B2Core) both offer turnkey deployments. The decision depends on whether you want your social trading, Forex CRM, and back office from a single vendor with a shared data layer, or whether you prefer the B2Broker ecosystem's modular approach with tighter coupling to its own products.

Can I switch social trading vendors without disrupting my existing Forex CRM?

If your social trading module is standalone (Brokeree, for example), switching affects only the copy trading layer. If your social trading is natively integrated with your Forex CRM (UpTrader Invest within UpTrader Forex CRM), switching the social trading layer means evaluating the Forex CRM relationship as well. As noted in our social trading cost guide, vendor migration typically costs $20,000 to $80,000 with three to six months of transition.

Do any of these vendors publish transparent pricing?

None of the vendors in this comparison publish fixed pricing publicly. All operate on request-based quoting. As we covered in our social trading platform cost article, this opacity makes it essential to build a full cost stack during evaluation rather than comparing headline figures. But you can get a perspective on what the prices usually depend on in this article about social trading platforms cost.

Still evaluating social trading vendors?

UpTrader Invest gives you PAMM, MAM, and copy trading inside the same Forex CRM and back office your team already works in — no middleware, no data silos, no separate vendor relationships. Connect your trading platform, configure your marketplace, and go live with full branding control.

Get a tailored demo so you know what you are getting your brokerage into.

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August 10, 2026

Why Social Trading Platform Fails: 10 Mistakes Brokers Make During Implementation

A social trading platform can look perfect during a demo and fail after launch. That is not a hypothetical. It is the most common trajectory for brokerages that evaluate social trading platforms based on controlled presentations rather than production realities. The demo shows five test accounts, stable market conditions, and a clean leaderboard. Production delivers thousands of concurrent followers, volatile execution spikes, fragmented data across disconnected systems, and a support team fielding complaints about performance discrepancies they cannot explain. Learn more about social trading platforms architecture in our in-depth technical guide.

The social trading platform did not change between the demo and go-live. What changed was the environment it had to perform in. The mistakes that cause social trading implementations to fail are almost always made before the platform goes live, during vendor selection, configuration, and integration. By the time the problems surface in production, the cost of correcting them is significantly higher than the cost of avoiding them.

What does social trading platform failure look like? Social trading platform failure is not a system crash. It caused a gradual decline in followers’ trust, providers’ satisfaction level, and operational efficacy due to the existence of architectural gaps, lack of integrations, and missing controls when in a real-world scenario. Common symptoms include rising follower churn, provider attrition, manual workarounds consuming staff hours, and compliance gaps that surface during audits. For context on how well-architected social trading systems function, see our social trading platform architecture guide.

Here are the 10 mistakes that cause it.

Mistake 1: Choosing Social Trading Platform Based Only on the Demo

The demo is a controlled showcase. It shows the ideal workflow with clean data and instant response times. It does not show what happens when 300 followers mirror a provider's simultaneous close of five positions during an NFP release, or when your compliance team needs to audit 2,000 follow actions from the past quarter.

As detailed in our due diligence checklist, always request a sandbox environment connected to your actual trading server. Run realistic scenarios before signing. If the vendor will not provide a sandbox, that reluctance tells you something about their confidence in production performance.

Mistake 2: Ignoring Scalability

A social trading platform that handles 50 followers smoothly will not necessarily handle 5,000. Growth places load on databases, analytics dashboards, and the replication engine simultaneously. Forex software provider's analysis for the year 2026 indicates that high follower-to-provider ratios and large number of strategies lead to performance issues which in turn affect expansion strategies.

For example, forex brokerage firms have benchmarked a social trading platform with 500 followers during their evaluation. Within nine months of launch, they had 20 providers averaging 250 followers each, generating 5,000 sub-account trades per provider action. Replication latency tripled. Follower churn spiked to 30 percent per quarter. The social trading platform that passed the demo could not handle the growth the demo was supposed to prepare it for. Learn more about social trading platforms costs and pricing models in 2026 in this article.

Mistake 3: Deploying Social Trading Platform Without Investor Risk Controls

Launching social trading without investor-level drawdown limits, stop-loss settings, and disconnection controls is like offering margin trading without margin calls. When a strategy provider hits a severe drawdown and followers have no automated protection, the resulting losses generate complaints, chargebacks, and regulatory scrutiny.

Risk Control	What It Prevents
Drawdown limit (auto-disconnect)	Catastrophic loss on a single provider
Per-trade allocation cap	Overexposure to individual positions
Provider qualification threshold	Unvetted strategies reaching followers
Lock-in period management	Withdrawal chaos during active cycles

Mistake 4: Neglecting Mobile Experience

Industry data indicates that approximately 80 percent of social trading activity in 2026 happens on mobile devices. A social trading platform with a desktop-first marketplace that does not render cleanly on smartphones will lose the majority of its potential follower engagement before a single trade is copied.

You need to check if such functionalities as marketplace, provider profiles, follow and disconnect actions, allocation methods, and performance graphs operate effectively on mobile. If any core action requires switching to a desktop browser, you are introducing a friction point that compounds with every mobile user who encounters it.

Mistake 5: Displaying Weak or Misleading Analytics

A leaderboard that ranks providers by total return percentage without showing maximum drawdown, risk-adjusted returns, Sharpe ratio, or equity curves is setting followers up for expectation misalignment. The follower subscribes based on a 400 percent return figure, does not see the 60 percent drawdown behind it, and disconnects at the first significant loss.

Expert perspective: As we covered in our social trading platform comparison guide, follower churn is directly correlated with expectation misalignment. The quality of your marketplace analytics is not a design preference. It is a retention variable.

Mistake 6: No Forex CRM Integration

This is the mistake that creates the most invisible damage. When your social trading platform operates as a standalone system disconnected from your forex CRM, your retention team cannot see which clients are followers, which providers they subscribe to, or which accounts are approaching drawdown limits.

With Forex CRM Integration	Without Forex CRM Integration
Retention team sees follower activity in client records	Follower data trapped in separate system
Automated workflows trigger on copy trading behavior	Generic retention applied to all clients
Risk exposure visible to compliance and risk teams	Aggregated exposure discovered after the fact
IB commissions from copied trades computed automatically	Manual attribution or missed commissions

As we detailed in our social trading architecture guide, native integration through a shared data layer eliminates the workarounds that standalone deployments create.

Mistake 7: Complicated Onboarding to First Follow

The process from registration to the first coped deal has to be as brief as possible, where any additional step, unclear interface, and unnecessary field in the form contribute to client exit. If a new client needs to navigate to a separate portal, create a separate copy trading account, or complete additional verification steps beyond standard KYC before they can follow their first provider, you are losing conversions at the moment of highest intent.

Mistake 8: No Provider Quality Controls

Allowing any trader with a two-week track record to become a signal provider floods your marketplace with unvetted strategies. Followers subscribe based on short-term results, those strategies inevitably regress, and the resulting losses are attributed to your platform rather than to the provider. Minimum track record requirements, verified trading history, and performance thresholds protect your follower base and your brand.

Mistake 9: Manual Performance Fee Computation

Performance fees are the revenue model that keeps strategy providers on your platform. Computing those fees manually works with 10 providers. At 100 providers with varying fee percentages, high-water mark calculations, and mid-cycle deposits and withdrawals affecting the computation, manual processing becomes a full-time job that produces errors and disputes. As covered in our social trading cost guide, automated fee infrastructure is not optional at any meaningful scale.

Mistake 10: Ignoring Aggregated Risk Exposure

When a popular provider opens a large EUR/USD position and 500 followers mirror it simultaneously, your brokerage has significant concentrated directional exposure. If your risk engine cannot see that aggregation in real time, you discover it during end-of-day reconciliation, after the exposure has already materialized. As noted in our PAMM vs MAM vs copy trading comparison, copy trading generates the highest volume multiplier of any managed trading model, and that multiplier applies to risk exposure as well as revenue.

Frequently Asked Questions about Social Trading Platform Mistakes

What is the most common reason social trading platform implementations fail?

Integration gaps between the social trading platform and the broker's forex CRM, back office, and risk engine. The social trading platform itself may function correctly in isolation, but disconnected data creates blind spots for retention, compliance, and risk management teams that compound with scale.

How long before implementation problems typically surface?

Most architectural and integration issues surface within six to nine months of launch, when follower counts and provider networks have grown beyond the conditions tested during evaluation. Scalability failures, in particular, only appear under load that did not exist during the demo period.

Can implementation mistakes be fixed without switching platforms?

Some can. Adding risk controls, improving marketplace analytics, and configuring forex CRM data feeds are usually resolvable within the existing platform. Replication engine latency, fundamental scalability limitations, and missing native integrations typically require a platform change.

Still evaluating social trading vendors? UpTrader Invest gives you PAMM, MAM, and copy trading inside the same forex CRM and back office your team already works in — no middleware, no data silos, no separate vendor relationships. Connect your trading platform, configure your marketplace, and go live with full branding control.

See it in action here.

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