DEALING ROOM AUTOMATION FOR FOREX & CFD BROKERS

Less manual work.
Clearer risk decisions.
More control.

DealingCloud Automation connects exposure, hedging controls and reporting for forex and CFD brokers. Give your team more time to investigate risk and understand what drives your P/L.

For brokerage owners, heads of dealing and risk teams.

YOUR EXPOSURE, IN FOCUS01 / EXPOSURE
Exposure at a glanceILLUSTRATIVE DATA
MT5 · Sample bookPosition view
Client exposure100 lotsXAUUSD · long
Confirmed hedge70 lotsLP position · long
Unhedged exposure30 lotsSample limit: 20 lots
Exposure breakdown70% covered
Confirmed LP positionExposure retained by the broker
See what needs your attention.

Read positions, confirmed coverage and risk limits in one view.

Client positionsCoverageRisk review
Positions and coverage Dealing & reporting
Exposure & coverage Performance insights Management reporting Roles & permissions

FREE SINGLE-CLIENT ANALYSIS

Upload one MT5 client. See what your dealing desk may be missing.

Analyse a client statement
dealingcloud.com

WITHOUT DCA / WITH DCA

Without DCA

  • MT5 Manager
  • Multiple servers
  • LP portals
  • Excel
  • Dealer notes
  • Separate reports
  • Manual reconciliation
  • Different systems
  • Fragmented visibility

With DCA

  • Unified exposure
  • Coverage
  • Client behaviour
  • P&L
  • Alerts
  • Reporting
  • Risk intelligence
  • Dealing workflows
  • One operating view

The Result

One dealing cloud. Better visibility. Faster decisions. More controlled operations.

Explore the controls behind each change

SOLVE THE FRICTION IN YOUR DEALING ROOM

Your daily challenges. A more controlled operation.

Start with the issue costing your team time or clarity. Explore the controls, the potential value and what to test in your demo.

THE PROBLEM

“The positions are there. A clear picture of the remaining exposure is not.”

HOW DCA HELPS

Bring client positions and coverage together in customisable sheets. Review net volume, the uncovered percentage, risk settings and the volume identified for coverage, instrument by instrument.

VALUE FOR YOUR OPERATION

Less time piecing together exposure. More context for the next risk decision.

PROVE IT IN YOUR DEMO

Trace one instrument from client positions to the confirmed hedge. Reconcile both sides at the same point in time.

Explore this in my demo

Position and coverage views reviewed in the live product.

PUT YOUR DEALING ROOM TO WORK

Tighter risk oversight.
Less operational friction.

Give your team more time to assess risk, investigate performance and act on the numbers.

01

Spot the exposure that needs attention.

Bring client positions and confirmed coverage together. Review net volume, floating and closed P/L, risk limits and the volume identified for coverage before deciding your next move.

VALUE FOR YOUR BROKERAGEA clearer basis for risk decisions.
02

Stop rebuilding the same report.

Search, filter and export supported reports. Give dealing and management teams a consistent view, with less time spent preparing the same figures.

VALUE FOR YOUR BROKERAGELess preparation. More analysis.
03

Find what is driving your P/L.

Connect client and coverage performance with trading activity and account P/L. See where exposure, costs and dealing decisions deserve a closer look.

VALUE FOR YOUR BROKERAGEBetter visibility into profitability.

Potential operating benefits; results vary with your workflow, risk policy, market conditions and execution. Customer savings and profit improvements have not been measured here.

INSIDE DCA

From each position
to the whole picture.

Keep the information behind your risk decisions within reach.

Exposure at a glanceILLUSTRATIVE DATA
MT5 · Sample bookPosition view
Client exposure100 lotsXAUUSD · long
Confirmed hedge70 lotsLP position · long
Unhedged exposure30 lotsSample limit: 20 lots
Exposure breakdown70% covered
Confirmed LP positionExposure retained by the broker
See what needs your attention.

Read positions, confirmed coverage and risk limits in one view.

Client positionsCoverageRisk review
01 / SEE THE POSITION

Know the exposure your brokerage retains.

Compare client positions with coverage positions. Review net volume, floating and closed P/L, risk settings and the volume identified for additional coverage in the same workflow.

  • Client positions and coverage, together
  • Customisable sheets and sortable columns
  • Live position monitoring
View the original product screenshot August 2026 · existing Google Drive access required
UNDERSTAND THE NUMBERS BEHIND THE RESULT

See the contribution
behind your P/L.

Product views reviewed in the September 2026 demo.

Performance & equity
Review client, coverage and combined results, including P/L and relative contribution.
Client breakdown
Review floating and closed P/L, equity, deposits, withdrawals, drawdown and trading volume for each account.
Profit sharing
Review profit-share percentages, amounts and reference watermarks by year, quarter and month.

SEE THE VALUE IN YOUR OWN WORKFLOW

Your challenges.
A demo you can measure.

Bring a real dealing-room challenge. Agree the checks that matter, then see how DCA handles the workflow.

ALREADY HAVE A RISK SYSTEM?

Compare DCA using the same data and workload. See what changes in visibility, accuracy and manual effort.

BUYING YOUR FIRST SYSTEM?

Start with your MT5 setup, essential reports and risk controls. Build the demo around the way your team works.

01 / DEMO SCENARIO

Explain one exposure.

Your desk needs a reliable exposure picture before choosing its next action.

Bring with you
One instrument, an agreed point in time and the source positions your team uses today.
See in the demo
Review client positions, confirmed coverage and net volume. Reconcile the scope, timing and units before discussing the next step.
Measure the difference
Do the figures reconcile? How long does it take to explain the remaining exposure?
02 / DEMO SCENARIO

Prepare one management report.

Recurring reporting keeps taking time away from analysis.

Bring with you
An existing report, its reporting period and the account groups it covers.
See in the demo
Review Deals and Profit Loss for the agreed scope. Walk through the available export and reconcile the figures with your source data.
Measure the difference
Are the figures accurate? How many manual steps and staff minutes does the process require?
03 / DEMO SCENARIO

Carry the open decisions forward.

The incoming dealer needs to know what is unresolved and who is responsible for the next step.

Bring with you
A typical shift change, open positions and your current handover notes.
See in the demo
Use DCA position and report views with your current notes to explain each outstanding item. Native shift scheduling and acknowledgement remain proposed extensions.
Measure the difference
Can the incoming dealer identify the owner, next action and review time? How much follow-up clarification is needed?

THE DCA PRODUCT JOURNEY

Capabilities you can assess. Progress you can follow.

See what is available today and which additions are still proposed.

Available now

Connected risk visibility

MT5 connectivity, exposure sheets, client and coverage views, dealing tools, performance analysis and management reporting.

Available now

Coverage controls at every level

Set coverage percentages across profiles, clients and symbols, choose coverage accounts and explore Manual and AI modes.

Proposed

Continuity between shifts

Proposed shift planning, ownership of outstanding items, structured handover records and acknowledgement. Availability and delivery dates are not yet confirmed.

YOUR BROKERAGES ONBOARDING JOURNEY

From your current setup to a connected workflow.

Define your requirements, agree responsibilities and validate the workflow before going live.

  1. 01

    Map your operation

    Review your MT5 setup, account groups, coverage structure, reports and recurring dealing-room tasks.

  2. 02

    Configure the workspace

    Agree the profiles, instrument mappings, permissions and views your dealing team needs.

  3. 03

    Define coverage controls

    Set the required coverage percentages, accounts and modes, and identify who approves changes.

  4. 04

    Validate before launch

    Reconcile agreed data and reports, review coverage behaviour in a controlled demonstration and document exceptions.

  5. 05

    Prepare your team

    Confirm operating responsibilities, review procedures, handover practices and support within the agreed scope.

Proposed onboarding sequence. Your quote defines timing, training, deployment and support.

CONTINUITY BETWEEN SHIFTS

A new shift.
The same clear picture.

Markets do not pause for a shift change. Give the incoming dealer the positions, open questions and next actions that matter.

PROPOSED SHIFT & HANDOVER WORKSPACE

Exposure visible.
Ownership clear.
Next steps agreed.

Use current DCA position, coverage and report views to support your handovers. The proposed workspace below would add shift scheduling, outstanding items, named owners and acknowledgement.

  1. 01
    Plan shift coverage

    Shift times, responsible dealer, backup and escalation contact.

  2. 02
    Carry forward outstanding items

    Record what changed, what needs attention and the next action.

  3. 03
    Confirm the handover

    The incoming dealer acknowledges receipt; unresolved exposure remains visible.

Scheduling and structured handovers are proposed features. Availability and release dates are not confirmed.

Shift handoverILLUSTRATIVE
DealerShift · UTCRole
Alex Morgan06:00–14:00Outgoing
Sam Lee14:00–22:00Incoming
XAUUSDOPEN REVIEW

Review the remaining exposure.

30 unhedged lots against an illustrative 20-lot limit.

Owner
Sam Lee
Next action
Check exposure against the confirmed LP hedge
Checkpoint
14:15 UTC · sample time
Ready for the incoming dealer.

A named owner. A next action. A clear review time.

Interactive illustration. It does not update live shifts or dealer assignments.

PERSPECTIVES FOR YOUR DEALING DESK

DCA Live

Practical walkthroughs, dealing-room perspectives and risk scenarios for brokerage teams.

01

See Risk Management Live

Exposure, coverage and risk controls in practical workflows.

02

Inside the Dealing Room

The reviews, decisions and handovers behind daily dealing.

03

60 Seconds With DCA

One feature. One workflow. A focused, short explanation.

04

Broker Risk Scenario

A dealing scenario and the questions your desk should ask.

05

DCA Market Risk Brief

Market context and points for your team to review.

Explore current product walkthroughs

SEE THE WORKFLOW

From daily challenge
to a clearer decision.

Two short explainers show the questions behind exposure review and shift continuity.

Exposure reviewCaptioned · silent

See the exposure. Assess the next step.

Follow client positions, the confirmed hedge and the exposure retained by the broker.

Read the transcript
Proposed shift handoverCaptioned · silent

Carry the picture into the next shift

Explore a proposed handover with a named owner, next action and review time.

Read the transcript

Illustrated workflows using sample data. These are not live product recordings; the handover workspace is a proposed extension.

Original product screenshots

Product screenshots captured in August 2026. Some screens have since changed. Original files open in Google Drive and require existing access.

Archived product training · May 2025

Internal training recordings from an earlier interface, retained for reference. These are not current marketing videos. Existing Google Drive access is required.

DCA Intro Session · 5 May 2025 DCA Session 6 · 13 May 2025

PUT A VALUE ON YOUR TEAM’S TIME

How much capacity
could your desk reclaim?

Estimate the time tied up in reporting and handovers. Replace the examples with figures from your own operation.

YOUR ASSUMPTIONS Editable example
ILLUSTRATIVE TIME ESTIMATE19 hours

of staff time potentially available for other work

Estimated staff-time value$570 / month
Time released and cash saved are different measures.

Cash savings depend on actual reductions in overtime, external costs or other spending. These estimates are based on your inputs, not measured DCA results or a profit forecast.

HOW IT IS CALCULATED

Daily handovers × total staff minutes saved per handover × operating days ÷ 60, plus separate reporting hours. Equivalent value = total hours × hourly staff cost. Count each person’s handover time once and exclude reporting hours already included.

To improve profitability,
understand what drives it.

Review exposure, client and coverage performance, and account P/L to find where closer attention could make a difference. Use DCA to inform risk-policy reviews and investigate repeated work. Measure improvements against your current operation; profit remains dependent on policy, markets and execution.

CLEAR COSTS. A STRONGER BUSINESS CASE.

Plan your investment.
Choose your fit.

Start with clear subscription and setup costs. Confirm the package and scope that fit your brokerage.

The discount applies to the subscription only. Setup is charged separately.

Start-Up

$1,500 / month

Billed monthly

One-time setup fee$2,000
Start-Up

Professional

$2,500 / month

Billed monthly

One-time setup fee$3,500
Professional

Your tailored quote confirms included modules, deployment, support and commercial terms.

Measure value across your operation. Compare total subscription, setup and operating costs with improvements you can verify. The calculator estimates the value of staff time; it does not establish cash savings or payback.

Calculate the time opportunity

MAKE AN INFORMED CHOICE

The questions
behind your decision.

Clear answers on fit, controls, cost and operational value.

START WITH YOUR NEXT DEALING DECISION

Bring your challenge.
See what could improve.

Which exposure takes too long to explain? Which report keeps your team busy? Bring your priorities and see how DCA fits your dealing room.

  • Your MT5 setup and coverage structure
  • The reporting questions that matter to management
  • Your dealing process and shift handovers
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