Automation: Redefining Risk Management for Brokers and Traders
Friday,03/01/2025|14:25GMTby
FM
Learn how brokers can deliver an engaging and more valuable trading experience.
The financial trading world is dynamic and challenging, requiring brokers to deliver solutions that enhance their clients' decision-making and risk management strategies. Solitics' advanced automation technology offers a game-changing platform for brokers to seamlessly integrate real-time data and deliver tailored insights. This enables brokers to not only empower traders but also establish themselves as trusted partners in their clients' success.
Navigating Risks with Automation
Risk management is the backbone of successful trading. Traditional methods relying on human intervention are no longer sufficient. Unanticipated market shifts can expose portfolios to significant vulnerabilities, creating an urgent need for real-time solutions. Solitics enables brokers to bridge the gap between traders' granular activity and external market dynamics. By synchronising these datasets, brokers can provide actionable insights, offering proactive risk alerts and strategies.
For instance, using Solitics brokers alert traders in real time about price fluctuations impacting open positions or provide immediate updates on equity levels nearing critical thresholds. These timely interventions protect traders' investments while strengthening trust in the broker's platform.
Scaling Beyond Traditional Account Management
Account managers have long been the go-to solution for personalised trading support. However, their capacity is limited by working hours and the number of traders they can assist. Solitics eliminates these constraints through automation. Leveraging the automation platform for 24/7 operations, ensures that every trader receives support when they need it — not just during business hours.
Solitics’ robust data processing infrastructure supports brokers’ unlimited growth and ensures scalability. This approach enables brokers to seamlessly manage growing client bases without compromising service quality.
Granular Data for Comprehensive Oversight
One of the standout features of Solitics is its ability to aggregate and analyse data from multiple trading accounts. This capability empowers brokers to view client portfolios holistically, providing insights that account managers would traditionally need time to assemble. By identifying collective risks and opportunities across all accounts, Solitics ensures that no trader's needs go unmet.
Brokers can also leverage aggregated data to calculate portfolio risks in real time, offering insights on diversification strategies and flagging potential overexposures, all in complete automation and 24/7.
Personalised Engagement, Powered by Real-Time Data
With Solitics, brokers can automate real-time communications tailored to each trader’s profile and activity. Whether via email, SMS, push notifications, or messaging platforms, traders receive critical alerts instantly. Alerts for margin calls, equity thresholds, and trading behaviors can be instantly delivered through multiple channels with no delay.
This adaptability extends to traders with varying levels of expertise. For instance:
● Beginner traders might receive educational content such as risk management webinars or analysts’ risk assessment reports for popular assets.
● Experienced traders could benefit from alerts on high-impact market events relevant to their open positions.
Such a customised, granular engagement ensures that every trader feels valued and informed, reducing churn and boosting long-term loyalty.
Use Cases That Transform Risk Management
Solitics supports a range of use cases that redefine how brokers interact with their clients:
Preemptive Alerts: Warnings about falling equity levels or imminent margin calls help traders take corrective action promptly.
Proactive Strategies: Suggestions to close overnight positions or diversify portfolios encourage traders to mitigate risks effectively.
Behavioral Triggers: Dynamic communications tailored to losing streaks help traders regain confidence through actionable insights.
These use cases demonstrate Solitics’ commitment to empowering brokers to foster responsible trading while enhancing user engagement.
Business Value for Brokers
Unlike traditional account management models, Solitics’ automation platform is inherently scalable. Brokers can handle thousands of traders and hundreds of thousands of events with the same level of personalised attention previously limited to a handful. Real-time data processing and multi-channel communication ensure that no trader is left behind, even during peak trading hours.
Brokers utilising Solitics’ platform report significant improvements in client retention and satisfaction. By automating critical aspects of risk management, brokers save valuable time and resources, enabling them to focus on strategic growth. The platform’s scalability ensures that as a broker’s client base expands, their ability to deliver hyper-personalised support remains consistent.
Transforming Broker-Trader Relationships
As traders grow more technologically savvy and risk-aware, brokers must evolve to meet these expectations. Solitics provides the tools to deliver real-time, scalable solutions that build trust and loyalty. By leveraging automation, brokers can position themselves as industry leaders, offering unparalleled support in a competitive marketplace.
To explore Solitics’ real-time engagement platform further, visit Solitics.com.
The financial trading world is dynamic and challenging, requiring brokers to deliver solutions that enhance their clients' decision-making and risk management strategies. Solitics' advanced automation technology offers a game-changing platform for brokers to seamlessly integrate real-time data and deliver tailored insights. This enables brokers to not only empower traders but also establish themselves as trusted partners in their clients' success.
Navigating Risks with Automation
Risk management is the backbone of successful trading. Traditional methods relying on human intervention are no longer sufficient. Unanticipated market shifts can expose portfolios to significant vulnerabilities, creating an urgent need for real-time solutions. Solitics enables brokers to bridge the gap between traders' granular activity and external market dynamics. By synchronising these datasets, brokers can provide actionable insights, offering proactive risk alerts and strategies.
For instance, using Solitics brokers alert traders in real time about price fluctuations impacting open positions or provide immediate updates on equity levels nearing critical thresholds. These timely interventions protect traders' investments while strengthening trust in the broker's platform.
Scaling Beyond Traditional Account Management
Account managers have long been the go-to solution for personalised trading support. However, their capacity is limited by working hours and the number of traders they can assist. Solitics eliminates these constraints through automation. Leveraging the automation platform for 24/7 operations, ensures that every trader receives support when they need it — not just during business hours.
Solitics’ robust data processing infrastructure supports brokers’ unlimited growth and ensures scalability. This approach enables brokers to seamlessly manage growing client bases without compromising service quality.
Granular Data for Comprehensive Oversight
One of the standout features of Solitics is its ability to aggregate and analyse data from multiple trading accounts. This capability empowers brokers to view client portfolios holistically, providing insights that account managers would traditionally need time to assemble. By identifying collective risks and opportunities across all accounts, Solitics ensures that no trader's needs go unmet.
Brokers can also leverage aggregated data to calculate portfolio risks in real time, offering insights on diversification strategies and flagging potential overexposures, all in complete automation and 24/7.
Personalised Engagement, Powered by Real-Time Data
With Solitics, brokers can automate real-time communications tailored to each trader’s profile and activity. Whether via email, SMS, push notifications, or messaging platforms, traders receive critical alerts instantly. Alerts for margin calls, equity thresholds, and trading behaviors can be instantly delivered through multiple channels with no delay.
This adaptability extends to traders with varying levels of expertise. For instance:
● Beginner traders might receive educational content such as risk management webinars or analysts’ risk assessment reports for popular assets.
● Experienced traders could benefit from alerts on high-impact market events relevant to their open positions.
Such a customised, granular engagement ensures that every trader feels valued and informed, reducing churn and boosting long-term loyalty.
Use Cases That Transform Risk Management
Solitics supports a range of use cases that redefine how brokers interact with their clients:
Preemptive Alerts: Warnings about falling equity levels or imminent margin calls help traders take corrective action promptly.
Proactive Strategies: Suggestions to close overnight positions or diversify portfolios encourage traders to mitigate risks effectively.
Behavioral Triggers: Dynamic communications tailored to losing streaks help traders regain confidence through actionable insights.
These use cases demonstrate Solitics’ commitment to empowering brokers to foster responsible trading while enhancing user engagement.
Business Value for Brokers
Unlike traditional account management models, Solitics’ automation platform is inherently scalable. Brokers can handle thousands of traders and hundreds of thousands of events with the same level of personalised attention previously limited to a handful. Real-time data processing and multi-channel communication ensure that no trader is left behind, even during peak trading hours.
Brokers utilising Solitics’ platform report significant improvements in client retention and satisfaction. By automating critical aspects of risk management, brokers save valuable time and resources, enabling them to focus on strategic growth. The platform’s scalability ensures that as a broker’s client base expands, their ability to deliver hyper-personalised support remains consistent.
Transforming Broker-Trader Relationships
As traders grow more technologically savvy and risk-aware, brokers must evolve to meet these expectations. Solitics provides the tools to deliver real-time, scalable solutions that build trust and loyalty. By leveraging automation, brokers can position themselves as industry leaders, offering unparalleled support in a competitive marketplace.
To explore Solitics’ real-time engagement platform further, visit Solitics.com.
Marketing in 2026 Audiences, Costs, and Smarter AI
Marketing in 2026 Audiences, Costs, and Smarter AI
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As brokers eye B2B business and compete with fintechs and crypto exchanges alike, marketers need to act wisely with often limited budgets. AI can offer scalable solutions, but only if used properly.
Join seasoned marketing executives and specialists as they discuss the main challenges they identify in financial services in 2026 and how they address them.
Attendees of this session will walk away with:
- A nuts-and-bolts account of acquisition costs across platforms and geos
- Analysis of today’s multi-layered audience segments and differences in behaviour
- First-hand account of how global brokers balance consistency and local flavour
- Notes from the field about intelligently using AI and automation in marketing
Speakers:
-Yam Yehoshua, Editor-In-Chief at Finance Magnates
-Federico Paderni, Managing Director for Growth Markets in Europe at X
-Jo Benton, Chief Marketing Officer, Consulting | Fractional CMO
-Itai Levitan, Head of Strategy at investingLive
-Roberto Napolitano, CMO at Innovate Finance
-Tony Cross, Director at Monk Communications
#fmls #fmls25 #fmevents #FintechMarketing #AI #DigitalStrategy #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Much like their traders in the market, brokers must diversify to manage risk and stay resilient. But that can get costly, clunky, and lengthy.
This candid panel brings together builders across the trading infrastructure space to uncover the shifting dynamics behind tools, interfaces, and full-stack ambitions.
Attendees will hear:
-Why platform dependency has become one of the most overlooked risks in the trading business?
-Buy vs. build: What do hybrid models look like, and why are industry graveyards filled with failed ‘killer apps’?
-How AI is already changing execution, risk, and reporting—and what’s next?
-Which features, assets, and tools gain the most traction, and where brokers should look for tech-driven retention?
Speakers:
-Stephen Miles, Chief Revenue Officer at FYNXT
-John Morris, Co-Founder at FXBlue
-Matthew Smith, Group Chair & CEO at EC Markets
-Tom Higgins, Founder & CEO at Gold-i
-Gil Ben Hur, Founder at 5% Group
#fmls #fmls25 #fmevents #Brokers #Trading #Fintech #FintechInnovation #TradingTechnology #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Educators, IBs, And Other Regional Growth Drivers
Educators, IBs, And Other Regional Growth Drivers
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
When acquisition costs rise and AI generated reviews are exactly as useful as they sound, performing and fair partners can make or break brokers.
This session looks at how these players are shaping access, trust and user engagement, and what the most effective partnership models look like in 2025.
Key Themes:
- Building trader communities through education and local expertise
- Aligning broker incentives with long-term regional strategies
- Regional regulation and the realities of compliant acquisition
- What’s next for performance-driven partnerships in online trading
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Zander Van Der Merwe, Key Individual & Head of Sales at TD Markets
-Brunno Huertas, Regional Manager – Latin America at Tickmill
-Paul Chalmers, CEO at UK Trading Academy
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #BrokerGrowth #FintechPartnerships #RegionalMarkets
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
The Leap to Everything App: Are Brokers There Yet?
The Leap to Everything App: Are Brokers There Yet?
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the arms race to bundle investing, personal finance, and wallets under super apps grows fiercer, brokers are caught between a rock and a hard place.
This session explores unexpected ways for industry players to collaborate as consumer habits evolve, competitors eye the traffic, and regulation becomes more nuanced.
Speakers:
-Laura McCracken,CEO | Advisory Board Member at Blackheath Advisors | The Payments Association
-Slobodan Manojlović,Vice President | Lead Software Engineer at JP Morgan Chase & Co.
-Jordan Sinclair, President at Robinhood UK
-Simon Pelletier, Head of Product at Yuh
Gerald Perez, CEO at Interactive Brokers UK
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #Innovation
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
Mind The Gap: Can Retail Investors Save the UK Stock Market?
Mind The Gap: Can Retail Investors Save the UK Stock Market?
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
As the dire state of listing and investment in the UK goes from a financial services problem to a national challenge, the retail investing industry is taken to task.
Join a host of executives and experts for a candid conversation about the future of millions of Brits, as seen from a financial services standpoint:
-Are they happy with the Leeds Reform, in principle and in practice?
-Is it the government’s job to affect the ‘saver’ mentality? Is it doing well?
-What can brokers and fintechs do to spur UK investment?
-How can the FCA balance greater flexibility with consumer protection?
Speakers:
-Adam Button, Chief Currency Analyst at investingLive
-Nicola Higgs, Partner at Latham & Watkins
-Dan Lane, Investment Content Lead at Robinhood UK
-Jack Crone, PR & Public Affairs Lead at IG
-David Belle, Founder at Fink Money
#fmls #fmls25 #fmevents #Brokers #FinanceLeadership #Trading #Fintech #RetailInvesting #UKFinance
Connect with us at:
🔗 LinkedIn: / financemagnates-events
👍 Facebook: / financemagnatesevents
📸 Instagram: / fmevents_official
🐦 Twitter: / f_m_events
🎥 TikTok: / fmevents_official
