For retail FX and CFD brokers. The leak is in the book you already paid for.
You have already paid to acquire the clients on your book. The expensive problem is not the next campaign, it is the money leaving quietly through a payment corridor that stopped approving, a cohort that funded and never traded, and a queue that rebuilds itself every night.
- Typical size
- 3,000 to 40,000 funded clients
- Platform
- MT4, MT5, cTrader or in house
- Measured on
- Net deposits, retention, cost per funded client
- Usually starts with
- Payments and Clients
What this costs you specifically.
A corridor fails and the group number hides it
One country drops from 71% to 52% while deposits keep arriving everywhere else. A group approval rate is an average of averages, so it barely moves. You find out when the month closes, and the clients who could not fund have already gone somewhere that worked.
Funded clients who never place a trade
The acquisition cost is spent, the deposit has cleared, and nothing happens. Activation is reported as one monthly percentage when it is a decay curve, and the decisions that matter all sit inside the first seventy two hours.
The same queue every morning
Documents chased, deposits traced, the same twelve questions answered again. Necessary work, done by people, that rebuilds itself overnight and is the first thing to break when volume rises.
The agents that earn their keep here first.
All eight run on Atlas from day one. These are the three that usually pay for the whole thing in a firm shaped like yours.
Payments agent
Splits approval by country, card type and provider hour by hour, retries soft declines on the right rail, and prepares a route switch with the alternative already tested.
What it does, line by line →Clients agent
Flags every funded account that has not traded, drafts the follow up in the client language, and learns the hour of the week each client actually answers.
What it does, line by line →Support agent
Clears the overnight queue before anyone arrives: deposits traced and credited once proven settled, documents chased before they expire.
What it does, line by line →Caught in books like yours.
- Payments agentA card route stops approvingBrazil fell from 71% to 52% and the group total still looked flat.
- Clients agentFunded clients who never traded84 deposited and never placed an order. The window is closing.
- Support agentA deposit the client cannot see€5 000 settled at the PSP and never reached the trading account.
What firms like yours ask first.
- Do you replace our trading platform?
- No. We connect to MT4, MT5, cTrader or an in house platform read only, and never write to it. The platform licence stays yours and nothing your dealing desk touches changes.
- We already have a CRM. Does this sit on top or replace it?
- It replaces the CRM layer, not the platform. A CRM stores the record. The difference is that BrokerOS acts on it, so the work that your team currently does after reading the CRM is the work that stops arriving.
- Will an agent message our clients without us seeing it?
- Only if you set that function to Autonomous, and only under the amount you set. Every function starts at Approval, where the agent drafts and a named person releases it. Money leaving to a counterparty is never autonomous at any level.
See it on your own book.
Two weeks of read access and you get one list of what we found in a retail fx and cfd broker shaped like yours, with the amounts and the records behind every line.