1. Providers
View and manage the providers listed in your social trading section from one screen, so provider records stay in one place.
Use it for: managing provider records.
Social Trading / Copy Trading
Social Trading Solutions for Forex Brokers
Manage social trading providers, review applications, and onboard traders from inside Broking Bridge CRM. Your team keeps control of who becomes a provider, and every request, approval, and manual entry stays in one organised workflow.
Trading platform integrations and automated trade copying depend on your setup, and are confirmed with you during your demo.
Providers
Provider requests
Manual add
Manual providers
Social trading
What Is Social Trading?
Social trading is a model where traders share their strategies on a common platform and other users choose whom to follow. Strategy providers share their approach; followers review providers and decide whom to follow.
Behind that experience, the broker needs a way to decide who can act as a strategy provider, and to keep those providers organised. That is the job of provider management: receiving provider applications, reviewing them, adding selected traders directly, and keeping the provider list in order. Broking Bridge CRM brings this into one dedicated Social Trading section of your dashboard.
In practice: the broker manages provider onboarding in the CRM, while client-facing strategy discovery and the availability of copying depend on your platform’s actual capabilities. Social trading is not simply another word for copy trading; the two are compared below.
Social trading functionality can give brokers another way to engage clients and differentiate their offering. Results depend on product implementation, client needs, and how the brokerage operates the service.
Strategy providersFollowersForex brokers
Features
Social Trading Management Features in Broking Bridge CRM
The Social Trading menu contains four administrative sections.
2. Provider requests
Traders who apply to become providers appear here. Authorised staff review each request and approve or reject it.
Use it for: application-based onboarding.
3. Manual add
Onboard a selected or invited trader directly, without waiting for them to submit a request.
Use it for: traders you invite yourself.
4. Manual providers
See manually added providers in their own list, separate from providers who applied through requests.
Use it for: telling the two routes apart.
The workflow
How Provider Management Works
Two routes lead to a provider record. Use whichever fits the trader.
Route AApplication-based
1
Application
A trader submits a provider request.
2
Review
An authorised administrator checks the request.
3
Decision
The request is approved or rejected.
4
Listing
Approved providers appear in the provider list.
Route BManual onboarding
1
Manual add
Prefer to invite someone yourself? Use Manual add.
2
Manual providers
The provider is tracked as a manually added record.
Approval is an administrative control
It doesn’t guarantee a provider’s future results.
Benefits
Benefits for Brokers
Each benefit comes from a specific part of the Social Trading section.
Centralised records
Provider records and provider requests are managed from the same Social Trading section.
Administrative control
A structured approval workflow in which your team approves or rejects each request.
Manual onboarding
Add selected or invited traders directly with Manual add.
Clear separation
Manually added providers have their own Manual providers list.
Fewer scattered records
Requests, approvals, and manual entries stay in one organised workflow, with less reliance on scattered records and manual follow-ups.
These are workflow benefits. Business results depend on product implementation, client needs, and how your brokerage operates the service.
CRM integration
Part of Your Broker CRM
Social trading provider management is built into Broking Bridge CRM, so your team can manage provider requests, approvals, and manual onboarding from the same dashboard as its other supported brokerage operations. That helps reduce the need to switch between tools.
Provider administration and trade execution are different jobs. The CRM manages who is listed. If your brokerage also requires automated trade copying, the required trading platform connectivity and integrations depend on your setup. Use this checklist when you evaluate options:
Our team confirms the available options for your brokerage during your demo.
1Which trading platforms and servers are compatible?
2How are trading accounts connected?
3What trade-copying technology is required, if you need copying?
4Which branding and configuration options are available?
5Who is responsible for what: CRM administration or trade execution?
Compare
Social Trading vs. Copy Trading
Social trading focuses on provider discovery and following: users review providers and decide whom to follow, while the broker manages which providers are listed. Copy trading is a related capability where a follower’s account automatically replicates a provider’s trades.
| Aspect | Social trading | Copy trading |
|---|---|---|
| Core concept | Strategy discovery, sharing, and following | Automatic replication of a provider’s trades |
| Community features | Depend on the platform | Depend on the platform |
| Automated execution | Optional, where supported | Core mechanism |
| Technical requirement | Depends on the product | Compatible trading connectivity |
Automated copying, including forex copy trading, requires compatible trade-copying technology and supported account connections. Available platforms, integration options, and copying functionality depend on your brokerage setup and are confirmed with you during your demo.
Audience
Who Is This For?
Social trading management in Broking Bridge CRM is designed for forex brokers, CFD brokers, and white-label brokerages.
Forex and CFD brokers
Provider administration: manage provider records, requests, and manual onboarding from one dashboard.
White-label brokerages
Branding and implementation fit, subject to availability. Ask what applies to your setup during a demo.
Fintech and brokerage technology teams
Integration feasibility. Brokerage technology businesses and fintech startups can evaluate how the CRM fits their stack.
Introducing brokers and prop trading firms
You are welcome to ask about fit during a demo.
FAQ
Frequently Asked Questions
The Social Trading section of Broking Bridge CRM includes Providers, Provider requests, Manual add, and Manual providers.
Yes. Use Manual add to onboard a provider directly, then find them under Manual providers.
Yes. Every request appears in Provider requests, where your team approves or rejects it.
Copy execution depends on your platform and integration setup. Ask us during a demo and we’ll confirm what applies to your brokerage.
Supported platforms vary by setup. Our team will confirm current options for your brokerage.
Branding options depend on your implementation. We’ll walk through what’s available in your demo.
No. Approval is an administrative control. It doesn’t guarantee a provider’s future results.
Get started
See Social Trading Management in Action
See how Broking Bridge CRM manages social trading provider requests, approvals, and manual onboarding. Discuss your brokerage’s platform compatibility and implementation requirements with our team.