AIIn the terminal on every plan
AI for your traders and your desk
Clients get a market note beside every chart, an Ask box that knows their account, and reviews of their own trades. Your team gets briefings across the book. Questions and spend are capped, so the bill stays flat.
Market noteBearish
Gold slips under both moving averagesThree lower highs since 15:00 and price is sitting near 4,010. RSI is under 50 and both averages point down.
Watch: US Fed minutes at 18:00 UTC, the next release for the dollar.
As of 16:00 UTC
Why is XAUUSD moving?What does the note mean for my open trades?What is RSI, in one line?
5 of 5 questions left today
Sample market data, a sample account and sample clients. Your Brand stands for your own name and logo.
AI that reads the account it sits in.
In the terminal for every client on every plan, and in the CRM for your desk from Growth.
Three losses in a row. A pause is also a valid trade.It never blocks the order.
Question: How is my account doing today? Answer: Equity is $25,905.84 across three open positions. Your margin level is 3679%, so margin is not a concern right now.
Your evening reviewWritten from your own trades after the New York close
Six trades on gold and EURUSD, most of them in the London afternoon.
You set a stop loss before every entry, and none of them moved.
Two trades opened within five minutes of a loss on the same market.
Your shortest gap between a loss and the next trade.
Your weekly review covers Monday to Sunday and arrives early on Monday.
WhyBoth moving averages point up and RSI is above 50. A close back under 4,000 would weaken the case.
WhyPrice is under both moving averages and RSI is below 50. A close back above 1.1700 would weaken the case.
Describe it in words, and the form fills itself
Came in through your website form and made a first deposit this morning. Trades gold in small sizes, mostly in the London session.
Next: welcome callCall
Answer the withdrawal question while the first deposit is fresh.AI-generated from this client's data. Review before contacting the client. Nothing is sent automatically.
Question: Which of my leads are going stale and need a call today? Answer: Three: Sample Client B, C and D. None of them has had a call in five days, and Sample Client C opened a demo account yesterday.
Sample data. Sample Client A stands for any client on your book.
The AI assistant can be wrong. Its answers are for information only and are not investment advice. Always check prices and figures on the platform before you trade. You are responsible for your own trading decisions.
I understand the AI can make mistakes and its answers are not investment advice.
Built to be careful
It explains. It never tells a client what to trade.
Before the first answer, each trader reads a short notice in the terminal and accepts it.
- 1A notice before the first answerIt says the AI can be wrong and is not investment advice.
- 2A tick, then ContinueNothing answers until they accept. They are asked again only if the wording changes.
- 3Kept on the client's pageThe wording, the time, the IP address and the browser are recorded.
Sample client. The notice is the wording traders see.
- Deposit and withdrawal questions go to the account manager
- Your team accepts a notice of its own before its first AI tool
- Admins see who on the team has accepted, and when
Also in the AI
Order ticket nudges, the client's own language, and the caps that keep the cost flat.
Question: How did my week go? Answer: Eleven trades, seven closed in profit. Most of the losses came in the hour after Wednesday's US data release.
Sample data.
- Order ticket nudges
Before a client presses Buy or Sell, a line above the ticket flags patterns such as re-entering straight after a loss, a much larger size after losses, or three losses in a row.
- Capped and metered
Questions are capped per trader per day and total AI spend is capped per month, so the cost stays flat as your client book grows.
- In the client's language
The Ask box answers in the language the client asks in.
Common questions
Anything else? Our team answers 24/7.
Does the platform include AI?
Yes, on both sides. On every plan your clients get AI in the terminal: a market note beside the chart, an Ask box that answers questions about the instrument, the news and their own account, evening and weekly reviews of their trades, and nudges on the order ticket. It explains and never tells a client what to trade. On Growth and Enterprise your team also gets AI desk briefings and client briefs. Questions and total spend are capped, so the cost stays flat as your client book grows.
Does the AI give trading advice?
No. It describes and explains, and never tells a client what to trade. The first time a trader opens it, a notice says the AI can be wrong and is not investment advice, and they accept it before it answers.
What does it cost to run?
AI in the terminal is part of every plan. Questions are capped per trader per day and total spend is capped per month, so the cost stays flat as your client book grows.
What does our team get?
On Growth and Enterprise your team gets AI briefings across the book and a brief on each client before an agent picks up the phone.
See the whole platform. Free for 14 days.
Get demo logins for the CRM and the trading terminal, or book a live walkthrough with our team.