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The Identity & Access section controls how users and systems authenticate and access the platform. The General page defines core security and authentication rules for the entire system. Here you can: Restrict access by IP whitelist Set session dura...

The AI Integrations section is used to connect external artificial intelligence providers (such as OpenAI) to the platform. These integrations enable AI-powered features like automation, analysis, and content generation within selected projects. What You Can ...

1. Faster daily work with clients & actions WIFOX-286 – “Create action” directly from Clients tableAgents can now start creating an action straight from the Clients list, without opening the client card first.Business impact: Speeds up handling of follow‑ups ...

1. Fix: White screen on client form (nationalities field) WIFOX-376 – White screen on client's form due to nationalities field We fixed an issue where opening a client form could result in a blank (white) screen when the nationalities field contained unexpec...

Release Notes — Clean Commit Summary 🧩 MS. Trading — release-1.16.1 Features CRM Trading: Symbol import script now supports two modes:full replace and insert new only Trading Orders: Allow changing order executed day(removed unnecessary field map...

Release Summary Report Release Version: MS Trading & Terminal – January 2026Components: MS Trading, Trading Terminal Backend, Trading Terminal Frontend, Traders RoomRelease Date: January 2026Generated: 2026-01-26 Executive Summary This release delivers a ...

1. Trading: better control and visibility WIFOX-266 – Trading: change execution day for open ordersTrading managers can now correct the executed day/date of open orders in the trading orders screen.Business impact: Operational teams can fix wrong...

The Buckets Leads Status API allows authorized systems to retrieve lead data for a given bucket and affiliate, using emails and/or client IDs, with optional filtering, pagination, and flexible response structure. These endpoints are read-only and implemented ...

1. Stronger client audit and action visibility WIFOX-282 – Full client activity log in Sessions tabThe Sessions tab on the client card now shows a unified activity log combining: client actions across CRM, Tradersroom and Trading Terminal (logins...

Release Summary Report Release Version: Trading Platform – release-2.1.2 / release-1.17.0Components: Terminal Backend, Terminal Frontend, MS Trading, Traders RoomRelease Date: February 4 2026Generated: 2026-02-04 Executive Summary This release delivers fu...

  Release Summary Report Release Version: Trading Platform – release-2.2.0 / release-1.17.2Components: Trading Terminal Backend, Trading Terminal Frontend, MS Trading, Traders RoomRelease Date: February 2026Generated: 2026-02-06 Executive Summary This re...

1. Client oversight & audit trail WIFOX-282 – Unified Client Activity Log in Sessions TabThe Sessions tab in the client card now shows a unified activity log with events from CRM, Tradersroom, and Trading Terminal, covering both client actions (logins, naviga...

Once an affiliate hub is created and connected to a project, it becomes an active entry point for incoming leads. Managing leads inside an affiliate hub allows you to monitor registrations, track processing status, identify duplicates, and ensure proper routin...

To improve usability and flexibility, the Requests table supports column customization. This allows users to control which non-core columns are visible and in what order they appear — while ensuring that critical operational columns remain fixed and always vis...

WIFOX-515 – Volume step controls aligned with instrument lot size The Volume field in the New Order form now has + / – step controls whose step size automatically follows the lot size of the instrument (e.g. 0.01, 0.1 or 1). Volume cannot go below zero and va...

1. Trading Area: smoother onboarding and account handling WIFOX-585 – Trader Declaration: “Client ID number” field fixedThe Client ID number field in Trading Area → Accounts → Trader Declaration now accepts and shows user input normally, keeps the value in fo...

1. Safer financial operations: accounts, assets, and transactions WIFOX-540 – Safe delete for Accounts & Assets (with rights and checks)CRM now supports deleting Accounts and Assets from their modules, but only under strict conditions: Separate r...

1. 📈 Smarter trading experience: profit, commission, and order management WIFOX-648 – Profit column now standardized and always in EUROrders tables in CRM and Terminal now display a unified “Profit” column, always showing values with an “EUR” suffix and ensur...

1. Definition Spread is the difference between the Ask price (Buy price) and the Bid price (Sell price) of an instrument at a specific moment. Spread represents the immediate transaction cost paid by the client when opening a position. 2. Formula Spread ...

1. 🛠️ CRM & Table Usability Improvements WIFOX-680 – Add Columns Customization Feature to Orders TableUsers can now customize which columns are visible in the Trading MS Orders table, improving workflow flexibility and personalizing the CRM experience.Busines...