AutoTradeTech's Dealer Portal is a professional-grade trading terminal built for dealers and sub-brokers who place and manage orders on behalf of clients. Fast, intuitive, and deeply integrated with your broker's OMS and RMS — everything a dealer needs in one screen.
A Dealer Terminal (also called a Dealer Portal or assisted trading terminal) is the interface used by sub-brokers and dealers to place trades on behalf of their clients. Unlike a client-facing trading app, a dealer terminal is designed for professional use — it needs to handle multiple client accounts simultaneously, show real-time risk data, and execute orders with absolute reliability during peak market hours.
AutoTradeTech's Dealer Portal is purpose-built for this environment. Whether a dealer manages 20 clients or 2,000, the interface scales seamlessly — giving full visibility and control without slowing down.
Place, modify, and cancel orders for multiple clients from a single unified interface. No switching between accounts.
See live profit and loss for every client in your book. Instant MTM updates as markets move.
See each client's margin utilisation and exposure in real time. Get alerts before limits are breached.
Streamlined order entry with pre-filled client details. Reduce order placement time from seconds to milliseconds.
Full order history with pending, executed, rejected, and cancelled order status for every client.
Brokers set exactly what each dealer can and cannot do — segment access, order limits, and client assignments.
Optimised for multi-monitor setups. Dealers can spread watchlists, order books, and client lists across screens.
Available as a desktop application and browser-based web terminal. No mandatory software installation for web version.
Dealers working in broker branch offices who handle walk-in clients and phone-based order placement. Fast order entry and clear client P&L visibility are critical.
Independent sub-brokers managing their own client book under a parent broker. Full visibility of their client portfolio within the limits set by the parent.
High-volume call centre environments where dealers handle multiple client calls simultaneously. Designed for speed and minimal clicks per order.
Dealers handling institutional client orders with large ticket sizes. Full audit trail, block order support, and compliance reporting built in.
The Dealer Portal is not a standalone product — it is fully integrated with AutoTradeTech's OMS, RMS, and Back Office systems. Orders placed through the Dealer Portal flow directly into the OMS for exchange routing. Risk checks run through the RMS in real time before orders are submitted. End-of-day positions feed automatically into the Back Office for settlement processing.
This tight integration means there are no reconciliation issues between the dealer terminal and your core systems. Everything is in sync, always.
Yes. AutoTradeTech's Dealer Portal provides a unified view across equity, F&O, commodity, and currency segments. Dealers can place and manage orders across all segments without switching interfaces.
The parent broker's administrator sets all dealer permissions through the broker admin panel. This includes which clients are assigned to each dealer, what segments they can trade, maximum order values, and what reports they can access.
The web version of the Dealer Portal is mobile-responsive and accessible from any browser. A dedicated mobile app for dealers is also available — contact our team for details.
The Dealer Portal enforces all risk limits set by the broker's RMS in real time. If an order exceeds limits, it will be automatically rejected with a clear explanation, and the dealer will be notified immediately.
Book a free demo and see how AutoTradeTech's Dealer Portal handles multi-client order management in a live trading environment.
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