Platform Features

Everything Your Brokerage
Needs to Operate.

CubeX delivers a unified suite — multi-role access, live trading, back-office automation, real-time notifications, and full audit history — all white-labelled under your brand.

Multi-role access controlLive trading terminalsBack-office automationReal-time notificationsDark & light themeFull audit log
Access Control

Admin, Manager & Client — Each Role, Precisely Controlled

Super Admin creates Managers and assigns their client pools. Every action is scoped — Managers can only see and act on clients within their own desk.

Super Admin
Full platform control — create managers, assign clients, configure permissions, view all reports and logs.
Manager
Scoped desk access — manage assigned clients, approve deposits/withdrawals, view trading activity for their pool only.
Client
Self-service portal — fund wallet, open/close trades, upload KYC documents, view own history and statements.
IB / Partner
Referral desk — track referred clients, monitor commissions, access partner portal and payout history.
Permission Matrix
FeatureSuper AdminManagerClientIB
Create Managers✓———
Assign Clients✓✓——
Approve Deposits✓✓——
Trade Execution✓✓✓—
KYC Review✓✓——
Platform Config✓———
Commission View✓✓—✓
Audit Log✓———
Live Trading

Real-Time Terminal with Live Buy/Sell Execution

Full-featured web terminal with live price feeds, one-click execution, position management, and integrated charting via TradingView.

Live price feeds
FX, CFDs, indices, crypto, commodities — sub-100ms tick data via WebSocket.
One-click execution
Market, limit, stop, and trailing orders from the terminal in one tap.
Position tracker
Live P&L, margin levels, swap, and floating exposure across all open positions.
CubeX Terminal
WatchlistPositionsHistory
EUR/USD1.08342+0.12%0.2
GBP/USD1.27891-0.08%0.3
XAU/USD2341.50+0.34%0.5
BTC/USD67,420+1.22%5.0
US3039,187-0.21%2.0
NAS10017,832+0.55%1.5
● LIVE — 50+ symbols available across FX, CFD, Crypto, Indices
Back Office

Deposits, Withdrawals, and Instant Credit — Fully Automated

Managers approve or reject in one click. Auto-routing PSP, crypto bridge, and manual gateway all supported. Full ledger updated instantly.

Deposit management
Multi-PSP support — Stripe, FasaPay, Skrill, crypto bridge, and manual wire. Auto-confirmation with configurable thresholds.
Withdrawal processing
Client initiates, manager approves or escalates. Compliance hold flags, AML checks via ComplyAdvantage, and automatic payout routing.
Instant credit
Admin can issue instant credit or bonus to any account — configurable with expiry, trading volume requirement, and auto-reversal rules.
Internal transfer
Move funds between accounts or sub-wallets instantly. Manager desk can initiate intra-portfolio transfers with full audit trail.
Transaction ledger
Every debit, credit, fee, and swap recorded to an immutable ledger. Exportable as CSV, PDF, or MT4/MT5 report format.
Multi-currency
USD, EUR, GBP, SGD and crypto base accounts. Real-time FX conversion at live mid-rate on every transaction.
Notifications

Every Login, Trade, and Transaction — Notified in Real Time

All roles receive instant alerts. Admins get platform-wide events. Managers get their desk's activity. Clients get their own account events. All delivered in-app, email, and SMS.

Login alerts
Every login event — with device, IP, and geolocation — sent to the account owner.
Trade events
Open, close, stop-out, and margin call events pushed instantly to client and manager.
Fund events
Deposit received, withdrawal approved/rejected, and credit issued — all notified.
System alerts
KYC status updates, document approval, account verification and platform announcements.
Notifications6 unread
Withdrawal request — $4,200
Client #C-4421 requested withdrawal. Awaiting your approval.
2 min ago · Manager Desk
Deposit confirmed — $1,500
Stripe gateway confirmed deposit for Ahmed Al-Rashid.
8 min ago · Back Office
New login — Client portal
Priya Wijeratne logged in from Colombo, LK (Chrome / macOS).
14 min ago · Security
Trade closed — EUR/USD
Position #T-88231 closed at 1.08342. P&L: +$342.00
22 min ago · Trading
KYC approved — C-4422
Identity documents verified for Omar Hassan. Account live.
1 hr ago · Compliance
Margin call triggered
Client #C-3301 margin level at 42%. Stop-out threshold: 30%.
2 hr ago · Risk
Audit LogLive · Auto-refresh
Manager created
Super Admin created Manager "Nimal Perera" — desk #M-22
09:41:03
Client login
C-4421 · Dinesh Fernando · IP 203.x.x.81 · Chrome
09:38:17
Deposit approved
Manager M-22 approved $2,000 deposit · TXN-88241
09:32:55
Permission updated
Super Admin updated withdrawal limit for Manager M-19
09:27:11
Trade opened
C-4422 opened 1.0 lot BUY XAU/USD @ 2339.80
09:22:04
Withdrawal rejected
Manager M-22 rejected $5,000 withdrawal — AML hold
09:15:38
Audit & History

Immutable Audit Log Across Every Role and Action

Every login, permission change, trade, deposit, withdrawal, and config edit is logged with timestamp, user, IP, and full context — forever.

Smart filters
Filter by role, event type, date range, client, or manager. Export filtered results to CSV or PDF.
Trade history
Complete record of every open/close, including entry, exit, P&L, swap, and commission per trade.
Immutable records
Audit entries cannot be edited or deleted by any user role. Designed for regulatory inspection readiness.
Exportable statements
Generate account statements, trade reports, and tax summaries per client on demand.
Theming

Dark Mode and Light Mode — Both Fully Supported

Every client, manager, and admin portal ships with system-aware theme switching. White-labelled colors, logos, and typography adapt per broker.

Dark Mode
$48,320
Portfolio Value
+3.2%
Today's P&L
EUR/USD1.08342+0.12%
Active Indigo Theme
Light Mode
$48,320
Portfolio Value
+3.2%
Today's P&L
EUR/USD1.08342+0.12%
Active Indigo Theme
Widgets & Portal

Embeddable Widgets and Client Portal — All White-Labelled

Drop individual widgets into any page or deploy the full client portal under your own domain. Everything carries your brand — CubeX stays invisible.

Live chart widget
Embeddable TradingView chart with symbol switcher
Deposit widget
Standalone fund your account flow
IB partner portal
Referral link, commissions, and payout tracker
KYC upload widget
Document upload with Sumsub identity check
Mobile app
iOS & Android white-label apps included
News feed widget
Acuity Trading signals and economic calendar
Account statement
On-demand PDF & CSV statement widget
Admin back-office
Full desk portal for manager operations
50+
Tradeable symbols
8
PSP integrations
<100ms
Execution latency
99.9%
Uptime SLA