One command center for your whole brokerage
Vertex Intel reads your live trade server and turns it into real-time exposure, risk, fraud and finance intelligence — on the web and on a native app in your pocket.
Real-time exposure & P&L
Your dashboard is the live pulse of the brokerage. The headline numbers and a symbol-by-symbol breakdown update continuously, so concentration and drawdown never sneak up on you between end-of-day reports.
- Live KPIs — total deposits, withdrawals, net funding and clients’ live P&L
- Summary by symbol — live volume and client P&L for every instrument
- Top 5 daily winners and losers at a glance
See where the risk is — instantly
The P&L heatmap grades every symbol by how much client P&L is running against you, so the hotspots light up. Then drill into the detail without exporting a single spreadsheet (though you can, in one click).
- Total live P&L, closed P&L today and total volume in lots
- A colour-graded tile per symbol by exposure intensity
- Per-symbol detail: volume, live / closed / total P&L, open clients, closed deals
- One-click export to Excel on every table
Know which clients cost you — and catch fraud
Every account is scored and tagged so toxic flow stands out, and accounts are clustered by identity signals to expose multi-account abuse before it drains a bonus campaign or arbitrages your prices.
- Weighted 0–100 risk score, bucketed critical / high / medium / low
- Behavioural tags — spiky gainer, consistent loser, scalper — with hit %, spike ratio and trade counts
- IP-based threat clusters: shared IP, mismatched emails and names, rapid registration
- Search, filter and flag accounts to a marked-client watchlist
Built for the desk that runs the book
Profitability, scalper and swap analytics for the dealing desk, plus complete money-flow monitoring — the operational views your risk and finance teams live in every day.
- Profitability by client, symbol and A-book / B-book
- Scalper & latency detection and swap-rate exposure
- Finance: deposits, withdrawals, credit deals, zero-balance, new clients, net funding
- Comparison views and marked-client watchlists
What brokers use Vertex Intel for
A-book / B-book optimisation
The problem: Routing decisions get made on gut feel or stale end-of-day numbers.
With Vertex Intel: Live profitability and risk per client and symbol let you internalise or hedge with the data in front of you.
Toxic-flow & scalper detection
The problem: Sharp clients and latency scalpers quietly erode the book before anyone notices.
With Vertex Intel: Risk scores, behavioural tags, hit % and spike ratios surface the accounts that need attention now.
Fraud & multi-account abuse
The problem: Bonus farming and arbitrage rings hide behind many accounts and shared devices.
With Vertex Intel: IP-based clustering flags accounts sharing an IP with different emails, names and rapid sign-ups.
Real-time exposure management
The problem: Risk concentration builds up in a symbol faster than reports can show it.
With Vertex Intel: The live heatmap and summary-by-symbol make concentration obvious the moment it forms.
A-book, B-book or hybrid — with live data behind every call
How you route client flow drives your risk and your margin. Vertex Intel gives you the real-time profitability and risk picture to make those calls dynamically instead of from yesterday’s report.
A-book
Low riskClient trades pass through to your liquidity providers. You earn the spread and carry no market risk — ideal for sharp or institutional flow.
B-book
Higher riskYou internalise the trade and take the other side, profiting when the client loses. Higher reward on retail flow — and where live risk visibility matters most.
Hybrid
ManagedRoute dynamically by client profile and risk thresholds. This is where Vertex Intel earns its keep — continuous data instead of manual, batch decisions.
The full module set
Dashboard
Live overview of your key brokerage metrics in one screen.
P&L heatmap
Symbol-level exposure and P&L visualisation.
Risk scoring
Composite 0–100 risk scores for every trading account.
Threat detection
IP-based multi-account and fraud cluster detection.
Profitability
Dealing-desk profitability across clients, symbols and books.
Scalpers
Surface latency and scalping behaviour fast.
Swap rates
Monitor swap exposure and carry across positions.
Deposits & withdrawals
Track money in and out with credit and zero-balance views.
Net funding
Net flow across the book at a glance.
New clients
Monitor onboarding and new-account activity.
Marked clients
Keep a live watchlist of the accounts you’re tracking.
Comparison
Compare periods and segments side by side.
STP manager
Manage routing and exposure with the risk desk.
Webhook automations
Push alerts and events to the tools you already use.
Excel export
One-click export on every report and table.
The whole platform, on iOS & Android
Live exposure, P&L, client risk and instant alerts — native apps so you can run the book from anywhere.