Automatic Controls

Automatic Controls is a collection of real-time rules and triggers that help brokers enforce their risk policies consistently across all client accounts. Instead of relying on manual changes and delayed reactions, key parameters such as leverage, margin and spreads are managed automatically according to pre-defined conditions.

Why Automatic Controls Matter for Brokers

In a volatile market environment, delays of a few minutes can significantly affect a broker’s risk profile. Manual workflow creates operational risk: missed leverage changes, inconsistent conditions between accounts, and higher pressure on risk and dealing teams.

Automatic Controls remove this dependency on manual actions and support a predictable, transparent and audit-ready risk process.

Business Impact

• Reduce operational risk related to manual leverage and margin adjustments.
• Maintain consistent trading conditions across accounts, groups and regions.
• React faster during volatile periods without increasing workload on the desk.
• Enforce internal risk policies automatically and transparently.
• Provide compliance teams with a complete audit trail for every change.

How Automatic Controls Work

• You define rules and thresholds that reflect your risk policies.
• You assign these rules to specific account groups, symbols or client segments.
• Brokerpilot monitors live data and executes changes in real time when conditions are met.
• All actions are logged and visible in monitoring and reporting tools.

Available Modules

Automatic Controls currently include the following modules:

• Equity-Based Leverage
  Adjusts leverage based on client equity levels to keep exposure within defined limits.
• Dynamic Leverage
  Automatically scales leverage depending on trading activity and configured thresholds.
• Net Dynamic Leverage
  Manages leverage according to the net position volume on selected instruments.
• Change Spread by Period
  Modifies spreads for specific time windows, such as news events or overnight sessions.
• Change Spread by Volume
  Adjusts spreads when trading volume crosses predefined levels.
• Swaps Free Accounts
  Configures swap-free conditions for selected accounts or client groups.
• Admin Fees
  Applies administrative fees automatically under predefined conditions.
• Trade Restriction Period
  Temporarily limits trading during maintenance windows or high-risk events.

Example Use Case

During a high-volatility session, a group of clients rapidly increases their exposure on a specific symbol. With manual procedures, the dealing desk needs to monitor positions and adjust parameters one by one. With Automatic Controls, leverage, spreads or other conditions are adjusted automatically when pre-set limits are reached, and every action is logged for review.

Next Steps

If you want to see how Automatic Controls can be aligned with your existing risk policies, our team can walk you through real examples based on your current setup.

Request a demo to discuss how automated risk controls fit into your broker infrastructure.