Account & Business Analytics for Brokers and Prop Firms
Get a clear view of trading accounts, client activity, and the operational data behind your business.
Bring current account information, trading history, margin indicators, and inactivity signals together to understand what is happening across your client base and make better-informed decisions.
Bring current account information, trading history, margin indicators, and inactivity signals together to understand what is happening across your client base and make better-informed decisions.
Understand Every Account in Context
Account data is often distributed across different trading platforms, reports, and internal systems. This makes it difficult to understand the complete context behind account performance, margin pressure, trading results, or inactivity.
Account & Business Analytics brings relevant account and trading data into one environment. Teams can move from a consolidated business view to the accounts, positions, trades, and instruments behind important results.
Account & Business Analytics brings relevant account and trading data into one environment. Teams can move from a consolidated business view to the accounts, positions, trades, and instruments behind important results.
Margin call
Scalper Abuse
Profitable Traders
Account History
Inactivity Report
Business Analytics and Account Monitoring for Brokers and Prop Firms
Effective account monitoring requires more than reviewing balance or P&L separately. Brokers and prop firms need to understand how account performance, trading activity, margin indicators, and historical results are connected.
AIBI.Global provides business analytics for brokers and prop firms, helping relevant teams monitor account health, investigate performance, identify accounts requiring attention, and understand what is driving results across the client base.
AIBI.Global provides business analytics for brokers and prop firms, helping relevant teams monitor account health, investigate performance, identify accounts requiring attention, and understand what is driving results across the client base.
Review relevant account performance and financial health indicators, such as balance, equity, margin, and P&L, within a consolidated analytical environment.
Account data can be analyzed alongside operational dimensions such as book type, platform, account type, company, and group. This gives teams a more structured view of account performance across different parts of the business.
Account data can be analyzed alongside operational dimensions such as book type, platform, account type, company, and group. This gives teams a more structured view of account performance across different parts of the business.
Accounts approaching their stop-out thresholds may require closer attention, particularly when several positions or instruments contribute to the risk.
AIBI.Global helps teams identify accounts close to stop-out and examine the account and position data behind the result. Depending on the available analytics, teams can assess relevant indicators such as equity, distance to stop-out, position composition, and performance by instrument.
This allows dealing and risk teams to focus their analysis on the accounts that require attention instead of reviewing the entire client base manually.
AIBI.Global helps teams identify accounts close to stop-out and examine the account and position data behind the result. Depending on the available analytics, teams can assess relevant indicators such as equity, distance to stop-out, position composition, and performance by instrument.
This allows dealing and risk teams to focus their analysis on the accounts that require attention instead of reviewing the entire client base manually.
A current account value does not always explain how the account reached that result.
Historical analytics help teams understand how account performance and trading activity develop over time. Relevant indicators may include equity, P&L, trade counts, trade direction, instrument-level results, and performance across selected periods.
This makes it easier to identify changes in account performance and understand the activity behind them.
Historical analytics help teams understand how account performance and trading activity develop over time. Relevant indicators may include equity, P&L, trade counts, trade direction, instrument-level results, and performance across selected periods.
This makes it easier to identify changes in account performance and understand the activity behind them.
Current account analytics provide a more immediate view of trading results and account health.
Teams can monitor relevant P&L, equity, trade, and instrument-level indicators and identify the accounts, trades, or symbols contributing to current performance. Available breakdowns help users examine results from different operational and trading perspectives.
Teams can monitor relevant P&L, equity, trade, and instrument-level indicators and identify the accounts, trades, or symbols contributing to current performance. Available breakdowns help users examine results from different operational and trading perspectives.
An inactive account does not always mean that the client relationship has ended. Understanding when trading stopped and reviewing the available account context can provide useful information for further action.
AIBI.Global helps teams identify inactive accounts and analyze relevant account, trading, position, and available funding information. This may include the duration of inactivity, recent trading activity, account details, positions, results, and deposit or withdrawal history.
This allows operations, sales, and retention teams to distinguish between different inactive accounts and prioritize follow-up using account data rather than inactivity status alone.
AIBI.Global helps teams identify inactive accounts and analyze relevant account, trading, position, and available funding information. This may include the duration of inactivity, recent trading activity, account details, positions, results, and deposit or withdrawal history.
This allows operations, sales, and retention teams to distinguish between different inactive accounts and prioritize follow-up using account data rather than inactivity status alone.
Account and trading data can be filtered and compared across relevant operational dimensions.
Depending on the available data and configuration, these may include company, group, server, platform, country, regulator, account type, client type, department, symbol, and book type.
This helps authorized users analyze different parts of the business without creating separate manual reports for every segment.
Depending on the available data and configuration, these may include company, group, server, platform, country, regulator, account type, client type, department, symbol, and book type.
This helps authorized users analyze different parts of the business without creating separate manual reports for every segment.
What You Can Analyze
Monitor key account performance indicators including P&L, equity, balance, margin, trading activity, and current positions, to understand how individual accounts are performing.
Current Trading Performance
Monitor current account and trading performance using relevant P&L, equity, trade, and instrument-level indicators.
Inactive Account Activity
Identify inactive accounts and review the available trading, position, account, and funding context behind their inactivity.
Account Segmentation
Filter and compare account data across relevant business, client, platform, account, and trading dimensions.
Historical Account Performance
Analyze how account performance, equity, trading activity, and financial results have changed over selected periods.
Margin and Stop-Out Risk
Identify accounts approaching critical margin or stop-out levels and examine the positions, instruments, and account indicators contributing to the risk.
Account Performance and Financial Health
Review account performance using relevant financial and trading indicators, such as balance, equity, margin, P&L, positions, book type, and account type.
Turn Account Data Into Business Insight
AIBI.Global’s Account & Business Analytics helps teams:
- Review account performance, financial health, and trading activity in one consolidated analytical environment.
- Identify accounts approaching critical margin or stop-out levels and assess the factors contributing to the risk.
- Understand which accounts, positions, trades, and instruments are driving current results.
- Analyze how account performance and trading activity have changed over time.
- Compare accounts and performance across relevant operational and trading segments.
- Identify inactive accounts and review their available account, trading, position, and funding context before prioritizing follow-up.
Built for Brokers and Prop Firms
Account & Business Analytics is designed for brokers and prop firms that need a structured view of account activity and operational performance.
Each team can use the same underlying data while focusing on the indicators relevant to its responsibilities.
Available reports, metrics, and analytical capabilities may vary by product and continue to expand as the AIBI.Global platform evolves.
Available reports, metrics, and analytical capabilities may vary by product and continue to expand as the AIBI.Global platform evolves.
It supports:
CEOs, COOs, and senior management
dealing and risk teams
operations and account management teams
sales and retention teams
other authorized teams that require access to account and trading analytics
Explore Related Analytics
Discover how AIBI.Global helps brokers and prop firms monitor risk, analyse trader behaviour with proprietary AI models, identify client retention opportunities, and gain clearer visibility into business performance.
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- Identify suspicious trading patterns and investigate potentially abusive activity.
- Understand trader performance and behavior using data-driven and AI-powered analytics.
Trusted by Clients and Partners
We collaborate with trading platforms, fintech providers, and industry leaders to deliver AI-powered analytics and smarter solutions for brokers and prop firms. From technology integrations and risk management tools to co-marketing and tailored data solutions, AIBI.Global continues to build an ecosystem where every partnership drives growth, retention, and long-lasting value.
