XFIV Portal is a white-label client portal, also called a trader's room, for MT5 brokers. Clients open and manage accounts, see balances and history, and ask a built-in AI agent about their account in plain language, all under your brand and domain.
Pricing from $1,200/mo plus setup. See pricing
The agent reads the client’s own account data and answers questions about balances, P&L and history. It explains, it does not advise, and it stays inside the limits you set.
Registration, profile, document upload and MT5 account creation sit in one guided flow, so clients reach their first account without calling support.
Logo, colours and domain are yours. Clients see your brokerage, not ours.
XFIV Portal includes an AI agent your clients can talk to. It answers account questions, explains history, guides them through next steps and hands off to your support team when needed.
Explore XFIV PortalThe AI agent provides information, not investment advice.
Balances, equity and open positions across all MT5 accounts.
Searchable history with filters and exports.
Deposit and withdrawal requests routed to your back office.
Upload and status tracking for client documents.
The agent hands the conversation to your team when needed.
Control which data the agent and staff can see.
XFIV Connect links the portal to your MT5 server.
Add your logo, colours, domain and agent persona.
Choose what the agent can read and when it hands off.
Invite clients, starting with a pilot group if you like.
A trader's room is the secure area where a broker's clients manage their trading accounts, funding and documents. XFIV Portal is a white-label trader's room for MT5 brokers.
No. The agent provides information about the client’s own account and how to use the portal. It does not give investment advice or place trades.
Yes. XFIV Portal needs XFIV Connect to talk to MT5, and works with or without Trade, Copy and BrokerOS.
Interfaces are prepared for multiple languages. Supported languages are confirmed during onboarding.
Yes. You can turn it off, limit it to some clients, or restrict what data it can read.
The portal collects funding requests and routes them to your back office and payment providers. XFIV does not hold or move client funds.
Need more than software? Our team also supports brokers with branding, websites, marketing, PR, recruitment and more.
Book a demo and we will walk through it against your MT5 environment.
Last reviewed 2026-10-29
