Multi Broker

Documentation

Everything you need to build, integrate, and scale on our platform — guides, API references, and developer resources all in one place.

Platform Overview

Multi-Broker is an all-in-one infrastructure platform built for brokerages, prop firms, and trading businesses. CRM, WebTrader, API tooling, and more — all under one roof.

Quick Start API Reference

Quick Start

Get your platform up and running in a few steps.

1

Create Your Account

Set up your admin account and configure your first workspace.

2

Customize the Platform

Define your whitelabel settings, branding, and user roles.

3

Set Up Integrations

Generate API keys and connect your existing systems.

4

Go Live

Run final checks and launch your platform.

Popular Topics:API authentication KYC setup Whitelabel configuration PAMM system setup Webhook integration Trading engine configuration

Documentation Categories

Select a topic below to access detailed guides and references.

Getting Started

Essentials

A comprehensive guide to account setup, workspace management, and your first steps on the platform.

  • Account creation and onboarding
  • Workspace and team configuration
  • Roles and permissions management
  • Whitelabel and brand customization

CRM Platform

CRM

Full details on lead management, client profiles, sales pipelines, communication tools, and automation workflows.

  • Lead creation and qualification
  • Customer 360 profile
  • Sales pipeline and deal management
  • Marketing automation and email campaigns
  • +2 more

WebTrader Platform

WebTrader

Learn how to use the trading engine, charting tools, order management, PAMM/MAM, and social trading features.

  • Trading room and order types
  • Charting and technical analysis tools
  • PAMM / MAM management
  • Social trading and copy trading
  • +2 more

API & Integrations

Developer

Full reference and code examples for the REST API, webhooks, and third-party integrations.

  • API authentication and keys
  • REST API reference
  • Webhooks and real-time events
  • Third-party integration examples
  • +2 more

Payments & Financial Operations

Finance

A guide to configuring deposits, withdrawals, crypto wallets, and settlement flows.

  • Adding payment methods
  • Deposit and withdrawal flows
  • Crypto wallet integration
  • Commission and payout configuration
  • +1 more

Analytics & Reporting

Analytics

How to use performance dashboards, KPI tracking, custom reports, and data export tools.

  • Dashboard setup and customization
  • Trader performance analytics
  • CRM sales reports
  • Data export and integration
  • +1 more

Security & Compliance

Security

Detailed guide to two-factor authentication, RBAC, audit logs, GDPR, and regulatory compliance tools.

  • Two-factor authentication (2FA)
  • Role-based access control (RBAC)
  • Audit log and session tracking
  • GDPR data management
  • +1 more

Infrastructure & DevOps

Infrastructure

Kubernetes deployment, Docker environment, database management, and high-availability configuration.

  • Deployment with Kubernetes
  • Docker environment setup
  • TimescaleDB management
  • Backup and disaster recovery
  • +1 more

Have questions?

Reach out to our support team for anything you can't find in the documentation.

Contact Support Browse FAQ