METATRADER 4 / DEDICATED EDITION

MT4 CRM for forex brokers

Bring clients, your team and back-office work into a dedicated MetaTrader 4 CRM. Built on the TGS CRM foundation, with an MT4-specific REST connector and a clear platform capability overview.

Current MT4 connector scope · 16 October 2026

A connected workspace for your team

The MT4 edition retains client records, staff roles, trader portals, KYC document review, requests, support, tasks, analytics and local financial records from the CRM foundation. These workflows help the team manage service and keep a record of decisions. Server-side trading and financial commands have their own availability checks.

An MT4 connection with verified account scope

The connector uses an MT4 REST gateway. Authentication, server information and instrument specifications have been checked against the supplied gateway. Account import and equity monitoring require the manager to see the exact requested group and a complete account response. Successful authentication alone does not confirm access to accounts or permission to trade. Compatibility with every MT4 gateway is not assumed.

Choose the edition for your workflow

Product scope by platform; availability on your broker connection must be checked before launch.
WorkflowMT4 editionMT5 edition
Clients, KYC, portal and team tasksRetained CRM workflowsAvailable CRM workflows
Account import and monitoringRequires verified group access and API dataThrough MT5 Web API and manager permissions
Copy TradingInterface retained; live execution blockedConfigured worker, consent and route approval required
MAMPool interface retained; execution blockedExplicitly confirmed allocation batches
PAMMLocal interfaces retained; settlements and transfers blockedDedicated manager account, investor shares and reconciliation
Balance changes and account creationBalance writes disabled by default; account creation disabledSubject to API permissions and operation checks

Copy Trading, MAM and PAMM: know the current boundary

The current MT4 release retains the investment module interfaces and local logic. Live Copy Trading and MAM execution are blocked. PAMM settlements, rollover and transfers are also blocked until the gateway supplies the required verified market, account and execution data. A visible module does not mean that trading is enabled. Enabling a configuration flag alone does not activate an unsupported operation.

A dedicated MT4 installation

Deploy the MT4 edition on a separate subdomain with its own configuration, private storage and encryption key. It is a separate installation rather than an in-place upgrade of your MT5 CRM. Before account onboarding, verify gateway access, the manager’s exact group, account import and permissions. Trading and money movement require their own acceptance checks before activation.

MT4 CRM questions

Can MT4 and MT5 use the same installation?

The current editions are deployed separately. Keep their configurations, private databases and encryption keys independent.

Does the MT4 edition copy trades to MT5?

Cross-platform MT4-to-MT5 copying is not included. Live copying is blocked in the current MT4 connector; the MT5 Copy Trading page describes supported MT5 workflows.

What should we check before deployment?

Confirm the exact REST gateway, account group and required workflows with TGS. Begin with connection and account-read acceptance; assess any trading or financial operations separately.