DealBook — MT5 Back-Office, Fully Automated
⏱ Built for MT5 Brokerage Firms

Back-Office Operations,
Fully Automated

Import MT5 trade history, calculate multi-level commissions, map clients to masters, and generate profit-sharing reports — all in one place.

1-click
MT5 Trade Import
N-level
Master Hierarchy
100%
Automated Ledger
0h
Manual Work
https://metacrm.builcon.uk/public/crm/dashboard
Main
📊 Dashboard
👥 Users
📁 Import File
Accounts
📝 Account Ledger
⚖️ Trial Balance
📈 Summary Report
Masters
24
Clients
312
Net P&L
₹4.2L
Everything your deal desk needs
From MT5 import to commission payout — no spreadsheets, no manual errors.
📥

One-Click MT5 Import

Upload your MT5 trade history Excel. All trades are parsed, clients are matched, and commissions calculated automatically.

🌳

N-Level Master Hierarchy

Create unlimited levels of Masters and Sub-Masters. Commission flows up the chain automatically based on each level's percentage.

💰

Automated Commission Ledger

Every import generates precise double-entry ledger records for clients, brokers, and the full master hierarchy.

📊

Profit-Sharing Reports

Summary reports, account ledgers, and trial balances — drill down from admin to individual client level in one click.

🗺️

Client Mapping

Bulk import clients via CSV and map them to masters and brokers instantly. Unknown clients in trade files get flagged for quick assignment.

📋

Segment & Script Setup

Configure market segments (NSE, MCX, FOREX) with scripts and lot sizes. Rate changes apply to all future imports automatically.

Up and running in minutes
A clean three-step process from first setup to fully automated reporting.
1

Set Up Your Desk

Create segments & scripts with lot sizes, add brokers with commission rates, and build your master hierarchy with percentage splits.

2

Import Clients & Trades

Bulk-import clients via CSV or add them as the trade file comes in. Upload the MT5 Excel — done in seconds.

3

Review & Share Reports

Instantly access the account ledger, trial balance, and summary report. Every user sees only their own data.

One platform, every stakeholder
Each role gets a focused view — exactly what they need, nothing they don't.
Admin

Tenant Owner

  • Full dashboard & stats
  • Create all user types
  • Import trades
  • All reports & ledgers
  • Market setup
Master

Hierarchy Node

  • View own downline
  • Create sub-masters & clients
  • Account ledger
  • Summary report
  • Trade history
Broker

Commission Earner

  • Per-script commission rates
  • Trade history view
  • Own account ledger
  • Cash entry records
Client

End Trader

  • Own P&L view
  • Account statement
  • Trade history
Ready to automate your back-office?
Log in to your DealBook account and start importing trades today.
📄 View complete user documentation