Panda Trading Systems: CRM, trading platforms and brokerage operating tools

Panda Trading Systems supplies several layers of an FX/CFD brokerage: the client and staff workflow, the trading interface, optional trading-server software, and tools for partners and money managers. A broker can assemble these components around an existing platform or buy a broader launch package. The distinction matters when comparing offers: a branded web terminal, a CRM and the system that actually processes trading instructions perform different jobs. PandaTS also markets hosting, development and training services alongside its software.[2]

Web Trader combines trading with account switching, verification documents and support tickets, and allows brokers to customise navigation and external content. Mobile access adds push notifications, biometric sign-in and single sign-on to the client area. PandaTS says simultaneous access from multiple devices is supported. Deposit and withdrawal screens are part of that interface: the presence of a funding button does not identify PandaTS as the payment processor or custodian.[4][5]

The CRM page describes APIs for client records, tasks, transactions and status changes, webhooks for events, and managed access to dedicated databases. Reports can be drilled into, exported and delivered on schedules, with retention and export permissions configured. Its AI document checks look for quality and validity problems before human review; that is a narrower function than independently deciding whether a person satisfies the broker’s compliance obligations.[3]

The Quote Engine also allows synthetic assets, customised indices and combinations labelled as ETFs on its product page. Those are software construction and pricing capabilities; they do not establish that PandaTS issues an exchange-traded fund. A broker defining a synthetic symbol still needs its own product specification, session rules and execution arrangement. The public page’s instrument count therefore describes a catalogue, rather than confirming the instruments enabled on a particular broker’s server.[7]

The reviewed package pages do not establish a universal setup fee, monthly minimum, per-account charge, volume rate or contract term. A useful quotation therefore needs to identify the licensed modules, server connections, branded applications, hosting, development and ongoing service obligations together. This is particularly relevant to Lite: its positioning is clearer than its overlapping component list, so it should not be priced by simply subtracting an assumed server licence from the full package.[9][10]

Panda Combo advertises a bonus plugin when two plugins are selected, but does not establish the eligible list, monetary value or expiry. Separately, the social-trading page describes copying as free. That claim concerns the copying proposition and does not establish a zero-cost brokerage technology contract or remove the broker’s trading charges. Neither statement supplies a complete commercial schedule.[11][19]

The integration manual makes website work concrete: the broker obtains its brand loader from the Success Manager, adds the appropriate tags, and can connect callbacks to sign-in, registration, funding and theme events. WordPress delivery uses a supplied plugin and shortcodes; duplicate shortcodes and theme styles can affect the result. The documented embedded plugin does not support the mobile view and directs mobile users to a separate mobile application or page. That limitation belongs to this integration method, not to Panda’s native mobile product.[8]

PandaTS markets a launch within 30 days or less. This is a commercial delivery claim, not a published universal deadline covering every migration, integration and customisation. The reviewed material does not provide a single documented procedure for importing every legacy trading record or transferring all historical broker configurations.[1]

Panda Trader’s WebManager provides reports and alerts, while SmartLogger records trades and execution history. The server page describes regional persistent backups and hosting without specifying cross-region replication or recovery-point and recovery-time commitments. These are features of the server service, even when the customer-facing WebTrader is the most visible part of the deployment.[6]

PandaVault also separates the ability to see personal contact information from routine access to the CRM. The security page describes explicit permission before sensitive information is revealed and logs the access. Field-level viewing and editing controls let the broker distinguish staff who work on an account from those who may alter its records. These are documented access mechanisms, rather than evidence of an independently audited security certification.[12]

At the end of the agreement, the processing terms let the client choose deletion of personal data or its return followed by deletion of copies, subject to required legal retention. They permit client audits and allow charges for assistance specified in the underlying agreement. These provisions do not define a full tenant export format, trading-history migration service or general subscription notice period. A separate clause permits Panda to terminate the agreement on 30 days’ notice if the client rejects a changed or new subprocessor.[13]

The full package advertises around-the-clock technical support, a dedicated Success Manager, server management and development assistance. Public pages do not specify severity-based response and restoration targets or a customer-facing incident-status archive. Those service levels remain part of the contracted support scope.[9]

The product catalogue lists individual and group training, alongside hosting and custom development. These services address staff preparation and broker-specific processes as well as interface configuration. A branded application therefore should not be treated as the entire implementation deliverable.[2]

PandaTS describes itself as a software developer, and expressly says it does not provide brokerage, exchange, investment or consulting services and does not hold or manage client funds. The technology can support a broker’s verification, trading and payment workflows without making PandaTS the customer-facing financial firm. This profile therefore records the software role rather than treating a platform name as a financial authorisation.[1]

Its processing terms identify the client as controller and Panda as processor acting on documented instructions. That allocation is important where brokerage staff decide why customer data is collected and what account restrictions apply. The privacy policy separately describes individual access and deletion requests, retention for legal or operational needs, and international transfers. Individual privacy rights should not be confused with the broker’s commercial right to export its complete database.[13][14]

The legal documents identify Panda Trading Applications Ltd, doing business as Panda Trading Systems; the privacy notice gives Israeli registration number 514025873 and a Haifa principal address. The company also publishes a Limassol office.[14][15]

The current CRM page says PandaTS has served brokers since 2006. That is a service-history claim rather than an independently verified incorporation date.[3]

Operator

Panda Trading Applications Ltd, trading as Panda Trading Systems

Service scope

Broker CRM, trading interfaces and server software, allocation and affiliate tools, pricing feeds, plugins and hosting services.

Customer types

FX and CFD brokers; Brokerage startups; Established brokers with existing trading servers

Delivery

Hosted; API; Managed service

Pricing publication

Quote only

Headquarters

Haifa, Israel

Platforms

Panda Trader; Panda Web Trader; Panda Mobile App

Integrations

MetaTrader 4 CRM/feed connections; MetaTrader 5 CRM/feed connections; cTrader CRM/feed connections

Implementation

Complete bundles or selected components; website embedding, platform connections, branding and staff training form part of deployment.

Support

Advertises 24/7 technical support and a dedicated Success Manager in its complete package.

Permissions and regulatory scope

Identifies itself as a software developer that does not broker transactions, manage customer money or supply investment services.

Provider metadata checked 20 Oct 2026Source 2Source 9Source 10Source 8Source 13Source 1Source 7Source 16Source 3Source 15Source 4Source 5Source 6

Plugin behaviour is platform-specific

The Inactivity plugin, listed for MT4 and MT5, can use the first deposit or last closed trade as its timing reference. That configurable trigger is distinct from deleting or disabling an account. The fee amount and actual customer charge depend on the broker’s settings and terms.[16]

Affiliate levels and commission arrangements

The dedicated IB portal advertises up to five partner levels, CPA, CPL and volume-based commission structures, transaction visibility and marketing resources. An affiliate portal records and calculates commercial entitlements; that does not by itself identify the external payment rail used to settle them.[17]

The newer CRM description instead says programmes can use as many levels as required. The purchased module and version need to resolve this difference from the dedicated IB page before a broker assumes a particular hierarchy limit.[3][17]

Managed accounts and copied positions

The PAMM/MAM page describes percentage, profit-and-loss and signal-based allocation, a web manager and plugin installation without creating special read-only account groups. These are different allocation methods, so the manager’s chosen method changes how activity is distributed among connected accounts. The public product description does not establish what happens to existing positions when an investor disconnects, withdraws or a manager closes the programme; those rules remain part of the broker’s configured service.[18]

COOMA is presented as a cross-broker social and copying interface, with comparison measures such as return, drawdown and risk. Panda names MT4, MT5 and Panda Trader among supported connections. A displayed strategy record is information used by a follower, not proof that the next copied trade will produce the same result. The public Panda page also does not explain whether stopping a subscription closes already copied positions, so subscription status and position management should be treated as separate operational questions.[19]