fintechview sat down with PLUGIT, a fintech provider of Yoonit, a six-module application solution which brings structure, speed, and flexibility to the brokerage operations, to unpack what brokers really need to know when selecting Copy Trading and IB / Affiliate Management solutions.
Copy trading has moved from a “nice-to-have” to a mainstream expectation. For traders, it lowers the entry barrier; for brokers, it drives loyalty, revenue, and differentiation. The key now isn’t whether to offer it, but how to deliver it in a way that builds trust and long-term value.
And while copy trading has become central to client acquisition and retention strategies, it’s not the only area where brokers are turning to technology for an edge. Almost every broker today works with IBs and Affiliates, but managing those relationships with flexibility and transparency can be just as complex as running a copy trading program.
PLUGIT General Manager, Maria Pittashi commented:
“Integrity isn’t a checkbox, it must be an industry standard, to build trust, and grow the market sustainably led by brokers, not regulators alone, and PLUGIT can offer that edge”
How does copy trading technology impact broker revenue models beyond simple trade volume increases?
A lot of brokers assume copy trading is just about driving more trades through the system. And yes, volume is a factor, but the real story is more than that. Copy trading introduces new ways to structure revenue; from performance fees, subscriptions for access to certain providers, or even tiered memberships for premium strategies. With PLUGIT’s Copy Trading module, for example, brokers aren’t locked into one strategy. They can tailor fee structures to fit their signal provider’s needs, whether that’s high-frequency traders or long-term investors.
At the same time, it keeps clients engaged. If a new trader is copying a strategy and seeing results, they’re far more likely to stick around and keep trading, which translates into better long-term value for the broker.
At PLUGIT, all our modules are developed in-house, ensuring full control over quality and innovation. As with every product we build, the Copy Trading module was shaped by market demand, but we also pushed beyond those requirements to deliver features that give brokers and traders an extra edge.
What operational and compliance challenges should brokers prepare for when launching a copy trading service?
The biggest challenge is that copy trading looks simple on the surface but is complex behind the scenes. You’ve got to make sure trade allocations are fair, execution is fast, and regulators are satisfied with how client risks are disclosed and managed. A broker also needs to think how to scale.
For example, what happens when hundreds of people are copying the same strategy at once? At PLUGIT, we’ve tackled this topic by building a plugin system that replicates trades in real time and logs everything for audit and reporting. That way, brokers don’t end up firefighting with compliance teams later.
In a competitive market, what features differentiate a robust copy trading platform from a basic trade mirroring tool?
Copy trading done right is a lot more than just copying trades. The difference comes down to data and control. A basic tool will just mirror trades without much context. A proper platform will give providers as well as copiers performance stats, risk analytics, and history so they know what they’re signing up for.
From the broker’s perspective, integration matters. PLUGIT’s solution, for instance, connects seamlessly with our APIs allowing the broker to connect their data so the broker has one dashboard of their client, not a bunch of disconnected tools. That’s also what helps a broker stand out by offering something that feels professional, transparent, and reliable.
How can brokers use copy trading to improve client retention and lifetime value, not just acquisition?
It’s easy to see copy trading as a marketing hook to bring new traders in, but the real payoff is in retention. New traders often lose interest after a few bad trades on their own. Copy trading keeps them engaged because they’re still participating, still learning, and in many cases still making trades that keep them active.
Our Copy Trading technology allows brokers to highlight top providers, showcase results, and give clients a sense of community. When traders feel connected and supported, they’re far less likely to churn. The user experience brokers’ offer to the clients makes a big difference, that’s where the real value lies.
What role does transparency play in building trust between signal providers, copiers, and brokers within a copy trading ecosystem?
Without transparency, copy trading can become quite complex. Copiers need to know the results they’re seeing are real. Providers want confidence and that they’re being rewarded fairly. And brokers can’t risk their reputation by leaving room for doubt. That’s why features like clear fee structures, risk metrics, and verifiable performance history are essential.
In our own platform, we’ve put a lot of emphasis on showing the numbers in a way that’s easy to understand and have full transparency by offering a dedicated for the signal providers as well as for the Copiers. From there, they have access to manage and stay on top of it all, without causing extra headaches for the broker.
“Copy Trading and IB / Affiliate management applications may seem like separate parts of a broker’s operation, but in practice they’re closely connected. Both are building stronger relationships, whether it’s between traders and signal providers, or between brokers and their partners.” Maria said.
What’s the real differentiator for brokers?
Copy Trading and IB / Affiliate management applications may seem like separate parts of a broker’s operation, but in practice they’re closely connected. Both are building stronger relationships, whether it’s between traders and signal providers, or between brokers and their partners.
The real differentiator for brokers isn’t just offering these tools, but offering them in a way that is transparent, scalable, and fully aligned with long-term growth. At PLUGIT, we see our solutions as part of a bigger shift in retail brokerage: technology moving from a back-office necessity to the backbone of client engagement and partner ecosystems. Through our experience, we understand that Brokers, IBs and Affiliates, don’t trust slogans, they trust trading applications and systems which can perform, and at PLUGIT we have the right tools.
who is who
Maria is the General Manager at PLUGIT, a leading fintech company celebrated for its award-winning solutions in the forex industry, including the Best All-In-One Broker Solution for their flagship product, the YOONINT suite of intelligent modules. With over a decade of experience in the financial sector, Maria has excelled in management positions at some of the industry’s top fintech companies. At PLUGIT, Maria is driving the company’s expansion into new global markets, streamlining the client onboarding journey, and reinforcing PLUGIT’s reputation for delivering outstanding partner support and scalable, broker-focused technology.