# Release notes

{% updates format="full" %}
{% update date="2025-11-15" %}

## New features

#### Expanded functionality of the Admin panel

With this release, the functionality of the new **Admin panel** has been expanded to introduce additional features for managing and configuring B2COPY, including the following:

* **Security settings**: control and secure access to the Admin panel by managing passwords and two-factor authentication (2FA) methods for your profile in the **Security Settings** menu.
* **Admin management**: manage users who have access to the Admin panel and define their permissions by assigning them to specific groups in the **Admin Management** menu.
* **Client management** *(applicable to standalone solutions only)*: register new clients and manage their profile settings, as well as create and manage client accounts in the **Clients** > **Users** and **Clients** > **Accounts** menus. Additionally, **default payment accounts** can be set for clients.
* **Trade fee filter**: select the instrument groups eligible for trade fees and exclude others in the **Settings** > **Trade Fee Filter** menu.

For details, refer to the [Admin panel guide](https://docs.b2copy.b2broker.com/admin-panel-guide/welcome-to-admin-panel-gide).

#### External CRM integration via the B2COPY API

It has become possible to integrate your external CRM system with B2COPY to authorize securely, obtain access tokens for API requests, and process fees between master and investment accounts via the public B2COPY REST API. With this release, **fee processing** is the first and currently the only supported method. For details, refer to [Integrate your external CRM system with the B2COPY API](https://docs.b2copy.b2broker.com/api-documentation/integrate-your-external-crm-system-with-b2copy-api).

***

### Improvements

* In standalone solutions, it’s now possible to generate and share **subscription links with embedded partner promo codes** for promo offers that share fees with partners.

  The link opens the subscription form for a master account with the pre-filled promo code and associated fee plan. The form opens in guest mode, allowing potential subscribers to access it without being authorized, and then complete the subscription. For details, refer to [Set up a promo offer for sharing fees with partners](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/set-up-a-promo-offer-for-partners#share-a-subscription-link-with-an-embedded-partner-promo-code).
* When embedding B2COPY widgets for the **Leaderboard** and **Account Statistics** widgets in your external website, you can now pass a **light** or **dark** theme in the widget URL. This ensures that the appearance of the widgets matches the design of your website. For details, refer to [Apply a light or dark theme to widgets](https://docs.b2copy.b2broker.com/admin-guide/configure-b2copy-widgets#apply-a-light-or-dark-theme-to-widgets).
  {% endupdate %}

{% update date="2025-08-15" %}

## New features

#### Introducing the new B2COPY Admin panel

We’re excited to introduce the new **B2COPY Admin panel** in this release! The new panel is designed to retain all existing functionality for managing the B2COPY investment platform on **MT4/5** and **cTrader**, while providing a refreshed look and significantly enhanced experience.

Most major B2COPY functionalities are now supported in the new **Admin panel**, with additional features to be gradually introduced in upcoming releases. For details, refer to the [Admin panel guide](https://docs.b2copy.b2broker.com/admin-panel-guide/welcome-to-admin-panel-gide).

The supported features include the ability to:

* View and create master and investment accounts for copy trading, PAMM, and MAM, and manage their properties under the **Masters** and **Investors** menus.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-f3b1b4ee8f848daf8981a40588478fc426badc66%2Fadmin-masters-and-investors.png?alt=media" alt="Master and Investors menus"><figcaption><p>Master and Investors menus</p></figcaption></figure>

* View, create, and manage subscriptions between master and investment accounts under the **Links** menu.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-3b9d61fbaede6f2336c6f45fe901405b0bbae327%2Fadmin-links.png?alt=media" alt="Links menu"><figcaption><p>Links menu</p></figcaption></figure>

* Configure settings for copy trading, PAMM, and MAM under the **Settings** menus in the respective sections.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-da71b97d553705ca7d4f55d31a173e139f051375%2Fadmin-copy-trading-settings.png?alt=media" alt="Settings menu under Copy Trading"><figcaption><p>Settings menu under Copy Trading</p></figcaption></figure>

* Configure general settings such as Fees, Symbol Mapping, SMTP, Email Templates, and more in the **Settings** menus for MT4, MT5, or cTrader platform.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-be6c96439dc55be722513fb7e7c13e98a633d195%2Fadmin-general-settings.png?alt=media" alt="Settings menu"><figcaption><p>Settings menu</p></figcaption></figure>

You can access the new **Admin panel** directly from the corresponding menus in the Back Office, where the **Open B2COPY Admin panel** link is now displayed. Features that haven’t yet been migrated to the new panel will continue to be managed in the Back Office.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-542f1bd1aa6294293819dfc36c142c23f342723c%2Fadmin-panel-open.png?alt=media" alt="Open Admin panel"><figcaption><p>Open Admin panel</p></figcaption></figure>

#### Promo codes for partner fee sharing

*Applicable to standalone solutions only*

Standalone B2COPY solutions now support promo codes for partner fee sharing. This feature enables master traders to allocate a portion of their earned fees to a partner by linking a promo code to the partner’s account.

When investors subscribe using a promo code, they receive a discounted fee plan, and a percentage of the fees from these subscriptions is automatically redirected to the designated partner. For details, refer to [Set up a promo offer for sharing fees with partners](https://docs.b2copy.b2broker.com/user-guide/manage-master-and-investment-accounts/set-up-a-promo-offer-for-partners).
{% endupdate %}

{% update date="2025-05-15" %}

## New features

#### Minimum deposits for PAMM

With this release, we’ve added the option to assign minimum deposit requirements to PAMM master accounts.

When subscribing, investors must use their zero-balance PAMM investment accounts, into which they’ll be prompted to deposit the required minimum amount to add their investment to PAMM and activate subscriptions.

After any withdrawals, the same minimum balance must be maintained on the PAMM investment account to keep the subscription active.

#### Enhanced integration into third-party CRMs

The B2COPY functionality can be integrated into third-party CRMs, enabling brokerage companies to offer copy-trading, PAMM, and MAM services on **MT4/5** directly within their CRM’s interfaces.

The key features include:

* **Simple integration**: easily integrate via `<iframe>` with minimal development effort. The **Leaderboard** and **Account Statistics** pages are embedded directly within the CRM interface.
* **Guest access**: the **Leaderboard** and master account **Statistics** pages are accessible without authorization.
* **Seamless CRM authorization**: the full functionality, including access to the **My Accounts** page for creating and managing accounts and subscriptions, is available after seamless authorization within the CRM, without the need to navigate to an external page.
* **Language and theme synchronization**: the default language is inherited from the CRM, with an optional switcher in the `<iframe>`. Light and dark themes can be either inherited automatically or changed manually.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-3cba6a98f32dd5631350c5d85176e4d04383d897%2Fintegration-in-external-crm.png?alt=media" alt="Support for copy trading, PAMM, and MAM in external CRMs"><figcaption><p>Support for copy trading, PAMM, and MAM in external CRMs</p></figcaption></figure>

#### Shareable master account statistics

*Applicable to standalone solutions only*

Standalone B2COPY solutions now support sharing the **Statistics** page of master accounts. Users can click the **Share** button to copy and share a direct link to a master account’s statistics. When someone clicks the shared link, the master’s **Statistics** page opens and can be seen without authorization.

<figure><img src="https://1963181118-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNxwcNnEuBTBq87kginPk%2Fuploads%2Fgit-blob-c76e97c8ea5adc08a007859fbfdd858c013e0bfd%2Ffront-standalone-share-button.png?alt=media" alt="The Share button in the master account’s Statistics"><figcaption><p>The Share button in the master account’s Statistics</p></figcaption></figure>
{% endupdate %}
{% endupdates %}

## Past releases

<details>

<summary>2024</summary>

### December, 2024 🎄

#### New features

**Introducing trading robots**

With this release, we’re excited to introduce trading robots on the B2COPY investment platform. These robots allow you to automate trading activities on the master accounts of your brokerage company, enabling the execution of specific trading strategies. By configuring the robots to align with your desired strategies, you can streamline trading processes and boost overall efficiency.

Robots are supported for all copy-trading, PAMM, and MAM accounts across all platforms integrated with B2COPY, such as MT4/5 and cTrader.

#### New B2COPY Web UI

The redesigned Web UI for a full B2COPY solution, introduced in the previous release, is now rolled out and operational. With this release, it officially replaces the old interface, which has been discontinued and is no longer available.

#### Resolved issues

* Profile pictures uploaded for clients via the Back Office are now correctly displayed in client profiles and on the **Leaderboards** in the Web UI.
* Sharing fees paid to partners enrolled in an IB program are now correctly paid to the specified partner’s account in the case when that account exists only on the respective platform and isn’t present on the B2COPY investment platform.
* The issue of duplicate deductions from a source account, which could occur when a deposit to a PAMM account was stuck in pending and processed multiple times, has been resolved.
* Master and investment accounts are now correctly created in the Web UI. Previously, their creation could fail due to issues with creating wallets required as payment accounts on the investment platform.
* When creating a MAM subscription in the Web UI, the allocation method and risk ratio are now correctly applied to it according to the settings of the MAM master account to which the subscription has been created.
* In a standalone B2COPY solution, when creating master or investment accounts from existing MT4/5 accounts, client personal data on the platform remains unchanged and is no longer overwritten by information from the B2COPY investment platform.

***

### October, 2024

#### New B2COPY Web UI

We are happy to announce the revamped B2COPY Web UI. The redesign focuses on optimizing complex user scenarios while preserving the existing functionality and ensures that the interface stays current with modern design standards (for details, refer to the [User guide](https://docs.b2copy.b2broker.com/user-guide/sign-in-and-2fa)).

### September, 2024

#### Improvements

* For **cTrader**, it has become possible to create master and investment accounts in the Back Office using the trading accounts existing on the cTrader platform.
* For master and investment accounts with set risk limits, PnL is now calculated more frequently, allowing for quicker checks against limit thresholds to ensure accounts are blocked promptly if risk limits are reached.
* Comments added in the MT manager for balance operations on master and investment accounts now use external identifiers of balance deals from the respective platform instead of the internal identifiers used on the investment platform.
* The accrued fee debt that couldn’t be deducted from an investment account due to insufficient funds is now attempted to be charged after completing the regular fee payment process according to the fee plan. If sufficient funds are available on the investment account, the full debt for one or more fee types will be deducted; otherwise, a partial deduction will occur.
* Fee payments listed on the Fee report tab in the details of master and investment accounts in the Back Office are now sorted by the **Created column** in descending order, ensuring the most recent payment appears at the top of the list.
* A new option named **Show allocation method** on creation subscription page has been added on the **Web UI Settings** tab in **B2COPY** > **Settings**. Set this option to **Show** to enable clients to select the allocation method and risk ratio when creating copy-trading subscriptions in the Web UI.
* When creating a subscription in the Web UI, the field for entering a promo code is now displayed only if a promo offer has been set up for the master account.

#### Improvements to PAMM

* Partial closing of positions on a PAMM master account now leads to proportional partial closing on the subscribed PAMM investment accounts, based on the closed volume rather than the free margin.‍‍
* When a PAMM rollover occurs, if there is a request for unsubscription of an investment account, all pending balance operations requests from that investor are now automatically canceled, and only the unsubscription request is processed.
* When clients transfer funds in the Web UI, PAMM investment accounts without subscriptions are now hidden from the selection list as funds can only be transferred to the PAMM investment account after it is subscribed to a master account.
* In the Web UI, clients creating a PAMM master account can now deposit funds to the associated PAMM investment account at the final step of the account creation process.
* When creating a PAMM subscription in the Web UI, only PAMM investment accounts denominated in the same currency as the master account are displayed in the selection list as only PAMM accounts in the same currency can be subscribed.

#### Resolved issues

* Fee payments are now assigned the **Failed** status when there are insufficient funds on an investment account for deducting the required fee amounts, instead of leaving such transactions unprocessed.
* Risk limits are now correctly assigned and saved for master accounts on the **Risk Limits** tab in account details. Additionally, appropriate error messages are displayed when invalid risk limits are entered.
* In standalone solutions, sharing fees deducted from investment accounts and paid to IB partners are now correctly converted to the currency of the IB partner's account when the fee amount and the account are in different currencies.
* In standalone solutions, when registering new clients in the Back Office, you can now use the dropdown in the **Create client** popup to select the appropriate platform instance if several instances are available on your investment platform. This enables you to register clients on the desired platform.

***

### June, 2024

#### New features

**Introducing cTrader for the B2COPY investment platform**

We're happy to announce the long-awaited addition of cTrader to the suite of supported platforms on the B2COPY investment platform. This integration enables copy-trading, MAM, and PAMM functionalities for cTrader, significantly expanding the overall B2COPY functionally.

</details>