When most traders start using a new platform, what do they notice first?
Not the backend speed or the tech stack that comes later. It is the interface they work with every day. And if that interface is confusing or clunky, it reflects badly on the broker offering it.
That is why the Vertex Client Terminal really matters.
Built as the front-facing part of the Vertex trading platform, this terminal is where your clients actually do business. They open trades, manage positions, read charts and interact with the market. For brokers, offering this terminal means giving traders a reliable, easy-to-use environment that does not skimp on the tools or performance they need.
This blog will walk you through what the Vertex platform is, how the Client Terminal works and why it is a smart choice for brokers who want to give their traders a smoother experience.
What is Vertex Platform?
Vertex is an all-in-one online trading platform provided by Hybrid Solutions. Engineered with brokers and financial institutions in mind, it is a complete ecosystem that ties together front-end and back-end tools to handle everything from trade execution to risk management.
Brokers get the Vertex Backoffice, where they can manage accounts, monitor trading activity and set custom rules. Traders interact with the system through the Vertex Client Terminal, which is a powerful, intuitive interface where trading really happens.
The Vertex Client Terminal: An Overview
Client terminal is the platform interface where your clients will place trades, view charts, manage positions and analyze the markets. And despite being packed with features, the terminal remains incredibly user-friendly, making it ideal for both beginners and experienced traders.
Here are some of its core benefits:
- Simplicity and functionality: The UI is clean and organized, but packed with powerful tools like real-time charting, technical indicators and multi-order support.
- Speed and performance: Trades are executed fast with minimal lag or delay.
- Security: With strong encryption and login management, your clients’ data and accounts are protected.
- Customizability: Traders can tailor their workspace, charts and layouts as per their preferences.
Now explore exactly how traders use this terminal – from login to execution – and see how it adds value to your brokerage offering.
A Smooth Login Experience
Right from the start, the login process is straightforward and secure. Traders can access the terminal using multiple options:
- Through the top left bubble menu
- From the toolbar under the Administration tab
- By double-clicking the “Disconnected” status on the screen
- Or simply pressing Ctrl + L for quick access
Once credentials are entered, the system goes through stages like “Connecting,” “Waiting,” and finally “Connected,” after which all market data is loaded and the trader is ready to go.
There is also a ‘Forgot Password’ feature built in, so users can reset their password directly through the platform without needing external help. And for those connecting via a proxy or alternate server, advanced options like proxy configuration and backup server support are available.
Fast & Flexible Trading
Trading on the Vertex Client Terminal is refreshingly easy. From the Market Watch window, users can double-click a symbol to open a one-click trade window. From there, trades can be executed instantly.
The system clearly distinguishes between Bid (Sell) and Ask (Buy) prices, making spread calculation simple. Traders can open market orders, set limit and stop orders (Buy Limit, Buy Stop, Sell Limit, Sell Stop), and View or manage all orders via the Trade Panel.
It is all just a click away and designed to handle high-volume or high-volatility periods without performance dips.
Managing Open Positions Like a Pro
One of the highlights of the Vertex Client Terminal is how easy it is to manage open positions.
Traders can close positions directly from the Trade Panel by right-clicking and choosing “Close Position.” This opens the one-click trade screen again but this time for closing. From here, users can:
- Close at the current market price
- Set a Take Profit (TP) or Stop Loss (SL)
- Use the “Close by Hedge” option to offset positions (ideal for traders managing both long and short positions on the same symbol)
This flexibility ensures that no matter the strategy, the terminal can keep up.
The Trade Panel
The Trade Panel is where all the live action is monitored. It lists every open position and pending order with detailed insights. Let’s break down the key columns you will find here:
| Ticket | The unique ID of each trade |
| Type | Buy or Sell |
| Amount | Trade size |
| Symbol | Instrument name |
| Open/Current Price | Entry and live price |
| S/L & T/P | Stop Loss and Take Profit values |
| Commission & Interest | Associated charges |
| P/L | Live floating profit or loss |
| Open/Current Value | Value of position at entry and in real time |
| Comment | Any notes added by the trader |
Color coding adds a nice touch here, too:
- Orders near market price (within 10 pips) are shown in green
- Take Profits close to market price are also green
- Stop Losses near the market price appear in red
It is a small but effective way to make information visual and actionable.
Real-Time Charts with Built-In Trading
The market charts are not just for show but fully functional. Traders can:
Open a chart from the Market Watch with a right-click
Drag a symbol onto the Chart Window to view it instantly
Trade directly from the chart using Quick Trade Cells
Adjust pending orders by dragging horizontal lines for SL/TP or entry points
Chart types include:
- Candlestick
- Bar
- Line
- Heikin Ashi
And chart periodicity can be set from 1 minute all the way up to monthly views.
Want to personalize the view? Users can:
- Add/remove templates
- Edit chart colors and styles
- Load all historical data
- Zoom in on selected periods
- Print or save the chart as an image
The platform also offers several Technical Analysis tools, allowing traders to add indicators, draw objects, and analyze trends all within the same screen.
Additional Pannels and Features
The Client Terminal is where trading comes alive and it is the hub of your clients’ trading lifecycle.
Inside, you will find a range of panels and toolbars that support every aspect of trading. These include:
The Home Toolbar, where clients can easily access login, account settings and options.
The View Toolbar, which lets them choose which panels or windows they want to see.
The Technical Analysis Toolbar, where they can access indicators, chart styles and drawing tools.
The Market Watch Panel, which gives real-time streaming prices for the instruments they are interested in.
The Trade Panel, where they can see open trades, pending orders, SL/TP levels, profit/loss and commissions.
The Net Trade Panel, which helps them summarize their net exposure per symbol.
The History Panel, which shows past trades and performance analytics.
The Journal & Mailbox Panels, where they can log system activity and broker communications.
The Alerts Panel, which lets them set custom alerts for price movements or account changes.
The vStore & BackTesting, where they can access plugins or test strategies in simulated environments.
Brokers can also offer advanced features like physical trading for clients dealing in physical assets. That makes the Client Terminal a comprehensive tool for both casual and advanced traders.
Final Thoughts
By providing this terminal, you can give clients an edge in the competitive financial markets.
With its user-friendly design, robust trading tools and extensive customization options, it can empower traders to perform at their best. Along with it, the terminal gives you peace of mind that your platform is secure and scalable.
If you are looking to provide reliable, professional trading experience, Vertex Client Terminal is the solution worth offering.
