Uses tool engagement as a sign that a client is active, or drifting away.
See Lead Intelligence →Trading tools · Integration
TradingView, connected to Intivion.
Traders judge a broker by its charts. Intivion connects to TradingView so the charts your clients already know sit inside your platform and portal, under your brand.
- Category
- Trading tools
- Status
- Live
- Connection
- Native connector, maintained by Intivion
- Typical setup
- 2 to 5 working days
- Website
- tradingview.com ↗
01What connects
What flows between TradingView and Intivion.
Data comes in as it happens and lands on one record per client. Actions go back the other way.
From TradingView to Intivion
From Intivion to TradingView
Used by Client Portal.
02What the Brokerage Intelligence System does with it
It reads the data as well as moving it.
A plain integration copies the data across. The Brokerage Intelligence System reads it next to everything else it knows about the client.
Client #31877 stopped opening market analysis 10 days ago. Schedule a check-in.
03About TradingView
TradingView.
TradingView is a charting platform and social network used by millions of traders, with widgets brokers can embed.
04Setting it up
Live in four steps.
Our onboarding team does the connection with you. Your current systems keep running throughout.
- Step 1
Enable the tool
Add your licence details in the Intivion admin.
- Step 2
Choose who sees it
Pick account types, brands and countries.
- Step 3
Place it
Add it to the portal menu or dashboard.
- Step 4
Go live
Clients sign in once and the tool opens inside the portal.
05More
More in Trading tools.
The Brokerage Intelligence System works with all of them, side by side.
Questions brokers ask about TradingView.
How TradingView reaches your traders inside the Client Portal, and how we set it up.
Where do traders see TradingView charts?
Inside your trading platform and Client Portal, under your brand, so traders get the charts they already know without leaving your environment.
Why does TradingView matter to a broker, not just to traders?
Traders who find useful content log in more often, and every login is another chance for your retention team to stay in touch before a client drifts away.
Can we choose where TradingView appears?
Yes. Our onboarding team sets up where TradingView appears in the portal for each brand.
How does the Brokerage Intelligence System use TradingView engagement?
It treats tool engagement as a sign of whether a client is active or drifting away, so retention can step in before the client goes quiet.
Will our current setup be disrupted while TradingView is connected?
No. Our onboarding team does the connection with you: we connect TradingView, place it in the portal for each brand and check it with you before it goes live. Your existing systems keep running until you're happy to switch.
See TradingView and the Brokerage Intelligence System together.
Bring your setup. We'll show you the decisions the Brokerage Intelligence System makes on a model of your brokerage.
