Back Office Tools

Dividend Allocator

Automate dividend distribution, eligibility, tax, FX conversion and crediting, accurately and on schedule.

Key features

What you get

Automated Eligibility Checks

Identify exactly which positions and accounts qualify for each dividend event, automatically.

Tax Deduction Handling

Apply the correct withholding/tax treatment per instrument and jurisdiction.

FX Conversion

Convert dividend amounts into account currency using the rates you define.

Scheduled Crediting

Apply dividends to all eligible accounts on time, without manual intervention.

Full Records

Keep a clear, auditable record of every dividend run for reconciliation.

For FX and CFD brokers offering equities and equity CFDs, dividend distribution is one of the most operationally demanding and time-sensitive recurring tasks in platform management. Every dividend event requires accurate eligibility checks, correct tax deduction calculations, FX rate conversions where applicable, and timely application to all eligible client accounts, often across hundreds or thousands of positions simultaneously. Managing this process manually is slow, error-prone, and exposes the brokerage to real financial and reputational risk.

Broktinger's Dividend Allocator automates the entire workflow. It handles eligibility, tax, FX conversion and crediting for every dividend event, on schedule, every time, so your team can stop firefighting around ex-dividend dates.

Who is Dividend Allocator for?

  • Brokers offering equities and equity CFDs with regular dividend events
  • Back-office teams managing eligibility, tax and FX by hand today
  • Operations staff who need dividends applied accurately and on time
  • Brokers who want an auditable dividend process for reconciliation

Why brokers choose it

Accuracy. Eligibility, tax and FX handled by rules, not manual spreadsheets.

Timeliness. Dividends credited on schedule for every event.

Auditability. Every run is recorded for clean reconciliation.

Frequently asked questions

Does it handle tax and FX?

Yes, tax deductions and FX conversion are part of the automated workflow.

Can dividends be applied on a schedule?

Yes. Runs can be scheduled so eligible accounts are credited on time.

Does it work for MT4 and MT5?

Yes, the tool supports both platforms.

Get Started with Dividend Allocator

Take the risk and manual effort out of dividends. Contact us to set up your subscription.

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