MT4 or MT5 CRM?
Choose by workflow.

Start with the accounts and operations

A shared CRM foundation does not give two trading platforms identical execution capabilities. Select the edition that matches your broker environment, account groups and required operations. Then validate those operations through the actual connector.

Both editions provide a client and team workspace. MT4 connects through its dedicated REST gateway; MT5 connects through authorized MT5 Web API access. The acceptance plan must cover the account data and permissions your team will use.

Compare current platform capabilities

This comparison reflects the product scope reviewed on 18 October 2026. Availability on an individual broker connection still depends on access rights, data and configured services. The table separates retained interfaces from enabled operations.

Execution and investor accounting

MT5 MAM prepares an equal or weighted plan, requires confirmation and records results per participating account. MT5 Copy Trading uses configured routes between compatible hedging accounts and needs a running execution worker. MT5 PAMM records investor shares and checks settlement conditions around a dedicated manager account.

MT4 retains investment-module interfaces while live MAM and Copy Trading execution, PAMM settlement, rollover and transfers remain blocked. MT4-to-MT5 copying is not included in the current MT4 edition.

Deployment and migration decisions

Keep the installations, private databases and encryption keys separate. Verify account identifiers with their server and connection context so identical logins on different servers do not become confused.

Plan import, access roles, client portal checks, reconciliation and recovery before production. If both platforms are required, define responsibilities for each edition and confirm which records can be migrated without assuming that trading state or permissions transfer automatically.