If you are starting a Forex brokerage firm and looking for a reliable Forex solutions provider, just leave a request, and we will design the best offer for you.
Immediate operational access to a complete Forex CRM environment, provisioned automatically after registration, with a 72-hour full-access evaluation period included at no cost.
If you are an owner of a brokerage company or going to start one, you will probably need the best Forex CRM Solutions. We supply brokers with all core Forex Solutions which help brokerages start or improve their business.
Forex CRM is easy to use. It can be integrated with any trading platform just in one day.
Connect to the trading platform
Add your staff
Set rules
Set up analytics
Customise CRM to fit your style
Launch your brokerage!
Watch your clients’ activity
Manage partners and IBs
Control deposits/ withdrawals
Monitor KYC/AML
Notify your clients
Run marketing campaigns
Your clients are happy and active!
A client logs in
Fills out a KYC form
Manager
Chooses an account
Deposits
Starts trading
Withdraws
Deposits again!
Let your managers keep track of clients
Managers see urgent tasks first
You can track your managers’ efficiency
No client is lost!
Invite partners
Let partners attract clients
Let partners manage their clients
Keep track of the IB’s efficiency
Enlarge your IB network!
This part of Forex CRM was created to efficiently configure all aspects of CRM operations. There are settings for all the components of your business: marketing, sales, payment system integrations, access rules for company departments, trading platforms, analytics, email communications, KYC, conditions for Introducing Brokers, and so on.
Learn moreThis is an interface for your finance department, technical support, and compliance.
Monitor all your clients and their trading activity. Easily control deposits and withdrawals, KYC procedures, and launch your marketing activities.
Forex back office is designed for quick management of the company's business processes. Your employees will be able to closely follow client activity:
This is an interface for your customers.
The easier it is for clients to manage their trading accounts and personal data, the shorter will be their way from registration to deposit. Forex trader’s room at UpTrader is designed in a manner that allows clients to quickly learn their way around and start trading.
Forex affiliates help your business grow fast in different countries at the same time without additional costs for staff and maintenance.
Develop your Forex affiliate network across the world: everyone will be happy to do business with you because the IB reports show data transparently for each client, all calculations are automated, and all data is fully available in the partners' section.
Your partners can get different Excel reports detailing their clients' trading volumes and other data important for their IB rewards. You can also arrange how frequently different types of reports are generated.
Your partners can motivate their clients and attract new ones by using promo banners.
Your partners can see all their clients, trading details, their money, and their activity.
Charts show monthly IB efficiency.
Your partners can see their rewards.
* Excel reports
Run your brokerage from anywhere — directly from your phone.
The new UpTrader CRM mobile app is purpose-built for forex brokerswho want to operate at full speed — even on the go.
Your brokerage doesn't stop — and neither should you.
With the UpTrader mobile CRM app, you get:
Whether you're launching a new brokerage or managing a global operation, this app gives you the freedom to lead from anywhere.
There are lots of exciting social trading solutions to help your clients start earning money. One of them is a copy trading platform. Just let your clients choose strategies and get profit easily by copying orders.
Manager
Investor
We have a White Label copy trading platform for both Trading Platform 4 and 5.
The platform can work in MAM, PAMM, or social trading modes. You can set all the settings yourself. For instance, in the MAM mode, the manager trades using a common account, while investors monitor the trading operations and see profits in their account balance.
Good liquidity, in essence, provides you with the speed of execution on your clients' trades at the best prices with minimal cost. If you supply your clients with good liquidity, you will certainly build a long-lasting relationship with them.
If you are looking for a Forex liquidity provider, we can offer you the best one. We deliver deep liquidity pools for:
We offer liquidity for more than 100 cryptocurrency pairs.
More about liquidityUpTrader is a trusted Forex CRM provider with over 10 years of experience in Forex solution development. Over 30 products and cloud solutions by UpTrader can meet all the demands of a Forex company: from starting a Forex brokerage firm from scratch to getting more clients and optimizing business processes in your company.
UpTrader offers comprehensive solutions for conquering the financial markets:
