Manage your Partnership perfectly with UpTrader CRM
As a broker, it's essential to have the right tool to manage your partners and calculate partner rewards accurately and on time. UpTrader CRM provides its clients with an advanced partnership program that can help manage rewards efficiently with flexible settings.
The multi-account partnership program
With this program, partners can create and customize partnership conditions to their liking, utilizing our advanced mode to craft the perfect conditions for their business. Clients are automatically assigned to IB-level 1 upon approval of a partnership application, with a remuneration of 3 USD per lot for all trading instruments (except Energies, which have a remuneration of 1 USD per lot). As partners work their way up to IB-level 2 and IB-level 3 by fulfilling certain conditions, they become eligible for even greater rewards.
Partners can access all these features through our user-friendly admin interface. With just a few clicks, they can create, edit, or delete partnership conditions, adjust reward structures, and more.
Manage reward frequency
The default reward payment frequency is determined by the frequency of payment and can be set for each partner separately.
For those who want to receive their rewards quickly, we offer Daily Instant payments. These rewards are automatically available for withdrawal every day without any need for back-office approval. Monthly Instant payments are also available, with rewards automatically available for withdrawal at the beginning of each new month without any back-office approval.
If a partner wants a little more time to review their rewards before withdrawal, they can choose Monthly Delayed payments. These payments become available for withdrawal a set number of days after the beginning of a new month, during which time your back-office team has the opportunity to review and adjust the rewards.
Our platform also allows for automatic reward payments with the option to enable or disable this feature. We understand that some partners prefer more control over their rewards, so we also offer the option to require back-office approval for all new rewards.
Exclude bonuses from rewards
The Bonus Coefficient is a powerful tool that comes into play when the Bonuses option is enabled. By setting the "Use bonus coefficient" option, the bonus funds are excluded from the calculation of partner rewards.
This setting is particularly useful for partners whose referred clients are receiving bonuses on their trading accounts. The equity of the referral's trading account is made up of both their own funds and bonus funds. As a result, the partner reward receivable is inversely impacted by the amount of bonus that constitutes the equity. In other words, the more bonus funds that make up the equity, the smaller the partner reward will be.
This feature provides partners with greater flexibility and transparency in managing their rewards, allowing them to better align their efforts with the goals of their business. With the Bonus Coefficient, partners can now focus on bringing in high-quality clients who will make substantial deposits and trade frequently, without having to worry about the impact of bonus funds on their rewards.
Other features
Partners can also take advantage of our rebate system by selecting the default rebate program. We also offer various settings for brokers, including the ability to view phone numbers and email addresses of clients who use partner code, as well as access to the SUB IB tree.
Contact us to get more information by [email protected], or using our live chat.
