UpTrader CRM

Managing the client relations for Forex brokers

Having worked in the financial services market for a long time, we do understand that for brokers, time is money. That's why we work fast, while aiming for quality. We will boost your business just in one day. That is how long it takes to integrate UpTrader CRM with your trading platform.

Control your sales, improve your team's communication with traders and partners, keep track of withdrawal requests, and help clients with technical issues. UpTrader CRM will be branded in accordance with your corporate identity and fully customized to suit the needs of your business.

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Client (your customers)

All the necessary trading tools
Easy and user-friendly interface
Comprehensive data

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Back Office (your staff)

All the necessary features for effective communications and customizable workflow settings

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Admin (you)

Loads of configuration options and ready to use business processes for your brokerage company

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Client Interface

The easier it is for clients to manage their trading accounts and personal data, the shorter will be their way from registration to deposit. UpTrader's client interface is designed in such a way as to allow clients to quickly learn their way around and start trading.

Your clients will be able to:

  • Register and pass KYC verification in a couple of clicks
  • View the full history of deposits and withdrawals on one page
  • Deposit and withdraw funds using over 30 payment methods
  • Open accounts and set their leverage, currency, type of order execution.
  • Enter the trading terminal directly from the client interface without any additional authorization
  • Download MT4 or MT5 right in the client interface
  • Read market analyses and your company news
  • Follow the important economic news for more active trading
  • Receive promotional messages, as well as personal special offers directly in the client interface
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Your clients will be able to:

  • Register and pass KYC verification in a couple of clicks
  • View the full history of deposits and withdrawals on one page
  • Deposit and withdraw funds using over 30 payment methods
  • Open accounts and set their leverage, currency, type of order execution.
  • Enter the trading terminal directly from the client interface without any additional authorization
  • Download MT4 or MT5 right in the client interface
  • Read market analyses and your company news
  • Follow the important economic news for more active trading
  • Receive promotional messages, as well as personal special offers directly in the client interface
Contact sales

Partnership (Introducing Broker) Section

Develop your IB network across the world: everyone will be happy to do business with you because the IB reports transparently show data for each client, all calculations are automated, and all data is fully available in the partner's section.

You partners will see:

  • In-depth reporting system
  • All partner rewards for each particular trade
  • Automated calculation and payout of rewards
  • Trading activity and personal data of their clients
  • Customizable IB programs and payout conditions
  • IB rewards customizable for each trading symbol
Contact sales

You partners will see:

  • In-depth reporting system
  • All partner rewards for each particular trade
  • Automated calculation and payout of rewards
  • Trading activity and personal data of their clients
  • Customizable IB programs and payout conditions
  • IB rewards customizable for each trading symbol
Contact sales

Back Office

See all your clients and their trading activity. Easily control deposits and withdrawals, monitor KYC procedures, and execute your marketing activities.

Back office is designed for quick management of a company's business processes. Your employees will be able to closely follow activity of clients:

  • View deposit and withdrawal requests
  • Approve withdrawal requests and verify documents
  • See the full history of operations: opened accounts, uploaded documents, trading activity
  • Notify clients about new products and services, provide market analysis
  • Run marketing promotions, set up personal offers
Contact sales

Back office is designed for quick management of a company's business processes. Your employees will be able to closely follow activity of clients:

  • View deposit and withdrawal requests
  • Approve withdrawal requests and verify documents
  • See the full history of operations: opened accounts, uploaded documents, trading activity
  • Notify clients about new products and services, provide market analysis
  • Run marketing promotions, set up personal offers
Contact sales

Admin Interface

This is the upper level of business management. Through the admin interface, a broker can customize all aspects of UpTrader CRM: enable Payment System APIs, set up account types and trading platforms integrations, manage their staff, implement Introducing Broker rewards, and so on and so forth.

Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes through selecting options which are best for you.

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KYC & registration settings

Meet requirements of regulators and payment institutions, choose your own verification methods, while appealing to clients with a simple and fast registration process.

Vast analytics

Thanks to convenient charts, built-in analytics page provides up-to-date data on new clients, deposits, and more. Any third-party web traffic analysis service is available for integration.

Management system for partnership programs

Track the activity and progress of your Introducing Brokers. UpTrader CRM supports partnership programs with an unlimited number of sub-levels. You can fully customize your IB rewards. Forget about Excel: everything is automated!

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Your support will be felt

The internal support system will help your clients to quickly find solutions for their issues. Track the operation of your client support: full history and statuses of client requests are available.

We work with over 40 payment systems and continue to expand that list. Thanks to the available variety, you can work with clients across the world.

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