UpTrader Forex CRM system

Managing client relations for Forex brokers

Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for both MT4 and MT5 brokers. Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. That is why we work fast but still set a high quality standard. We will boost your business in just one day. That is how long it takes to integrate Forex CRM with your MetaTrader 4, MetaTrader 5, or any other trading platform.

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

UpTrader Forex CRM main structure

  • Forex CRM Admin | You

    • Payments for forex liquidity with UpTrader
    • Management
    • Departments
    • 7 languages
    • Google analytics
    • Notifications
    • Trading platforms
    • Specification
    • KYC
    • Partnership rewards
  • Forex Back Office | Your staff

    • Bonuses and advertising campaign management
    • Client support
    • Deposit/withdrawal
    • Partnership program management
  • Trader’s room | Your customers

    • Trading and financial tools
    • Comprehensive data
  • Forex affiliates | Your partners

    • Reports
    • Marketing tools
    • Management
  • Sales module in Forex CRM | Your perfect sales team

    • Very friendly interface
    • Good structure
    • Planning deposits
    • Charts
    • Emails
    • Calls
    • Well organised client data
  • Investment service for MT4, MT5

    • PAMM
    • MAM
    • Social trading
  • Forex CRM Admin

    You
  • Forex Back Office

    Your staff
  • Trader’s room

    Your customers
UpTrader Forex CRM main structure
Forex CRM Provider
  • Forex CRM Admin | You

    • Payments for forex liquidity with UpTrader
    • Management
    • Departments
    • 7 languages
    • Google analytics
    • Notifications
    • Trading platforms
    • Specification
    • KYC
    • Partnership rewards
  • Forex Back Office | Your staff

    • Bonuses and advertising campaign management
    • Client support
    • Deposit/withdrawal
    • Partnership program management
  • Trader’s room | Your customers

    • Trading and financial tools
    • Comprehensive data
  • Forex affiliates | Your partners

    • Reports
    • Marketing tools
    • Management
  • Sales module in Forex CRM | Your perfect sales team

    • Very friendly interface
    • Good structure
    • Planning deposits
    • Charts
    • Emails
    • Calls
    • Well organised client data
    Coming soon!
  • Investment service for MT4, MT5

    • PAMM
    • MAM
    • Social trading
  • Forex affiliates

    Your partners
  • Sales module in Forex CRM

    Your perfect sales team
  • Investment service

    for MT4, MT5

The main features of the UpTrader Forex CRM

Show CRM screenshots
  • Forex trading platforms

    UpTrader Forex CRM works with MetaTrader 4 / MetaTrader 5 / or any trading platform you want to connect to.

  • Free technical and fundamental analysis, economic calendar, and daily news

    All UpTrader clients have access to a high-quality analytics feed which is published daily in the Forex trader's room.

  • Registration/KYC

    Simple registration for traders / affiliates / investors through one CRM.

  • Bonuses

    Set up bonus terms for clients manually.

  • Deposit/Withdrawal

    The broker's staff approves/declines all deposits or withdrawals.

  • Statuses

    Motivate clients to deposit more using the status system and its benefits.

  • Wallet

    A non-trading account to deposit and withdraw funds, from which a client can transfer money to their trading accounts

  • Social trading platform

    MAM, PAMM, or social trading.

  • Easy account management

    Setting up trading account types and trading conditions.

Trader’s room

Trader’s room

The easier it is for clients to manage their trading accounts and personal data, the shorter will be their way from registration to deposit. The trader's room is designed in a manner that allows clients to quickly learn their way around and start trading.

Personal information Deposit Wallet

Registration/KYC

  • Smooth registration

  • Instant verification in a few clicks

  • No routine processes for clients or partners

Registration/KYC

Deposit/withdrawal

Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. The commission is calculated right away. Only verified clients can make deposits.

Deposit/Withdrawal

Wallets

The wallet is your non-trading account for depositing funds. You can distribute funds from the wallet to all your trading accounts and withdraw them back.

The wallet is designed to make it easier for you to manage your finances. This is especially true if you use more than one trading account. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet.

Wallets

Fresh technical analysis, economic calendar, and news in your Forex CRM

Access to daily technical or fundamental analysis for your clients in the trader's room.

All important information in one place. Your client can have an analytics feed, important company news, and special offers in their trader’s room, without having to go to other websites. Your clients can find everything they need right on your website!

Economic calendar
Technical analysis

Statuses in Forex CRM

Access to daily technical or fundamental analysis for your clients in the trader's room.

Your client can choose a deposit account based on status advantages. For example:

Newbie $100

No bonuses

Profi $500
  • All bonuses
  • Personal manager
VIP $1000
  • All bonuses
  • Personal manager
  • Reduced swaps
  • No commission
Statuses
Back office

Forex Back Office

Take a look at all your clients and their trading activity. Take control of the deposits and withdrawals, monitor 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 your clients' activity:

Campaigns Personal information Withdraw requests

Registration/KYC

  • Email confirmation

    Do you want your clients to confirm their emails or not? You can switch this feature on or off if you do not want them to get stuck during registration.

  • List of all clients/partners

    Your staff can see all new clients and partners in a list. They can filter them by registration date, region, status, partner’s code, etc. New leads show up on the top of the list with all crucial information like name, phone number, email address, partner’s code, status, country, UTM.

Registration/KYC

Deposit/Withdrawal

Your staff can see and process all deposit/withdrawal requests. Notification system alerts the clients about every step of KYC and deposits/withdrawals.

Deposit/Withdrawal

Partnership (Forex affiliates in your Forex CRM)

  • Partnership rewards

    You can decide whether to pay rewards automatically or to approve/reject them manually. Decide which commission you want to pay. Pay every day or every month. Set up conditions individually for every partner.

  • Reports

    Get reports about every partner as often as you want. Be aware of all the events.

  • Access to all information on partners and clients

    Your staff has access to all the information on partners and clients and can manage it.

  • Dashboards and charts

    Use dashboards and charts for easy management.

Reward program Reports Partners Dashboard

Reports

Bonuses

Welcome bonus

Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them.

  • New client
  • $100 welcome bonus
  • 1 week trading
  • Ask clients to deposit to redeem profit

Deposit bonus

Use this bonus to motivate your clients to make their first deposit, or deposit more, or deposit more often.

  • New client/Old client
  • Deposit from $100
  • Bonus +50%
  • Your client has $150 for trading

Monthly interest

Motivate clients to retain money in their accounts. Offer them an annual interest rate on their balance.

  • New client/Old client
  • Monthly interest 20% on a balance which is more than $1000

Manually allocated bonus (customise settings)

Use flexible settings to the fullest to create your own bonuses. You can decide what type, what conditions, what name, and so on you want your bonus to have.

  • Sales manager
  • Designs a personal offer to make a quick sale
  • Manually allocated bonus settings

Make them stand out: create promo materials and banners, publish news and articles, make them visible to attract attention.

Admin back office

Forex admin back office

This is the upper level of business management. Through the Forex admin back office, a broker can customize all aspects of UpTrader Forex CRM: enable Payment System APIs, set up account types and trading platform integrations, manage their staff, and implement Introducing Broker rewards, among other things.

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

Customization Banners management Payment system settings

Deposit/Withdrawal

Adding new payments methods.

Mastercard
Visa
Bitcoin
Tether
Neteller
Skrill
Payment system settings

Wallet

Admin chooses the way to deposit money: directly to a trading account, through a wallet, or both ways.

The wallet is a non-trading account for depositing funds. The clients can distribute their funds from the wallet to all their trading accounts or put them back to the wallet.

Wallet

Partnership (Forex affiliates in your Forex CRM)

  • General settings

    It is your call whether to set up a partnership program or not. Do you want to keep to the default settings or elevate to the sophisticated ones? Do you allow your partners to see client phone numbers and email addresses or not? Is it okay for your partners to have a sub-IB tree? Do you want to process partner awards automatically or manually?

  • Settings for partnership rewards

    You decide whether the rewards are calculated based on trading volume, commission or spread. What percentage are you willing to pay to IBs and sub-IBs?

  • Choose report configuration

    You get to choose what kind of reports your partners are receiving.

Partnership

Bonuses

  • Manage general settings

    Authorise or disable bonuses. Decide how bonuses are deposited:

    Balance — depositing user balance / Credit — depositing user credit.

  • Personal bonuses

    Let managers give their clients individual bonuses right away when they are making a sale.

Bonuses

Fresh technical analysis, economic calendar, and news in your Forex CRM

  • Technical analysis — free feed for the first 3 months

    This marketing tool is worth your while. Just use this information to motivate your clients to trade more.

  • Your staff can publish any news in the trader's room

    Having a fresh daily analysis, publishing important company news allows you to attract your clients' attention to trading, especially if your clients are just starting out. Marketing tools (adding banners, setting up special offers).

    Come up with enticing marketing offers and give out benefits to your clients to make them more loyal to your company.

Technical analysis

Statuses in Forex CRM

Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible.
For example, you can create a status system based on the deposit amount.

Newbie
Profi
VIP

Or assign a status according to the level of the funnel passage: Registration, deposit, trade. This status system can also be used by your sales department — it is up to you, as is everything else.
You can create any other statuses you like.

Statuses

Trading platforms

As the admin, you can add any trading platform right from your administration interface. All you need is login credentials for a manager account on the platform. You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place.

On each platform, we support:

  • Opening new trading accounts
  • Deposits and withdrawals
  • Viewing trading history and balance operations
  • IB calculations and reports
  • Bonuses
  • Blocking and unblocking accounts

MetaTrader 4

MetaTrader 4

MetaTrader 5

MetaTrader 5

Finalto (CFH) ClearPro

Finalto (CFH) ClearPro

Any other platform can be added on demand

GrandTrade
Forex affiliates

FOREX AFFILIATES (INTRODUCING BROKER) SECTION

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

Dashboard Reports Users

Deposit/Withdrawal

Your partners can get an overview of their clients' money from the reports or from the charts on the dashboard.

  • Bonuses

  • Excel reports

    Your partners can get different Excel reports detailing their clients' trading volumes and other data important for their IB rewards. You can also change the generation frequency for different types of reports.

  • Promo

    Your partners can attract new clients by using promo banners.

  • List of clients

    Your partners can see all their clients, all trading details, their money, and their activity.

  • Dashboard with charts

    Charts show monthly IB efficiency.

  • Partnership rewards

    Your partners can see their rewards.

Bonuses Reports Promo materials List of clients Dashboard Reward program

Promo

Sales module in Forex CRM

Sales module in Forex CRM

Coming soon!

Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. This sales system was created with specific broker tasks in mind. It has a wide functionality and allows you to manage and analyse sales managers' performance separately and sales department performance in general.

Tasks Tasks Dashboard

Admin

  • Client distribution settings

    You can distribute clients from different countries with different deposit amounts to different managers or partners. Make service for important clients really stand out.

  • Manager access settings

    Are your managers authorised to give out personal bonuses to clients or not? Should they approve withdrawals or not? Can they see partners' reports or not, etc. You decide.

  • Analyze the work of sales department

    Use charts and dashboards.

  • Planned deposits

    This feature helps the management to get a clear overview and then, at the end of the month, to estimate whether the business goals have been achieved or not.

  • Percentage of sales

    Motivate your sales team by creating individual motivational programs.

  • Logging

    We archive all client history, such as deposit/trade history, threads with the support team, old personal information like phone numbers, emails, addresses, documents, etc.

Admin tasks

Sales manager

  • Quick calls

    It lets the manager make a call right from the client list. This small but important feature allows the manager to work quicker, since they do not have to open a separate window for each client.

  • Estimate of lead quality

    Managers can flag promising leads and fake registrations. That way, it is easy to avoid spending too much time with a bad contact in the future.

  • Archiving previous conversations

    Any manager would appreciate tips on how to speak with clients and what to expect from them.

  • Postponing tasks

    It is rather difficult to keep all the tasks in mind. The managers can postpone some tasks if they do not have enough time to complete them right away, or they can plan future calls with the clients.

  • Deposit attempts

    The system creates a task for the manager when a client attempts to make a deposit.

    Managers can see all key marketing metrics like UTM, special offer, and registration page in the client profile. They are helpful in figuring out why the client is here and what to sell them.

  • Planned deposits

    This feature helps sales representatives to achieve their goals, and their management to get an estimate of their team's plans.

  • Manually allocated bonuses

    To make a successful sale right away, a manager should have certain freedom in their actions. For instance, the freedom to offer individual bonuses to certain clients to close deals more quickly.

Investment service

WHITE LABEL SOCIAL TRADING PLATFORM
(PAMM/MAM MetaTrader 4/MetaTrader 5 Investment platform)

UpTrader social trading platform MT5/MT4 combines the principles of PAMM, MAM, and Social Trading. It guarantees precise execution and reporting. The results of each transaction are split between investors up to a cent. It is possible to check different traders' performance through aggregated ratings.

Invest rating Strategy chart Strategy information

How to start a Forex brokerage firm from scratch?

Start with buying White Label MetaTrader 4 and MetaTrader 5
UpTrader — your trusted White Label ​​Forex brokerage provider.

To start your brokerage company, you need:

  • Forex website
  • Forex Trader’s Room
  • Forex CRM
  • Payment systems and a trading platform
  • Fair trading conditions
  • Qualified technical support

We provide all services and work with A-book, B-Book, and hybrid models.

We offer affordable prices for MT4 and MT5 White Labels — the best Forex label platforms used by 90% of the traders around the world.

Find out more
A trading platform completely customised to fit your brand's demands

A trading platform completely customised to fit your brand's demands

Personal information Deposit Wallet Campaigns Personal information Withdraw requests Customization Banners management Payment system settings Dashboard Reports Users Tasks Tasks Dashboard Invest rating Strategy chart Strategy information
Opening accounts Account settings Account history
Reward program Reports Partners Dashboard
Bonuses Reports Promo materials List of clients Dashboard Reward program

Subscribe to our news