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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 MT4, MT5 and cTrader 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, cTrader 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
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Forex CRM Admin | You
- Payments for forex liquidity with UpTrader
- Management
- Departments
- 7 languages
- Google analytics
- Notifications
- Trading platforms
- Specification
- KYC
- Partnership rewards
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Forex Back Office | Your staff
- Bonuses and advertising campaign management
- Client support
- Deposit/withdrawal
- Partnership program management
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Trader’s room | Your customers
- Trading and financial tools
- Comprehensive data
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Forex affiliates | Your partners
- Reports
- Marketing tools
- Management
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Sales module in Forex CRM | Your perfect sales team
- Very friendly interface
- Good structure
- Planning deposits
- Charts
- Emails
- Calls
- Well organised client data
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Investment service for MT4, MT5
- PAMM
- MAM
- Social trading
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Forex CRM Admin
You -
Forex Back Office
Your staff -
Trader’s room
Your customers
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
-
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 / cTrader or any trading platform you want to connect to.
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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.
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Registration/KYC
Simple registration for traders / affiliates / investors through one CRM.
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Bonuses
Set up bonus terms for clients manually.
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Deposit/Withdrawal
The broker's staff approves/declines all deposits or withdrawals.
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Statuses
Motivate clients to deposit more using the status system and its benefits.
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Wallet
A non-trading account to deposit and withdraw funds, from which a client can transfer money to their trading accounts
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Social trading platform
MAM, PAMM, or social trading.
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Easy account management
Setting up trading account types and trading conditions.
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.
Registration/KYC
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Smooth registration
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Instant verification in a few clicks
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No routine processes for clients or partners
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.
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.
Easy account management
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Opening accounts
А client sees the list of account types available at the brokerage and can choose the best one for them.
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Account settings
А client can choose account leverage from the list approved by brokerage, execution type, and so on.
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Account history
А client can view all their trading history, including balance operations and pending orders without having to log in to the trading terminal.
Opening accounts
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!
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:
$100
No bonuses
$500
- All bonuses
- Personal manager
$1000
- All bonuses
- Personal manager
- Reduced swaps
- No commission
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:
Registration/KYC
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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.
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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.
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.
Partnership (Forex affiliates in your Forex CRM)
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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.
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Reports
Get reports about every partner as often as you want. Be aware of all the events.
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Access to all information on partners and clients
Your staff has access to all the information on partners and clients and can manage it.
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Dashboards and charts
Use dashboards and charts for easy management.
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.
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.
Deposit/Withdrawal
Adding new payments methods.
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.
Easy account management
Trading accounts settings
- Admin decides whether to open a trading account for all new users or for verified clients only.
- You can choose whether to allow demo trading or real trading only.
- Decide on the settings for trading accounts. What are your leverage levels, which minimal and maximal deposit amounts should be required? What is the currency for this account?
Agreements
Create and upload any agreements you would like your clients to accept.
Partnership (Forex affiliates in your Forex CRM)
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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?
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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?
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Choose report configuration
You get to choose what kind of reports your partners are receiving.
Bonuses
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Manage general settings
Authorise or disable bonuses. Decide how bonuses are deposited:
Balance — depositing user balance / Credit — depositing user credit.
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Personal bonuses
Let managers give their clients individual bonuses right away when they are making a sale.
Fresh technical analysis, economic calendar, and news in your Forex CRM
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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.
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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.
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.
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.
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 5
Finalto (CFH) ClearPro
Any other platform can be added on demand
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.
Deposit/Withdrawal
Your partners can get an overview of their clients' money from the reports or from the charts on the dashboard.
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Bonuses
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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.
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Promo
Your partners can attract new clients by using promo banners.
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List of clients
Your partners can see all their clients, all trading details, their money, and their activity.
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Dashboard with charts
Charts show monthly IB efficiency.
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Partnership rewards
Your partners can see their rewards.
Promo
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.
Admin
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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.
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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.
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Analyze the work of sales department
Use charts and dashboards.
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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.
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Percentage of sales
Motivate your sales team by creating individual motivational programs.
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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.
Sales manager
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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.
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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.
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Archiving previous conversations
Any manager would appreciate tips on how to speak with clients and what to expect from them.
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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.
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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.
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Planned deposits
This feature helps sales representatives to achieve their goals, and their management to get an estimate of their team's plans.
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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.
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.
As an administrator, you decide which mode of operation is best for your company.
МАМ module
Manager
Common account
Investor
МАМ module
Standard mode: the manager trades in a common account, while investors monitor the transactions and can see changes in their account balance.
Social trading, or copy trading platform
Manager
Common account
Investor
Social trading, or copy trading platform
The trader operates with their personal funds in their personal account, while transactions are copied to the accounts of investors.
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
