UpTrader Forex CRM system

Managing the client relations for Forex brokers

Having worked in the financial services market for a long time, we do understand that for Forex 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 Forex CRM with your MetaTrader 4, MetaTrader 5 or any trading platform.

Control your sales, improve your team's communication with traders and affilates, 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 customized to suit the needs of your business.

UpTrader Forex CRM main structure

  • Forex CRM Admin | You

    • Payment systems
    • Management
    • Departments
    • 7 languages
    • Google analytics
    • Notification
    • Trading platforms
    • Specification
    • KYC
    • Partnership rewards
  • Forex Back Office | Your staff

    • Bonuses and advertising campaigns 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
    • Mails
    • Calls
    • Well organized clients' 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

    • Payment systems
    • Management
    • Departments
    • 7 languages
    • Google analytics
    • Notification
    • Trading platforms
    • Specification
    • KYC
    • Partnership rewards
  • Forex Back Office | Your staff

    • Bonuses and advertising campaigns 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
    • Mails
    • Calls
    • Well organized clients' 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 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.

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

    All UpTrader clients have access to the 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

    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. trader's room is designed in such a way as to allow 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 by what payment system they want to deposit their trading accounts or wallet. They can see commission right away. Only verified clients can make deposits.

Deposit/Withdrawal

Wallets

The wallet is your non-trading account to deposit funds and from which you distribute funds 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. In order not to deposit each account separately through payment systems, and also not to withdraw funds from each account separately. You use only the wallet.

Wallets

Fresh technical analysis, economic calendar, 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, special offers all 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

See all your clients and their trading activity. Easily control deposits and withdrawals, monitor KYC procedures, and execute your marketing activities.
Forex Back office is designed for quick management of a company's business processes. Your employees will be able to closely follow activity of clients:

Campaigns Personal information Withdraw requests

Registration/KYC

  • Email confirmation

    Do you want clients to confirm their emails or not? You can switch it on or off if you don’t want them to get stuck while 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 or the list with all crucial information like name, phone number, email, partners’ code, status, country, utm.

Registration/KYC

Deposit/Withdrawal

Your staff can see and process all deposits/withdrawals requests. Notification system alerts 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 approve/reject them manually. Decide which commission you want to pay. Pay every day or every month. Setting up conditions individually for every partner.

  • Reports

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

  • Access to all partner’s client’s information

    Your staff has access to all the partner's client’s information and can manage it.

  • Dashboards, charts

    Use dashboards, charts for easy management.

Reward program Reports Partners Dashboard

Reports

Bonuses

Welcome bonus

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

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

Deposit bonus

Use this bonus to motivate your clients to make the 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 have money on their accounts permanently. Just offer them an annual interest on the balance.

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

Manual bonus (any settings)

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

  • Sales manager
  • Gives personal offer to make a quick sale
  • Manual bonus settings

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

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. It can be directly to a trading account, through a wallet, or both ways.

The wallet is a non-trading account to deposit funds and from which clients can distribute their funds to all their trading accounts and withdraw them back.

Wallet

Partnership (Forex affiliates in your Forex CRM)

  • General setting

    You can decide whether you want to have a partnership program or not. Do you want to have simple settings or sophisticated ones? Do you allow your partners to see client phone numbers and emails 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 of partnership rewards

    You decide whether you pay rewards based on trading volume, commissions or spread. What percentage are you ready to pay to IBs and sub IBs?

  • Choose configuration of reports

    It’s all on you what kind of reports your partners can get.

Partnership

Bonuses

  • Manage general settings

    Allow or disable bonuses. Decide how bonuses are deposited:

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

  • Personal bonuses

    Let managers give clients individual bonuses right away during they make a sale.

Bonuses

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

  • Technical analysis — free feed for the first 3 months

    This is a really good marketing tool. Just use this information to motivate your client to trade more.

  • Your staff can publish any news in a trader room

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

    Create good marketing offers, give benefits to your clients. All this can help make your clients loyal to the 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 come up with yourself how to motivate your clients. The settings are flexible.
For example, you can create a status system based on an amount of the deposit.

Newbie
Profi
VIP

Or assign a status according to the level of the funnel passage: Registration, deposit, trade. Or probably this status system will be used for your sales department — it’s up to you.
Or create any other statuses you like.

Statuses

Trading platforms

As the admin, you can add any trading platform right from your administration interface. All that is needed is just login and password for a manager account at the platform. You can add as many servers as you need, 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 the IB reports transparently show data for each client, all calculations are automated, and all data is fully available in the partner's section.

Dashboard Reports Users

Deposit/Withdrawal

Your partners can see client's money in the reports or visual charts on the dashboard.

  • Bonuses

  • Excel reports

    Your partners can get different excel reports, detailing trading volumes of their clients and other data important for their IB rewards. Also you can set up frequency for different types of reports.

  • Promo

    Your partners can motivate their clients by using promo banners for attracting new clients.

  • List of clients

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

  • Dashboard with charts

    Charts shows efficiency of the IB from month to month.

  • 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. The sales system was created for specific broker tasks. It has a wide functionality and allows you to manage and analyze sales manager work separately and sales department work efficiency in general.

Tasks Tasks Dashboard

Admin

  • Сlient 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.

  • Managers access setting

    Can your managers give personal bonuses to clients or not? Must they approve withdrawals or not? Can they see partners' reports or not etc. You decide.

  • Analyze the work of sales department

    Use visual charts on dashboards.

  • Planned deposits

    This feature helps management to see the clear picture of the possibilities and then at the end of the month to estimate whether the goals have been achieved or not.

  • Percentage of sales

    Motivate your sales team by setting individual motivational schemes.

  • Logging

    We let you keep all client history, like deposit/trade history, threads with a support team, old personal information like phone numbers, emails, addresses, documents etc.

Admin tasks

Sales manager

  • Quick calls

    It lets a manager make a call right from the list of clients. This important little thing lets a manager work quicker, since they don't have to open a separate window for each client.

  • Estimate of lead quality

    Managers can mark promising leads and fake registrations. It helps to not spend too much time with a bad contact in the future.

  • Retention of old conversations

    It helps any manager to find out how to speak with clients and what to expect from them.

  • Postponing tasks

    It’s pretty difficult to keep all tasks in mind. So managers can postpone some tasks if they don’t have enough time to do it now, or they plan future calls with clients.

  • Deposit attempts

    System creates a task for a manager when a client attempts to make a deposit.

    Managers can see all key marketing stuff like UTM, special offer, registration page on a client profile. It helps to figure out why a client is here and what to sell him.

  • Planned deposits

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

  • Manual bonuses

    To make a successful sale right away a manager should have a certain freedom in his actions. So a manager can offer individual bonuses for certain clients to close deals quickly.

Investment service

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

UpTrader social trading platform MT5/MT4 combines principles of PAMM, MAM and Social Trading. It guarantees precise execution and reporting. Results of each trade are split between investors accurately to a cent. Performance of different traders is displayed in a rating.

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 price for MT4 and MT5 White Labels — the best forex label platforms used by 90% of traders around the world.

Find out more
Trading platform completely customized to fit your brands demands

Trading platform completely customized to fit your brands 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

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