UpTrader CRM

Managing the client relations for Forex brokers

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

Control your sales, improve your team's communication with traders and partners, keep track of the 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 functions 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 functionality for effective communication and custom workflow settings

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Admin (you)

All ready-to-use business processes for your brockerage 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 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 in the client interface
  • 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

Your clients will be able to:

  • Register and pass 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 in the client interface
  • 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

Partner section

Develop your partnership network across the world: everyone will be happy to do business with you because the partner reports are transparent for each client, all calculations are automated, all data is fully available in the partner 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
  • Several options of margin and payout methods, including custom conditions
  • Settings with the possibility of a different model for each particular trading instrument
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
  • Several options of margin and payout methods, including custom conditions
  • Settings with the possibility of a different model for each particular trading instrument
Contact sales

Back office

Customize your client and partner interfaces. Adjust everything to suit your business model and maximize the profit from every stage of operation!

Back office is designed for quick management of a company's business processes. Your employees will be able to follow the 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 the new products and services, provide market analysis directly to the client interface
  • Notify clients of the latest marketing promotions, as well as forming personal special offers for each client
Contact sales

Back office is designed for quick management of a company's business processes. Your employees will be able to follow the 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 the new products and services, provide market analysis directly to the client interface
  • Notify clients of the latest marketing promotions, as well as forming personal special offers for each client
Contact sales

Admin interface

This is the upper level of business management. Through the admin interface, a broker can see all the activity of its clients and employees, customize visual design, language, manage the staff access options, and much more.

UpTrader developers have also worked out in great detail the client support system. The admin will always see the amount and quality of the support team's response to client requests and analyze the latter.

Contact sales

KYC & registration settings

Adjust to the requirements of any payment system, choose your own verification methods, appeal 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 successes of your partners. This section supports partnership programs with an unlimited number of sub-levels. Individual reward terms and margin can be set for each sub-level. Forget about Excel: everything is automated!

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Your support will be felt

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

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

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