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Exciting News for Brokers: Introducing the New Registration Form Widget

Exciting News for Brokers: Introducing the New Registration Form Widget

We're thrilled to announce a major upgrade aimed at enhancing convenience for both brokers and clients alike. UpTrader has now introduced a new registration form widget, a tool designed to seamlessly integrate with third-party sites.

This feature ensures that the client experience is smooth and uninterrupted, directly transferring users from any site or landing page to our sophisticated CRM system.

Previously, brokers had to either develop their own form through an API or redirect clients to our main registration form. With the launch of this new widget, available directly from the admin panel, we're eliminating these hurdles, allowing for effortless integration right into your site as a simple frame.

Haven't experienced the full potential of UpTrader CRM yet? This latest development is just one of the many ways we're committed to improving your brokerage operations. Don't miss out on this opportunity to streamline your process - schedule a demo today by contacting our sales team at [email protected].

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UpTrader Enhances Marketing Analytics with UTM Tag Integration

UpTrader Enhances Marketing Analytics with UTM Tag Integration

PartnershipPixel now records UTM_ parameters in cookies, allowing UTM Middleware to capture and save this crucial data. With this enhancement, brokers can easily insert the script into their websites, letting the script remember visitors' UTM codes upon arrival. 

These tags are then sent to us and stored in the CRM, where they can be viewed within the client’s profile. This means you can now accurately track which of your campaigns or promotions are driving traffic and registrations, right down to understanding their conversion effectiveness.

For those keen on refining their marketing strategies and gaining insights into their campaign performance, the script is readily available in the admin module of UpTrader. 

If you haven't explored UpTrader CRM yet, now is the perfect opportunity to discover how our solutions can elevate your brokerage business. Schedule a demo with us today by reaching out to [email protected].

 

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UpTrader is to support Prop Trading

UpTrader is to support Prop Trading

We are pleased to announce that UpTrader is launching support for Prop Trading within our Forex CRM ecosystem. All UpTrader clients from the basic Self-served to Enterprise plan will get access to Prop Trading mode.

 

Vasily Alexeev, UpTrader CEO:
 

In 2022, when prop firms began to emerge, they didn't seem to me like they would have a long lifespan. However, now in 2024, we can all see that prop trading is thriving. At UpTrader, we are not only creating a fundamental infrastructure for brokers that provides everything required to build a strong business, but we also respond to highly demanded services if we see sustained demand from the market and a promising future perspective. I'm pleased to announce that we have finally launched a Prop Firm Module for our UpTrader CRM.

 

We invite brokers to take advantage of the extensive capabilities of UpTrader Forex CRM including Prop Trading Accounts and take your business to the next level.

 

Prop trading overview

 

Prop trading, short for proprietary trading, is when a firm, often referred to as a prop firm, engages in trading financial instruments with its own money rather than using clients' funds. This is distinctly different from traditional retail or client-driven trading, as the primary aim here is for the firm to earn direct profits from its trading activities. Proprietary trading firms hire traders, who act more as subcontractors rather than traditional employees, to execute trades. The profits generated from these activities are typically shared between the traders and the firm, with traders often taking a significant portion of the profits due to their role in generating them.

 

One of the key distinctions between proprietary trading and retail trading is the source of capital. In retail trading, individuals trade with their own money and are subject to their own risk tolerance and strategies, whereas in prop trading, the capital is provided by the firm. Prop traders are required to follow the firm's trading strategies and risk management protocols.

 

Challenges

 

As often happens in financial markets, new technologies are adopted, then they are restricted and the market adapts to the changes.
 

Some trading platforms support proprietary trading companies, while others do not. We are glad to inform you that UpTrader's ecosystem is fully integrated not only with MetaTrader, but also with two of the most popular platforms for prop trading: cTrader and dxTrade. This integration makes the process of either establishing a new prop firm or integrating an existing one into our ecosystem extremely easy.

 

About UpTrader

 

UpTrader is a leading CRM provider, boasting over a decade of expertise in crafting innovative solutions specifically for the Forex market. Our specialty lies in cloud-based solutions designed to cater to the varied needs of brokers, with our standout offering being the Forex CRM. Our extensive array of services further encompasses White Labels of trading platforms, as well as Forex and Cryptocurrency Liquidity, and a Copy Trading Platform. With our unwavering commitment to excellence and meticulous attention to detail, we aim to reinforce our standing as the premier CRM solution on the market.

 

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New Tasks Feature for Streamlined Sales and Management

New Tasks Feature for Streamlined Sales and Management

In the latest update to the UpTrader CRM Sales Interface, a critical and highly functional addition has been made to enhance the productivity and efficiency of sales and management teams - the Tasks feature. This new feature has been carefully designed to streamline task management, enabling you to create, assign, monitor, and close tasks directly within the CRM interface, ensuring that no client interaction or follow-up is overlooked.

The Tasks feature is accessible via the Sales Interface's left panel, where you can click on the Tasks button to view and manage your tasks. This section is meticulously organized with tabs for My tasks, All tasks, Reassign (which gives you the ability to reassign tasks) Open, and Closed tasks, ensuring that you can quickly filter and access tasks based on their completion status. Each task entry provides comprehensive information including the client's name, task title, assignee, the task creator, due date, and the date of creation, thereby keeping all pertinent details at your fingertips.

 

 

Task creation is super easy, just go to the Contacts page, select a client, and create a new task by specifying key details such as the task type (e.g., Call, Mail, Monitoring), title, description, assignee, communication platform (for Mail tasks), and deadlines. This process not only simplifies task assignment but also ensures that each task is well-documented and trackable.

 

Editing tasks is just as simple, you are able to modify any aspect of a task, from its title and description to its assignee and deadlines, ensuring that tasks remain up-to-date with any changes in priorities or schedules. Furthermore, the option to add comments during task creation and editing facilitates better communication and clarity among team members.

 

The closing of tasks is a straightforward process. Upon completion, you can add final comments and close the task, which then moves to the Closed tasks tab. This not only helps in keeping the open tasks list manageable but also provides a sense of accomplishment and progress tracking for teams.

 

In essence, the Tasks feature is a testament to UpTrader CRM's commitment to providing comprehensive and user-friendly solutions that empower brokerage firms and their teams to manage their workflows more effectively. With the introduction of this feature, managing client interactions, follow-ups, and internal tasks becomes a seamlessly integrated part of the CRM ecosystem, enhancing overall productivity and ensuring that no client needs or tasks fall through the cracks.

 

If you're looking to enhance your brokerage firm's operational efficiency and ensure meticulous management of client interactions, it's time to explore the Tasks feature within the UpTrader CRM Sales Interface. For a demo or more information, reach out to us at [email protected].

 

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Sales Interface: Unleash the Power of Analytics to Drive Sales

Sales Interface: Unleash the Power of Analytics to Drive Sales

The new Analytics section of the UpTrader CRM Sales Interface revolutionizes how brokerage firms can delve into their business and client data with ease and precision. This powerful tool is divided into two main tabs: Clients and Managers, each designed to provide comprehensive insights tailored to different aspects of your business operations.

Clients Tab

The Clients tab presents a user-friendly table displaying critical information about your client base, such as their name, last seen date, total deposits (In), total withdrawals (Out), the net balance (In/Out), current balance, and the IB Partner associated with each client, alongside their status and any recent comments. 

Moreover, this section includes two intuitive charts. The New clients chart graphically represents the influx of new clients over time, while the In/Out chart offers a clear visual and numeric breakdown of deposit and withdrawal activities, helping you to immediately grasp trends in client transactions.

 

Managers Tab

Similarly, the Managers tab focuses on the performance and activities of your brokerage firm's managers. Here, each manager is listed with detailed metrics, including their ID, name, the total deposits and withdrawals handled, the net client transaction balance, the number of clients managed, and the count of open, closed, and total tasks assigned. An added feature aggregates the sum of all values in each column at the top, offering a quick glance at overarching trends and performance metrics.

This tab also allows for sorting of data, enabling managers to efficiently organize and prioritize their focus based on various performance indicators.

A Tool for Data-Driven Decisions

By providing an in-depth yet straightforward overview of both clients and business operations, the Analytics section stands out as a key feature for brokers aiming to make informed, data-driven decisions. Its user-centric design ensures that whether you are analyzing client activity or managing team performance, you have all the necessary tools at your disposal for enhancing efficiency and bolstering your firm's success.

Ready to unlock the full potential of your brokerage with these insights? Explore the Analytics section now, reach out to our team at [email protected] for a demo. 

Check out our video about this feature.

 

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UpTrader Integrates Cryptocurrency Payment Platform Helio, Enhancing Digital Currency Transactions

UpTrader Integrates Cryptocurrency Payment Platform Helio, Enhancing Digital Currency Transactions

UpTrader, a forefront developer in brokerage software solutions, announces a strategic partnership with the cryptocurrency payment platform, Helio. This collaboration marks an important improvement in payment processes, offering UpTrader's clients access to swift and effortless transactions in USDC and hundreds of other digital currencies through one-click payments, card, or Apple Pay. Helio's innovative approach also caters to NFT sales, ensuring a seamless transaction experience be it pre-sales or direct peer-to-peer trades.

Vasily Alexeev, CEO UpTrader:
“At UpTrader, we prioritize dependable payment providers because brokers consistently seek solutions that offer the best price-value ratio, reliability, and seamless daily operations. Our collaboration with Helio is a testament to our commitment to enhancing the speed of transactions, process coherence, and ultimately, customer satisfaction.”

Helio is revolutionizing online payments by eliminating intermediaries, thus offering a cheaper and faster method to transact directly with anyone, globally. Since its inception, Helio has been on a mission to establish the first crypto-native payments platform with widespread e-commerce and merchant integrations, catering to the growing demand for digital currency transactions.

 

This partnership between UpTrader and Helio reaffirms UpTrader's commitment to offering state-of-the-art solutions tailored to enhance the brokerage infrastructure. As the industry evolves, UpTrader continues to support brokers in their quest to provide users with the ultimate trading and transaction experience.

 

For more information about UpTrader and its suite of services, including the latest integration with Helio, please visit UpTrader's Website or contact the sales team at [email protected].

 

About UpTrader

UpTrader is a leading CRM provider with over a decade of experience in developing innovative solutions for the Forex market. The company specializes in cloud solutions tailored to meet the diverse needs of brokers, with its flagship product being the Forex CRM. UpTrader's extensive range of services also includes White Labels of trading platforms, Forex and Cryptocurrency Liquidity, and a Copy Trading Platform. With a commitment to perfection and attention to detail, UpTrader aims to solidify its position as the number one CRM solution on the market.

 

About Helio

Helio provides a suite of payment tools for e-commerce merchants, and internet entrepreneurs, making it easy for anyone to accept USDC and other digital currencies. Designed for ease of use, especially those new to crypto payments, Helio is a faster and more cost effective alternative to traditional payment methods. Empowering over 4,000 sellers and 200,000+ active wallets, Helio supports major blockchains including Bitcoin, Ethereum, Solana and Polygon. 

 

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Manager Hierarchy in Sales Interface

Manager Hierarchy in Sales Interface

In the new 6th module of UpTrader CRM Sales Interface, designed and optimized for the sales team, a multitude of useful settings are introduced to enhance your sales team's performance and simplify management.

One such beneficial feature is the manager hierarchy. It enables the creation of managerial teams, assign leaders and subordinates, allows or restricts visibility of information across different teams, and divides departments by regions, among others.

For instance, in your brokerage firm, there is an international department where all managers report to a single top manager. Within the international department, there are managers responsible for Asia and Africa; within Asia, there are teams working with China and Vietnam, while in Africa, with Nigeria and South Africa. Moreover, the manager responsible for the China region also works with South Africa, and it's crucial to ensure that only he from the Asian group has access to the South African group. All these can be configured in a few clicks in the Admin module under the Personnel section. Watch our tutorial video for more insights.

Subsequently, this hierarchy allows you through the Sales Module settings to automatically assign clients from Asia and Africa to the managers of these regions. If a manager receives a client that is not theirs by mistake, they can easily reassign them using the Reassign feature, which will be covered in another video. Such straightforward actions enable you to create any hierarchy of any complexity and manage teams effortlessly.

If you haven't yet explored UpTrader CRM, perhaps now is the perfect time to schedule a demo? Contact us at [email protected]

 

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