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Online IB Reports Now in UpTrader CRM

Online IB Reports Now in UpTrader CRM

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We've made a practical update to the UpTrader CRM for our broker partners. Instead of downloading XLS files, the partner’s reward report can be viewed directly online.

This online version provides all the previous details from the Excel files, covering client trading account activities: traded instruments, commissions, transaction type (buy/sell), profits, and partner commissions.

To see these reports, just log into the CRM, go to the reports section, and choose to view the report online. This change simplifies the process, making it easier for our brokers and partners.

In our pursuit of excellence, we're always striving to enhance the user experience. Our continuous improvements to the CRM are aimed at ensuring utmost comfort and convenience for all users. We're here to make your journey with us smoother and more efficient.

Your Uptrader Team

 

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