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Sophisticated UpTrader Forex CRM for brokers includes back office, trader's room, and copy trading software for MT4, MT5 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.
Read moreUpTrader Invest is an investment service combining the popular technologies of PAMM, MAM, and social trading. Brokers do not have to limit themselves anymore: connect UpTrader Invest and get all three in one package! Offer your clients a new source of income and watch your business grow!
Read moreUpTrader supports Prop Trading across our Forex CRM platform. This new feature is available to all UpTrader customers, from those on the basic Self-served plan to those on the Enterprise plan. Opening a Prop Trading account is easy and can be done directly from your Trader's room with just a few clicks.
Read moreMake your trading terminal fully functional with live price data. Unlock charts, quotes, and trading capabilities instantly — perfect for B-Book brokers.
Read moreForex CRM
This is the sixth UpTrader's Forex CRM module, specifically designed for the sales departments of brokerage firms. The module was developed based on extensive customer development and with the participation of brokers.
Read moreTrader's room is the client's part of UpTrader Forex CRM. It's an online platform provided by forex brokers that serves as a centralized hub for traders to manage their trading activities. It includes features such as multi-currency wallets, advanced analytics tools, real-time market news, customizable trading terminals, economic calendars, and detailed trading history reports.
Read moreForex Back-Office software is designed for the operational control and management of a brokerage’s business processes. It enables back-office employees to monitor client activity, including deposits, withdrawal requests, and transaction history.
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UpTrader provides through its licensed partners a full range of legal services both as a standalone package and as part of the White Label MetaTrader 4 and MetaTrader 5 offers.
Read moreIf your company provides or plans to provide financial market trading services to individual clients and you are interested in ensuring high quality of your product, you will need liquidity. UpTrader works with trusted liquidity providers that can ensure best prices and perfect executions.
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You step into the Dubai World Trade Centre and the air is different — electric, purposeful, a hum of languages, handshakes, and screens. The Forex EXPO Dubai compresses the world of trading into two intense days: panels, product demos, new partnerships, and the kind of hallway conversations that spin into actual deals. This year, one of the booths you can’t miss belongs to UpTrader, and what we brought feels like a glimpse of the brokerage stack of the near future.
If you run a brokerage, manage introducing brokers (IBs), or build fintech products that plug into trading ecosystems, the tools you adopt now decide how fast you can scale, how cleanly you can onboard clients, and how defensibly you can operate when competition tightens. At an event that attracts hundreds of brands and thousands of visitors, you’re looking for vendors who aren’t just selling features — they’re selling a usable roadmap for growth.
From the moment you meet UpTrader’s team, the narrative is clear: automation, modularity, and client-centric approach. Live demonstrations showcase Forex CRM, Sales Module, Back Office, white label copy trading platform, prop trading solutions, CRM integrations, liquidity and risk tools, compliance workflows, and more. The presentation isn’t about flashy one-off features — it’s about how each component plugs into a coherent broker operation that you could realistically run with a small team.
Migration is often where brokers stumble. If you’re evaluating new tech, you want to know if the provider can migrate live accounts, historical data, and compliance records without losing continuity. UpTrader’s demos focus on API-first architecture and practical migration use cases, showing how legacy systems can be replaced incrementally so clients don’t experience downtime. That approach matters because a clean migration is one of the fastest ways to protect revenue and trust during a systems shift.
One of the incremental improvements that turns into a qualitative advantage is tighter integration between payment systems and client wallets. Smooth deposit and withdrawal flows reduce support tickets and cut friction for end users. If your target markets include MENA, Africa, or SE Asia, local payment options and fast reconciliation matter hugely — and you will notice vendors who invest in those rails.
Affiliate-driven growth can be chaotic unless you automate the messy parts. UpTrader’s platform focuses on real-time, multi-tiered commission structures, automated split-payment systems, and dynamic performance tracking. This means less manual bookkeeping, diminished disputes, and the ability to run promotional experiments with top notch data.
A clear trend at the expo is treating compliance as core infrastructure. You will see workflows that provide auditable logging, versioned documents, and a transparent chain of custody for client verification. That makes it easier to enter new jurisdictions, respond to regulatory inquiries, and pass audits without scrambling to assemble records. If growth is on your roadmap, built-in compliance reduces the regulatory drag on expansion.
UpTrader emphasized redesigned user journeys as mobile-first user onboarding, seamless deposit mid-transaction reservation, and a support center that smartly routes finance and IT questions to the appropriate specialists. In practical terms, fewer frustrated clients, higher initial deposits, and better retention. If you care about lowering CAC and raising lifetime value, these changes compound quickly as volume grows.
What separates strong vendors from the rest is listening. At the booth you will encounter sales engineers who ask specific, tactical questions: “What’s your churn?” “How many IBs are active monthly?” “Which markets are you targeting next?” Those conversations lead to tailored demos, not one-size-fits-all slides. If you want a vendor who can become an operational partner, look for this consultative tone.
After the expo you will likely have a shortlist. Here’s a practical evaluation checklist you can follow:
Vendors that can give you a pilot plan — with KPIs and rollback steps — are the ones you can trust to scale.
Trade shows are as much about serendipity as they are about scheduled meetings. In one coffee break you can meet liquidity providers, payment aggregators, local compliance consultants, and regional IBs. If you’re planning expansion into MENA or Africa, these conversations are a shortcut to vetted partners who understand local payments, regulations, and client behavior.
If you attend, don’t wander the floor without a plan. Map the vendors you must see, pick sessions that address your current gaps, and arrange follow-ups during the expo. Walk the UpTrader demo with a real use case in mind and ask them to build a pilot that reflects your metrics. That way you will turn two days in Dubai into measurable progress — not just a pile of brochures.
Events like Forex EXPO Dubai are where industry norms get nudged forward. Automation, embedded compliance, partner ecosystems, and API-first stacks are becoming baseline expectations. Where once feature checklists mattered, now operational coherence and partner readiness do. If you're building or running a brokerage, attending these conversations keeps you competitive.
If UpTrader made your shortlist, it’ll be because we demonstrated a realistic stack, a clear migration path, and a willingness to tailor solutions to your market. For many brokers, that combination is the difference between planning and doing.
See you in Dubai
In the fast-paced world of online brokerage, a robust and dependable Forex CRM system can make all the difference between winning and losing clients.
UpTrader rolls out a major Forex CRM upgrade designed to deliver unmatched stability, speed, and reliability for brokers and their partners. This release addresses myriad problems such as payment errors, user interface issues, and more, so all interactions, transactions, and reports are seamless. With these improvements, brokers can now shift their attention to strategy and growth, knowing that the technological support for their operations is unparalleled.
These are critical to any forex broker, and even small mistakes can lead to a significant loss of client trust. UpTrader’s latest update focuses on the second step payment errors by removing obsolete custom error messages. Validation for manual payment fields has been tightened to a higher standard by ensuring that data is rigorously verified for format compliance before processing.
Back office teams now have complete records for every client transaction with the restoration of several bugs that led to missing data in withdrawal exports. Issues with the incorrect withdrawal rules and misassigned rejection reason categorization have been fixed so that clients are accurately informed of the reasons their request is declined. Internal transfer failures, which were previously a source of lost funds and frustrated emails, no longer exist. All these fixes combine to enhance the user experience by guaranteeing seamless cash flows and transparent client communications.
Client onboarding and daily account management must be frictionless. This release resolves a nagging email verification issue that prevented some new users from activating their accounts. Clients in Kazakhstan, who until now encountered registration barriers, can once again sign up without interruption.
Integration with Trading Platform 5 has been strengthened: after an investor-initiated withdrawal, balances now sync instantly, eliminating discrepancies between trading and back-office records. In the back office itself, account names that were previously truncated now display in full, with helpful tooltips for longer names. These changes ensure that both clients and support teams always see the correct account information, minimizing support tickets and building confidence in the system.
Reliable trade execution and accurate investment reporting underpin any successful brokerage. UpTrader has corrected bonus allocation routines, ensuring that promotional credits are applied correctly and transparently. Swap calculations — which affect overnight financing costs — are now flawless, preventing unexpected balance adjustments. Equity computations, vital for margin calls and risk management, have been audited and fixed to reflect true position values.
Investment account displays, including those used for copy trading or managed portfolios, now present data consistently across the platform. The PAMM export feature — critical for portfolio managers — no longer omits key fields, streamlining performance analyses. Any funds lost in failed internal transfers have been restored, so clients see the balances they expect. Finally, the “Trade” button, especially when used with auto-login, is now rock-solid; traders can execute orders without worrying about authentication timeouts.
Forex brokers or agents need real-time, agile reporting to enable them to make effective decisions. UpTrader’s removal of the one-month limit on report exports allows analysts to create multi-month or even annual reports in a single attempt. The zero-display errors have been corrected, ensuring that erroneous zero display fields, commissions, and volumes reflect accurate data. Commission date filters operate accurately, so brokers can now dice and slice the earnings data across any timeframe. As for the performance on search, there have been many improvements.
The back-office staff can now access client or transaction records in milliseconds instead of seconds, which is extremely beneficial on high-volume days. Custom reports can be created easily, and complex bespoke reports return without failure, ensuring all intricate tailored reports run smoothly. As brokers gain better access to the data they need, these improvements enable better compliance with competitive output and the insights required.
A responsive and sleek interface is equally important to foster ease of access for both new and old users. UpTrader’s design team has resolved one of many outstanding UI problems in this update. The CopyTrading modules, which sometimes became unresponsive, no longer freeze, and the data misalignment between the strategy pages has been fixed. The boldly labeled “undefined” or “NaN” terms on strategy chart displays have been corrected, so accurate values are now shown.
For brokers with large-scale affiliate as well as partner programs, unique partner code issuance and accurate commission tracking are very critical. UpTrader has now resolved the issue of protecting the uniqueness of partner codes, preventing overlaps. The remaining problems with linking IB plans to live trading accounts have now been resolved, allowing for smooth network management for introducing brokers.
The integration with Brokeree has been fortified: redirection loops and authentication errors are gone, meaning partners can log in effortlessly. Broker-specific status filters in the affiliate back office now display the correct live or demo statuses, enabling more accurate reporting and quicker payouts. These improvements make it easier for brokers, partners, and clients to work together smoothly, helping everyone grow through strong and reliable teamwork.
Behind every front-end enhancement lies a sturdy API architecture. In this release, auto-assign manager rules have been extended to support two distinct groups, offering more flexible client segmentation. Previously, task list API requests would fail when contacts were missing; that edge case has been resolved, ensuring that automated workflows complete reliably.
Whether brokers are pushing data to Forex CRM dashboards or pulling analytics into custom BI tools, the API now behaves predictably. These backend fixes might not be visible to end users immediately, but they deliver the stable foundation that makes all other upgrades possible.
UpTrader’s latest upgrade focuses more on performance issues of the brokers, which are critical. This release strengthens the primary issues of payments, account handling, trading, reporting, interface, partner utilities, and API, allowing the brokers to maintain and professionalize their services with their partners and clients. Given that the performance has been added and issues have been resolved, the brokers can now direct their aims to planning instead of problem-solving.
Experience the difference today: upgrade to the new UpTrader Forex CRM and give your brokerage the stability, speed, and reliability it deserves.
In today’s fast-moving forex market, brokers demand tools that keep pace with client expectations and regulatory demands. UpTrader Forex CRM has long been known for its reliability, but its latest round of updates takes financial management to a whole new level. By reinventing everything from reporting columns to export workflows and PSP integrations, these enhancements give brokers unmatched clarity over payments, tighter compliance controls, and automated alerts that keep both back-office teams and clients in the loop. Here’s a closer look at each of the major changes — and why they matter for your brokerage’s bottom line.
Tracking cash flows used to mean clearing spreadsheets and guessing which deposit methods clients preferred. Now, every UpTrader CRM generated deposit and withdrawal report comes with a Payment Method column. It bank wire, e-wallet, or crypto gateway, the new column fetches that information. This simple addition reduces the need for multiple system reconciliations each month and eliminates errors caused by copying data between disparate systems.
Payment channels surfaced in your reports reveal trends at a glance. Find out if e-wallets are overtaking wire transfers in certain areas, or if a newly onboarded payment partner needs more marketing. Real-time data equips marketing teams to design targeted campaigns to drive more use of higher-margin deposit methods, while finance teams can flag unusual payment trends proactive.
Regulators around the world are tightening rules on money laundering and fund movements. UpTrader CRM's revised closed-loop policy now automatically allocates withdrawal requests to all payment methods used to deposit. To illustrate, if a client deposits 50% using a Visa card and 50% through PayPal, their withdrawal will automatically reflect that division unless they ask otherwise.
This not only increases compliance with anti-money laundering policies but also protects your firm from “round-trip” fraud, whereby bad actors instantly funnel money through a single channel and withdraw it. The policy update also eliminates the need for manual allocation of funds, which in turn decreases the potential for human error or policy infringements. With compliance checks built into the CRM workflow, your team can process larger volumes of withdrawals rapidly — without sacrificing due diligence.
Nothing frustrates a partner or affiliate more than delays in approving or paying out commissions. With UpTrader CRM’s new notification system, clients receive real-time alerts as soon as their commission requests are approved. Withdraw request notifications, both via email and in-app, are automated alongside request approval notifications.
No need to worry if back-office employees have attended to a request. This is trust-building and fosters loyalty for (IBs) and affiliates. Rather than being accompanied to the end-of-month waits for updates or follow-ups, partners now have real-time access to earnings updates. This visibility also reduces the number of support requests that deal with commission tracking, enabling customer service teams to deal with more intricate problems.
It was not unusual to feel like a time traveler from the 90s when generating exports. Every request was processed in chronological order, completely disregarding the timestamps of transactions. UpTrader CRM now supports two distinct export modes:
Your finance team still has the flexibility to select the task-focused view through the dual system approach. Audit pending requests? Stay in current mode. Reconcile transactions for a set period? Switch to executed-only mode to regain a reliable, date-driven dataset in no time. This overhaul cuts down on post-export filtering and accelerates month-end closes.
Time-based reporting is critical for quarterly reviews, compliance audits, and performance analysis. To make exporting data more flexible, UpTrader CRM has removed day limits on Backoffice exports and introduced an intuitive date–picker interface. Your team is no longer constrained to fixed windows (e.g., the last seven days), and can now define any custom period, be it a single session or an entire fiscal year.
The CRM does flag for repeat pulls, accelerates them, and marks when processing can lag for larger datasets. By removing hard-coded day caps, brokers can deliver bespoke reports to stakeholders — regulators, auditors, or senior management — without wrestling with multiple back-and-forth requests.
Smooth payment flows are the lifeblood of any brokerage. UpTrader CRM’s enhanced integration with the PayPort (Growpay) PSP now includes proactive retry logic for transient failures, standardized error messaging for end users, and automatic reconciliation hooks. If a deposit stalls, the system will attempt a seamless retry; if it still fails, both broker admins and the client receive a clear error code and next-step guidance.
On the back end, transaction statuses sync hourly, ensuring deposits and withdrawals show up correctly in your financial ledger. The improved flow slashes transaction-related support tickets by up to 30%, according to early beta testing, and means fewer chargebacks or aborted funding attempts. For brokers working with global clients, this translates directly into higher conversion rates and more consistent liquidity.
Greater payment method compliance strengthens the closed-loop policy and builds stronger payment compliance foundations. Brokers gain mastery over every stage of the financial lifecycle, and together with the immediate notifications and improved exports, payment time is significantly optimized. Advanced filtering and PSP integration enhancements ensure data accuracy and reduce friction for clients funding their accounts.
By automating formerly manual tasks and delivering clear, actionable data, UpTrader CRM not only accelerates reporting and payouts but also frees your staff to focus on strategic initiatives — growing client relationships, crafting new product offerings, or refining risk management. In an industry where speed and transparency are competitive differentiators, these upgrades make all the difference.
UpTrader CRM’s latest suite of enhancements shows that even legacy platforms can adapt to the changing needs of forex brokers. This release solves long-standing industry issues with smarter financial reporting, tighter compliance controls, and seamless transaction workflows.
Early adopting brokers will not only streamline operational efficiency, but also use a more advanced (Client) CRM.