UpTrader CRM now has 5 new bonus programs for traders

17.01.2020

Engage your clients to trade more effectively: UpTrader launches a new bonus system with five different bonus programs and a variety of flexible settings for each of them. The new features will allow brokers to select and reach any segment of the audience.

It is commonly known that bonuses encourage trading activity and deposits. That’s why every broker wants to attract, lure in and keep new clients by offering bonus funds for initial trading.

UpTrader team has released an important update that brings variety to bonus programs. The new system consists of five bonus programs with a customizable bonus amount, lifetime, the rate at which the bonus funds are transferred into a client’s property, and other parameters. Here are the new bonus programs: Welcome Bonus for new clients, Deposit Bonus, Compensation Bonus, Monthly Bonus, Manual Bonus. All specifications of the bonus programs are available in the back-office interface.

Welcome Bonus

Welcome Bonus is a basic program that is activated when a new client creates its first account. The amount of granted funds is determined by the broker. Using the back-office, a broker’s employee sets the lifetime of the bonus in days, as well as the period of time during which a client can claim the bonus after the registration (provided all the requirements set by the broker are met).

Deposit Bonus


This program is designed to encourage clients to make a deposit and start trading. The amount of bonus funds is a percentage of the deposited sum, determined by the broker.

Compensation Bonus

Through UpTrader CRM, traders can deposit funds using payment services that charge fees for a transfer of funds to the broker. This bonus is designed to compensate deposit fees. Clients will receive bonus funds that completely or partially cover the payment service fee.

Monthly Bonus

Brokers can also encourage clients to keep larger amounts of funds on their accounts by offering interest on free balance. The system daily checks the amount of free balance and grants a particular percentage as an annual bonus. The percentage is set by the broker in the admin panel. The bonus is available for trading and can be transferred into a client’s property and withdrawn after they meet the trading volume requirement. Brokers also can set more specific requirements in the admin panel.

Manual Bonus

This bonus is designed to maximize the effectiveness of client interaction. Using Manual Bonus, a sales manager can set all terms and conditions manually and create a new bonus for their clients. In back-office, a broker’s employee can set the bonus amount, trading volume requirements in USD per lot and the lifetime.

Create your own bonus programs on your own conditions with UpTrader!

Request a demo-version of UpTrader CRM

 

Subscribe to news

Subscribe to news