Company news

UpTrader’s CopyTrading Platform is an ideal solution for both beginners and experienced traders. While professionals gain an additional means to earn money, novices acquire the tools to profit from trading exchanges without any prior experience. It's a win-win!

To enhance user experience, we've streamlined the process of setting trading conditions. Now, for determining the MAM rewards percentage, the following is required:

• The broker sets in their settings the maximum reward percentage they allow managers to receive.
• The manager independently chooses their percentage within these set boundaries.

Previously, there was a default maximum reward of 50% for traders, and the process to modify this wasn't clear. Now, it's straightforward.

It's worth noting that UpTrader’s CopyTrading Platform has been honored with a prestigious award from ForexExpoAwards in 2021. This acclaim is largely due to its unique market solution where the service is fully integrated with a CRM system. This allows traders and investors to manage all their accounts and operations from a single trading room. While other similar copy-trading solutions in the market may have some integrations, they usually operate with a separate trading room, causing certain inconveniences.

To find out more, contact us via live chat or at [email protected]

Your UpTrader Team

The UpTrader team continues to work on enhancing the functionality of the Sales Department Module in UpTrader Forex CRM. The Sales Interface is the sixth and final module projected for the complete UpTrader Ecosystem for Brokerage companies. It will soon be available in a release for all clients. Currently, improvements are being made to the client profile and the sales manager management section. 

Quick filters, date filters, department filters have been added to the manager section. There's now the ability to create, delete, modify custom filters, and retrieve a custom filter. To get data on task performance by managers and current results, you can filter by a specific manager or group.

This is just a small part of the capabilities of the new module.

Stay with us to not miss the main release of this year.

For more information please email ut at [email protected].

Your UpTrader Team

The UpTrader team visited the annual Forex Expo in Dubai, where they discussed industry innovations with colleagues. As expected, the most talked-about topic was AI in trading – how will GPT chatbots change the forex game? There are high hopes for forecasting and analysis, but can we unequivocally trust AI? The consensus seemed to be leaning more towards "no" than "yes". However, such innovations undoubtedly spark interest in trading, especially among beginners.

Our team noted the stability in the retail Forex market. Global events don't seem to have a significant impact on the industry. The private trading segment continues to confidently evolve with AI and cryptocurrencies, while traditional derivatives remain in high demand. In addition to the established players, new retail brokers are emerging, further demonstrating to investors contemplating starting a forex broker that, yes, this market remains an attractive business investment.

At UpTrader, we offer a full range of services for startups - launching a turnkey broker with trading platform setup and CRM, as well as legal entity establishment and account opening. We also provide a multifunctional forex CRM with copy trading and a powerful sales module.

For any questions regarding starting a brokerage company or integrating a forex CRM into your current brokerage business, contact us, and we will get back to you asap at [email protected].

On September 26-27, the World Trade Center (Halls 6, 7, 8) in Dubai will host the 6th International Forex Expo, and the UpTrader team will be there! We eagerly await the opportunity to meet with colleagues and partners, discuss the latest innovations and trends in the industry, and explore new collaboration opportunities.

The exhibition provides a unique platform for leading traders, investors, financial institutions, and brokers from around the world. Don't miss the chance to learn about the key aspects shaping the Forex industry and establish connections with market experts and leaders.

If you plan to attend the exhibition and want to meet with us, please send an email to [email protected], so we can coordinate our meeting.

We look forward to seeing you at the event!

We continue to introduce you to the features of the highly anticipated Sales Team Interface in Forex CRM - Click2Call. This tool will be invaluable for brokers who value the privacy of their clients' data. If there are concerns about misuse of clients' personal information or in any other situations, the Click2Call function allows the client's number to be concealed during a call.

How to activate Click2Call?

- In the administrative interface, go to the "Click2Call" section.
- Choose your telephone provider, for example, Voiso.
- Some providers, such as Voiso, require the use of an API token. Obtain this token from your provider and input it in the corresponding field.
- Next, navigate to "Staff management" where you can select managers you'd like to endow with this feature.
- Assign each manager a unique Extension number and grant them the rights to make calls using Click2Call.
- After entering the extension number, a "Call" column will appear in the client's card.To make a call, simply click on the phone icon, select the desired provider, and click "Submit".

Now, communicating with your clients has become even safer and more efficient!

To get more details about Sales Interface, email us at: [email protected]. 

Your UpTrader Team

Staying updated with the latest developments is crucial for maintaining efficiency and making informed decisions. In an effort to make this easier for you, we've consolidated all the recent updates into this single digest. Here's a breakdown of the latest features, enhancements, and changes we've made:

Streamlining Account Replenishment Requests

Say goodbye to manual monitoring! We've enhanced our payment systems in UpTrader CRM, enabling automatic tagging of unsuccessful replenishment requests as 'failed'. A future update will also include notifications to specific managers.
Learn more

Optimizing Cryptocurrency Payments

With an increased focus on cryptocurrency, we now support decimal values for maximum and minimum cryptocurrency funding amounts. For consistent cryptocurrency transactions, consider UpTrader’s efficient, automated crypto gateway.
Discover UpTrader's crypto gateway

Wallet Update: Enhanced 'Pending Funds' Display

Our Wallet now provides better visibility by displaying 'Pending Funds' that are awaiting approval.
Find out more

Improved User Export with Client Wallet Balance

To aid reporting, we've introduced a dedicated Wallet Balance column. Users can now easily monitor and manage their balances right from the User Export report.
Details here

Enhancements in Affiliate Commission Calculation

Our partnership program now boasts added flexibility. Set minimum durations for trading positions to be eligible for affiliate commission plans based on trading volume.
Read the full update
 

For all questions, please contact us at [email protected].

Your UpTrader Team