UpTrader Forex CRM now graphically visualizes all the stats needed for brokers and partners.
The UpTrader team has recently integrated a new informative visual analytics page. The new dashboard provides structured information on the number of registrations, opened accounts, withdrawals and deposits using colorful charts.
The analytics page is available for brokers and its staff in the back office interface, as well as for partners. Partners and brokers alike will be able to set monthly goals and monitor their implementation. Graphics show clients’ achievements within a chosen time frame.
The client interface now has a new detailed section for partners. The latest updates bring extensive statistics for partners on their clients’ activity.
This visual report system allows both brokers and partners to set clear objectives for their sales team to attract customers, monitor their activity and results.
About UpTrader Forex CRM
UpTrader’s 10 years experience in working with different Forex CRM on Forex market has allowed to analyze the most effective solutions and put them into practice.
Vasily Alexeev, CEO UpTrader
“CRMs that we used to work with were visually unattractive and had poorly designed interfaces. It was a major obstacle to mastering and effective usage of these programs by brokerage staff. As a result, it affected the speed of task execution, the quality of customer service, and consequently, the company's profit. So we set out to create a Forex CRM that differs from everything we worked with before. It had to be multifunctional, reliable and helpful in business. Our efforts bore fruit: our CRM is being used by numerous companies, and we receive positive feedback from them.”
The new CRM was designed from the ground up specifically for retail Forex brokerage business. It aims to increase the speed of solving simple tasks and make its adoption by employees easier. UpTrader CRM for forex includes a trader's room, a back-office interface for the staff of the company, and an administrator's section with flexible settings of access levels and available features for staff and traders.
The trader’s room is simple and easy to understand even for novice forex traders. Fast registration and instant verification of a client’s identity rids both customers and brokers’ staff of unpleasant time-consuming routine processes.
Managing accounts will not become a challenge for a trader due to clarity of the operations’ history. Moreover, for clients’ convenience, a broker is able to integrate a web trading terminal into the personal account and rid customers of having to log in to the terminal every time.
Customers can read the latest financial markets news and daily technical analysis and monitor trends with the calendar of key economic events in the forex world.
The back-office interface was created for operational control and management of a company’s business processes. Back-office employees can monitor a client’s activity - view deposits, withdrawal requests, and operations history.
Information on the partner’s activity is also displayed on a dedicated page, where one can see the number of clients, their activity, partnership rewards, bonuses, and personal data.
UpTrader developers also provided for and worked out in detail the system of client support. The administrator can monitor the quickness and quality of the support department responses to clients’ requests.
It is possible to integrate Forex CRM into a trading platform in a couple of clicks. A broker can offer its clients to download MT4, MT5 or other trading platforms right in the trader’s room.
In the admin interface, a broker can customize Forex CRM and the trader’s room both visually and feature-wise. For instance, it is possible to translate it in any language, assign responsibilities and access levels for employees and make the interface match the corporate identity. The administrator defines settings and services for clients.
Brokers can integrate news, analytics, and calendar of key events in the financial world. Thanks to the valuable content for traders the system can become not only a platform for managing accounts but a source of information for market analysis. It can stimulate clients to actively get involved in the trading process. In order to draw attention to a product or a special offer, brokers can launch ad campaigns to be displayed on the trader’s room.
UpTrader solves key problems that universal Forex CRM solutions have, being difficult to adapt to forex brokers’ mission. Moreover, the team is regularly releasing new updates. Follow UpTrader news to learn about the changes, that enrich the system with new features and capabilities.
Take a more detailed look at UpTrader Forex CRM by downloading the presentation.
UpTrader launched integration of a new generation copy trading system - RAMM-accounts. The service will help brokers to increase trading volumes by attracting new clients and traders.
In recent years, copy trading increased dramatically in its popularity among all the participants of Forex community, so for brokerage, such services became their way into the mass audience. However, seeking to satisfy their clients’ inquiries, brokers inevitably deal with deficiencies of the platforms.
First, brokerage firms integrating popular copy trading services to their platforms face difficulties in attracting traders. A service can stand idle for months while the company negotiates with traders trying to lure them away from rival brokers in order to provide clients with a large choice of strategies.
Second, heavy plugins for copy trading on MT4 frequently conflict with other applications responsible for the steady work of a server. Thus, the deals duplicating process results in breakdowns of brokerage platforms.
In addition, brokers often have to develop their own interface and a range of tools for particular investing services, which delays its launch.
Since July 2019 UpTrader provides a new generation model of investment – RAMM (Risk Allocation & Money Management) by IT-company RAMMFX. The developers have successfully overcome the above-mentioned shortcomings of copy trading services.
Contrary to the competing systems, RAMM allows sharing strategies of traders from other brokerage platforms. A trader just needs to open an account on RAMM service with a minimum balance. His trading performance will be reflected in RAMM as a trading strategy. Thus, a broker is able to fill up a rating with a wide range of strategies in the short term, that will actively stimulate clients to invest.
The problem of server overloading is solved as RAMM is not a plugin, but a complete trading platform with its own server. It is compatible with any broker whatever trading platform he uses or whether he actually has any.
RAMM has a ready-to-use advanced interface with all graphs and statistics needed for traders and investors. Setting up RAMM White Label by the UpTrader team takes just around a week. The service can include branding, building risk-hedging schemes, setting trading conditions, changing swaps, commissions, and spreads, as well as other tools according to the individual inquiries.
RAMM provides accuracy of copying and full control over the process that will attract and retain even the most careful investors. They can leave the strategy at any moment, as well as set the limitation on their losses and targets. They also are able to invest in the limitless number of strategies at once from one account, thereby diversifying their risks.
Netting of trades in RAMM system allows clients to avoid extra fees. At the same time, due to this feature, a broker is able to flexibly customize risk-hedging throughout a company.
Despite the crucial advantages of the platform, connection and technical support costs are slightly below the market. It can be connected as an external system with a separate account or as a system copying signals from one MT-account to another. Brokers can build an infrastructure around the platform on their own or with the help of the UpTrader team.
For new players in the market, RAMM is also available in one package with White Label МТ4/МТ5, integration of payment systems, CRM and a liquidity aggregator.
The complexity of classic types of trading in Forex often deters beginners. Investment services aim to make the entrance to the game easier. There are plenty of them and they all sound similar: LAMM, MAM, social trading platform...
But which one is safer and easier for both newcomers and experienced clients of forex brokers? To answer this question, let’s review the main investment services that are in high demand by traders and investors.
UpTrader will attend iFX EXPO in Limassol on 21st-23rd May as it wants to keep up to date and explore new trends of FinTech industry! Also, it is a great opportunity to strengthen its business globally and arrange new partnerships.
Participation in the largest financial business to business expo in the world is a promising opportunity for UpTrader to connect its innovative software and liquidity solutions with retail FinTech industry, ForEx, banks, affiliates brokers and white label partners.
We would be glad to meet if you are attending the event and discuss meaningful cooperation for your company and optimize each other’s business.
Kindly let us know your availability so we can schedule the meeting.
On January 22nd–24th, UpTrader team attended iFX EXPO ASIA, a major b2b event in Asia that brings together leading financial companies and tech solution providers. The expo is held twice a year in Limassol and Hong Kong. UpTrader is a regular participant of both these events.
At the expo, the company presented its products designed for brokers and cryptocurrency projects: Forex SaaS CRM, White Label for MT4/MT5, ICO/STO Investor Profile, White label for Cryptocurrency Exchange Platform, Forex and Crypto Liquidity, etc.
Vasily Alexeev, UpTrader CEO:
“iFX EXPO exhibitions are always a great opportunity to meet all the industry leaders, understand what's trending on the market, and allow us to understand how to improve our products to meet clients' expectations. This year's Hong Kong expo was no exception. We met our long-term partners and clients, as well as getting to know new people, and had a lot of really productive conversations”.
Expo attendees had the opportunity to visit the UpTrader booth and meet the team of our managers. Aside from the activities in our booth, several meetings with partner companies were held.
Along with UpTrader, other major Forex and IT market players took part in iFX EXPO Asia 2019: eToro, Swissquote Bank, MetaQuotes, Currenex and others.
This year, visitors’ attention was focused on UpTrader’s online trading solutions: CRM, White Label for trading platforms and others. For comparison, in 2017–2018, ICO and cryptoexchange products were in higher demand.
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