Company news

2023 & Plans for 2024

21.12.2023

2023 & Plans for 2024

Merry Christmas and happy holidays! Our team at UpTrader would like to take a moment to express our appreciation and gratitude to our amazing clients.

 

As we prepare for the new year, we want to remind you that we are committed to providing you with the best service possible to make your Forex experience smooth and efficient.

 

2023 has been really eventful for us, UpTrader has become the best Forex CRM provider according to an independent web-portal liquidity-provider.com. 

 

Let’s recap the key things we’ve improved for you in 2023.

 

User Experience

 

This year we’ve made our CRM even more interactive and customizable. We have improved a lot of small features like the opportunity to Establish Bonus Limits or Additional Fields in Payment Transactions to keep the history and more. 

 

We’ve added an extra security measure, two-factor authentication (2FA), to our Forex CRM. Although switched off by default, it can be activated by brokers based on individual client needs and is designed to safeguard traders' accounts from unauthorized access and fraud. 

 

Partner Program

 

We’ve enabled online viewing of the partner’s reward report, eliminating the need to download XLS files. All details including traded instruments, commissions, transaction types, profits, and partner commissions, are now conveniently available online.

 

Furthermore, the minimum duration a trading position needs to be open to be considered for affiliate commission can now be personalized for each partner, which allows for greater flexibility in establishing affiliate commission standards while promoting accuracy and openness in calculations.

 

We've also greatly increased the speed of partner reward calculation for Sub IB. Now, all levels are instantly calculated, allowing for timely rewards for your network.
 

And we have fully synchronized our Partner program with cTrader, providing you with a handy tool to persist in your worldwide expansion. 


 

Payment Methods

We’ve introduced a Local Payment Agent feature to our Forex CRM. This new feature allows you to independently add payment agents for cash payments from clients at your offices or other local methods. The addition of this feature substantially eases broker operations in areas where bank processing or well-known payment systems may pose challenges. The Local Payment Agent feature is provided free of charge and is accessible to all UpTrader customers.

 

We have added a specific Wallet Balance column for reports. Users can now more conveniently monitor and control their wallet balances through the User Export report.

 

We have upgraded our Wallet to include Pending Funds that are waiting for approval in the balance. This change will give users a clearer, real-time overview of their money, enabling better management of their internal transfers.

 

We have also added a bunch of new payment systems, and now it’s counted more than 50 popular and local systems all over the world. 


 

Power BI Analytics

 

Just recently, we’ve introduced Power BI analytics for you to be able to get all of the invaluable business insights. Power BI is a business analytics tool that aids users in turning data from multiple sources into comprehensive interactive dashboards and insightful reports.

 

With Power BI, you get clear analytics for your business, allowing for comparison of various business aspects, forecasting, and informed planning. It helps identify successful clients, popular trading instruments, trading volumes, preferred countries, and popular payment systems, aiding in crafting special offers and customized trading conditions.

 

Our team is constantly working on improving our services to meet your evolving needs and remain your all-in-one Forex CRM solution. 

 

In 2024, our plans are ambitious and we are determined to fulfill them.

 

Plans for 2024

 

First and foremost, we will bring you the first version of our Sales Interface by the end of January. Our sales module is designed to skyrocket your sales and assist your sales department. It offers a meticulously designed client card, tasks for the sales team, performance analytics, client distribution among managers, as well as an intricate system of tags and filters.

 

We'll add email and telephony services to the Sales Interface. We are confident that this addition will allow for streamlined and well-coordinated communication.

 

We are also planning to add WhatsApp to the Sales Interface. This move aligns with our goal of making it as easy as possible for our users to access, and make the most out of our service.



We have received multiple requests to improve our affiliate module. Therefore, we plan to introduce:



1. Variable commission issuance depending on client trade groups.

 

2. The ability to work with markups.
 

3. The ability to manage Sub-IBs with fixed payment amounts across all levels and 

customized depending on the number of levels.



Beyond these developments, we are excited to announce our intention to develop a mobile application for our CRM and cryptocurrency gateway that stays highly demanded among forex brokers. 



We are honored to serve you and grateful for your loyalty. We remain committed to enhancing your experience, simplifying operations, and working on your suggestions and ideas. Your business's growth remains our top priority. Wishing you and your loved ones a wonderful holiday season and a prosperous new year!

 

Your UpTrader Team

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UpTrader Introduces Power BI Analytics for Enhanced Brokerage Business Insights

07.12.2023

UpTrader Introduces Power BI Analytics for Enhanced Brokerage Business Insights

If you are a CEO, owner, or key executive of a brokerage company, you undoubtedly aim for a precise and visually clear understanding of how successfully your business operates in various regions. In this case, integrating Power BI into your company becomes not just desirable, but crucial.

What can Power BI do for Forex Brokers?

At UpTrader, we offer our clients Power BI analytics, providing a clear comparative view of any aspect of your business. Simply apply filters by regions to see which one brings in the most revenue. You will be able to see which clients trade the most successfully - perhaps they are your future managers. Determine which trading instruments and in which countries are preferred, to create special offers and trading conditions for traders from these regions. Analyze trading volumes, the popularity of payment systems, and offer special conditions for deposits and withdrawals. Compile comparative dashboards to make data-based forecasts and plan your business development.

Analytics is a powerful tool. And access to analytics with just a few clicks gives you a competitive advantage in quickly analyzing situations and making informed decisions.

At UpTrader, analytics is fully integrated with MetaTrader and all UpTrader Forex CRM modules. Want to implement this in your company? Contact your manager for details [email protected]

Reference:

Power BI is a business analytics tool from Microsoft that allows users to transform data from various sources into interactive dashboards and analytical reports. It is used for aggregating, analyzing, visualizing, and sharing data. Power BI provides a deep understanding of key business indicators and data, helping to make informed decisions based on data.

 

Key features of Power BI include:

Data Integration: Connecting to a wide range of data sources, including cloud databases, local data, Excel, and others.

Data Modeling and Analysis: Creating custom data models and using analytical functions to extract valuable business insights.

Data Visualization: Transforming data into clear, easily interpretable visualizations such as charts, diagrams, and maps.

Collaboration and Data Sharing: Sharing your reports and dashboards with others, facilitating teamwork and decision-making.

Availability and Mobility: Power BI offers cloud solutions and mobile applications, allowing users to access their data and analytics anytime and anywhere.

This tool is widely used in various industries to optimize processes, improve performance, and identify new opportunities for business.

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UpTrader Invites Aspiring Forex Brokers to Exclusive Webinar "Three Steps to Open a Forex Broker"

28.11.2023

UpTrader Invites Aspiring Forex Brokers to Exclusive Webinar "Three Steps to Open a Forex Broker"

UpTrader, a renowned Forex CRM solutions provider, is excited to invite aspiring forex brokers to its exclusive webinar, "Three Steps to Open a Forex Broker." Scheduled for December 8 at 12:00 pm GMT, this event promises to be an invaluable resource for those looking to enter the forex brokerage industry.

Webinar Details:

  • Date and Time: December 8, 12:00 pm GMT
  • Host: Vasily Alexeev, CEO of UpTrader and an esteemed expert in the Forex CRM industry

In this Comprehensive Webinar, Participants Will:

  • Receive a detailed overview of the forex market, specifically tailored to startups.
  • Explore cost-effective company registration jurisdictions for 2024.
  • Discover the benefits of various trading platforms and how to choose the right one.
  • Learn about optimal Forex CRM strategies for new brokerages.
  • Understand how to integrate efficient payment systems into their business model.

Interactive Q/A Session: Following the insightful presentations, attendees will have the opportunity to engage in a Q/A session with Vasily Alexeev, gaining personalized advice and direct answers to their questions.

Why Attend? This webinar is a must-attend for anyone aspiring to establish a successful forex brokerage, especially within a budget. It offers a rare opportunity to gain comprehensive knowledge, insights into the latest industry trends, and practical strategies straight from an industry leader.

Register Now Spaces are limited, so early registration is encouraged to secure a spot in this informative and transformative session.

Join us on December 8 and take the first step towards realizing your dream of opening a forex brokerage. We look forward to welcoming you to this enlightening webinar!

Best regards, The UpTrader Team

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Best Forex Liquidity for Your Brokerage

15.11.2023

Best Forex Liquidity for Your Brokerage

UpTrader offers forex brokers cutting-edge liquidity solutions, providing high-tech access to market liquidity, essential infrastructure, and a variety of connection options. These solutions are ideal even for working with the most complex HFT systems. Thanks to our experience and modern technologies, we provide customized liquidity solutions, fully adapted to the unique requirements of each client.

Our clients can enjoy the following benefits:

  • Marginal requirements: 1%
  • Trading hours: 24/5
  • Access to 7 markets and over 700 trading instruments
  • Competitive STP prices for Forex pairs, as well as other trading instruments and asset classes

We offer:

  • A full A-book model for risk-free trading
  • A single margin account
  • Ultra-fast STP execution
  • Multiple APIs and institutional GUIs
  • 24/7 technical support
  • Low spreads and commissions
  • A wide range of trading instruments
  • Various platforms for effective liquidity distribution

With UpTrader, you get not only access to liquidity but also complete support to strengthen your brokerage business.

Reach us for more information through the live chat or by email: [email protected]

Your UpTrader Team

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Enrich your trading conditions with Crypto CFD Liquidity

12.11.2023

Enrich your trading conditions with Crypto CFD Liquidity

Expand your clients' trading opportunities by connecting to crypto liquidity, providing them with the most competitive earning possibilities.

Cryptocurrencies, being a young and promising asset class, require traders to execute transactions with maximum efficiency and minimal costs. CFDs (Contracts for Difference) offer a convenient way to trade cryptocurrencies. UpTrader provides access to a unique solution for Crypto CFDs, aggregating resources from crypto exchanges, non-bank liquidity providers, crypto brokers, institutional client orders, and hedge funds, thereby providing brokers with the deepest liquidity pool.

  • BTC spread from $0.1
  • Marginal requirements: 20%
  • 7 liquidity platforms
  • Execution from 12 ms
  • 24/7/365 technical support

In addition to cryptocurrencies, we can also provide liquidity streams for metals, indices, energy, and stock instruments, as well as exchange-traded funds.

Working with UpTrader, you gain expertise, a product of high stability, and good prices with large volumes at top levels.

  • Crypto CFD pairs: 100
  • Marginal requirements: 20%
  • Trading availability: 24/7/365

    Reach us for more information through the live chat or by email: [email protected]

    Your UpTrader Team
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