Company news

Some companies overlook tools such as analytics directly in the CRM, where a trader can view current data without changing the interface and immediately make a trading decision. This oversight is unfortunate, as such an ostensibly obvious tool can significantly improve trading volumes and more. The CEO of one such brokerage permitted us to review their data. We categorized their clients into two groups: those who engaged with the analytics and those who did not. The outcome was quite revealing.

Statistical Insights

Clients who engaged with the analytics made deposits that were, on average, 15% higher per customer than those who did not utilize this resource. Furthermore, the average transaction size for this group was 25% larger. Significantly, their trading volume saw an increase of 230%.

Interested in achieving similar outcomes? It's simpler than you might think.

Providing daily, up-to-date market analysis in the trader's room can substantially boost your company's trading volumes, thereby enhancing potential profitability. This feature is already incorporated into the UpTrader Forex CRM, though it remains underutilized by many of our clients.

Market specialists diligently gather data daily, crafting and disseminating both technical and fundamental analyses that benefit traders globally.

This resource is readily available within the UpTrader Forex CRM. To initiate the feed broadcast, we invite you to contact our support team. By doing so, you will unlock a powerful tool designed to augment both sales and client loyalty starting from tomorrow.

UpTrader is pleased to announce the launch of new features in our Forex CRM, significantly expanding the capabilities for managing payment systems.

Previously, we introduced a feature that allows displaying particular payment systems to clients of a particular partner. This innovation has received positive feedback from our clients. Continuing to develop this functionality, we have added the ability to select specific clients for whom certain payment systems, account types, and bonuses will be available.

This feature is especially important when launching and testing new payment systems. Now, brokers can restrict access to new payment solutions exclusively to employees who will be involved in their testing. This ensures a more efficient and controlled process for implementing new features.

All settings are available to UpTrader clients in the administrative module.

Your UpTrader Team

UpTrader, a leader in software development for forex brokers, has launched new filters in the UpTrader Forex CRM administrative module. This update significantly expands brokers' capabilities for service personalization and client base management.

Key innovations include the ability to set filters based on parameters such as the trader's country, language, partners code. Particularly important is the new functionality for affiliate programs. Thus, brokers launching affiliate programs with individual conditions for different partners can create unique terms for their clients. For example, a broker may offer increased payouts to one of the partners and configure automatic account opening with wider spreads for their traders.

Other good example of uzing new filter is individual conditions based on countries. For instance, filters allow for the automatic offering of swap-free accounts to Muslim traders, taking into account their religious beliefs and cultural features. Islamic law prohibits riba (interest or excess payments). In a financial context, this means Muslims are forbidden from receiving or paying interest. For this reason, brokers offer special swap-free accounts for Muslim traders, which do not accrue swaps (overnight commissions or interest for carrying a position to the next trading day), making trading compatible with Islamic financial principles.

With the introduced filters in the administrative panel, it is possible to automatically identify traders from Muslim countries and offer them swap-free accounts. This not only simplifies the account management process for different user groups but also helps in ensuring that services meet the requirements and beliefs of clients from various cultural and religious groups.

This update from UpTrader underscores the company's commitment to providing innovative and effective solutions for forex brokers, helping them stay at the forefront in the rapidly changing world of financial technologies.

Your UpTrader Team

UpTrader, a leading developer of brokerage software, began 2024 with the announcement of the completion of integration with DXtrade, making it the third trading platform, after MetaTrader and cTrader, to be incorporated into UpTrader's CRM system. 

Vasily Alexeev, CEO of UpTrader, stated, “At UpTrader, we aim to be as flexible as possible so that brokerages can run their business with us in their own unique way. Adding DXtrade support is a major milestone on our way to allow our clients to work with the tools that are best suited for their business model”.

Developed by Devexperts, DXtrade is a multifunctional trading platform for Forex, CFD and Crypto brokers. The DXtrade platform is distinguished by its flexible settings that allow brokers to customize both the frontend and back-office operations according to their needs. This provides brokers with the opportunity to be noticeable in the market thanks to the platform's unique interface and settings.

 In addition, DXtrade offers a range of proprietary tools aimed at improving user experience and increasing the attractiveness of the platform for new clients and retaining existing ones. These tools include embedded trading journals, performance dashboards, highly responsive charting, modern navigation, Android and iOS mobile trading apps. Compared with giants such as MetaTrader, DXtrade stands out for its innovative approach and adaptability to the needs of the modern market.
 

Brokers working with the DXtrade platform now have access to all the advantages of UpTrader's Forex CRM, including an intuitive interface, various bonus programs, a multi-level partnership program with different types of rewards and transparent reporting, a comprehensive sales module for sales department management, in-depth business analytics with visualized Power BI dashboards, and much more.

In the first quarter of 2024, DXtrade brokers will also gain access to the UpTrader Copy Trading Platform, further strengthening their market positions. Contact the UpTrader sales team at [email protected] to schedule a demo of the integration.
 

UpTrader is a reliable CRM provider with more than a decade of experience in developing solutions for Forex. The company offers cloud solutions tailored to the various needs of brokers. The flagship product is Forex CRM, and the range also includes White Labels of trading platforms, Forex and Cryptocurrency Liquidity, and a Copy Trading Platform. 

“We strive to make UpTrader Forex CRM the number one on the market, integrating advanced features and providing attention to the smallest detail. Our goal is to perfect the brokerage infrastructure and provide users with the best experience”, adds Vasily Alexeev.

We have exciting news to share!
UpTrader is headed to iFX EXPO Dubai on January 16-18 at the Dubai World Trade Centre, Za’abeel (Hall 6). This platform opens up plenty of opportunities for networking with esteemed industry peers, immersing ourselves in new developments, and exploring potential partnerships. 

It’s a great opportunity to access the wealth of knowledge that fintech leaders, investors, traders and all Forex and Crypto key players from across the globe will be bringing to the event. The chance to connect with these c-level experts and learn about the major developments shaping the financial industry is not to be missed! 

If you're also attending the expo and wish to meet up with us, we invite you to book a slot. Looking forward to making great connections!

Your UpTrader Team