Company news

Dear Brokers,

This is a gentle reminder to review your reward settings and ensure that you're utilizing the "Use bonus coefficient" option effectively. Remember, when this feature is enabled, bonus funds are excluded from the calculation of your partner rewards.

For those with referred clients receiving bonuses, this setting is crucial. It helps maintain the accuracy of your rewards by considering only the client's own funds, not the inflated equity due to bonus funds.

Please take a moment to check that your settings reflect your preferences for a fair and transparent partnership reward calculation.

Thank you for your continued partnership!

UpTrader CRM is set to introduce a new feature soon—a tagging system that will significantly simplify the client filtration process and the assessment of their potential for effective interaction. This innovation will enable companies to approach client engagement more strategically.

Currently, customizable tags are being developed, allowing users to create individual tags and assign them to contacts. Future plans include introducing tags associated with client accounts, which will open up opportunities for grouping users based on various criteria and segmenting the client base.

For instance, it might work like this: a manager, visiting a contact's page, could easily assign a tag by clicking the edit icon next to the client's name and selecting one of the available tags in the system. The creation of personalized tags will be available only to users with administrator rights, while any employee can assign them.

Your UpTrader Team

UpTrader Forex CRM offers extensive capabilities not only for CRM customization but also for conducting marketing campaigns for clients.

On the UpTrader Trader's Room login page, you can place banners with information about promotions, trading conditions, new services, and anything else you'd like to draw your clients' attention to. You can either set a single banner or rotate multiple ones. The rotation order of the banners corresponds to the sequence numbers next to the images in the admin panel; you can change this order using arrows. Communicate with clients in their language - different sets of banners can be assigned to various language versions of the interface.

Inside the Trader’s room itself, you can also display banners. You can upload different formats: jpg, .png, gif, etc. Set the display period and select language versions to show different banners for clients from various countries.

Use every opportunity to inform clients about something important, but don't overdo it, so the tool retains its trust and strength.

We will keep you updated with new releases!

Your UpTrader Team
 

In the financial world where every detail matters, choosing the right jurisdiction can be a pivotal moment for a broker's successful operation. Recent data highlights Saint Lucia as one of the most attractive platforms for forex startups. Let's delve deeper into this issue. What is Saint Lucia? Saint Lucia is an island nation located in the Caribbean Sea. This jurisdiction is renowned for its lenient financial policy and transparent business operations. Why is Saint Lucia becoming popular for forex brokers?

The main advantage of Saint Lucia for forex brokers lies in the possibility of obtaining a "Legal Opinion". This document is issued by a local lawyer confirming that the company is not prohibited from engaging in forex according to local legislation. It essentially acts as a substitute for a license: there's no official forex license, but since it isn't forbidden, the activity is considered permitted and is considerably cheaper. The absence of stringent regulation simplifies the process, although it demands careful subsequent interactions with banks.

Conditions and business setup process:

Duration: The company can be registered within a week, followed by the opening of a bank account.
Cost: Approximately 25,000 dollars (15,000 for company registration + from 10,000 for bank account opening).
Documents: A minimal set of documents, details should be clarified with agents.
Bank: Account opening is offered in the local Eximbank.

Now let's consider the options available for those planning to work with different trading platforms:

WL MetaTrader: If you're planning to work with this platform, Saint Lucia is the optimal choice. In addition to the Legal Opinion, which eases the bank account opening and compliance procedures, other available options will cost you significantly more. Next in line is Mauritius. Although this jurisdiction provides a real license, the registration process takes longer, and the service cost is twice as high. Prices start from $55K.
WL cTrader: In our opinion, under the current circumstances, it's the best choice of trading platform. cTrader matches Metatrader, and even surpasses it in some parameters. Both Saint Lucia and Saint Vincent and the Grenadines (SVG) are excellent for operating with cTrader, with the latter being even more affordable. UpTrader is one of the leaders among Forex CRM providers. The provider offers a multi-tiered ecosystem for managing the forex business, encompassing CRM, sales funnel, payment systems, crypto gates, copy trading platforms, and more. Additionally, we assist in company registration, liquidity connection, and orchestrate the entire process of broker opening "turnkey".

If you have any questions or need a consultation, please contact us!
We are always happy to help.

Your UpTrader Team

When a company expands into new markets, it often happens that a client is assigned to a manager in the CRM who shouldn't be handling them.

For instance, this can occur if a client registers through an English-language landing page, but speaks Chinese and doesn't understand English. Or, when a company develops its affiliate network, an IB (Introducing Broker) client might be assigned to the wrong manager. This can lead to confusion in communication and in the calculation of bonuses and rewards.

To easily and swiftly address this issue, UpTrader CRM (Sales Interface) has incorporated the 'Reassign manager' feature. The manager or partner submits a request to reassign a client, and the decision to approve or reject lies with the leadership.

If you haven't yet seen our Sales Interface, order a Demo! Write to us at [email protected].

Your UpTrader Team"

UpTrader CRM offers extensive customization options for Forex CRM to match your company's taste and style.

Within the Admin Interface, you can tailor the interface colors, including elements such as buttons and logos. All changes are applied instantly, letting you see the effect in real-time.

You can also set the interface language, choosing from 17 available options, and even specify a language for notifications and support messages.

Custom JavaScript allows you to add widgets, metrics, or even completely custom code to your CRM. You can integrate external widgets, pull data from your server, and display it in the CRM. The most popular feature is embedding online chat, but the possibilities are nearly endless.

If you wish to enhance the appearance of the Forex CRM to align with your brand's unique design, add your color palette, fonts, backgrounds, styles, or anything you deem necessary and vital for your company, make use of custom CSS. It enables you to apply your styles to any UI elements within the Forex UpTrader CRM interface.

And of course, for all UpTrader clients, the Client Interface Menu customization is available. Decide on the functionality accessible to your clients, list all the items in the Admin that will be visible to users, and save your settings. You can modify them at any moment.

Your UpTrader Team