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Forex UpTrader CRM offers extensive customization options for brokers. It allows not only configuring complex features such as payment system grouping, anti-fraud features against unscrupulous brokers, and setting different conditions for clients from different countries, but also adding custom pages to the client interface of the CRM and back office.

Custom pages for clients can be created directly in the personal account interface. They will appear at the bottom of the menu. Pages can be either text-based or contain third-party widgets. For example, recently our clients created a page for an analytical service by embedding a widget with the latest technical analysis. Another client wanted to display a strategy rating using the Brokeree service. Creating such pages takes only a few hours or even minutes, depending on the content.

Brokers can also create pages for their team that will appear in the admin back office menu. These can include rules or interaction protocols, a calendar, and so on.

To create a new page, go to the CRM, navigate to the admin module, select "Custom Page" in the menu, and create the page.

UpTrader CRM offers a plethora of exciting features. If you want to learn more, request a demo, email us at [email protected], or leave a request at uptrader.io/contacts.

Your UpTrader Team

We are thrilled to announce the rollout of a new feature aimed at optimizing the efficiency and security of fund transactions for brokerage firms - the Grouping Payment Systems feature. This latest addition to our robust Forex CRM is designed to simplify payment system management while providing brokers with an enhanced layer of financial control and flexibility.

How It Enhances Your UpTrader CRM Experience

Grouping Payment Systems allows brokerage firms to categorize and manage different payment systems into distinct groups within the CRM platform. This functionality is not only pivotal in organizing payment methods but also in establishing specific rules for deposits and withdrawals that align with the broker's financial strategies and client servicing policies.

Key Features and Benefits:

1. Distinct Payment System Groups: Brokers can now organize payment systems into tailored groups, making it easier to manage and track client transactions. For instance brokers can group crypto payments, or card payments etc. Brokers can choose any criteria for grouping. This grouping also helps in applying specific transaction rules uniformly across similar payment methods, ensuring clarity and consistency in fund management.

2. Deposit Flexibility with Withdrawal Restrictions:

While clients retain the freedom to deposit funds using any available payment system, withdrawals are subject to more structured rules. Clients may withdraw funds through the payment system they used for depositing or any system within the same group, based on the amounts deposited. This strategy effectively mitigates the risk of funds being unevenly distributed across different payment systems. Ultimately, this feature protects brokers from the need to transfer money between payment systems to fulfill withdrawal requests.

3. Protection from misusing brokers as an exchange:
Based on actual cases, some clients may deposit money not for trading purposes but to use the broker as an exchange. They capitalize on favorable exchange rates and aim to withdraw money without any commission. This addon is designed to prevent the misuse of the brokerage platform for currency exchange or arbitrage activities that do not contribute to trading volume.
 

4. Unrestricted Withdrawals for Profitable Trading: A cornerstone of this feature is its support for trading. Real clients who use a broker as a broker and who have yielded profits from their trading activities are afforded the flexibility to withdraw their earnings through any payment system, irrespective of their initial deposit method. This ensures that successful traders have unencumbered access to their funds, promoting a trader-friendly environment.

Implementation and Integration:

The Grouping Payment Systems feature is meticulously designed for seamless integration with existing UpTrader Forex CRM setups. It ensures that the implementation process is straightforward, requiring minimal adjustment from the broker's side. The UpTrader team offers comprehensive support throughout the integration phase to ensure that brokers can leverage this new feature to its fullest potential from day one.

Embrace the Future of Fund Management:

The introduction of the Grouping Payment Systems feature underscores UpTrader's commitment to delivering cutting-edge solutions that cater to the evolving needs of Forex brokers. By adopting this feature, brokerage firms can significantly improve their payment system management, offering their clients a more streamlined, secure, and flexible trading experience.

For a detailed walkthrough of the Grouping Payment Systems feature or to learn how it can transform your Forex CRM, reach out to our team at [email protected].

NFG stands as a versatile payment processing powerhouse, adept at handling both fiat and cryptocurrency transactions with finesse. While NFG Fiat specializes in facilitating fiat transactions, NFG Crypto caters to the burgeoning realm of cryptocurrency transactions.

Together, they ensure businesses have access to versatile financial solutions tailored to their needs.

Pioneering Fiat Settlement - NFG Fiat Revolutionising the Standard

The unique NFG Fiat feature, that end-users of over 169 countries pay in fiat currency with diverse payment options (credit card, SEPA, and many more), while companies receive crypto funds instantly at their designated wallet address, grants businesses full control over their finances in a decentralized manner. This not only streamlines financial operations but also mitigates risks associated with traditional fiat payment processing methods. NFG Fiat prides itself on its zero-chargeback and rolling reserve guarantee, offering businesses unparalleled peace of mind when it comes to financial security.  

With a commitment to simplicity, NFG Fiat provides a smooth same day integration for Uptrader clients without any setup or fixed monthly fees. Support and troubleshooting are made hassle-free with access to a dedicated Telegram group with NFG representatives, available 24/7.

Better than the Rest - NFG Crypto's Trusted System

In the competitive arena of cryptocurrency payment processing, businesses trust NFG Crypto because it offers an audited technology with no hidden fees or harmful automated swap increases, ensuring a fair, 100% transparent and predictable experience for all users. Moreover, what truly sets NFG Crypto apart, is its consistent track record of providing lower fees than its competitors.

By waiving a setup fee, eschewing time-consuming KYC/KYB processes, and offering a dedicated Telegram Group manned by Devs, NFG Crypto facilitates easy integration and smooth ongoing support. Additionally, businesses can enjoy the flexibility of fast and simple swaps at the lowest rates and process payouts whether individual, mass, or through API, across a wide range of cryptocurrencies and networks.

UpTrader Highlights NFG's Excellence
 

NFG has been UpTrader’s partner for years, and their constant evolution is why we deeply value our relationship. Their tech solutions are top-notch, and their adaptability is commendable, says Vasily Alexeev, CEO of UpTrader

UpTrader is happy to provide our clients with the support offered by NFG. NFG stands out as a comprehensive solution for brokers aiming to integrate fiat and cryptocurrency payments seamlessly into their operations. 

We're thrilled to announce a major upgrade aimed at enhancing convenience for both brokers and clients alike. UpTrader has now introduced a new registration form widget, a tool designed to seamlessly integrate with third-party sites.

This feature ensures that the client experience is smooth and uninterrupted, directly transferring users from any site or landing page to our sophisticated CRM system.

Previously, brokers had to either develop their own form through an API or redirect clients to our main registration form. With the launch of this new widget, available directly from the admin panel, we're eliminating these hurdles, allowing for effortless integration right into your site as a simple frame.

Haven't experienced the full potential of UpTrader CRM yet? This latest development is just one of the many ways we're committed to improving your brokerage operations. Don't miss out on this opportunity to streamline your process - schedule a demo today by contacting our sales team at [email protected].