UpTrader Invest is an investment service combining the popular technologies of PAMM, MAM, and social trading. Brokers don’t have to choose anymore: connect UpTrader Invest and get all three in one package!
Works with platforms:
Offer your clients a new source of income and watch your business grow!Try UpTrader Invest
Suitable for investors of any level of expertise
The service allows investors with any level of experience to start investing immediately and generate profits from trading on Forex, cryptocurrency, or derivatives markets.
Easy to control
Among the service’s hallmarks is the simplicity of operation for all parties: the broker, the account manager, and the investor.
Flexible settings allow choosing between the methods of profit distribution and manage risks.
Features of UpTrader Invest
Profits and losses are calculated precisely
Investors can have volumes as small as 0.0001 lots, which enables small investments relative to Master’s balance
Investors can monitor their profits via all available methods for MetaTrader (desktop app, mobile app, web terminal) & via UpTrader CRM
Protection of Investor’s balance (automatic disconnection when an Investor reaches a certain level of losses)
Several modes of deposits & withdrawals:
Automatic, immediate (but an operation may fail if automatic closure is enabled and there’s a lack of liquidity)
Manual (Master has to approve each deposit/withdrawal)
Rollover schedule: when creating a strategy, Master selects a schedule of rollovers. They can choose from two schedule types: each n-th day (for example each 7th day means weekly) or monthly, on a certain day of each month (for example on the 1st day of each month)
Customizable investment ratios (ratio of Investor’s to Master’s balance)
Support for automatically increasing Master’s volume on new investments
Support for automatically decreasing Master’s volume (partial closure of trades) on withdrawals
Several types of Master’s reward calculation:
Volume fees (e.g. $1 for each million of volume on the investor’s account)
% of profit during a period (the period is set up in the same way as rollovers)
High water mark (Master gets reward each time an Investor’s balance reaches a new high)
A-book compatible – all trades of a strategy happen on one account, which can easily be hedged
Compatible with MetaTrader 4 and MetaTrader 5
Installed as a native MetaTrader plugin which ensures precise processing of trades
Fully integrated with UpTrader CRM, which provides interface for both Master and Investor as well as colorful strategy statistics graphs
A lot of languages supported
Compatible with cryptocurrency trading
Compatible with share trading
Compatible with automated trading (trading robots & advisors)
Compatible with different base currencies of accounts, including crypto
Can be controlled from MetaTrader Manager app
Has easy-to-use REST API which enables 3rd-party integrations
It is possible to create demo strategies & demo investors
Customizable interface (colors etc.)
Comfortable conditions for managers
Managers can choose between three reward systems available in the settings:
- Reward per manager’s trading volume;
- Percentage of profit generated during a certain period set by the manager;
- High watermark: reward for the increase in balance.
Managers can use trading robots or EAs in their master accounts. This feature is available in any mode of the investment service. Since manger accounts in UpTrader Invest are simply standard trading accounts in MetaTrader 4, EAs operate in a fashion conventional to MT.
Over 500 trading instruments available
Major and exotic currencies, popular cryptocurrencies, spot metals, as well as derivatives are available to traders. The platform offers a wide selection of CFDs on the stocks of European and American companies, futures, bonds, and indices.
Management for brokers
There are no restrictions for brokers on how they want to make money in this service. It can be any existing arrangement—spreads, fees. The service works with any variations of A-book/B-book. Note that superior risk hedging can be achieved in MAM or PAMM mode for A-book brokers.
Supported platforms: МТ4 and МТ5
MT5 version is coming soon
UpTrader Invest is already available for MT4. Next up for release is the MT5 plugin. In our White Label package, MT4 comes with the integrated investment service and all trading instruments:
- Stock and spot metal CFDs
UpTrader Invest can be integrated into your website or CRM as a standalone product. We’ll provide API and full documentation, while you can create your own interfaces.
Control your UpTrader Invest in MetaTrader Manager
Brokers can manage their UpTrader Invest plugins through the MetaTrader Manager mobile app. It offers full managing capabilities: opening of new accounts, deposits, analytics, and much more.
Unlike similar platforms, UpTrader Invest is a plugin that works directly in the MT4 core, which ensures the stability of operation and completely eliminates the possibility of missing trades, which is inevitable when connecting to MetaTrader 4 externally—and that’s how most similar solutions work.
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Integration into CRM: a single interface
All UpTrader products are integrated into UpTrader CRM. The system is designed to operate as a single comfortable environment to manage all your business processes.
Сlient (broker customers)
All the necessary tools for managing investments
- Register and pass KYC verification in a couple of clicks
- View the full history of deposits and withdrawals on one page
- Deposit and withdraw funds using over 30 payment methods
- Open accounts and set their leverage, currency, type of order execution
- Enter the trading terminal directly from the client interface without any additional authorization
Partnership (Introducing Broker) Section
- In-depth reporting system
- All partner rewards for each particular trade
- Automated calculation and payout of rewards
- Trading activity and personal data of their clients
- Customizable IB programs and payout conditions
- IB rewards customizable for each trading symbol
Back Office (your staff)
All the necessary features for effective communications and customizable workflow settings
- View deposit and withdrawal requests
- Approve withdrawal requests and verify documents
- See the full history of operations: opened accounts, uploaded documents, trading activity
- Notify clients about new products and services, provide market analysis
- Run marketing promotions, set up personal offers