Award by Forex-ratings.
UpTrader Invest is an investment service combining the popular technologies of PAMM, MAM, and social trading. Brokers do not have to limit themselves anymore: connect UpTrader Invest and get all three in one package!
Works with the following platforms:
Offer your clients a new source of income and watch your business grow!
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 operations for all parties involved: the broker, the account manager, and the investor.
Flexible settings provide options to choose between the methods of profit distribution and risk management.
UpTrader Invest features
Profits and losses are precisely calculated
Investors can have volumes as small as 0.0001 lots, which enables small investments relative to the Master’s balance
Investors can monitor their profits via all available methods for MetaTrader (desktop app, mobile app, web terminal) & via UpTrader Fx CRM
Protection of Investor’s balance (automatically disconnecting when an Investor reaches a certain threshold for losses)
Several modes of deposits & withdrawals:
Automatic, immediate (but an operation may fail if automatic closure is enabled and there is a lack of Forex liquidity)
Manual (Master has to approve each deposit/withdrawal)
Rollover schedule: when creating a strategy, Master selects a schedule for 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)
Customisable 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 trade closure) on withdrawals
Several types of Master’s reward calculation:
% 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 related to a strategy happen in one account which can easily be hedged
Compatible with MetaTrader 4 and MetaTrader 5
Installed as a native MetaTrader plugin which ensures precise trade processing
Fully integrated with UpTrader Fx CRM, which provides an interface for both Master and Investor, as well as colourful strategy statistics graphs
Several languages supported
Compatible with cryptocurrency trading
Compatible with share trading
Compatible with automated trading (trading robots & advisors)
Compatible with different base currencies, 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
Customisable interface (colours 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 manager 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. Any existing arrangement is available, including spreads and fees. The service works with any variations of A-book/B-book. Note that superior risk hedging can be achieved in MT5 and MT4 PAMM or MAM mode for A-book brokers.
Supported platforms: МТ4 and МТ5
UpTrader Invest is a great copy trading software for MT4 and MT5. Our MT4 White Label and MT5 White Label packages come with the integrated PAMM, MAM, and White Label copy trading platform and all trading instruments:
- Stock and spot metal CFDs
UpTrader Invest can be integrated into your website or Forex CRM as a standalone product. We provide API and full documentation, and 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 new accounts, deposits, analytics, and much more.
Unlike similar platforms, UpTrader Invest is a plugin that works directly at the MT4 core, ensuring the stability of operations and completely eliminating the possibility of missing trades, which is inevitable when connecting to MetaTrader 4 externally — and that is exactly how most similar solutions work.
Any questions for us?
Don’t hesitate to ask!
Integration into CRM: a single interface
All UpTrader products are integrated into Forex CRM. The system is designed to operate as a single comfortable environment to manage all your business processes.
Client (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, and type of order execution
- Enter the trading terminal directly from the trader's room without any additional authorisation
Partnership (Introducing Broker) Section
- In-depth reporting system
- All partner rewards for each particular trade
- Automated reward calculation and payout
- Client trading activity and personal data
- Customisable IB programs and payout conditions
- IB rewards customisable for each trading symbol
Forex Back Office (your staff)
All the necessary features for effective communication and customisable workflow settings
- View deposit and withdrawal requests
- Approve withdrawal requests and verify documents
- See the full history of operations: open accounts, uploaded documents, and trading activity
- Notify clients about new products and services, provide market analysis
- Run marketing promotions, set up personalised offers
Forex admin back office (you)
Several configuration options and ready-to-use business processes for your Forex brokerage company
- Enable Payment System APIs
- Set up account types and trading platform integrations
- Manage their staff, implement Introducing Broker rewards
Terms and definitions
MT4/ MT5 MAM (Multi Account Management)
MT5/ MT4 PAMM Module (Percentage Allocation Management Module)
Copy trading/social trading
Try UpTrader Invest!
Our manager will contact you with further details.