UpTrader Invest

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:

MetaTrader 4

Available now

MetaTrader 5

Available now

Offer your clients a new source of income and watch your business grow!

Try UpTrader Invest


  1. 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.

  2. Easy to control

    Among the service’s hallmarks is the simplicity of operation for all parties: the broker, the account manager, and the investor.

  3. Highly customizable

    Flexible settings allow choosing between the methods of profit distribution and manage risks.

  • Integration within one day
  • Three profit distribution options
  • Two methods of disconnection from a strategy
  • Over 500 trading instruments are available: currencies, cryprocurrencies, spot metals, CFDs on stocks, futures, bonds, and indices
  • Multi-currency accounts: currencies, cryptocurrencies, metals
  • Single interface to manage trading and investments
  • High speed of execution
  • Possibility of missing trades is eliminated
  • Slick and intuitive interface
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Features of UpTrader Invest

Available now
Coming soon


  • 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 FX 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 forex 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 Fx 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.)

Try UpTrader Invest

Simple operating procedure for investors

  • Choose a trader

Investors choose a strategy from the list in their profile based on the history of profitability, while the chart shows the trading instruments used by the manager. Investors submit an investment request, the manager accepts or rejects it. If the manager enables automatic acceptance of investments, the strategy will be connected instantly.

  • Track the profitability

From now on, the investor will be able to track the profitability in the mobile MT4 app, web terminal, or the desktop version of the platform. The investor won’t be able to trade in this account, only the changes in their account balance will be visible.

  • Manage investments

The investor chooses a strategy based on the history of profitability and the manager’s preferred instruments, which are visible on the chart. This creates an investment request which is either accepted or rejected by the manager. The manager can also enable automatic acceptance of all investments.

Loss limiting feature

Investors can set daily loss limits.

There are several methods of disconnection from a strategy based on the account settings:

  • Disconnect instantly;
  • Submit a disconnection request to be accepted by the manager;
  • On rollovers: disconnection request will be accepted according to schedule.

Comfortable conditions for managers

Profit distribution

Managers can choose between three reward systems available in the settings:

  1. Reward per manager’s trading volume;
  2. Percentage of profit generated during a certain period set by the manager;
  3. High watermark: reward for the increase in balance.

Robot trading

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.

Multi-currency accounts

Management for brokers

Risk management

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 MT5 and MT4 PAMM or MAM mode for A-book brokers.

Supported platforms: МТ4 and МТ5

MT5 version is coming soon

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, white label copy trading platform and all trading instruments:

  • Currencies
  • Futures
  • Indices
  • Cryptocurrencies
  • Stock and spot metal CFDs
  • Bonds

API access

UpTrader Invest can be integrated into your website or Forex 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.

Any questions for us?

Don’t hesitate to ask!

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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.

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 trader's room without any additional authorization
Contact sales

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
Contact sales

Forex 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
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Forex admin back office (you)

Loads of configuration options and ready to use business processes for your forex brokerage company

  • Enable Payment System APIs
  • Set up account types and trading platforms integrations
  • Manage their staff, implement Introducing Broker rewards
Contact sales

Terms and definitions

Investment account

Investor’s indicative account. Investors can’t place trades, but they can see the trading history and track the profitability.

Master account

Investors transfer their funds to this account. This account is used by the manager for trading.

MT4/ MT5 MAM (Multi Account Management)

In this solution, the trader operates in the accounts of several clients at once. Investors transfer their funds to the accounts of managers. Each client has an account to track their part of the common trades.

MT5/ MT4 PAMM Module (Percentage Allocation Management Module)

Similar to MAM, but the history of trades isn’t available to investors.

Copy trading/social trading

Automated copying of trades to the accounts of investors. Funds remain in investment accounts, and the trades are also placed there.


A client who opened an investment account, invested funds in a manager’s strategy without placing any trades themselves.

Trading strategy

A set of trading commands provided by the trader and applied to the funds of investors. Strategies have names and history of profitability.

Try UpTrader Invest!

Our manager will contact you with all further details.

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