Trader's room is the client's part of UpTrader Forex CRM. It's an online platform provided by forex brokers that serves as a centralized hub for traders to manage their trading activities. It includes features such as multi-currency wallets, advanced analytics tools, real-time market news, customizable trading terminals, economic calendars, and detailed trading history reports.
The trader's room is there to streamline the trading process by offering a comprehensive set of tools and functionalities in a single, user-friendly interface, allowing traders to efficiently monitor, analyze, and execute their forex trading strategies.
A tool that allows traders to manage funds from a single account and distribute money between trading accounts through simple internal transfers. Clients can trade with a trading account while keeping some funds safe in the Wallet. This way, they can earn profits and withdraw them to the Wallet without affecting their trading and margin security.
Plan the work of the sales department in stages, customize the work by regions, individual conditions, number of touches, and more.
Keep the client informed - set up notifications for various actions - opening/closing accounts, the status of deposits/withdrawals, company updates, and much more.
Support is provided within the platform. For both the client and technical support, the correspondence history is saved. Support can be available in different languages, 24/7.
Connect analytics feeds from any source or use ready-made technical analysis and an economic calendar from any source and broadcast this directly in the client's account.
Do not make the client switch between interfaces unnecessarily. All specifications are pulled from the trading platform and are available directly in the trader's account.
A separate module with diverse functionality is available for building and managing your own IB network worldwide.
Trader's room from UpTrader is a comprehensive digital platform that simplifies the forex trading process by consolidating essential services and features into a single, user-friendly dashboard.
By centralizing these critical trading functions, our well-designed trader's room empowers both novice and experienced forex traders to efficiently manage their activities and make informed decisions - all from a single, intuitive platform.
Clients can contact the technical support team if they need assistance.
To create a new support ticket, the client needs to provide a description of the problem. They can also attach a screenshot to help explain the issue. After clicking "Submit", a ticket is created and sent to you. You can then respond to the client in real-time chat mode.
The 'Notifications' section in the navigation bar contains alerts about important events, such as the creation of a trading account, a report, or an internal fund transfer. Notifications about significant transactions are also sent to the client's email.
When funds are transferred, the client receives email receipts.
The easiest way to keep your clients updated is to inform them about everything important through the trader's room. You can post any content like promotions, company news, articles, and whatever you wish in the 'News' section.
Don't make your clients go somewhere else to get important information to make decisions about trading. Keep them in your ecosystem. The 'Technical Analysis' section is automatically populated with trading analytics. You can choose to enable or disable this section. This content is free and unique, written and published by UpTrader.
Another tool that helps traders make informed decisions, where they can view important economic events worldwide.
This section automatically downloads the trading symbol settings from the trading platform. Here, traders can view the parameters for available trading instruments, including the symbol, name, tick size, swaps, margin, contract size, spreads, and trading session.
The 'Tick Size' refers to the minimum price movement of a trading instrument. 'Margin' is the security required to open a position, with 20% margin equating to 1:5 leverage. 'Contract Size' is the number of shares in one lot.
One of the more attractive tools for both Brokers and Clients. Clients have the opportunity to receive bonuses, manage them, and use them for trading. It's an extremely cool tool for the marketing department to stimulate trading activity or attract more clients to the company.
Basically, it is a tool that shows any progress in moving towards a goal. It's an overlooked tool created to help brokers communicate with traders using the interface. It can be used in various ways. In marketing, it shows your stage as a client, the benefits allowed at this stage, and what you can achieve at the next level.
In onboarding, it can show you the stages of your progress in KYC. Sometimes it can be a complex procedure, but you can make it easier for a client by showing their progress with a friendly interface. You can use it according to your vision and create your own stages.
