Chào mừng bạn đến với cách dễ nhất để xây dựng doanh nghiệp fintech hoặc tiền điện tử của riêng bạn.

Nếu bạn đang thành lập một công ty môi giới ngoại hối và đang tìm kiếm một giải pháp ngoại hối và nhà cung cấp ngoại hối đáng tin cậy, chỉ cần để lại yêu cầu và chúng tôi sẽ có lời đề nghị tốt nhất cho bạn.

New York

Chào mừng bạn đến với cách dễ nhất để bắt đầu một công ty Môi giới Ngoại hối từ đầu

Nếu bạn là chủ sở hữu của một công ty môi giới hoặc sắp bắt đầu một công ty môi giới, bạn có thể sẽ cần giải pháp crm cho ngoại hối. Chúng tôi cung cấp cho các nhà môi giới tất cả các Giải pháp Forex cốt lõi, giúp các nhà môi giới bắt đầu hoặc cải thiện hoạt động kinh doanh của họ.

  • Forex CRM Admin
  • Forex CRM Back Office
  • Phòng của forex trader
Forex Solutions
  • Nền tảng giao dịch xã hội
  • Mô-đun bán hàng trong Forex CRM
  • Chương trình đa cấp ngoại hối liên kết
  • Forex CRM Admin

  • Forex CRM Back Office

  • Phòng của forex trader

  • Nền tảng giao dịch xã hội

  • Mô-đun bán hàng trong Forex CRM

  • Chương trình đa cấp ngoại hối liên kết

Forex CRM rất dễ sử dụng. Nó có thể được tích hợp với bất kỳ nền tảng giao dịch nào chỉ trong một ngày.

CRM hoạt động như thế nào?

1

Kết nối nền tảng giao dịch

2

Thêm nhân viên của bạn

Đặt quy tắc

3

Dành cho Back office

4

Dành cho đối tác

5

Dành cho khách hàng

6

Thiết lập phân tích

7

Tùy chỉnh CRM để phù hợp với phong cách của bạn

8

Khởi động công ty môi giới của bạn!

1

Quản lý đối tác và IB

Theo dõi hoạt động của khách hàng của bạn
2

Kiểm soát nạp/ rút tiền

3

Giám sát KYC/AML

4

Thông báo cho khách hàng của bạn

5

Chạy tiếp thị

6

Khách hàng của bạn hạnh phúc và năng động!

1

Khách hàng đăng nhập

2

Điền vào biểu mẫu KYC

Quản lý

Đã xác minh

Chưa xác minh

3

Chọn tài khoản

4

Nạp tiền

5

Bắt đầu giao dịch

6

Rút tiền

6

Nạp tiền lần nữa!

1

Cho phép người quản lý của bạn theo dõi khách hàng

2

Người quản lý xem nhiệm vụ của họ theo thứ tự khẩn cấp

3

Bạn có thể quản lý hiệu quả của người quản lý của bạn

4

Không có khách hàng nào bị mất!

1

Mời đối tác

2

Hãy để đối tác thu hút khách hàng

3

Cho phép đối tác quản lý khách hàng của họ

4

Theo dõi hiệu quả của IB

5

Mở rộng mạng IB của bạn!

Private Office

Những gì chúng tôi đề nghị

Forex CRM Admin

Phần này của Forex CRM được tạo ra để dễ dàng cấu hình tất cả các khía cạnh của hoạt động CRM. Có các cài đặt cho tất cả các thành phần của doanh nghiệp của bạn. Tiếp thị, bán hàng, tích hợp hệ thống thanh toán, quy tắc truy cập cho các phòng ban của công ty, nền tảng giao dịch, phân tích, liên lạc qua email, KYC, điều kiện cho Nhà môi giới ngoại hối, v.v.

Tìm hiểu thêm
Forex CRM Admin

Phần này của Forex CRM được tạo ra để dễ dàng cấu hình tất cả các khía cạnh của hoạt động CRM. Có các cài đặt cho tất cả các thành phần của doanh nghiệp của bạn. Tiếp thị, bán hàng, tích hợp hệ thống thanh toán, quy tắc truy cập cho các phòng ban của công ty, nền tảng giao dịch, phân tích, liên lạc qua email, KYC, điều kiện cho Nhà môi giới ngoại hối, v.v.

Forex Back Office

Đây là giao diện cho bộ phận tài chính, hỗ trợ kỹ thuật và khiếu nại của bạn

Giám sát tất cả khách hàng của bạn và hoạt động giao dịch của họ. Dễ dàng kiểm soát tiền gửi và rút tiền, thủ tục KYC và thực hiện các hoạt động tiếp thị của bạn.

Forex Back office được thiết kế để quản lý nhanh các quy trình kinh doanh của công ty. Nhân viên của bạn sẽ có thể theo dõi chặt chẽ hoạt động của khách hàng:

  • Xem các yêu cầu gửi và rút tiền
  • Phê duyệt yêu cầu rút tiền và xác minh tài liệu
  • Xem toàn bộ lịch sử hoạt động: tài khoản đã mở, tài liệu đã tải lên, hoạt động giao dịch
  • Thông báo cho khách hàng về các sản phẩm và dịch vụ mới, cung cấp phân tích thị trường
  • Chạy các chương trình khuyến mãi tiếp thị, thiết lập các ưu đãi cá nhân
Tìm hiểu thêm
Forex Back Office

Giám sát tất cả khách hàng của bạn và hoạt động giao dịch của họ. Dễ dàng kiểm soát tiền gửi và rút tiền, thủ tục KYC và thực hiện các hoạt động tiếp thị của bạn.

Forex Back office được thiết kế để quản lý nhanh các quy trình kinh doanh của công ty. Nhân viên của bạn sẽ có thể theo dõi chặt chẽ hoạt động của khách hàng:

  • Xem các yêu cầu gửi và rút tiền
  • Phê duyệt yêu cầu rút tiền và xác minh tài liệu
  • Xem toàn bộ lịch sử hoạt động: tài khoản đã mở, tài liệu đã tải lên, hoạt động giao dịch
  • Thông báo cho khách hàng về các sản phẩm và dịch vụ mới, cung cấp phân tích thị trường
  • Chạy các chương trình khuyến mãi tiếp thị, thiết lập các ưu đãi cá nhân

Phòng của forex trader

Đây là giao diện dành cho khách hàng của bạn

Khách hàng càng dễ dàng quản lý tài khoản giao dịch và dữ liệu cá nhân của họ, thì chặng đường từ đăng ký đến gửi tiền của họ sẽ ngắn hơn. Phòng giao dịch ngoại hối của UpTrader được thiết kế theo cách cho phép khách hàng nhanh chóng tìm hiểu cách thức của họ và bắt đầu giao dịch.

Tìm hiểu thêm
Phòng của forex trader

Khách hàng càng dễ dàng quản lý tài khoản giao dịch và dữ liệu cá nhân của họ, thì chặng đường từ đăng ký đến gửi tiền của họ sẽ ngắn hơn. Phòng giao dịch ngoại hối của UpTrader được thiết kế theo cách cho phép khách hàng nhanh chóng tìm hiểu cách thức của họ và bắt đầu giao dịch.

Sử dụng phòng của trader, khách hàng của bạn sẽ có thể:

  • Đăng ký và vượt qua xác minh KYC trong một vài cú nhấp chuột
  • Xem toàn bộ lịch sử gửi và rút tiền trên một trang
  • Gửi và rút tiền bằng hơn 30 phương thức thanh toán
  • Mở tài khoản và đặt đòn bẩy, đơn vị tiền tệ, loại khớp lệnh
  • Đăng nhập vào trạm giao dịch trực tiếp từ giao diện khách hàng mà không cần ủy quyền bổ sung
  • Tải xuống MT4 hoặc MT5 ngay trong giao diện máy khách
  • Đọc phân tích thị trường và tin tức về công ty của bạn
  • Theo dõi tin tức kinh tế quan trọng để giao dịch tích cực hơn
  • Nhận tin nhắn khuyến mãi, cũng như các ưu đãi cá nhân trực tiếp trong giao diện khách hàng

Chương trình hợp tác đa cấp

Ngoại hối liên kết hoặc các nhà môi giới ngoại hối

Ngoại hối liên kết giúp doanh nghiệp của bạn phát triển nhanh chóng ở các quốc gia khác nhau cùng một lúc mà không cần thêm chi phí cho nhân viên và bảo trì.

Phát triển mạng lưới liên kết ngoại hối của bạn trên toàn thế giới: mọi người sẽ rất vui khi hợp tác kinh doanh với bạn vì báo cáo IB hiển thị dữ liệu cho từng khách hàng một cách minh bạch, tất cả các tính toán đều được tự động hóa và tất cả dữ liệu đều có đầy đủ trong phần của đối tác.

  • Báo cáo Excel

    Các đối tác của bạn có thể nhận được các báo cáo excel khác nhau, nêu chi tiết khối lượng giao dịch của khách hàng của họ và các dữ liệu khác quan trọng cho phần thưởng IB của họ. Ngoài ra, bạn có thể thiết lập tần suất cho các loại báo cáo khác nhau.

  • Khuyến mại

    Các đối tác của bạn có thể thúc đẩy khách hàng của họ bằng cách sử dụng các biểu ngữ quảng cáo để thu hút khách hàng mới.

  • Danh sách khách hàng

    Các đối tác của bạn có thể xem tất cả khách hàng của họ, tất cả chi tiết giao dịch, tiền bạc và hoạt động của họ.

  • Trang tổng quan với các biểu đồ

    Biểu đồ cho thấy hiệu quả của IB từ tháng này sang tháng khác.

  • Phần thưởng hợp tác

    Đối tác của bạn có thể thấy phần thưởng của họ.

Reports Promo materials Users Dashboard Reward program

Khuyến mại

Forex White label MetaTrader 4 và MetaTrader 5

Chúng tôi cung cấp nhãn trắng ngoại hối. Nếu bạn thành lập công ty mới, hãy mua MT4 White Label hoặc MT5 White Label mới hoặc gia hạn công ty đã tồn tại. Các nền tảng giao dịch МetaТrader 4 và МetaТrader 5, được tạo bởi MetaQuotes, là những công nghệ giao dịch phức tạp và sáng tạo. Chúng rất phổ biến với các trader trên khắp thế giới.

Nếu bạn sử dụng MT5 hoặc MT4 White Label, bạn sẽ giảm đáng kể chi phí nhân viên: chúng tôi xử lý hỗ trợ kỹ thuật, cài đặt và bảo trì máy chủ của nền tảng giao dịch.

Tạo thương hiệu của bạn

Tạo thương hiệu Forex của riêng bạn và sử dụng МТ Manager để tạo điều kiện giao dịch độc đáo cho khách hàng của bạn.

A-book hoặc B-book

  • Chỉ bạn mới quyết định mô hình quản lý rủi ro của mình
  • Hơn 500 tài sản để giao dịch: tiền tệ chính và ngoại tệ, CFD trên cổ phiếu, hợp đồng tương lai, trái phiếu, kim loại, chỉ số, tiền điện tử
  • Nguồn cấp dữ liệu thanh khoản của chúng tôi có mức spread và hoa hồng thấp
Tìm hiểu thêm
Nền tảng giao dịch hoàn toàn tùy chỉnh để phù hợp với nhu cầu thương hiệu của bạn

Nền tảng giao dịch hoàn toàn tùy chỉnh để phù hợp với nhu cầu thương hiệu của bạn

Chọn thiết bị đầu cuối nào?

MetaTrader 4

Một kinh điển trong thế giới giao dịch ngoại hối. Nhờ tính đơn giản tương đối và bộ công cụ phân tích phong phú, hầu hết các trader chọn thiết bị đầu cuối này để thực hiện những bước đầu tiên của họ trên thị trường tài chính.

MetaTrader 5

Một nền tảng giao dịch thế hệ mới với hệ thống xử lý lệnh, cài đặt linh hoạt cho các mô hình kinh doanh của nhà môi giới khác nhau, khả năng phòng ngừa rủi ro rộng rãi.

So sánh các nền tảng

Thanh khoản ngoại hối và thanh khoản tiền điện tử

Tại sao tính thanh khoản lại quan trọng?

Về bản chất, tính thanh khoản tốt cung cấp cho bạn tốc độ thực hiện các giao dịch của khách hàng ở mức giá tốt nhất với chi phí tối thiểu. Vì vậy, nếu bạn cung cấp cho khách hàng tính thanh khoản tốt, bạn chắc chắn sẽ xây dựng được mối quan hệ lâu dài và bền vững với họ.

nếu bạn đang tìm kiếm nhà cung cấp thanh khoản ngoại hối, chúng tôi có thể cung cấp cho bạn nhà cung cấp tốt nhất. Chúng tôi cung cấp các nhóm thanh khoản sâu cho

  • Forex
  • Kim loại giao ngay
  • CFD trên cổ phiếu, hợp đồng tương lai, chỉ số, trái phiếu

Chúng tôi cung cấp tính thanh khoản cho hơn 100 cặp tiền điện tử.

Tìm hiểu thêm
Thanh khoản ngoại hối và thanh khoản tiền điện tử

Có gì mới

Tin tức công ty

UpTrader Forex CRM has been integrated with the cTrader platform

30.09.2022

UpTrader Forex CRM has been integrated with the cTrader platform

The second most popular trading platform after Metatrader cTrader. There is a common opinion that cTrader is more suitable for professionals, MetaTrader is simpler and therefore more popular among the masses. Another reason for MetaTrader's popularity is the time of establishment. MetaTader appeared much earlier - in 2005, while cTrader only in 2011.  

The main difference between platforms is not huge. It is shown in the table:

 

MetaTrader vs cTrader 

 

 

cTrader

MetaTrader 4

Programming Languages

C#

MQL4 & MQL5

One-click trading

Online community

Huge

Small

Built-in technical indicators

+70

30

Experts Advisors (EAs) or trading robots

+270

+15,000

Custom indicators

+860

+7,000

Execution Model

ECN+STP

ECN

 

Brokers often choose cTrader or prefer to have both platforms. If you are a cTrader Broker, or moving from Metatrader to the cTrader platform, or have both platforms, take a look at UpTrader Forex CRM system.

UpTrader Forex CRM - multifunctional Forex CRM is for both Metatrader and cTrader brokers. 

All CRM products are easily integrated with the platforms. 

UpTrader Forex CRM for brokers includes admin module, back office, trader’s room, sales module, bonus and partnership program, more than 50 payment systems. Also we have comfort client support integrated inside CRM.

To learn more about UpTrader CRM and how it can be integrated with your cTrader broker, write us to [email protected] or in a live chat. 

 

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Best Payment System Providers for Forex brokers in 2023

29.09.2022

Best Payment System Providers for Forex brokers in 2023

Over the past 10 years, accepting payments and withdrawals from brokers has become more complicated, contrary to expectations that technology would make it easier to transfer funds. Regulators have increased payment control, making it difficult for everyone, but especially for smaller companies. As a result, the smaller and more local a company is, the more peculiar methods of accepting payments it is forced to use. Brokers therefore have to constantly introduce new payment methods depending on the region where they operate.

At UpTrader, the second most popular request we get after CRM installation is integrating a payment system. Since this service is highly requested and most clients want a quick integration, we thought we would find a partner on the market who could maintain the quality and provide the desired speed. To our big surprise, such companies not only provide a slower service than UpTrader's development team, but also charge much more than we do.

Our standard implementation time is 2 weeks, and we integrate 1 payment system a month for free. Our partner companies take a full month for the same job and charge $2500 for one payment system.

After analyzing this market data, we decided to continue to provide these services on our own.

As of now, we have a full-fledged payment management system integrated in UpTrader. Every client can see a set of payment systems depending on their country. Our system shows one set of payment systems for clients in one region and another set for clients in another region. At the moment, we have integrated 50 payment systems into our CRM, and new ones keep appearing.

In addition to classic currency payments, many brokers use cryptocurrency. UpTrader has its own cryptogate through which we conduct crypto payments. We also provide wallet management software and allow for manually accepting crypto payments.

In other words, UpTrader currently provides a full range of services for its clients related to integrating payment systems. We'd be happy to help you expand your company's deposit/withdrawal methods!

Need to add a new specific payment system? Write us to [email protected] or leave a request in live chat.




 

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Launching Cryptocurrency Exchanges: A Fad or a Trend?

27.08.2022

Launching Cryptocurrency Exchanges: A Fad or a Trend?

Originally posted on Newsbtc
Since the ICO boom of 2015-2017, a steady trend of opening new crypto exchanges has begun. In times of huge amounts of crypto freely circulating on the market, startups raised money for crypto exchanges through ICO. It significantly minimized the risks of investing their own funds. The trend was understandable. Now, however, the desire to start crypto exchanges looks financially questionable. Forex CRM Provider UpTrader regularly receives requests to buy a White Label Crypto Exchange or even develop our own from scratch. We make sure to refer such clients to partners, but what drives today’s businessmen? Is it really a profitable business or a fad?

Competition in the exchange market

There are many exchanges. In recent years, they have become ubiquitous. There are more than 300 entries alone in CoinMarketCap (CMC), the top crypto exchange listing, and many more are waiting to be listed. As of today, the largest exchange by trading volume is Binance. It is followed by exchanges like Coinbase, HitBTC, and, in the third echelon, Kucoin, Bitfinex, and Huobi. The list goes on to include the exchanges without trading volume at all, which, incidentally, looks like a paradox, since one of the CMC listing requirements is trading volume of some sort. So if your exchange was not listed during simpler times, you have to somehow increase the volume, or look for cunning and rather expensive ways to circumvent the requirement.

Why earn a place in the CMC listing?

A cherished listing on CMC is necessary to get tokens listed on your exchange. The price of the token from your exchange will then go to the CMC token page, which is exactly what new token owners need. In addition, the listing has a significant impact on reputation, increases the value of the exchange, motivates investors, and allows you to attract traders.  Traders obviously have to trade with each other, and this set-up begs the question: if you just open an exchange and do not have traders or anyone to trade with, where would you get volume? The result is a vicious circle: no traders without volume, no volume without traders.

Liquidity

One of the options to increase trading volume is to buy liquidity from another exchange. It works in Forex, so it must work here too. It does, but not quite. In the Forex market, there is a huge difference between liquidity offered to brokerage companies (especially having licenses in major jurisdictions) and what a retail trader can get. Brokerage companies get much better conditions but have to maintain complex technical infrastructure and guarantee certain trading volumes. It allows them to resell it to individual traders with a markup and still offer competitive conditions. In the crypto market, everyone is equal, which makes it difficult to attract clients, because there is nothing to attract clients with. If you buy liquidity from another exchange, your conditions are just worse, who will come to trade with you?

And if they do? Is it profitable?

Even if they do, your profitability will not be as high. Due to the fact that Forex trading is carried out with leverage, that is, a client makes transactions with a volume that is usually 100 times larger than what their finances allow, and the broker receives commissions for the whole amount. At the exchange, there is no leverage, that is, the commission is determined only by the turnover that a client makes on their own funds. It means that given all the costs of buying liquidity, attracting clients, and paying salaries, an exchange can easily become a losing venture. In Forex, in addition to the good commissions, there are other quite legitimate ways of profiting, such as B-book, when trading is done within the company at market prices. With a high margin, it allows for earning good money while remaining a broker with a stellar reputation and excellent conditions.

So what other options are there?

If you are keen on working in the crypto market, you can opt to provide crypto futures trading, which basically combines traditional margin trading familiar from the Forex market with crypto assets. Leverages are usually not as high as on Forex – about 1:20, but still, it allows you to get 20 times more trading volume from a client and have a B-book.

And if you want to launch an exchange anyway, how much money would you need?

If you still want an exchange, then let’s make some calculations.

Buying a White Label will cost you $30,000-50,000, and developing your own will cost at least $100,000-200,000. To run your own office, you will need at least 10 people: technicians, developers, marketing specialists, and managers. We are not listing the costs here, since they vary greatly depending on the country. According to average estimates, promoting the exchange to attract the trading volumes you need will cost at least $1 million. We would like to warn those who think that they can cap their marketing expenses at $50,000-100,000. This misconception will result in wasted money, frustration in the team, and the end of the project. Exchanges whose names are known only to their owners are well into the thousands! The reason is almost always trying to save money on marketing or not pouring enough into it. Yes, the world is such that fame costs money. Unless you are Elon Musk investing gigantic amounts in developing Tesla or the Space Shuttle, you cannot afford to only tweet and think that it is enough to get the traders to choose you. The budget for promotion better be there.

And what is needed to provide crypto futures trading?

To provide crypto futures trading, you need the same set of software and services as for a Forex brokerage. Unlike crypto exchanges, thousands of small Forex brokers in the farthest corners of the world are launching and mostly surviving. First, the launch itself has become easier and cheaper over the years. 15 years ago, it was rather expensive to launch a broker as well: to buy MetaTrader 4, you needed $100,000, another $200,000 to $1 million or more for Forex CRM, the website, marketing, office work, and license and liquidity purchase. Now, it is possible to launch a broker for $5,000-10,000! In the currently developed market of brokerage software, everything can be bought: from all investment service options (PAMM, MAMM, LAMM, social trading) and Forex CRM to ready-made marketing bonuses and affiliate programs. All of the above is quite cheap, and it is possible to build your own business like a construction set. As we have seen in recent years, the interest in the market is growing, and we can observe a reorientation of clients towards small local companies instead of large ones. Importantly, UpTrader’s data show that 90% of those companies survive.

Who knows, maybe a decade from now, we will see the same trend in the crypto exchange market.

Now, however, it is more reasonable to invest in a business with predictable profitability and better chances for survival, rather than knowingly fail in a lopsided competition with Binance.

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UpTrader has fully completed the Copy Trading Platform service development for MetaTrader 4 and MetaTrader 5

06.07.2022

UpTrader has fully completed the Copy Trading Platform service development for MetaTrader 4 and MetaTrader 5

The first basic version of the service for MT4 was launched in April 2021. The full version included a large number of functions which were added as the development and testing progressed. As of 2021, UpTrader Copy Trading Platform service was awarded by the prestigious Forex Rating Awards as the fastest-growing service on the market. Currently, the team has implemented all the functionality of the project architecture. 

Now the Copy Trading Platform service from UpTrader includes:

1. CopyTrading for MT4 and MT5.  

2. The possibility to choose a copy trading model: MAM, PAMM, or social trading platform.

3. The possibility to purchase the Copy Trading Platform as a plugin in the UpTrader CRM tool. You can also integrate it into your own CRM tool or terminal and customise the interface as you wish. UpTrader provides customers with API and full documentation so you can create your own interfaces.

4. A wide range of tools for investors and traders to flexibly manage risks and profits, such as rollovers, stop-losses, take-profits, the ability to disable strategies at any time, and many more.

5. The option to be installed as a native MetaTrader plugin which ensures precise trade processing.

6. Both A-book/B-book models and their variations. Any existing arrangement is available, including spreads and fees.

7. A competitive price — free integration, $1,000 per month.

You can find detailed information about this service on the UpTrader Copy Trading Platform page.

In addition to the obvious advantages, the service has several features that will allow your company to get more clients and managers to use the service:

1. Stability. No trades are lost thanks to its unique design. 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.

2. Controlling 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.

3. Versatility. Investors can monitor their profits via all available methods for MetaTrader (desktop app, mobile app, web terminal) & via UpTrader Fx CRM

Learn more about the service on our UpTrader Invest page:

How does this service help you attract more clients and build audience loyalty?

Many novice brokers ask: Is there a simple service to easily increase sales? Yes, there is. One simple and popular way to activate a novice or hesitant audience is to offer them a copy trading platform with experienced traders. 

Many traders who are new to the market are understandably concerned about the risk of losing their deposits and struggle to understand how to trade in general. A procrastinating client equals a lost client. Sometimes copy trading can help them take their first step. A clear rating system, transparent copy trading terms, risk limitation, and instant profit crediting to their account make the service attractive enough for a client to start earning with your company. The only problem to be solved is attracting traders to the service. Good trading conditions, user-friendly interface, and good rewards can help.

If you want to know more, click “Contact us” in the right corner.

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Sign in via Telegram in UpTrader Forex CRM

22.04.2022

Sign in via Telegram in UpTrader Forex CRM

It is now possible to log in to UpTrader Trader’s Room via Telegram messenger. Now each broker can set up this feature for their clients in a few clicks in the Admin interface.

“Telegram is known for its strong  position regarding free speech protection. That is why it has become the most popular messenger in the crypto community. UpTrader’s clients live in different countries and for many of them free speech means a lot, so they prefer to use Telegram. In the latest months Telegram popularity has been growing among lager groups. In respect to that we have made convenient authorization in the UpTrader Forex CRM.” - commented CEO UpTrader Vasily Alexeev.

More questions left? Contact us [email protected]

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The perfect storm on the financial market: an opportunity to open a brokerage in Asia?

30.03.2022

The perfect storm on the financial market: an opportunity to open a brokerage in Asia?

The conflict between Russia and Ukraine revealed a global crisis of confidence and strained relations between countries. The US is talking to any opposition only to imply sanctions: "If you do not do as we say, we will impose sanctions against you, if you do as we say, we will lift the sanctions imposed on you earlier".

This rhetoric cannot help but anger world powers like China or Turkey, who see themselves as entitled to pursue their own policies. Markets react sensitively to each statement; country and sector indices, stocks, and currency are turbulent. While some are rising, others are falling. How does it affect the brokerage business?

Market turbulence and crises always attract investors. Some venture in to preserve their capital, others want to earn more money. In the last month, UpTrader saw an increase in the number of requests from companies in Asia which focus on trading gold and currency pairs. Gold is rising as a safe haven for investors during the storm. Others are looking at the energy sector, as Brent rose to $129.47 a barrel as a reaction to sanctions against Russia. Stock markets are falling. The currency market is far from being calm.

In addition, cryptocurrency and digital currencies are booming. Russia decided to make cryptocurrency legal in January 2022. Taiwan, on the other hand, introduced a ban on cryptocurrency payments, as China did a year earlier. But China's digital yuan is being successfully tested. Experts believe that it can successfully compete with the dollar in international payments in commercial exchange. After all, the dollar is losing the vote of confidence from many countries due to overusing sanctions. 

All these developments are encouraging investors to open accounts with brokerage companies. An important trend that we noticed over the last couple of years is that small local companies are earning more trust and interest from customers while the giants are losing ground. As we can see, this is due to the fact that local companies are much more client oriented and aiming to meet the needs of their small target audience. They are also very flexible and quick to adjust to changes in trends, which big brokers do with a big delay.

It is common in Asia for former big Forex broker IBs to start their own brokerage companies. They have a reputation and loyal clients. To open a company, all they need is a MetaTrader server (recently, it seems, everyone only buys MT5) and Forex CRM. Separating from their former bosses allows them much more flexibility to serve clients and not depend on the policies of another company. All Asian clients who came to UpTrader in the past few weeks are asking for MT5 and Forex CRM.

Finally, working with Asian clients has always been simple and straightforward for us. This is another feature that makes working with Asia quite promising. And the time to enter the market is perfect, because it looks like the beginning of a new era.

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Does a broker need liquidity?

16.03.2022

Does a broker need liquidity?

Does it make sense to buy external forex or crypto liquidity when an internal liquidity model, or so-called B-book, already has a great track record? Some companies decided a long time ago to work strictly by the B-book, others stick to the A-book, while some monosystem partisans are gradually switching to a hybrid scheme. Which option is the best?

 

Forex or crypto Liquidity 

Liquidity is the ability of a currency pair to be sold quickly at close to market prices. That is, liquidity translates into the saturation of supply and demand and the ability to execute trades quickly at the best prices. Liquidity can be internal and external. B-book means internal liquidity, and this liquidity is provided by the company itself or its clients. If a broker has many clients, their trades are mutually covered, and the broker just has to monitor the total sum. As a rule, each individual client does not affect it too much. If the broker acts as a counterparty, they have to pay on profitable trades themselves. This model is rather vulnerable for many reasons. A-book means external forex liquidity. It has high demand/supply characteristics and better prices, since orders are routed to external providers who have a large pool of traders and therefore a greater order execution capacity. 

 

B-book, or internal forex liquidity: pros and cons 

Many brokers mistakenly believe that B-book is the most profitable business model, as it provides maximum profit. The orders are never placed on the market, which means that all the money clients lose stays with the company. It sounds very attractive: someone will get that money anyway, why not keep it for yourself? On the one hand, all of it is true, but this model has one significant drawback. If a client earns money, the broker will have to pay it “out of their pocket”. And as we already know, brokers working with B-book offer very high leverage so that the payouts are significantly higher compared to the initial deposit amount. To avoid paying, the broker can dispute the trade and not pay the profit. They can also manipulate the prices to help the trader lose. It is a dirty job that quickly becomes obvious. In these cases, the broker loses its reputation and clients and may as well leave the market for good. That is why in-house crypto or forex liquidity is only suitable for big brokers who have a large order flow, their own wide internal market and enough funds to pay fairly on profitable trades. A small start-up can end up with big financial losses thanks to this model. If they decide to cheat, they can also lose their reputation and clients. Finally, this model has a significant disadvantage in that principal revenue earnings vary from month to month, depending on the market. That is, it may be 30 or 70%... of losses per month.

 

A-book, or external forex liquidity: pros and cons

A-book is an external liquidity model, i.e., the broker brings all the trades to the market and earns on spread and swaps. They get money from every trade made by the trader. Another advantage is that the broker does not care whether the transaction is profitable or not. They receive the same commission on each transaction. Consequently, the broker is not interested in playing against the trader. The most important thing for a broker in this situation is to increase the trading volume: the more trades are made, the more money they make. It is a classic win-win model with predictable profit and minimal reputational and financial risks. It is the safest choice for a first-time broker: you only pay for the volume, which makes the business manageable and cost-effective. At UpTrader, we also offer a volume-based CRM fee which allows you to start a company with literally a few thousand dollars in your pocket.

 

Hybrid model: A-book and B-book

Brokers are increasingly opting for a hybrid operations model. After all, from the point of view of financial markets, it is reasonable to keep traders with small deposits on B-book because their profitable deals will not cause the company much financial trouble while unprofitable ones will turn into income. If a client has a lot of funds, however, any of their profitable trades can exceed the broker’s financial capacity. In this case, it is better to transfer that trader to A-book. Alternatively, such clients can be partially transferred to A-book in order to reduce risk exposure. 

The advantages of the hybrid model are obvious: first, competent account management allows the company to receive profit both from commissions and from losing trades without risking its own funds. The broker fulfills its obligations to clients, thereby earning loyalty and building reputation. It is important to understand, however, that clients generally do not care whether the trades are brought to the market or not. They pay much more attention to trading conditions and profit payments. If a broker does everything correctly, all parties win. The only downside is that you will need competent risk managers. There are some on the market, but they are usually either employed by other companies or quite expensive. Therefore, you have to choose the hybrid model responsibly.

If have any questions related to forex or crypto liquidity, or if you need liquidity, contact UpTrader team please using our registration form and we will give you the best offer. 

 

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On the eve of International Women's Day, Elena Berestovaya, CMO UpTrader, shared her prospective on female leadership and fintech trends.

07.03.2022

On the eve of International Women's Day, Elena Berestovaya, CMO UpTrader, shared her prospective on female leadership and fintech trends.

Originally posted on Fazzaco
 

Hi Elena! Thanks for joining us at Fazzaco today! How did you get into the finance industry?

In 2011, a classmate of mine invited me to work at a Forex broker with which her training company was working as a partner, and which needed a Public Relations Officer. I was on the lookout for a job and a new field that would inspire me. After graduating from the university, I worked in public relations in environment protection for a few years but became disillusioned. I encountered many NGOs whose purpose was to make money out of environmental problems, not to solve them. It was not in line with my idealistic view of the fight against climate change. That is why I decided to look for a more honest industry, where the goals of all stakeholders are transparent and the desire to make money is not disguised as something else. So a job offer at a brokerage company was exactly what I needed.

 

 Could you please share with us some highlights from your career with UpTrader?  

I was the one to design the corporate identity and marketing materials and to organise the first international exhibition. I met Vasily Alexeev, CEO of UpTrader, when I was working at Grand Capital, their major client at that time. UpTrader was their main contractor, implementing the whole cycle of software development. At that time, UpTrader's management, having gained significant experience in custom development, began to think about cloud services. The company needed a brand, PR, a statement about itself in the professional environment. It began to grow, there was more and more work, and I was offered to head their marketing department. In 2017, UpTrader worked on the ICO Serenity-Financial project, the first blockchain escrow for Forex brokers. We took care of the technical and marketing support for the project. Now UpTrader is one of the major players in brokerage software.    

 

 In your opinion, what gives women an advantage over men in the Forex industry?

I would say that the more highly qualified the employee is, the less attention you pay to their gender or any differences at all. An employee in a managerial position at any company requires professional skills, the ability to delegate and lead a team, build relationships with other departments, strategic thinking, and emotional intelligence. However, the advantage of female leadership can be noted in greater caution: men are more prone to risk, which can lead to both ups and downs, while women are often more cautious in decision-making, which allows the company to develop more steadily and avoid unjustified crises. Women are also more receptive to the idea of creating good working conditions, taking care of the team, and motivating employees.

 

As a female leader, do you think it’s a challenge to get into the finance industry where men are still a majority?

No, I don't think so. On the contrary, there is a clear demand for workforce. According to my observations, there is always a shortage of qualified professionals in the finance industry. There are few of them on the market, so we often hire promising juniors or middles and train them. We do not engage in hiring from competing companies. We work in a small industry, we all know each other, so we do not welcome such behaviour. We have quite a big team in UpTrader, where people of different backgrounds, races, genders, etc. are represented. I think this is one of the strengths of the company. Recently, a 25 years old woman joined UpTrader's team as a main project manager, and she is the best candidate we have ever seen. She has excellent managerial skills and already has good management experience. She knows how to set goals and organise the work process perfectly. She pays attention to individual motivations of her team members, and, what is especially valuable, is able to delegate tasks, which means that she has enough time for management.

 

Reportedly, the first year of the pandemic knocked 54 million women around the world out of work. Out of the women who lost their jobs in 2020, almost 90 per cent exited the labour force completely, compared to around 70 per cent of men in the same situation. As an experienced female leader, what is your advice to those women who are striving for excellence in their workplace? 

The pandemic is a difficult time for everyone. It has been a test for different industries, for employees and managers, and for families too. Judging by my close circle, some of those who have left the job market do not want to go back to a full-time job in an office. Many have discovered a part-time job and are happy in a remote mode. Some people moved to the suburbs during the pandemic, settled there, and do not want to go back to the old rhythm of life. All in all, to each their own. For those who are looking for career development, my advice is to better yourself, read professional literature, and to not be afraid of additional work or work that others do not want to do. And the main secret perhaps is to take responsibility. Being a manager means taking responsibility for both the team and the result. Few people are prepared for this, but this is a real challenge. Even if you are not competent enough, you'll have to get better to get results. Show your management that you are ready for responsibility, and you'll be noticed.  

 

Do you have any role models that have inspired you? 

My grandmother was always an example to me. She started working at the age of 15 as an assistant accountant. At the age of 20, she already defended her first report at a district party meeting. In the early years after the war, she was left alone to raise four children, two of her own, her younger sister and her husband's younger brother. She worked as a librarian and also as party secretary. She held all the district meetings where she highlighted the economic and social problems of the area, defended the interests of the townspeople, and demanded the budgets to be increased. This required a strong character and the ability to communicate well with different people. She was not afraid of working and never passed the responsibility onto others. That is why she worked her whole life as a manager. 

In finance, my first boss was the model of an ideal manager for me. She had a rare combination of charisma, intelligence, and professionalism, and was willing to share her knowledge without begrudging it. She constantly learned, which made her different from the others. During interviews, she always took an interest in what the candidate was reading. She successfully managed a male team and I never heard her raise her voice or clash with anyone.  

 

What are your thoughts on the fintech industry? Where should it be heading? And what role would UpTrader play in it?

Service development. Now, unlike 10 years ago, a small brokerage company has no problem finding cloud services, like Forex CRM or a copy trading platform. However, all Forex CRMs today have the same drawbacks: they are cumbersome to maintain and install, relatively highly priced for startups, and have insufficient functionality for large companies. At the same time, UpTrader is developing a bespoke cloud service, a kind of a multi-modular construction set consisting of different independent parts that may work together or separately: bonuses, affiliate programs, sales module, investment service, etc. We want large companies, for example, to find everything they need for their business and startups to be able to take advantage of the most basic features with a turnover fee only. We know that subscription fees are a big burden for emerging businesses, so we are working to ensure that such clients pay only based on turnover. It is more profitable for us to support the client at the start so that they succeed and stay with us as long as possible. We are also working on automating the integration of Forex CRM into our MetaTrader 4/5 server, so every client could download a distribution package and connect our free Forex CRM in just 5 steps. We have big ambitions in this niche, since we want to create a truly high-quality, user-friendly, and accessible product for everyone.

 

 

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Why pay with cryptocurrency?

21.02.2022

Why pay with cryptocurrency?

Originally posted on Finextra

It seems that the Ministry of Finance and the Central Bank of the Russian Federation have managed to overcome the crisis known in psychology as the Kübler-Ross model. It describes five stages of dealing with a crisis situation, beginning with denial and continuing with anger, bargaining, depression, and, finally, acceptance. Apparently, this is what happened with cryptocurrency in Russia. The government has accepted that digital currencies are the new reality and stopped thinking about banning them.

As we see it, two concerns have hindered the recognition of cryptocurrencies in Russia so far:

  • The welfare of non-professional investors who could lose all their money on risky investments

  • Massive cryptocurrency use on the black market

Interestingly, when you talk to people about cryptocurrencies, they often cannot imagine any other ways to use them: in the eyes of an average person, cryptocurrencies are still considered a way to get rich quickly.

As it happens, people in countries with a developed and open financial system (and Russia certainly belongs to them) often do not think about, or rather do not know about, the fact that in most countries of the world, where the vast majority of people live, any currency purchases or currency transfers outside of the country are strictly controlled. To understand the extent of the problem, it would be enough to say that these countries include China, India, and almost all of Africa and Southeast Asia, with a combined population of over 4.5 billion.

At the same time, in all these countries (except maybe China), cryptocurrencies are legal, thus creating a situation where they become a more convenient payment method than fiat.

This is especially important for small IT companies. At UpTrader we develop software for small companies in finance, and this type of business is the most common in emerging markets.

Therefore, the legalisation of cryptocurrencies in Russia is a real gift for us. Moreover, I think that it will favour the inflow of foreign capital into Russia and the country's image. It also means that there will be more money, which means everyone will be better off.

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How does a Forex broker increase their sales?

13.02.2022

How does a Forex broker increase their sales?

Elena Berestovaya, CMO UpTrader

In UpTrader we often see forex brokers that struggle with sales growth stoppage. In their efforts they often try to improve soft, add new assets, change employes or find new Forex CRM. All of these things make sence, but let’s talk about marketing tools that can help beyond Forex CRM and other software forex solutions.   

Every Forex broker has probably faced a situation where the sales growth plateaued and did not want to budge. Some of them encounter it soon after the company's launch, while others face it already when the sales are at a solid volume. To understand what will launch your company’s growth again, you need to analyse your own business model to look at the situation as a whole: the region, product, sales department, reputation, licence, marketing strategy, how to deposit and withdraw funds. Everything is important. We will consider a few marketing techniques you should start with and see what ready-made products you can add to your business to increase sales.

 

Customer Segmentation

The very first thing to start with is probably to understand whether you are dividing your customers into segments and whether your methods of working with them are different. A clear definition of who your customer is will be the foundation of your marketing strategy and sales team.Your company could very well be only focused on one client type: for example, you might only work with large clients from Asia, or you only offer investments in managed PAMM accounts, or maybe you are a broker offering products to traders, investors, and clients with any deposit amount. Your sales funnel depends on the answer to this question. It will define whether you will have one funnel or several, one for each type of client. Funnels could differ dramatically from one another in tone and content of your emails, products you sell, services you plan to launch, marketing promotions, trading conditions, and sales methods. If you are a multi-product broker, you should categorise customers into different groups, identify key audiences, and build tactics to work with each. Many companies do not segment customers, which leads to blurred advertising, unclear offers, and too much traffic on the website. As a result, the client does not find anything for themselves and gravitates towards a competitor with a clearer offer. Separate funnels for different segments help increase the conversion of leads into customers and keep the customer with the company, thereby increasing sales. 

 

Narrowing or expanding the audience

This point flows seamlessly from the previous one. There is nothing wrong with narrowing your audience. It allows you to focus on what your team does best. It helps you get to know your client well, understand their needs, and not be spread out over everyone looking for ways to make money in the Forex market. Narrowing down the audience, sharpening your communication with it, fine-tuning the product is a painstaking job. However, if this job is well done once, and with good results, it can be scaled to new regions. You can then add new products and new target audiences, expanding your business. 

 

Choosing a flagship product

This point also complements the previous two. When a customer chooses you from a variety of other companies, your offer should be obvious to them. What do you consider your number one product, why do you have the best product? In our experience, a common mistake that brokers make is not emphasising their main product, the showpiece of the company. They offer everything at once, thinking that a variety of options is better than having no choice. Indeed, the variety of options is very good. Nevertheless, if a potential client visits the website and sees a bit of everything, they might enter a state of procrastination, not knowing what to choose. It will be easier for the client if you make the initial choice for them. And then, when they choose you, you can offer them so much more. If you attract experienced traders and expect them to make their own choice, make sure you have a licence, because professionals are well aware of the cost of non-compliance. 

 

Copy Trading platform

Many novice brokers are wondering: is there a magic service which easily allows you to increase the sales volume? Yes, there is. One simple and popular way to activate beginners or hesitant audiences is to offer them the copying trading platform with experienced traders. Many traders who are new to the market are understandably anxious over the potential to lose their deposits and struggle to understand how to trade in general. A procrastinating client equals a lost client. Sometimes, copy trading can help them make their first step. A clear rating system, transparent terms of copying, risk limitation, and instant deposit of profit to the account make the service attractive enough for the customer to start earning in your company. The only problem to be solved is attracting traders to the service. Good trading conditions, a user-friendly interface, and good rewards can help.

 

Market Analytics in your Forex CRM

A fairly inexpensive, but an extremely useful sales tool is daily trading recommendations. It can be used for both marketing and sales. This is a great way to interest your audience and stir up their greed by showing forecasts for the market and the potential profit. Nothing motivates better than numbers. One of UpTrader's clients who sends analytics to their customers through it’s Forex CRM allowed me to analyse their trading account data for 2021. It turned out that customers who read analytics deposited on average 15% more per customer compared to those who did not use this tool. The median bill was 25% higher. At the same time, their trading volume increased by 230%!

 

Bonuses/Promotions: are they effective?

This is a tricky question. No two bonuses are alike. Welcome bonuses, popular in the Forex market, work great for lead generation. But do you need clients who come for freebies? Do you know how to work with such clients? Will the sales team be able to sell these customers something beyond free bonuses? Are you willing to spend the resources of your customer support team to help the clients to understand the bonus allocation and bonus withdrawal rules, burden your staff with dealing with complaints from clients who believe that they have been unfairly written off a bonus, etc.? We believe that bonuses can be used, but they should be distributed carefully. They must not become the primary source for lead generation, because they attract an audience that you might not need. Bonuses for the deposit and accrual of interest on the account balance have proven their value. In general, all clients like bonuses and promotions, the key here is to use them in moderation. In UpTrader Forex CRM for instance we have all kinds of bonuses, but they are not really popular among our clients. Copy trading platform is more popular. 

In this article, we went over some strategies to increase sales. If you are currently considering what you would like to improve in your brokerage business or if you are thinking about starting your own firm from scratch, contact the UpTrader team. We will help, guide, and consult you.

 

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UpTrader awarded “Fastest-growing Social Trading Platform”!

30.01.2022

UpTrader awarded “Fastest-growing Social Trading Platform”!

The annual professional Forexrating Awards announced the results of 2021, according to which UpTrader became the best company in the “Fastest-growing social trading platform” nomination. The service is significant for its exceptional technical features, demonstrating the highly skilled team that deeply understands the market and is able to create the right service.

Vasily Alexeev, CEO Uptrader

“The award is a honor for the team. We have worked hard to create a service that can satisfy almost any broker’s request, and we are pleased to see recognition from colleagues and clients. In 2022, we plan to pay more attention to improvements in the interface.”

Investment service - UpTrader Social Trading Platform for MetaTrader 4 and MetaTrader 5 was launched in 2021. The product was created for different needs of customers, so it can work as MAM, PAMM and Social Trading. The service is significant in its high stability of operation due to the fact that all transactions are copied at the MT core level, in addition to a guarantee against loss of transactions, this provides maximum speed. The service also ensures the accuracy of copying transactions and the distribution of profits between investors to the cent. The service is easily integrated and managed both by staff and by traders and investors.

Read more about UpTrader Social Trading Platform here.

 

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Happy New Year 2022!

24.12.2021

Happy New Year 2022!

Dear clients, partners, and colleagues! 

I wish you Merry Christmas and a Happy New Year. The end of the year is always the time when we look back to assess the results and, based on this foundation, plan the future. I sincerely wish that the business plans for the coming year are implemented fully and on time, and that the financial performance in 2022 is above and beyond expectations. And most importantly, may you and your loved ones be happy and healthy! 

Vasily Alexeev, CEO UpTrader

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Một vài lời về chúng tôi

UpTrader là một đội ngũ có hơn 10 năm kinh nghiệm trong lĩnh vực fintech giúp tạo ra và nâng cấp các doanh nghiệp môi giới bằng phần mềm và khả năng tùy chỉnh linh hoạt của các nền tảng giao dịch phổ biến nhất.
Hơn 30 sản phẩm và giải pháp đám mây của UpTrader có thể đáp ứng mọi nhu cầu của một công ty Forex: từ việc tạo nhà môi giới từ đầu đến việc có thêm khách hàng và tối ưu hóa quy trình kinh doanh. UpTrader cung cấp các giải pháp toàn diện để chinh phục thị trường tài chính.

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Nhà môi giới AM

Với UpTrader, chúng tôi đã đưa các chương trình đối tác của mình lên một tầm cao mới về mặt công nghệ, điều này cho phép chúng tôi có toàn quyền kiểm soát các khoản phí của đối tác.

Bên cạnh đó, AM Broker và UpTrader đã tạo ra một hệ thống tiền thưởng mới cho các trader tích cực ở cấp độ mới bắt đầu, trung bình và chuyên nghiệp.

Chúng tôi dự định tiếp tục làm việc với UpTrader để tùy chỉnh các công cụ khác quan trọng đối với các doanh nghiệp và trader.

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