UpTrader launches a new investment service
Today, April 12th, marks the completion of the final testing stage of our new product—the White Label Social Trading Platform - UpTrader Invest—and now it’s available to customers. Integration of the platform into a brokerage business takes just one day. Currently, the service only works with MT4 MAM, but the MT5 MAM version is planned next.
UpTrader Invest is a plug-in for MT4 based on the technologies of PAMM, MAM, and social trading. It allows investors of any level of expertise to immediately start investing and generating profits from Forex trading. The hallmark of the new platform is its userfriendly interface for all three parties: brokers, investment account managers, and investors. Flexible settings allow selecting between profit distribution systems and managing risks.
Vasily Alexeev, UpTrader CEO
“We often receive requests for PAMM, sometimes LAMM and MAM. When we try to understand why they want one particular product or another, we realize that the most don’t see any difference between them. For example, PAMM is much more widely known than the others, so it gets requested more often, despite it being mostly the same as MAM. Essentially, these three are the same platform under different brands, they’re based on a very similar principle of operation. We’ve long understood: when a client asks for an investment service, they just want a simple and reliable instrument for their clients, and the terminology isn’t important. What’s important, though, is that the service must be easy and comfortable to use. That’s why we have combined the most popular settings of PAMM, MAM, and social trading software, designed a simple interface, and paid special attention to stability: the dangers of lost connection or inaccurate copying of trades are eliminated. Our investment service is already integrated into UpTrader Forex CRM. This means that by buying our ForexCRM, a broker immediately receives a great instrument that can start bringing profits as early as the next day.”
Key features of UpTrader Invest:
—There are no restrictions for brokers concerning the way they want to generate profits using this service. Any scheme already used by the broker will suit: spreads, fees. The service works with any variations of A-book and B-book brokers. In addition, A-book brokers will be able to hedge their risk more effectively when working in MAM MT4 or PAMM mode.
—No restrictions for partnership programs. If a partner brings new clients with investment accounts, the partner reward will be paid out automatically.
—There are three reward schemes for the manager available in the settings: payment per the manager’s trading volume, percentage of profits generated in a certain time period set by the manager, high watermark—payment only for the difference in balance (only when the value is positive).
—When choosing a manager in the client interface, investors see their history of profit, preferred trading instruments, reward scheme, and, of course, options of backing out from the strategy, there are three of them: immediate exit, exit after the manager’s approval, exit with rollovers. All further information is available to investors in real time in their client interface, in MetaTrader 4 mobile app, or in the web/desktop terminal.
Get more detailed information on the service and request a trial: [email protected]
Read more there.
Tin tức gần đây
For online companies, business has long stopped being about providing a local service for clients from a particular city or country. A successfully launched business cannot stay locked in one region for long, and if the owner thinks globally, they will act the same way. The main task of an international online business is to accept local payments. For example, in Indonesia, Help2Pay or Fasapay are popular payment systems, while in Namibia, only banks transfers are in use and they need banks details much more than they need payment systems. The more systems are integrated into your CRM, the more clients from different countries will be able to buy your service.
There are some companies on the market which provide payment management systems for CRMs. All you have to do is pay for a subscription, and the payment management module will be fully integrated into your CRM. The fee, however, may be quite high. UpTrader also provides this module, and it is already integrated into our CRM along with ready-to-use payment systems. We do not charge separately for it.
We have already integrated more than 50 payment systems into our CRM, and new ones are being added all the time.
UpTrader Pay settings
The module was tailored to the demands of Forex brokers, so it has a wide range of options. So, for your clients’ convenience, you can:
1. Set a country filter.
For example, you work with clients from Indonesia, South Africa, and Germany. You have more than 50 payment systems. Not all of them work for these clients. To avoid confusion, you can only show them options available in their country. UpTrader Pay lets you change the visibility settings to only show certain payment systems for customers registered in a particular country.
2. Set a rule for new and old clients.
For example, you work with payment systems that require meeting certain criteria for clients, such as successful KYC. Therefore you can set such a rule to show new clients certain payment systems that accept new clients but charge high commissions. As well you can show another bunch of payment systems for old clients with lower commicions.
3. Visa and Mastercard.
Only show Visa and Mastercard and automatically substitute payment systems depending on the country.
4. Set a filter by registration date.
For some companies, client registration date is important. For example, you would like to give a bonus to new clients, a commission refund or a deposit bonus when depositing through a certain payment system. You can set up this payment system to be visible only to clients with a certain registration date.
UpTrader Payment Management Value-adds
- No monthly fee
- More than 50 payment systems already integrated
- New payment system integration in 2 weeks
- Free integration of one payment system per month
- Country, deposit, registration date settings
- Fully integrated into UpTrader CRM
- User-friendly interface
We won't say much about why bonuses are so popular. The interest in them never fades. Every new broker launches some kind of a bonus system.
In UpTrader CRM, there are four types of ready-to-use bonuses: % on deposit, welcome bonus, % on balance, or monthly interest, and manual bonus. The settings for each of them allow you the flexibility to make them work for you.
There are 4 bonus types you can set up right away in UpTrader Forex CRM:
% on deposit
Deposit bonus is the most popular bonus type, since it is designed to encourage those who deposit the account. Everybody wins: the client does because they receive more benefits and trading opportunities, and the broker wins because they land a client who is truly ready to trade. Usually, the broker settles on the conditions and the bonus amount, for example, +50% to the deposit amount when depositing from $50 to $10,000. In the “conversion” field, the broker can specify the conditions under which the bonus funds can be converted to cash and become available for withdrawal.
A monthly interest bonus has also gained popularity because it helps build loyalty and encourages clients to stay with the broker longer and to keep more money in their accounts since it becomes more profitable to do that. For example, a broker can set a required minimum account balance for a certain day of the month. If the requirement is met, a client receives a bonus on the balance. The conditions for cashing the bonus are also set in the CRM.
The main rule for this bonus is that a client can only receive it once.A welcome bonus is a popular way to generate traffic. The best way to attract a lot of cheap traffic is to offer free money. But can you turn that traffic into clients? That remains to be seen.
The superpower of a manual bonus means that you can give it just like that. If a manager wants to give out a bonus, they can do it without setting any conditions. This is a very handy sales tool which often helps in the moment.
For each bonus, you can specify description and condition fields. Create your own conditions for bonus programs using our settings!
If any questions talk to our expert in live chat or emal us [email protected]
The main disadvantage of accepting payments in cryptocurrency is the lack of familiar interface. When paying by card or through a popular EPS (electronic payment systems), no special skills are required to transfer money, all the fields are familiar, processes are automated, crediting is predictable. Cryptocurrency payment is not a mass method yet, and often such payments are made manually, which is inconvenient both for clients and for the company.
The manual way of accepting cryptocurrency payments from brokers’ clients looks something like this:
1) A broker manually creates a payment system in the CRM and specifies in the description an address to which cryptocurrency needs to be transferred.
2) Before transferring money to the broker's wallet, clients need to create a request through this payment system in the CRM.
3) To process these requests, the broker needs to manually open their crypto wallet, check which of these requests are paid and for what amount, because clients can create a request for one amount but actually transfer another one. If the amounts are incorrect, the broker needs to correct them in the requests and then mark the requests as processed or failed (if the money was not transferred).
There are two problems with such a process: manual work and difficulty identifying payments. If a broker has a lot of clients, there can easily be a situation where, say, 2 clients created a $1,000 request around the same time, and only one $1,000 payment came in. It is impossible to identify which client sent that amount, you would have to contact the client to find out.
Manual control inevitably leads to human error, and more often than not such errors amount to more than one thousand dollars. On top of that, as we know, cryptocurrency transactions cannot be undone or disputed.
UpTrader offers its clients to automate cryptocurrency payment acceptance with a crypto gateway. Crypto gateway is a civilised automated way of making cryptopayments with a user-friendly interface that eliminates human error, simplifies the finance department’s work and client transfers.
How UpTrader's crypto gateway works:
1) UpTrader’s crypto gateway has a simple API and easily integrates into any CRM.
2) A unique wallet is created for and associated with each CRM client who requests a crypto deposit. That is, only this client gets this wallet, and the wallet remains the same between different requests, so that the client does not get confused.
3) After that, our crypto gateway traces when money arrives to this wallet and sends data about incoming payments to the CRM which automatically processes requests and corrects amounts.
If cryptocurrency payments happen from time to time in your company and you anticipate an increase in them, take care of automation in advance in order not to run into problems in the future.
To get more information, mail us to: [email protected] or write us in online chat.
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