欢迎来到建立自己的金融科技或加密业务的最简单方法。

你想从头开始建立一个企业,还是升级现有的企业?

New York

欢迎来到从头开始创建外汇经纪公司的最简单方法

如果您是经纪公司的所有者或打算创办一家经纪公司,您可能需要最佳外汇 CRM 解决方案。我们为经纪商提供所有核心外汇解决方案,帮助经纪公司启动或改善他们的业务。

  • 外汇 CRM 管理员
  • 外汇 CRM 后台介面
  • 外汇交易室
Forex Solutions
  • 社交交易平台
  • 外汇 CRM 中的销售模块
  • 外汇附属公司多层次计划
  • 外汇 CRM 管理员

  • 外汇 CRM 后台介面

  • 外汇交易室

  • 社交交易平台

  • 外汇 CRM 中的销售模块

  • 外汇附属公司多层次计划

外汇 CRM 易于使用。它可以在一天内与任何交易平台集成。

CRM 如何运作?

1

连接交易平台

2

添加您的员工

设置规则

3

在后台介面

4

为合作伙伴

5

为客户

6

设置分析

7

自定义 CRM 以适应您的风格

8

启动您的经纪业务!

1

管理合作伙伴和 IB

观看客户的活动
2

控制存款/取款

3

监控 KYC/AML

4

通知您的客户

5

运行营销

6

您的客户是快乐和活跃的!

1

客户登录

2

填写 KYC 表格

经理人

已验证

未验证

3

选择帐户

4

存款

5

开始交易

6

提款

6

再次存款!

1

让您的经理跟踪客户

2

经理们看到他们的任务是否紧迫

3

您可以管理经理的效率

4

不要丢失客户

1

邀请合作伙伴

2

让合作伙伴吸引客户

3

让合作伙伴管理他们的客户

4

跟踪IB的效率

5

扩大您的IB网络!

Private Office

我们的建议是

外汇 CRM 管理员

外汇 CRM 的这一部分旨在轻松配置 CRM 操作的所有方面。您业务的所有组件都有设置。 营销、销售、支付系统集成、公司部门访问规则、交易平台、分析、电子邮件通信、KYC、介绍经纪商的条件等。

详细了解
外汇 CRM 管理员

外汇 CRM 的这一部分旨在轻松配置 CRM 操作的所有方面。您业务的所有组件都有设置。 营销、销售、支付系统集成、公司部门访问规则、交易平台、分析、电子邮件通信、KYC、介绍经纪商的条件等。

外汇后台介面

这是您的财务部门、技术支持和合规性的界面

监控您的所有客户及其交易活动。轻松控制存款和取款、KYC 程序以及执行营销活动。

外汇后台旨在快速管理公司的业务流程。您的员工将能够密切关注客户的活动:

  • 查看存款和取款请求
  • 批准出金请求并验证文件
  • 查看完整的操作历史记录:开立账户,上载文档,交易活动
  • 通知客户有关新产品和服务,提供市场分析
  • 进行市场推广,设置个人优惠
详细了解
外汇后台介面

监控您的所有客户及其交易活动。轻松控制存款和取款、KYC 程序以及执行营销活动。

外汇后台旨在快速管理公司的业务流程。您的员工将能够密切关注客户的活动:

  • 查看存款和取款请求
  • 批准出金请求并验证文件
  • 查看完整的操作历史记录:开立账户,上载文档,交易活动
  • 通知客户有关新产品和服务,提供市场分析
  • 进行市场推广,设置个人优惠

外汇交易室

这是客户的界面

客户管理他们的交易账户和个人数据越容易,他们从注册到入金的时间就越短。 UpTrader 的外汇交易室的设计旨在让客户快速了解他们的方法并开始交易。

详细了解
外汇交易室

客户管理他们的交易账户和个人数据越容易,他们从注册到入金的时间就越短。 UpTrader 的外汇交易室的设计旨在让客户快速了解他们的方法并开始交易。

使用交易室,您的客户将能够:

  • 只需点击几下即可注册并通过 KYC 验证
  • 在一页上查看存款和取款的完整历史记录
  • 使用超过 30 种付款方式存款和取款
  • 开立账户并设置杠杆、货币、订单执行类型
  • 无需额外授权,直接从客户端界面登录交易终端
  • 直接在客户端界面下载 MT4 或 MT5
  • 阅读市场分析和您的公司新闻
  • 关注重要经济新闻以获得更活跃的交易
  • 直接在客户端界面中接收促销消息以及个人特别优惠

多层次合作伙伴计划

外汇附属公司或介绍经纪商

外汇附属公司可帮助您的业务同时在不同国家/地区快速发展,而无需额外的员工和维护成本。

在世界各地开发您的外汇联盟网络:每个人都会很乐意与您做生意,因为 IB 报表透明地显示每个客户的数据,所有计算都是自动化的,并且合作伙伴的部分可以完全获得所有数据。

  • Excel报表

    您合作伙伴可以获得详细描述客户的交易量和其他对其 IB 奖励至很重要的数据。此外,您还可以为不同类型的报告设置频率。

  • 促销

    您的合作伙伴激励他们的客户通过使用促销横幅吸引新客户。

  • 客户名单

    您的合作伙伴可以看到他们的所有客户、所有交易细节、他们的资金和他们的活动。

  • 带有图表的仪表板

    图表显示每个月的 IB 效率。

  • 合作奖励

    您的合作伙伴可以查看他们的奖励列表。

Reports Promo materials Users Dashboard Reward program

促销

外汇白标 MetaTrader 4 和 MetaTrader 5

我们提供外汇白标。如果您创办一家新公司,请购买新的 MT4 白标或 MT5 白标或续订已存在的公司。由 MetaQuotes 创建的交易平台 МetaТrader 4 和 МetaТrader 5 是复杂和创新的交易技术。它们在世界各地的交易者中非常受欢迎。

如果您选择 MT5 或 MT4 白标,您将大大降低员工成本:我们负责交易平台的技术支持、设置和服务器维护。

创建您自己的品牌

创建您自己的外汇品牌并使用 МТ Manager 为您的客户创建独特的交易条件。

A-Book或B-Book

  • 只有您自己决定风险管理模式
  • 超过500种交易资产:主要货币和外来货币、股票、期货、债券、金属、指数、加密货币的差价合约
  • 我们的流动性提供点差小,佣金低
详细了解
完全定制的交易平台以满足您的特殊个人需求

完全定制的交易平台以满足您的特殊个人需求

选择哪个终端?

MetaTrader 4

外汇交易领域的经典。由于其相对简单和丰富的分析工具集,大多数交易者选择这个终端,使他们在金融市场的第一步。

MetaTrader 5

具有订单处理净额结算系统的新一代交易平台,适用于不同经纪人业务模型的灵活设置,广泛的风险对冲功能。

比较平台

外汇流动性和加密货币流动性

为什么流动性很重要?

良好的流动性,实质上,为您提供了以最优惠的价格以最低成本执行客户交易的速度。因此,如果你为客户提供良好的流动性,你肯定会与他们建立长期和持久的关系。

如果您正在寻找外汇流动性提供商,我们可以为您提供最好的。 我们提供深度流动性池

  • 外汇
  • 金属
  • 股票、期货、指数、债券的差价合约 (CFD)

我们提供超过 100 个加密货币对的流动性。

详细了解
外汇流动性和加密货币流动性

有什么新鲜事

公司新闻

Accepting cryptocurrency is the main must-have for brokers in 2023

07.02.2023

Accepting cryptocurrency is the main must-have for brokers in 2023

Contrary to skeptics’ expectations and predictions, the volume of cryptocurrency transactions continues to grow. The so-called stablecoins show the greatest stability, as they are used in payments more often than super volatile Bitcoin or Ethereum. Let us remind you that Bitcoin was losing more than 60% of its value last November. It does not make much sense to use such currencies in transactions. Stablecoins, tied to fiat and backed by bank reserves, are a different story. According to coinmarketcap.com, the most popular stablecoins with the largest capitalization are currently Tether (USDT), USD Coin (USDC), and Binance USD (BUSD). Taken together, these findings allow us to make long-term predictions for the continuous increase in cryptocurrency transactions, and this is a good sign for Forex brokers. 

 

Why Forex brokers are better off with a crypto gateway 

Those brokers who don't yet have a cryptocurrency gateway to accept payments should take care of it now. Regulators are closely monitoring financial companies. As a result,  licenceless brokers can no longer accept payments by bank cards. This means that if a company cannot have a bank account, accepting Visa or Mastercard payments is not available to it. As an option, the broker can accept payments through electronic payment systems and other intermediaries who charge exhorbitant commission, easily in the 8-10% range. Also, due to the tightening regulation in the financial sector, customers from some countries in Asia, Africa, and the Middle East no longer have access to bank processing. In addition, cryptocurrency holders are interested in working with companies that are willing to accept it. From what we have seen in recent years, the trend of financial overregulation is going to continue all over the world. So if a broker wants to expand their geography and get more varied customers, gain a competitive advantage or just stay afloat, it is better to start learning how to work with cryptocurrency now.

 

In our previous articles, we talked about the pros and cons of accepting cryptocurrencies and how to automate these payments in your company.

阅读更多
Pros and cons of accepting cryptocurrency

07.02.2023

Pros and cons of accepting cryptocurrency

Is accepting cryptocurrency always a good thing for a company, and which companies are better off avoiding cryptopayments altogether?


What is a cryptocurrency payment gateway?

A cryptocurrency payment gateway is a service that allows merchants to accept cryptocurrency as a payment method. Crypto gateways make it easy for businesses to accept cryptocurrency as payment alongside fiat money and settle transactions in real time.

Crypto gateways are growing in popularity due to the widespread use of cryptocurrencies and the security benefits they provide. Many companies are starting to accept cryptocurrency payments to get ahead and enter new markets. 

With UpTrader Pay already built into the UpTrader CRM, every broker can automate cryptocurrency payments in literally two clicks. If your company uses another CRM, integrating UpTrader Pay crypto gateway is just as easy because it's a standalone product.

 

So what are the pros and cons of accepting cryptocurrency?

Most often, brokers accept payments directly to their own wallets. This way, they are able to completely avoid some sensitive issues. For instance, cryptocurrency transactions exclude chargebacks and risks associated with intermediaries. Every broker has probably encountered a situation where large amounts of money are stuck with payment intermediaries for months and sometimes years. In some cases, this money is never returned and the broker bears reputational and financial costs.  

 

The difficulty with accepting payments in cryptocurrency may arise for licensed brokers who avoid dealing with cryptocurrency so as not to anger the regulators. The best way for them to de facto not deal with cryptocurrency is to use cryptocurrency gateways such as BitPay, PayPal, and Coinbase Commerce. In return, companies get fiat currency into their bank accounts and stay within legal bounds. This way, companies can offer customers alternative payment methods and eliminate uncertainty related to cryptocurrencies.

 

Accepting cryptopayments automatically

Manually accepting crypto payments may overburden your financial department, because processing these transactions is quite a task: you need to compare the requested amount in the CRM and in the wallet, then you need to identify the customer who made the request by the amount they requested, and often two sums are not the same. Then you have to call your customers to find out who transferred the money, and so on. Of course, it is better to automate the process, and we have already written a piece on how to do this:  

Connect crypto gateway or how to start accepting crypto without stress.

 

 

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MetaQuotes has increased the price for MetaTrader 5 White label

02.02.2023

MetaQuotes has increased the price for MetaTrader 5 White label

Last year MetaQuotes suspended selling White Label that caused the forex industry to start looking for alternatives. Most sensitively it was perceived by small brokers who can’t afford to spend a couple of extra thousands dollars for the MetaTrader 5 Full license. Therefore the good alternative for them turns out to be с-Trader White Label, whose policy is pretty mild and price is reasonable. However MetaQuotes remains the main trading platform provider and it still sells the Full License MetaTrader and companies are still looking forward to the opportunity to work with MetaTrader. It’s still possible, but the price for the base version has been increased from $5000 to $7500. For those companies who can’t handle this price, a good alternative is c-Trader White Label.

Please learn more about c-Trader and MetaTrader Full License from our previous article.
Or contact us directly to get more information. 

   

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Proprietary trading firm vs retail trading

27.01.2023

Proprietary trading firm vs retail trading

We regularly get requests from prop firms for CRM integration. Let's discuss the difference between a Proprietary Trading Firm and Retail Trading.

 

What exactly is a proprietary trading firm also known as a "prop shop"?

Proprietary trading happens when a prop firm hires a prop trader to trade company funds. That is, a prop firm is a type of financial company that hires a trader who will capitalize on the company's money acting on its behalf. Such companies became widely known after the financial crisis of 2008 when their speculations with huge sums on the market of such derivatives as CDOs (collateralized debt obligations), credit default swaps and other synthetic instruments had quite a serious effect on the mortgage market which eventually collapsed and led several major banks to bankruptcy. Back then, almost any competent trader could become a proprietary trader and get access to big money management.

 

Key differences

The key difference between retail trading and proprietary trading is that a retail trader trades with their own funds, while a prop trader trades with the funds of a company which specifically hired such a person to capitalize on the firm's assets and make even more money. In this case, the prop trader takes up to 70% of the profits for their speculations, while the company itself gets 30%, even though it provides the money and takes the risk. 

Prop traders working for prop firms are usually subcontractors, as opposed to traditional brokers hired by the company. Funding in such companies is shared among all the prop traders who trade with the firm.

 

Who to trade with: retail or prop firms?

When trading with a retail broker, the trader transfers their own funds to a trading account. The broker in this case provides leverage, thus increasing the trader’s turnover, a platform, and access to the trading instruments, normally charging commission for it. The trader is still limited by their own capital, but on the plus side, they don’t have to follow trading rules set by the firm, since they own the funds they trade with. 

As for prop trading, it has wide prospects of managing huge amounts of company's capital and thus receiving potential profit, but the trader must observe strict rules. 

 

Getting into trading

Here, everything is simple: retail trading is open to all. The broker sets the minimum deposit amount, the trader deposits the account and starts trading. A prop trader, unless they have a reputation, needs to prove their abilities. To do that, the trader is given a trading account, usually with demo funds, where they trade for a certain period of time. At the end of this period, the result is evaluated and a decision to provide real capital for management is made. 

Brokerage and prop firms often earn their money by training newcomers. There is nothing inherently bad in it if the company does not try and trick you by promising a fortune for depositing your account, but simply provides a training service for a fixed fee.

 

SCAM 

Prop trading market is full of scams, as well as the retail trading market. So before you decide to fund your account, you should weigh the pros and cons and research the company’s background online. Do not fall for marketing campaigns that require you to make rash decisions. For companies, it is a way to get fast money from new clients, for a trader, it entails a high probability of rapid capital loss. The rule “If you think that the offer is too good to be true, perhaps it is not worth to risk your money” always works.

 

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Happy Holidays!

19.12.2022

Happy Holidays!

Dear partners and colleagues, 
We wish you a Merry Christmas and a Happy New Year 2023!

The holidays are the perfect time to tell you how much we appreciate you as our very important client. We keep working hard to help your business thrive. We wish that all your plans and goals come true in the next year. We hope the whole year will be productive and bring impressive results.

Wishing you and your family peace, love, and joy at Christmas and always.

Happy Holidays from everyone at UpTrader!

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Looking back on 2022 and making plans

17.12.2022

Looking back on 2022 and making plans

Wishing you a Happy New Year and following the tradition, we are now looking back on the work the UpTrader team did in 2022 and making plans for the future. The year itself was turbulent and brought even more uncertainty into the world than the pandemic. Financial markets continue to react to events in spurts and financial institutions, brokers, and traders continue to make and lose money on these reactions. Meanwhile, the UpTrader team has been working hard to implement new and improve existing Forex CRM features all year long to provide brokerage firms with the best customer service system possible!

The motto for 2022 has been "less is better". 

The team focused on improving the existing features and the stability of our flagship product, UpTrader Forex CRM. Here is a list of features we would like to highlight:

 

Copytrading

The copytrading service in UpTrader Invest was partly reworked, and its stability has significantly improved. We also implemented all the features that were included in the product architecture. It should be mentioned that copy trading is very popular with newcomers on financial markets because it allows you to get good trading results by copying from experienced traders.

 

Customer service 

Improving customer support is one of our top priorities. We have already done a lot of work to improve the interaction between our technical support and clients by launching a unified support portal. We have improved on communication channels, time to response, and ticket processing speed, and made the processes as transparent and predictable as possible. The feedback from clients is extremely positive, but we would still like to work on certain aspects until they are perfect. Working on them is part of our plans for next year.

 

Integration with cTrader

The second most popular trading platform after MetaTrader, cTrader, is now integrated with UpTrader CRM. We are very happy to see that more and more brokers are choosing to work with cTrader. First, variety is good. Second, cTrader's policy is to keep order execution transparency under control. They keep execution records and allow traders to view them. It is impossible to manipulate prices because they do not allow editing the databases. We think that the desire for transparency is a positive market trend.

In addition, the UpTrader team has done a lot of preparations for the launch of big and even sensational services next year. Here is a brief announcement of the expected releases.

 

Free UpTrader Forex CRM Installation 

The idea behind this service is based on the best current practices and an obvious market need. At the moment, there is no other CRM for Forex brokers on the market that integrates the CRM with your website without a team of developers setting it up. We decided to tackle this problem. Next year, UpTrader clients will be able to install Forex CRM themselves for free in just a few steps. Thanks to this service, brokers who already have a website and MetaTrader will be able to instantly launch the CRM. The brokers could test core CRM features without any fee as well as accept and serve new clients right away.

 

Sales module

The development of the sales module is almost completed. Next year, we will be able to offer brokers a multi-functional module tailored to the specific needs of the Forex broker's sales department. It will have a very convenient lead distribution and matching panel as well as detailed client profiles. The module includes a well-thought-out lead distribution system, user-friendly interfaces, sales department performance management system, client history archive and much more.

 

Two-factor verification 

Brokers want to protect their clients from any risks associated with their accounts as much as possible. To do this, they often want to introduce additional security in the form of two-factor authentication. It is an extra layer of security which ensures that only the client can access their account even if someone else got ahold of their password. 

 

Stay tuned for more news, and don't miss the most interesting releases!

 

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Expand your business worldwide with UpTrader Pay!

30.11.2022

Expand your business worldwide with UpTrader Pay!

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

 

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Set up your bonus program with the 4 bonus type in the Forex CRM

28.11.2022

Set up your bonus program with the 4 bonus type in the Forex CRM

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.

 

Monthly interest

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.

 

Welcome bonus

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. 

 

Manual bonus

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]

 

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Connect crypto gateway and automate cryptocurrency payments

17.11.2022

Connect crypto gateway and automate cryptocurrency payments

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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Motivate traders with the Status System in your CRM

11.11.2022

Motivate traders with the Status System in your CRM

We continue to write about different UpTrader CRM features which will help you improve your business processes and increase your clients' satisfaction. Previously we covered Wallet, Withdrawal control and approval system, and Market Analytics Feed, and today we will tell you about the Status System.

 

What is a status system? 

It is a configurable system that allows you to assign statuses to clients who fulfill certain conditions (deposits, KYC compliance, etc.) or fall into a certain category (country of registration, language, trading account type, etc.). The status system allows you to segment your clients based on parameters that are important to you and to build up the work with each segment in its own way. 

 

What does the system look like?

All client interface pages show the current status of the user as a progress bar. By default, the progress bar is set on minimum values. However, if certain conditions are met, the progress bar starts filling up and the name of the current status changes. If a client wants to know the details of their status, they can click on the status and read what it means. 


 

What could be the rules for assigning statuses?

You can think of any names: VIP, Standard, Base; Gold, Silver, Platinum, etc. You can set any rules for status assignment. For instance, you could treat clients whose deposits are higher than 10K in a special way. You decide then that these clients will be your VIPs and introduce certain special conditions for them. For example, no-commission deposits or deposit bonuses. 

In terms of settings, you can either assign statuses manually via back office or define custom rules. For instance, clients with a deposit over 10K get a certain status, and then it will be assigned automatically when they meet this condition. If at the same time you want to give out bonuses to such clients, you can set up the same rules in the bonus system. Users can receive benefits either manually or automatically, depending on your policy.

Use the status system as an onboarding tool

 

You do not need to use the status system as a marketing tool. You can also make it a part of your onboarding when your clients go through KYC, from registration to trade. For example, you can tie the status system to document verification, and each document will bring the client closer to trade, which will be reflected in their status. The KYC process itself can be long, and the statuses can provide transparency and reassure the client. 

 

Do I have to assign statuses to clients? 

None of this is necessary for a broker's work, but these little things tend to increase customer loyalty, introduce an element of gamification, and generally create a positive image of the broker. 

Come up with your own special status system, and delight your clients with new features.

If any questions, please mail us to [email protected] or leave a request in online chat. 

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Comparing WL cTrader and MetaTrader 5 Full License

04.11.2022

Comparing WL cTrader and MetaTrader 5 Full License

Truth be told, both trading platforms are good, reliable, error-free, and stable. Both platforms are professional and time-tested. They offer a number of useful tools, including charts, indicators, and the ability to develop custom plugins. So when comparing trading characteristics or pricing, we only aim to highlight the most significant differences between the platforms to facilitate your research and simplify your choice.

Besides, we will compare WL cTrader and MetaTrader 5 Full License specifically, because WL on cTrader is much more popular than Full License. Since October 2022, it has become very difficult to buy a WL MetaTrader 4/5, so it is much easier to get a Full License from MetaQuotes.


MetaTrader 5 Full License vs WL cTrader

 

MetaTrader 5 Full License

White Label cTrader

Setup fee

5,000

1,000

Monthly fee

5,000

1,000

UpTrader monthly maintenance fee

2,000

Volume fees, from $1000

A-Book/B-Book Settings 

Groups level

Symbol of the Group Level

Markup Settings

Symbols level

Symbol of the Group Level 

 

Duplicate/transfer Settings 

no

yes
Protection Profiles Volume Profiles Leverage Profiles Execution Profiles Commission Profiles Symbol Sessions Profiles 

 

Configurable dynamic

yes

yes

Dynamic Leverage

no

yes

commissions Trade Report 

yes

yes

Number of accounts

limited (pay for extra)

unlimited 

Number of symbols

unlimited

unlimited

Inactivity Fees

 

no

yes

Swap Free Account Admin Fees

no

yes

Integrated Copy Trading System Accounts

no

yes

Advanced take profit/stop loss levels 

 

no

yes

Integrated IB Programme

no

yes

 

Server and Scalability Issues

 

on the broker’s side 

 

 

 

fully managed by Spotware 

 

Proxy Cloud for Global Low-Latency Connectivity 

no

yes

Charts

3 types of charts, 21 time frames, and 38 built-in technical indicators

9 types of charts, 54 time frames, and 70 built-in technical indicators

Compliance

hard

easy

 

Transparency is the key difference

The platforms are still different and the key difference between them is in the transparency of order execution. cTrader's policy is focused on keeping order execution transparency under their control. They keep execution records and allow traders to view these records. It is not possible to manipulate prices because they prevent users from editing the databases. Order execution in MetaQuotes is not transparent, so along with the way the platform is set up, there is more room for manipulation, which scammers can take advantage of. In this case, MetaQuotes shows the brokers the door.

 

Compliance

Another key difference between the platforms is the compliance process. Since cTrader controls the brokerage activity within the platform itself, including both the recording of trades and order execution transparency, they can welcome anyone because they do not risk anything. MetaQuotes, on the contrary, tries to find out whether the broker is reliable or not before the purchase goes through. Their compliance process requires customers to have the correct jurisdiction, bank accounts, and so on. This information should already indirectly confirm that the company is going to operate within the bounds of the law. Incidentally, because MetaQuotes pays such close attention to compliance, it has become virtually impossible to buy their White Label. In case of White Label, they do not know to whom they are selling the terminal rights. In case of a full license, MetaQuotes is calm since they have all the broker’s details.

 

Interface

The platforms have different design. At first glance, MetaTrader 5 looks outdated, they only have the light theme which does not change, the charts look complicated. 

cTrader’s interface looks more clear and modern. In addition, cTrader offers two themes: dark and light, which is very popular with users. At the same time, cTrader and MetaTrader are fairly similar in terms of the interface. Its graphical features, account management tools, testing capabilities, and technical indicators easily compete with those from MetaTrader.


 

Charts

 

The way users can interact with charts is different. For example, to change chart settings in MT5, you need to select the active chart and then make changes to the settings. In cTrader, each chart has its own toolbar, making it easier to manage the charts. Both platforms are generously stocked with indicators. The MT5 has more tools for technical analysis, such as Fibonacci, Gann, and Channel tools. cTrader, on the other hand, has other advantages such as charts that you can extend across several monitors.

In addition, cTrader offers more time frames and the possibility to display ticks on the main chart where you can use indicators and different types of charts, and not only a line chart in the Market Watch section as in MT5.

 

A-book, B-book.

 

Both platforms support both types of execution. However, since the possibility to manipulate trades in cTrader is limited, ECN/STP brokers choose it more often, while B-brokers prefer MT5. This is an important difference between the platforms that often makes brokers choose MetaTrader. Nevertheless, this does not mean at all that a B-broker on MT plans to manipulate data. MT has much wider possibilities for writing plugins and a huge market where you can buy ready-made plugins. In cTrader, there is no market and no possibility to write anything without their Software team. Of course, many companies do not like this and are therefore more inclined to choose MT. Moreover, MT offers both A-book and B-book, and the honesty of their work can be confirmed by modern tech escrow intermediaries. Wiring their money through them gives traders a guarantee that it will be received. This is how Serenity Escrow works, for example.


 

Serenity Escrow 

 

Serenity Escrow is an intermediary between a broker and a trader. Escrow uses blockchain technologies and works through smart contract. Blockchain transparency allows to compensate for non-transparent transaction execution. Deposits and withdrawals on the broker’s side are made through the smart contract, and the trader's funds are stored on the smart contract until one of the parties applies for withdrawal of these funds. Since all deposits are stored on the smart contract, if the client or broker disagrees (clients can also be cheaters), the arbitration panel reviews the transaction documentation and makes a verdict on who will receive the funds. Thus, Serenity serves as a guarantee of the broker's honest work and payments. Serenity will also add to the broker's reputation and provide guarantees to the traders in all cases: for the brokers working both on cTrader and MetaTrader, for brokers operating as a hybrid scheme with both A-book and B-book, and for brokers only working as an A-book.

 

Read more about Serenity here

 

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Customer service as a method to increase customer loyalty and retention for Forex CRM Provider

28.10.2022

Customer service as a method to increase customer loyalty and retention for Forex CRM Provider

Originaly posted on Finextra


What happened? What problem did we solve?

 

Once again, a developer nervously told a support engineer that the issue the customer is experiencing is not on our side. He added that it was at least the 4th time that he was answering this particular question and that it would be worth remembering it. The support manager got offended and replied that he was not sure if the situation was the same, since he did not have their chat history at hand and the question was urgent and required immediate attention. The customer, seeing his request status is not changing, continues to bombard the support team with questions. 

 

Everyone suffered in this context. First of all, the support person, literally torn between chats. The developer suffered from the same repetitive questions, the management suffered from complaints, threats, and eternal emergency mode. The customers suffered, as their questions were left hanging in the air. The situation is quite typical for software providers, where minor bugs, appearing here and there, make everybody nervous, both just because they exist but also because developers are bothered with the same question: well? when?

 

Messaging apps are evil

 

“The root of the problem leading up to this situation was the way requests were handled by the support team” says Project manager UpTrader Elena Pinchuk. 

 “When the company was a small startup, each customer was assigned a personal manager who answered all their questions in a convenient messaging app: Skype, WhatsApp, Telegram, and so on. Maximum ease of communication, instant response. However, when the company started growing, the number of chats increased, and the answers to typical questions got lost in tons of correspondence. Gradually, chaos ensued and the system began disintegrating. Change was triggered when a manager approached the developers with yet another “stupid” question but they decided that the problem was not worth their attention and left work for the weekend. It turned out that the problem was serious, but due to the lack of alerts and status updates they were unable to correctly identify its severity. The team repeatedly apologized to the customer, drew conclusions, and decided that it was time to give up messaging apps and launch a support portal.”

 

What system we chose

 

After having researched the market, we decided to try the Help Desk by Atlassian since we already used their task tracker Jira. “We decided to try the system for a month, configuring it so that certain incidents trigger alerts”, continues Elena.

“Within a week, we trained and tested our support team and informed our customers that they could now use this new and convenient system. As expected, some customers were unhappy with the change, because they had to get used to another system. Some had unfounded fears that now it would be even slower and worse”.

 After all, before they could just type a quick message and now they had to go to the portal, think how to categorize their issues, leave a ticket, and wait. Every customer has an account. To create a ticket, they have to answer 3-4 questions and specify the urgency and the category: bug, new feature request, etc. The ticket instantly goes into the system. The customer can see how the status of their issue updates from open to in progress and is reassured that their issue is being addressed. It is convenient for both the developers and the support staff that categorization makes it possible to systematically track recurring errors and optimize solutions accordingly. A convenient search function allows the customer to find their issue history in two clicks.

 

What was the result? 

 

“We limited the ticket resolution time to 48 hours, with 6 hours to first response for non-urgent questions and 1.5 hours for urgent ones. This added predictability and transparency. The speed with which we are working has increased and the number of support tickets has decreased. We don’t feel the need to monitor all the chats anymore and manually go through urgent and non-urgent tasks. A pleasant bonus is the ability to track employee efficiency”, said Elena. 

“So far, the system is not ideal”, added CEO UpTrader Vasily Alexeev. 

“However, we can already see a significant effect. Satisfied employees, customers, and managers are the key to customer loyalty and sustainable development of the company”.

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