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 CRM 中的销售模块
外汇 CRM 管理员
外汇 CRM 后台介面
外汇 CRM 中的销售模块
外汇 CRM 易于使用。它可以在一天内与任何交易平台集成。
自定义 CRM 以适应您的风格
填写 KYC 表格
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 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。
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。
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。
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。
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。
图表显示每个月的 IB 效率。
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。
创建您自己的外汇品牌并使用 МТ Manager 为您的客户创建独特的交易条件。
- 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
22.04.2022Sign 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]
30.03.2022The 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.
16.03.2022Does 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.
07.03.2022On the eve of International Women's Day, Elena Berestovaya, CMO UpTrader, shared her prospective on female leadership and fintech trends.
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.
21.02.2022Why 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.
13.02.2022How 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.
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.
30.01.2022UpTrader 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.
24.12.2021Happy 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
24.12.2021UpTrader: 2021 results and future directions
2021 is almost over, and it is time to wrap up and make plans for the next year. Reflecting on the results helps us take another look at the work we have done and assess what we have done well and what we need to work on. It helps us evaluate the market situation and the competitiveness of our products and analyse trends in our business.
MT5 vs MT4
As is often the case in times of crisis, financial markets begin to rise. In those turbulent times, an uncertain future is fuelling the financial services markets. Therefore, brokerage firms keep opening and the demand for brokerage products is growing. It is interesting to note that all our new clients prefer an MT5 terminal, contrary to last year, when only MT4 was requested. With this trend, we can expect that in 5 years time, MT5 will completely take over. This change in preferences primarily has to do with the Metaquotes pricing policy. Currently, the cost of your own MT5 server is comparable to the cost of a White Label MT4, both averaging at $4000-5000. In this situation, brokers often make the obvious choice to buy their own server which leads to licences for MT4 not selling at all.
Recently, interest in cryptocurrency margin trading has grown. Almost everyone now gives 1:10 leverage and trading is available 24/7. In 2021, UpTrader clients were more likely to ask for cryptocurrency than Forex, although back in 2020, Forex was leading the way.
You could say that interest in social trading has been consistent for a year now. It is not a new trend but it is certainly growing. Our new service UpTrader Invest attracts clients and many brokers consider it a core product.
Platform for social trading
In 2021, UpTrader's team launched UpTrader Invest, a new platform for social trading. It is designed for MetaTrader 4 / 5 trading terminals and works in three modes: MAM, PAMM, and social trading. UpTrader Invest is easy to integrate, has a user-friendly interface and the highest copying stability thus solving the issue of losing trades. The service also has several reward calculation modes available. The demand for the platform was high even before it was released, and after the release, the popularity has grown many times over. It is especially true for the MT5 version, since our client reviews are more favourable than those of our competitors. The platform was also positively received by the professional community.
2021 is the year of CRM improvements. We are constantly improving the functionality and introducing new features to account for the constant feedback we get from our clients. This year, we have greatly expanded the flexibility of the withdrawal control and approval system which allows brokers to process requests faster and quickly detect fraudulent activity. We have also added an analytics feed to the CRM for all our clients.
The quicker we solve client problems, the better business our clients are doing, the stronger our relationship is. That's why we strive to provide the best possible service and implement a personalised approach. Each client is assigned a personal manager who is always ready to solve their problem as quickly as possible.
In 2022, we are planning to improve the design in UpTrader Invest, the appearance of charts in particular. The CRM will be enriched with a long-awaited module for the sales department consisting of many new features.
16.11.2021Forex CRM Lifehack: Increase your profit with tools you have not used yet
Launch market analytics feed in your Forex CRM
Which extra services do you offer your clients? If you think that a trading terminal, fast fund withdrawal, and copy trading services are enough to keep your clients loyal and satisfied, then you may not know your clients very well or have never tried to offer them something else.
One of the UpTrader brokers broadcasts a daily stock market analytics feed and technical analysis to its clients right in their personal account. Its CEO kindly allowed us to analyse their data for 2021. We considered two client groups: those who read analytics and those who do not. The results speak for themselves.
In 2021, 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%!
Do you want the same results? Easy-peasy!
Daily up-to-date market analysis available in the trader’s room might increase the trading volumes of your company, resulting in more potential profit. This tool is already integrated into the UpTrader Forex CRM, however, only a few of our clients use it for additional sales.
Every day, market experts collect information, prepare materials, and publish technical and fundamental market analysis used by thousands of traders around the world.
This tool is already available to you in UpTrader Forex CRM. To begin broadcasting the feed, contact our support team, and you will gain access to an excellent tool for increasing sales and loyalty of your customers starting tomorrow.
25.10.2021Forex CRM lifehack: increase your profit with withdrawal control and approval system
Withdrawing funds from trading accounts is a very important part of business, because there are plenty of underlying issues that can cause serious reputational consequences for a broker and stress for clients. Fraud, stop-outs, withdrawal requests for a bigger amount than available equity, mismatch of payment details, problems with payment systems, KYC/AML non-compliance and a lot of other problems.
To avoid these problems and make withdrawals without risks for a broker and fast for a client, it is better to follow a certain procedure, where every step is under control of your departments. Your Forex CRM must have flexible settings of an approval withdrawal system.
The UpTrader team has developed a flexible withdrawal approval system that is integrated in UpTrader Forex CRM. For example, you can set it up so that your CEO will be making final approval of withdrawal requests of certain big amounts. You can set up this rule for all requests or only for those that are already approved by lower-ranking staff. It’s up to you. It is very important to verify your client with a KYC check, confirm payment details, to do this just direct all requests through a Compliance department. In some cases you might need requests approved by a phone call, so that you are sure that requests are submitted by a real client, not a scammer, so you can set up obligatory manager calls.
All these settings can be easily added in UpTrader Forex CRM.
UpTrader Forex CRM has the following settings you can use:
1. Approval depending on request amount
Withdrawal control is a standard and necessary procedure for financial broker security, but this doesn't have to prevent traders from withdrawing and depositing money quickly. For example, you can allow to withdraw all requests under $100 without additional checks. It means any withdrawal under $100 will occur automatically, but in a case you want to manually approve any amount, you can do it.
2. Know your client system in your Forex CRM.
Establish a rule that requests of any amount are directed to a Compliance department to complete KYC procedures.
3. A withdrawal amount is larger than the client’s deposit
If you hedge risks and use a hybrid model and a bridge, you probably need to control trading activity especially in an important market news period to control financial risk.
If you have special needs related to withdrawal approval procedures, write to [email protected] and we will see what we can do for you.
23.09.2021UpTrader on iFXEXPO, 4-6 October, Cyprus
The main annual international fintech exhibition iFXEXPO will be held on 4-6th October 2021 in Cyprus. Vasily Alexeev, UpTrader CEO is going to be there. He will represent the UpTrader team and be ready to meet with our clients and partners.
UpTrader has released new services this year like a copy trading platform for MetaTrader 4 and MetaTrader 5, and it will be a pleasure to show you this popular service.
We are glad to invite all our clients and partners over there. This is a good occasion and nice place for efficient networking.
To make an appointment with Vasily Alexeev, please write to [email protected]
See you there!
27.10.2021 / 27.10.2021Blockchain life, 27th of October 2021, Moscow.
19.05.2021 / 20.05.2021iFX EXPO Dubai 2021
03.07.2020 / 03.07.2020Live Webinar "Launch your forex business in two weeks"
03.06.2020 / 03.06.2020Webinar "Launching a Forex Broker"
10.06.2020 / 11.06.2020Virtual Vision Finance
UpTrader 是一支在金融科技领域拥有 10 多年经验的团队，通过软件和灵活定制最受欢迎的交易平台，帮助创建和升级经纪业务。
UpTrader 的 30 多个产品和云解决方案可以满足外汇公司的所有需求：从从头开始创建经纪商到获得更多客户和优化业务流程。UpTrader 为征服金融市场提供全面的解决方案。
我们计划继续与 UpTrader 合作，定制对企业和交易者重要的其他工具。