UpTrader Forex CRM

Managing client relations for Forex brokers

Sophisticated UpTrader Forex CRM for brokers includes back office, trader’s room, and copy trading software for both MT4 and MT5 brokers. Having worked in the financial services market for a long time, we do understand that for Forex brokers, time is money. That is why we work fast but still set a high quality standard. We will boost your business in just one day. That is how long it takes to integrate Forex CRM with your MetaTrader 4, MetaTrader 5, or any other trading platform.

Control your sales, improve your team's communication with traders and affiliates, keep track of withdrawal requests, and help clients with technical issues. UpTrader Forex CRM will be branded in accordance with your corporate identity and fully customised to suit the needs of your business.

UpTrader Forex CRM 主要结构

  • 外汇 CRM 管理员 | 您

    • 付款系统
    • 管理
    • 部门
    • 7种语言
    • 谷歌分析
    • Notifications
    • 交易平台
    • 规格
    • KYC
    • 合作伙伴佣金
  • 外汇后台介面 | 您的员工

    • Bonuses and advertising campaign management
    • 客户支持
    • 存款/取款
    • 伙伴伙伴计划管理
  • 交易者室 | 您的客户们

    • 交易和金融工具
    • 综合数据
  • 外汇附属公司 | 您的合作伙伴

    • 报表
    • 营销工具
    • 管理
  • 外汇 CRM 中的销售模块 | 您完美的销售团队

    • 非常清晰的界面
    • 良好的结构
    • 计划地存款
    • 排榜
    • Emails
    • 通话
    • Well organised client data
  • 空的

    • PAMM
    • MAM
    • 社交交易
  • 外汇 CRM 管理员

  • 外汇后台介面

    您的员工
  • 交易者室

    您的客户们
UpTrader Forex CRM main structure
外汇 CRM 提供商
  • 外汇 CRM 管理员 | 您

    • 付款系统
    • 管理
    • 部门
    • 7种语言
    • 谷歌分析
    • Notifications
    • 交易平台
    • 规格
    • KYC
    • 合作伙伴佣金
  • 外汇后台介面 | 您的员工

    • Bonuses and advertising campaign management
    • 客户支持
    • 存款/取款
    • 伙伴伙伴计划管理
  • 交易者室 | 您的客户们

    • 交易和金融工具
    • 综合数据
  • 外汇附属公司 | 您的合作伙伴

    • 报表
    • 营销工具
    • 管理
  • 外汇 CRM 中的销售模块 | 您完美的销售团队

    • 非常清晰的界面
    • 良好的结构
    • 计划地存款
    • 排榜
    • Emails
    • 通话
    • Well organised client data
    即将推出!
  • 空的

    • PAMM
    • MAM
    • 社交交易
  • 外汇附属公司

    您的合作伙伴
  • 外汇 CRM 中的销售模块

    您完美的销售团队
  • 投资服务

    用于 MT4, MT5

The main features of the UpTrader Forex CRM

显示 CRM 截图
  • 外汇交易平台

    UpTrader Forex CRM works with MetaTrader 4 / MetaTrader 5 / or any trading platform you want to connect to.

  • Free technical and fundamental analysis, economic calendar, and daily news

    All UpTrader clients have access to a high-quality analytics feed which is published daily in the Forex trader's room.

  • 注册/KYC

    通过一个CRM系统为交易者/合作伙伴/投资者提供简单注册程序

  • 赠金

    自己设置客户的特殊赠金活动的条件

  • 存款/取款

    经纪商的人员认可/不认可所有存款或取款申请要求。

  • 状态

    使用状态系统及其赠金活动激励客户存入更多资金。

  • 钱包

    A non-trading account to deposit and withdraw funds, from which a client can transfer money to their trading accounts

  • 社交交易平台

    MAM、PAMM 或社交交易。

  • 简单账户管理

    设置交易账户类型和交易条件。

交易者室

交易者室

The easier it is for clients to manage their trading accounts and personal data, the shorter will be their way from registration to deposit. The trader's room is designed in a manner that allows clients to quickly learn their way around and start trading.

Personal information Deposit Wallet

注册/KYC

  • 顺利注册

  • 点击几下即时验证

  • 客户或合作伙伴没有常规流程

Registration/KYC

存款/取款

Clients from different regions can choose via which payment system they want to deposit their trading accounts or their wallet. The commission is calculated right away. Only verified clients can make deposits.

Deposit/Withdrawal

钱包

The wallet is your non-trading account for depositing funds. You can distribute funds from the wallet to all your trading accounts and withdraw them back.

The wallet is designed to make it easier for you to manage your finances. This is especially true if you use more than one trading account. To deposit on each account separately through payment systems, and also not to withdraw funds from each account separately, you can exclusively use the wallet.

Wallets

Fresh technical analysis, economic calendar, and news in your Forex CRM

在交易室为您的客户提供每日技术或基本面分析。

All important information in one place. Your client can have an analytics feed, important company news, and special offers in their trader’s room, without having to go to other websites. Your clients can find everything they need right on your website!

Economic calendar
Technical analysis

外汇 CRM 中的状态

在交易室为您的客户提供每日技术或基本面分析。

您的客户可以根据状态优势选择存款帐户。例如:

Newbie $100

没有红利

Profi $500
  • 所有红利
  • 个人经理
VIP $1000
  • 所有红利
  • 个人经理
  • 减少掉期
  • 无佣金
Statuses
后台介面

外汇后台介面

Take a look at all your clients and their trading activity. Take control of the deposits and withdrawals, monitor KYC procedures, and launch your marketing activities.
Forex back office is designed for quick management of the company's business processes. Your employees will be able to closely follow your clients' activity:

Campaigns Personal information Withdraw requests

注册/KYC

  • 邮件确认

    Do you want your clients to confirm their emails or not? You can switch this feature on or off if you do not want them to get stuck during registration.

  • 所有客户/合作伙伴列表

    Your staff can see all new clients and partners in a list. They can filter them by registration date, region, status, partner’s code, etc. New leads show up on the top of the list with all crucial information like name, phone number, email address, partner’s code, status, country, UTM.

Registration/KYC

Deposit/Withdrawal

Your staff can see and process all deposit/withdrawal requests. Notification system alerts the clients about every step of KYC and deposits/withdrawals.

Deposit/Withdrawal

合作伙伴关系(外汇 CRM 中的外汇经纪商)

  • 合作伙伴佣金

    You can decide whether to pay rewards automatically or to approve/reject them manually. Decide which commission you want to pay. Pay every day or every month. Set up conditions individually for every partner.

  • 报表

    Get reports about every partner as often as you want. Be aware of all the events.

  • Access to all information on partners and clients

    Your staff has access to all the information on partners and clients and can manage it.

  • Dashboards and charts

    Use dashboards and charts for easy management.

Reward program Reports Partners Dashboard

报表

红利

欢迎红利

Usually brokerage companies use this bonus to attract new clients and spark an interest towards trading in them.

  • 新客户
  • $100 welcome bonus
  • 1周交易
  • Ask clients to deposit to redeem profit

存款奖金

Use this bonus to motivate your clients to make their first deposit, or deposit more, or deposit more often.

  • 新客户/老客户
  • 存款 100 美元起
  • Bonus +50%
  • 您的客户有 150 美元用于交易

每月利息

Motivate clients to retain money in their accounts. Offer them an annual interest rate on their balance.

  • 新客户/老客户
  • Monthly interest 20% on a balance which is more than $1000

Manually allocated bonus (customise settings)

Use flexible settings to the fullest to create your own bonuses. You can decide what type, what conditions, what name, and so on you want your bonus to have.

  • 销售经理
  • Designs a personal offer to make a quick sale
  • Manually allocated bonus settings

Make them stand out: create promo materials and banners, publish news and articles, make them visible to attract attention.

管理后台界面

外汇管理后台界面

This is the upper level of business management. Through the Forex admin back office, a broker can customize all aspects of UpTrader Forex CRM: enable Payment System APIs, set up account types and trading platform integrations, manage their staff, and implement Introducing Broker rewards, among other things.

Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you.

Customization Banners management Payment system settings

Deposit/Withdrawal

添加新的付款方式。

Mastercard
Visa
Bitcoin
Tether
Neteller
Skrill
Payment system settings

Wallet

Admin chooses the way to deposit money: directly to a trading account, through a wallet, or both ways.

The wallet is a non-trading account for depositing funds. The clients can distribute their funds from the wallet to all their trading accounts or put them back to the wallet.

Wallet

合作伙伴关系(外汇 CRM 中的外汇经纪商)

  • General settings

    It is your call whether to set up a partnership program or not. Do you want to keep to the default settings or elevate to the sophisticated ones? Do you allow your partners to see client phone numbers and email addresses or not? Is it okay for your partners to have a sub-IB tree? Do you want to process partner awards automatically or manually?

  • Settings for partnership rewards

    You decide whether the rewards are calculated based on trading volume, commission or spread. What percentage are you willing to pay to IBs and sub-IBs?

  • Choose report configuration

    You get to choose what kind of reports your partners are receiving.

Partnership

红利

  • 管理常规设置

    Authorise or disable bonuses. Decide how bonuses are deposited:

    Balance — depositing user balance / Credit — depositing user credit.

  • 个人奖金

    Let managers give their clients individual bonuses right away when they are making a sale.

Bonuses

Fresh technical analysis, economic calendar, and news in your Forex CRM

  • 技术分析:3 个月免费使用

    This marketing tool is worth your while. Just use this information to motivate your clients to trade more.

  • Your staff can publish any news in the trader's room

    Having a fresh daily analysis, publishing important company news allows you to attract your clients' attention to trading, especially if your clients are just starting out. Marketing tools (adding banners, setting up special offers).

    Come up with enticing marketing offers and give out benefits to your clients to make them more loyal to your company.

Technical analysis

外汇 CRM 中的状态

Motivate clients to deposit more, to trade on live accounts, to make trading volumes using the status system and its benefits. You can explore many ways to accomplish this goal since the settings are flexible.
For example, you can create a status system based on the deposit amount.

Newbie
Profi
VIP

Or assign a status according to the level of the funnel passage: Registration, deposit, trade. This status system can also be used by your sales department — it is up to you, as is everything else.
You can create any other statuses you like.

Statuses

交易平台

As the admin, you can add any trading platform right from your administration interface. All you need is login credentials for a manager account on the platform. You can add as many servers as you require, including mixing different platform types, and your clients will see all their account data in one place.

On each platform, we support:

  • 开立新的交易账户
  • 存款和取款
  • 查看交易历史和余额
  • IB 计算和报表
  • 红利
  • Blocking and unblocking accounts

MetaTrader 4

MetaTrader 4

MetaTrader 5

MetaTrader 5

Finalto (CFH) ClearPro

Finalto (CFH) ClearPro

任何其他平台都可以按需添加

GrandTrade
外汇附属公司

外汇合作伙伴公司(介绍经纪商)部分

Develop your IB network across the world: everyone will be happy to do business with you because generated IB reports transparently show data for each client, all calculations are automated, and all data is fully available in the partners' section of the website.

Dashboard Reports Users

Deposit/Withdrawal

Your partners can get an overview of their clients' money from the reports or from the charts on the dashboard.

  • 红利

  • Excel报表

    Your partners can get different Excel reports detailing their clients' trading volumes and other data important for their IB rewards. You can also change the generation frequency for different types of reports.

  • 促销

    Your partners can attract new clients by using promo banners.

  • 客户名单

    Your partners can see all their clients, all trading details, their money, and their activity.

  • 带有图表的仪表板

    Charts show monthly IB efficiency.

  • 合作伙伴佣金

    您的合作伙伴可以看到他们的奖励。

Bonuses Reports Promo materials List of clients Dashboard Reward program

促销

外汇 CRM 中的销售模块

外汇 CRM 中的销售模块

即将推出!

Sales module is a convenient client distribution and multifunctional sales management system for Forex brokers. This sales system was created with specific broker tasks in mind. It has a wide functionality and allows you to manage and analyse sales managers' performance separately and sales department performance in general.

Tasks Tasks Dashboard

管理员

  • Client distribution settings

    您可以将来自不同国家的不同存款金额的客户分配给不同的经理或合作伙伴。为您的重要客户提供真正卓越的服务。

  • Manager access settings

    Are your managers authorised to give out personal bonuses to clients or not? Should they approve withdrawals or not? Can they see partners' reports or not, etc. You decide.

  • Analyze the work of sales department

    Use charts and dashboards.

  • 计划存款

    This feature helps the management to get a clear overview and then, at the end of the month, to estimate whether the business goals have been achieved or not.

  • 销售额百分比

    Motivate your sales team by creating individual motivational programs.

  • 登录

    We archive all client history, such as deposit/trade history, threads with the support team, old personal information like phone numbers, emails, addresses, documents, etc.

Admin tasks

销售经理

  • 快速通话

    It lets the manager make a call right from the client list. This small but important feature allows the manager to work quicker, since they do not have to open a separate window for each client.

  • 铅质量评估

    Managers can flag promising leads and fake registrations. That way, it is easy to avoid spending too much time with a bad contact in the future.

  • Archiving previous conversations

    Any manager would appreciate tips on how to speak with clients and what to expect from them.

  • 推迟任务

    It is rather difficult to keep all the tasks in mind. The managers can postpone some tasks if they do not have enough time to complete them right away, or they can plan future calls with the clients.

  • 存款尝试

    The system creates a task for the manager when a client attempts to make a deposit.

    Managers can see all key marketing metrics like UTM, special offer, and registration page in the client profile. They are helpful in figuring out why the client is here and what to sell them.

  • 计划存款

    此功能可帮助销售代表实现他们的目标,并帮助他们的管理层评估其团队的计划。

  • Manually allocated bonuses

    To make a successful sale right away, a manager should have certain freedom in their actions. For instance, the freedom to offer individual bonuses to certain clients to close deals more quickly.

投资服务

WHITE LABEL SOCIAL TRADING PLATFORM
(PAMM/MAM MetaTrader 4/MetaTrader 5 Investment platform)

UpTrader social trading platform MT5/MT4 combines the principles of PAMM, MAM, and Social Trading. It guarantees precise execution and reporting. The results of each transaction are split between investors up to a cent. It is possible to check different traders' performance through aggregated ratings.

Invest rating Strategy chart Strategy information

如何从头开始一家外汇经纪公司呢?

Start with buying White Label MetaTrader 4 and MetaTrader 5
UpTrader — your trusted White Label ​​Forex brokerage provider.

为创建您的经纪公司,您需要:

  • 外汇网站
  • 外汇交易室
  • 外汇 CRM
  • 支付系统和交易平台
  • 公平交易条件
  • 合格的技术支持

We provide all services and work with A-book, B-Book, and hybrid models.

We offer affordable prices for MT4 and MT5 White Labels — the best Forex label platforms used by 90% of the traders around the world.

了解更多
A trading platform completely customised to fit your brand's demands

A trading platform completely customised to fit your brand's demands

Personal information Deposit Wallet Campaigns Personal information Withdraw requests Customization Banners management Payment system settings Dashboard Reports Users Tasks Tasks Dashboard Invest rating Strategy chart Strategy information
Opening accounts Account settings Account history
Reward program Reports Partners Dashboard
Bonuses Reports Promo materials List of clients Dashboard Reward program

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