UpTrader Launches 1-Click Forex CRM: Starting From $500 With 72-hours FREE Evaluation Stage.
When starting a Forex brokerage, something that is often overlooked is that start-up CRM system implementation can sometimes take a lot longer than expected. Other matters like obtaining licenses, raising funds, or establishing partnerships can go pretty smoothly but, for some reason, Forex CRM system setup can prove to be a rigorous task requiring a great amount of time and money. Initially, it might take weeks or even months to finalize several stages of implementation of your Forex CRM system. As a result, you become operational only on paper while your competition is busy acquiring clients.
At UpTrader, they thought of overcoming this issue by developing the unique Forex CRM solution called 1-Click Launch.
You will only need to pay 500 dollars per month with no setup costs (for 0-30 traders). You can start using your Forex CRM immediately after registration! In the first 72 hours, you will get to know how the product works without spending a penny.
What the $500 per month covers within Uptrader Forex CRM 1-click Launch.
Brokers can be justified in thinking twice about what cheap pricing entails. After all, low pricing generally means most of the essential features and tools are locked behind pay walls. Thus, it is possible to start using a new product thinking it covers all the bases only to be forced to buy an add-on to have access to such important features like a partner management system or trading tools.
The UpTrader’s approach, however, is more effective in this regard. The base package contains absolutely all the essential features that are necessary for brokers to operate.
The clients access their Trader’s Room where they can manage their money as well as check the settings and statistics of their accounts. Every department in a brokerage touches this daily.
Our interest in the IB Partnership System was piqued by the fact that other vendors charge additional fees for multi-tier partner management and automatic commission calculating at this level. In contrast, UpTrader provides these features for free, as part of its standard package, granting access to partners’ self-service dashboards along the way.
This is also true for the Bonus Module designed for promotions and the Prop Trading Module designed to assess funded accounts and trader progression – they are offered with no upselling. Last but not least, the standard package includes the Sales Module for lead tracking and pipeline automation.
This level corresponds to early-stage brokerages, as it includes 30 clients’ activity per month. Learn more at Uptrader Forex CRM 1-Click Launch.
Why The Deployment Timeline of Forex CRM Matters More Than You Think
Consider the conventional process of Forex CRM implementation. Once the contract is signed, the project manager is assigned, and Discovery and Configuration phases are completed, the process moves to testing of the payments system, branding, and training. This whole process may take from two to eight weeks before the company is able to start operating.
Why does it matter? In all these weeks, the marketing budget is generating leads that have nowhere to go. Meanwhile, IB partners are sitting idle, and the company is paying rent for the systems it cannot use.
However, with UpTrader, all this can be avoided. The system is activated instantly after the registration. The system is already built according to the needs of a brokerage and accepts all necessary platforms from the very beginning.
A new brokerage can use the UpTrader Forex CRM immediately after signing the agreement with the payment system while an existing one can run UpTrader's systems together with the system it has.
What this means in practice depends on where you are.
A startup brokerage can have its Forex CRM running before PSP approvals even come through. A brokerage migrating from a different provider can run UpTrader in parallel and compare before committing. A prop firm launching its first challenge program can be live within hours of registration, not weeks.
72 Hours to Decide, Not 72 Slides to Sit Through
The ordinary vendor demonstration can be described as a regulated activity. While a seller shows you a customized product with a certain dataset, it works perfectly as it has been made to work like this. As a result, you understand the nature of the product. However, you have no idea if it will fit your company.
The 72-hour free trial offered by UpTrader is an entirely new story. You are given full access to an operational Forex CRM system. You can create onboarding flows, implement your IB commission model, try out your deposits and withdrawals, and set up your prop trading tasks. You can run the back office as your team would typically do, as per your configuration rules and not according to a step by step instruction.
In case the system suits you, you switch to a paid membership. You will carry your previous configuration to the new system. Should it not fulfill your needs, you can find this out in three days instead of three months and thousands of dollars.
Who Should Be Looking at This
This information will be useful in case you were planning to open a forex brokerage without taking a long pause between applying for a license and beginning to work. The same can be said for the CFD brokers looking to develop their infrastructure or use evaluation programs for the propriety trading businesses launching for the first time or introducing the transition from an IB to the brokerage holding its own license.
The brokers already working on a Forex CRM that is not suitable anymore will find out that the evaluation will allow testing the new one in practice before the migration.
Enterprise brokers that are very custom-oriented concerning the workflows and compliance setups can start working with UpTrader using the One-click launch option.
Where This Sits in the Market
Most forex CRM providers quote entry-level prices that range between $1,000 and $1,500 per month. On top of these costs, setup fees of $1,000 to $5,000 are fairly commonplace. Mid-size systems usually cost EUR3,000 to EUR10,000 a month, and large-scale installations typically cost more than EUR25,000 a month.
UpTrader provides this service for $500 a month with no setup fees and instant activation together with a free evaluation period of 72 hours.
This model works thanks to the fact that the implementation process is standardized. Thus, the cost of the system is decreased due to the elimination of the manual process used by other vendors. The system itself is not altered in any way.
If there are similarities in your current pricing conditions with those offered by UpTrader, the company will explain how its platform matches up with your own business.
Register for instant access and start your 72-hour evaluation here

