Manage your Partnership perfectly with UpTrader CRM
As a broker, it's essential to have the right tool to manage your partners and calculate partner rewards accurately and on time. UpTrader CRM provides its clients with an advanced partnership program that can help manage rewards efficiently with flexible settings.
The multi-account partnership program
With this program, partners can create and customize partnership conditions to their liking, utilizing our advanced mode to craft the perfect conditions for their business. Clients are automatically assigned to IB-level 1 upon approval of a partnership application, with a remuneration of 3 USD per lot for all trading instruments (except Energies, which have a remuneration of 1 USD per lot). As partners work their way up to IB-level 2 and IB-level 3 by fulfilling certain conditions, they become eligible for even greater rewards.
Partners can access all these features through our user-friendly admin interface. With just a few clicks, they can create, edit, or delete partnership conditions, adjust reward structures, and more.
Manage reward frequency
The default reward payment frequency is determined by the frequency of payment and can be set for each partner separately.
For those who want to receive their rewards quickly, we offer Daily Instant payments. These rewards are automatically available for withdrawal every day without any need for back-office approval. Monthly Instant payments are also available, with rewards automatically available for withdrawal at the beginning of each new month without any back-office approval.
If a partner wants a little more time to review their rewards before withdrawal, they can choose Monthly Delayed payments. These payments become available for withdrawal a set number of days after the beginning of a new month, during which time your back-office team has the opportunity to review and adjust the rewards.
Our platform also allows for automatic reward payments with the option to enable or disable this feature. We understand that some partners prefer more control over their rewards, so we also offer the option to require back-office approval for all new rewards.
Exclude bonuses from rewards
The Bonus Coefficient is a powerful tool that comes into play when the Bonuses option is enabled. By setting the "Use bonus coefficient" option, the bonus funds are excluded from the calculation of partner rewards.
This setting is particularly useful for partners whose referred clients are receiving bonuses on their trading accounts. The equity of the referral's trading account is made up of both their own funds and bonus funds. As a result, the partner reward receivable is inversely impacted by the amount of bonus that constitutes the equity. In other words, the more bonus funds that make up the equity, the smaller the partner reward will be.
This feature provides partners with greater flexibility and transparency in managing their rewards, allowing them to better align their efforts with the goals of their business. With the Bonus Coefficient, partners can now focus on bringing in high-quality clients who will make substantial deposits and trade frequently, without having to worry about the impact of bonus funds on their rewards.
Partners can also take advantage of our rebate system by selecting the default rebate program. We also offer various settings for brokers, including the ability to view phone numbers and email addresses of clients who use partner code, as well as access to the SUB IB tree.
Contact us to get more information by [email protected], or using our live chat.
On September 26-27, the World Trade Center (Halls 6, 7, 8) in Dubai will host the 6th International Forex Expo, and the UpTrader team will be there! We eagerly await the opportunity to meet with colleagues and partners, discuss the latest innovations and trends in the industry, and explore new collaboration opportunities.
The exhibition provides a unique platform for leading traders, investors, financial institutions, and brokers from around the world. Don't miss the chance to learn about the key aspects shaping the Forex industry and establish connections with market experts and leaders.
If you plan to attend the exhibition and want to meet with us, please send an email to [email protected], so we can coordinate our meeting.
We look forward to seeing you at the event!
We continue to introduce you to the features of the highly anticipated Sales Team Interface in Forex CRM - Click2Call. This tool will be invaluable for brokers who value the privacy of their clients' data. If there are concerns about misuse of clients' personal information or in any other situations, the Click2Call function allows the client's number to be concealed during a call.
How to activate Click2Call?
- In the administrative interface, go to the "Click2Call" section.
- Choose your telephone provider, for example, Voiso.
- Some providers, such as Voiso, require the use of an API token. Obtain this token from your provider and input it in the corresponding field.
- Next, navigate to "Staff management" where you can select managers you'd like to endow with this feature.
- Assign each manager a unique Extension number and grant them the rights to make calls using Click2Call.
- After entering the extension number, a "Call" column will appear in the client's card.To make a call, simply click on the phone icon, select the desired provider, and click "Submit".
Now, communicating with your clients has become even safer and more efficient!
To get more details about Sales Interface, email us at: [email protected].
Your UpTrader Team
Staying updated with the latest developments is crucial for maintaining efficiency and making informed decisions. In an effort to make this easier for you, we've consolidated all the recent updates into this single digest. Here's a breakdown of the latest features, enhancements, and changes we've made:
Streamlining Account Replenishment Requests
Say goodbye to manual monitoring! We've enhanced our payment systems in UpTrader CRM, enabling automatic tagging of unsuccessful replenishment requests as 'failed'. A future update will also include notifications to specific managers.
Optimizing Cryptocurrency Payments
With an increased focus on cryptocurrency, we now support decimal values for maximum and minimum cryptocurrency funding amounts. For consistent cryptocurrency transactions, consider UpTrader’s efficient, automated crypto gateway.
Discover UpTrader's crypto gateway
Wallet Update: Enhanced 'Pending Funds' Display
Our Wallet now provides better visibility by displaying 'Pending Funds' that are awaiting approval.
Find out more
Improved User Export with Client Wallet Balance
To aid reporting, we've introduced a dedicated Wallet Balance column. Users can now easily monitor and manage their balances right from the User Export report.
Enhancements in Affiliate Commission Calculation
Our partnership program now boasts added flexibility. Set minimum durations for trading positions to be eligible for affiliate commission plans based on trading volume.
Read the full update
For all questions, please contact us at [email protected].
Your UpTrader Team