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UpTrader’s sophisticated Forex CRM gives brokers full control over their operations with a Sales Module, Trader’s Room, and Forex Back Office. Designed with years of financial services experience, it helps your brokerage save time, streamline processes, and deliver top-quality service. From managing clients and affiliates to monitoring transactions and trading activity, UpTrader ensures your business runs efficiently and grows confidently.
Read moreUpTrader Invest is an investment service combining the popular technologies of PAMM, MAM, and social trading. Brokers do not have to limit themselves anymore: connect UpTrader Invest and get all three in one package! Offer your clients a new source of income and watch your business grow!
Read moreUpTrader supports Prop Trading across our Forex CRM platform. This new feature is available to all UpTrader customers, from those on the basic Self-served plan to those on the Enterprise plan. Opening a Prop Trading account is easy and can be done directly from your Trader's room with just a few clicks.
Read moreMake your trading terminal fully functional with live price data. Unlock charts, quotes, and trading capabilities instantly — perfect for B-Book brokers.
Read moreForex CRM
This is the sixth UpTrader's Forex CRM module, specifically designed for the sales departments of brokerage firms. The module was developed based on extensive customer development and with the participation of brokers.
Read moreTrader's room is the client's part of UpTrader Forex CRM. It's an online platform provided by forex brokers that serves as a centralized hub for traders to manage their trading activities. It includes features such as multi-currency wallets, advanced analytics tools, real-time market news, customizable trading terminals, economic calendars, and detailed trading history reports.
Read moreForex Back-Office software is designed for the operational control and management of a brokerage’s business processes. It enables back-office employees to monitor client activity, including deposits, withdrawal requests, and transaction history.
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UpTrader, through its licensed partners, provides a full range of legal services — available both as a standalone package and as part of our comprehensive brokerage solutions.
Read moreIf your company provides or plans to provide financial market trading services to individual clients and you are interested in ensuring high quality of your product, you will need liquidity. UpTrader works with trusted liquidity providers that can ensure best prices and perfect executions.
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You don’t go to expos for swag — you go to meet partners who can actually move your business. If you run a brokerage, manage distribution, or build fintech for the trading industry, iFX EXPO Asia 2025 is where deals get real. This year the show lands in Hong Kong at AsiaWorld-Expo from October 26–28, and UpTrader will be a company you’ll want to meet there — because they’re focused on the exact problems you’re trying to solve: faster onboarding, cleaner IB/affiliate flows, integrated copy trading, and back-office automation.
Below is a practical guide to why you should meet UpTrader’s team, and how to get the most out of your conversation so you leave with decisions — not promises.
You go to conferences to shorten sales cycles and to validate partners face-to-face. UpTrader isn’t a generic SaaS vendor — we build broker-centric CRM, wallets, IB management, copy/social trading, and prop-trading modules that are already used by a spectrum of brokers. Where many vendors sell single features, UpTrader sells coherency: a trader room, CRM, and payment/back-office logic designed to work together. That makes a lot of operational headaches go away quickly. If you want fewer vendor handoffs and cleaner data flows, UpTrader is worth a conversation.
Also: iFX EXPO Asia 2025 is the industry’s major regional gathering this year — a compact, high-intensity show that brings 4,000+ attendees and 150+ exhibitors to Hong Kong. It’s the place to meet liquidity providers, payments partners, regulators, and brokers in two focused days. If you’re traveling to build partnerships or validate integrations, do it where the ecosystem is dense.
When you walk up to the UpTrader team, expect demos and real, operational answers — not pitch decks. Here’s what to prioritize during your visit:
When you have limited time, the right questions win deals.
Integration proof is the strongest signal a vendor can give. If they can’t show real connector logs or a sandbox, your risk goes up.
This tells you whether their product is enterprise-grade or a marketing layer. Look for configurable KYC steps and exportable audit trails.
You need realistic time and resource estimates. Fast demos are cheap — implementation pain is expensive.
Vendor lock-in is real. If you can’t export ledgers and partner data, you’re trapped. Make exit terms contractual.
These questions speed you past slideware to operational reality.
Meet our team:
Vasily Alexeev, CEO – [email protected], WhatsApp, LinkedIn, Telegram.
Samer Douba, Head of Sales – [email protected], WhatsApp, LinkedIn, Telegram, Calendar.
Pavel Tarabanov, Head of Business Development – [email protected], Telegram
You want the conversation to be useful for both sides. Bring:
A prepared 15-minute meeting with concrete metrics will give you a realistic commercial proposal and timeline — and that’s the real value of meeting face-to-face.
iFX EXPO Asia is designed to compress discovery. You can meet liquidity providers, payment aggregators, and platform vendors in a single pass. That helps you validate an UpTrader integration end-to-end in the same week: demo UpTrader, speak to a payment aggregator about local rails, check liquidity prices at a separate booth, and come away with a working architecture for a pilot. Use the expo’s density to speed procurement.
If you want to schedule deeper meetings, use the show’s meeting tools to book time with UpTrader’s specialists — and confirm booth and timing on both the iFX EXPO site and UpTrader’s official channels before you travel. The iFX EXPO Asia 2025 site lists the official dates and agenda so you can plan your sessions.
Should the demo be encouraging, advocate for a brief pilot program that has success criteria defined. An example of a pilot you can request at the stand would have the following:
A pilot structured this way will reveal whether the integration is practical and whether UpTrader’s operational SLAs match your expectations.
iFX EXPO Asia 2025 runs in late October at the AsiaWorld-Expo (dates show sessions between October 26–28).
Check the expo website for the latest agenda and speaker schedule; the floor sells out early so book meetings in advance.
If you’re traveling from Asia, plan for dense back-to-back meetings: hold a full day for the expo floor and one day for follow-ups or private demos.
A successful expo meeting leaves you with two things: clarity and next steps. Clarity about how the product will touch your stack, and a clear next step (pilot, technical deep-dive, or commercial term sheet). If your meeting with UpTrader gives you both, you’ve turned a short expo handshake into a multimonth acceleration of your roadmap.
And if you want to avoid the noise, schedule a 20-minute session that goes straight to the tech: show them your sample feed, ask for the API doc, and request a pilot quote.
That’s the fastest path from booth to production.
See you in Hong Kong
You step into the Dubai World Trade Centre and the air is different — electric, purposeful, a hum of languages, handshakes, and screens. The Forex EXPO Dubai compresses the world of trading into two intense days: panels, product demos, new partnerships, and the kind of hallway conversations that spin into actual deals. This year, one of the booths you can’t miss belongs to UpTrader, and what we brought feels like a glimpse of the brokerage stack of the near future.
If you run a brokerage, manage introducing brokers (IBs), or build fintech products that plug into trading ecosystems, the tools you adopt now decide how fast you can scale, how cleanly you can onboard clients, and how defensibly you can operate when competition tightens. At an event that attracts hundreds of brands and thousands of visitors, you’re looking for vendors who aren’t just selling features — they’re selling a usable roadmap for growth.
From the moment you meet UpTrader’s team, the narrative is clear: automation, modularity, and client-centric approach. Live demonstrations showcase Forex CRM, Sales Module, Back Office, white label copy trading platform, prop trading solutions, CRM integrations, liquidity and risk tools, compliance workflows, and more. The presentation isn’t about flashy one-off features — it’s about how each component plugs into a coherent broker operation that you could realistically run with a small team.
Migration is often where brokers stumble. If you’re evaluating new tech, you want to know if the provider can migrate live accounts, historical data, and compliance records without losing continuity. UpTrader’s demos focus on API-first architecture and practical migration use cases, showing how legacy systems can be replaced incrementally so clients don’t experience downtime. That approach matters because a clean migration is one of the fastest ways to protect revenue and trust during a systems shift.
One of the incremental improvements that turns into a qualitative advantage is tighter integration between payment systems and client wallets. Smooth deposit and withdrawal flows reduce support tickets and cut friction for end users. If your target markets include MENA, Africa, or SE Asia, local payment options and fast reconciliation matter hugely — and you will notice vendors who invest in those rails.
Affiliate-driven growth can be chaotic unless you automate the messy parts. UpTrader’s platform focuses on real-time, multi-tiered commission structures, automated split-payment systems, and dynamic performance tracking. This means less manual bookkeeping, diminished disputes, and the ability to run promotional experiments with top notch data.
A clear trend at the expo is treating compliance as core infrastructure. You will see workflows that provide auditable logging, versioned documents, and a transparent chain of custody for client verification. That makes it easier to enter new jurisdictions, respond to regulatory inquiries, and pass audits without scrambling to assemble records. If growth is on your roadmap, built-in compliance reduces the regulatory drag on expansion.
UpTrader emphasized redesigned user journeys as mobile-first user onboarding, seamless deposit mid-transaction reservation, and a support center that smartly routes finance and IT questions to the appropriate specialists. In practical terms, fewer frustrated clients, higher initial deposits, and better retention. If you care about lowering CAC and raising lifetime value, these changes compound quickly as volume grows.
What separates strong vendors from the rest is listening. At the booth you will encounter sales engineers who ask specific, tactical questions: “What’s your churn?” “How many IBs are active monthly?” “Which markets are you targeting next?” Those conversations lead to tailored demos, not one-size-fits-all slides. If you want a vendor who can become an operational partner, look for this consultative tone.
After the expo you will likely have a shortlist. Here’s a practical evaluation checklist you can follow:
Vendors that can give you a pilot plan — with KPIs and rollback steps — are the ones you can trust to scale.
Trade shows are as much about serendipity as they are about scheduled meetings. In one coffee break you can meet liquidity providers, payment aggregators, local compliance consultants, and regional IBs. If you’re planning expansion into MENA or Africa, these conversations are a shortcut to vetted partners who understand local payments, regulations, and client behavior.
If you attend, don’t wander the floor without a plan. Map the vendors you must see, pick sessions that address your current gaps, and arrange follow-ups during the expo. Walk the UpTrader demo with a real use case in mind and ask them to build a pilot that reflects your metrics. That way you will turn two days in Dubai into measurable progress — not just a pile of brochures.
Events like Forex EXPO Dubai are where industry norms get nudged forward. Automation, embedded compliance, partner ecosystems, and API-first stacks are becoming baseline expectations. Where once feature checklists mattered, now operational coherence and partner readiness do. If you're building or running a brokerage, attending these conversations keeps you competitive.
If UpTrader made your shortlist, it’ll be because we demonstrated a realistic stack, a clear migration path, and a willingness to tailor solutions to your market. For many brokers, that combination is the difference between planning and doing.
See you in Dubai
In the fast-paced world of online brokerage, a robust and dependable Forex CRM system can make all the difference between winning and losing clients.
UpTrader rolls out a major Forex CRM upgrade designed to deliver unmatched stability, speed, and reliability for brokers and their partners. This release addresses myriad problems such as payment errors, user interface issues, and more, so all interactions, transactions, and reports are seamless. With these improvements, brokers can now shift their attention to strategy and growth, knowing that the technological support for their operations is unparalleled.
These are critical to any forex broker, and even small mistakes can lead to a significant loss of client trust. UpTrader’s latest update focuses on the second step payment errors by removing obsolete custom error messages. Validation for manual payment fields has been tightened to a higher standard by ensuring that data is rigorously verified for format compliance before processing.
Back office teams now have complete records for every client transaction with the restoration of several bugs that led to missing data in withdrawal exports. Issues with the incorrect withdrawal rules and misassigned rejection reason categorization have been fixed so that clients are accurately informed of the reasons their request is declined. Internal transfer failures, which were previously a source of lost funds and frustrated emails, no longer exist. All these fixes combine to enhance the user experience by guaranteeing seamless cash flows and transparent client communications.
Client onboarding and daily account management must be frictionless. This release resolves a nagging email verification issue that prevented some new users from activating their accounts. Clients in Kazakhstan, who until now encountered registration barriers, can once again sign up without interruption.
Integration with Trading Platform 5 has been strengthened: after an investor-initiated withdrawal, balances now sync instantly, eliminating discrepancies between trading and back-office records. In the back office itself, account names that were previously truncated now display in full, with helpful tooltips for longer names. These changes ensure that both clients and support teams always see the correct account information, minimizing support tickets and building confidence in the system.
Reliable trade execution and accurate investment reporting underpin any successful brokerage. UpTrader has corrected bonus allocation routines, ensuring that promotional credits are applied correctly and transparently. Swap calculations — which affect overnight financing costs — are now flawless, preventing unexpected balance adjustments. Equity computations, vital for margin calls and risk management, have been audited and fixed to reflect true position values.
Investment account displays, including those used for copy trading or managed portfolios, now present data consistently across the platform. The PAMM export feature — critical for portfolio managers — no longer omits key fields, streamlining performance analyses. Any funds lost in failed internal transfers have been restored, so clients see the balances they expect. Finally, the “Trade” button, especially when used with auto-login, is now rock-solid; traders can execute orders without worrying about authentication timeouts.
Forex brokers or agents need real-time, agile reporting to enable them to make effective decisions. UpTrader’s removal of the one-month limit on report exports allows analysts to create multi-month or even annual reports in a single attempt. The zero-display errors have been corrected, ensuring that erroneous zero display fields, commissions, and volumes reflect accurate data. Commission date filters operate accurately, so brokers can now dice and slice the earnings data across any timeframe. As for the performance on search, there have been many improvements.
The back-office staff can now access client or transaction records in milliseconds instead of seconds, which is extremely beneficial on high-volume days. Custom reports can be created easily, and complex bespoke reports return without failure, ensuring all intricate tailored reports run smoothly. As brokers gain better access to the data they need, these improvements enable better compliance with competitive output and the insights required.
A responsive and sleek interface is equally important to foster ease of access for both new and old users. UpTrader’s design team has resolved one of many outstanding UI problems in this update. The CopyTrading modules, which sometimes became unresponsive, no longer freeze, and the data misalignment between the strategy pages has been fixed. The boldly labeled “undefined” or “NaN” terms on strategy chart displays have been corrected, so accurate values are now shown.
For brokers with large-scale affiliate as well as partner programs, unique partner code issuance and accurate commission tracking are very critical. UpTrader has now resolved the issue of protecting the uniqueness of partner codes, preventing overlaps. The remaining problems with linking IB plans to live trading accounts have now been resolved, allowing for smooth network management for introducing brokers.
The integration with Brokeree has been fortified: redirection loops and authentication errors are gone, meaning partners can log in effortlessly. Broker-specific status filters in the affiliate back office now display the correct live or demo statuses, enabling more accurate reporting and quicker payouts. These improvements make it easier for brokers, partners, and clients to work together smoothly, helping everyone grow through strong and reliable teamwork.
Behind every front-end enhancement lies a sturdy API architecture. In this release, auto-assign manager rules have been extended to support two distinct groups, offering more flexible client segmentation. Previously, task list API requests would fail when contacts were missing; that edge case has been resolved, ensuring that automated workflows complete reliably.
Whether brokers are pushing data to Forex CRM dashboards or pulling analytics into custom BI tools, the API now behaves predictably. These backend fixes might not be visible to end users immediately, but they deliver the stable foundation that makes all other upgrades possible.
UpTrader’s latest upgrade focuses more on performance issues of the brokers, which are critical. This release strengthens the primary issues of payments, account handling, trading, reporting, interface, partner utilities, and API, allowing the brokers to maintain and professionalize their services with their partners and clients. Given that the performance has been added and issues have been resolved, the brokers can now direct their aims to planning instead of problem-solving.
Experience the difference today: upgrade to the new UpTrader Forex CRM and give your brokerage the stability, speed, and reliability it deserves.