Trader’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.
The trader’s room is there to streamline the trading process by offering a comprehensive set of tools and functionalities in a single, user-friendly interface, allowing traders to efficiently monitor, analyze, and execute their forex trading strategies.
A tool that allows traders to manage funds from a single account and distribute money between trading accounts through simple internal transfers. Clients can trade with a trading account while keeping some funds safe in the Wallet. This way, they can earn profits and withdraw them to the Wallet without affecting their trading and margin security.
Plan the work of the sales department in stages, customize the work by regions, individual conditions, number of touches, and more.
Keep the client informed – set up notifications for various actions – opening/closing accounts, the status of deposits/withdrawals, company updates, and much more.
Support is provided within the platform. For both the client and technical support, the correspondence history is saved. Support can be available in different languages, 24/7.
Connect analytics feeds from any source or use ready-made technical analysis and an economic calendar from any source and broadcast this directly in the client’s account.
Do not make the client switch between interfaces unnecessarily. All specifications are pulled from the trading platform and are available directly in the trader’s account.
A separate module with diverse functionality is available for building and managing your own IB network worldwide.
Trader’s room from UpTrader is a comprehensive digital platform that simplifies the forex trading process by consolidating essential services and features into a single, user-friendly dashboard.
By centralizing these critical trading functions, our well-designed trader’s room empowers both novice and experienced forex traders to efficiently manage their activities and make informed decisions – all from a single, intuitive platform.
Clients can contact the technical support team if they need assistance.
To create a new support ticket, the client needs to provide a description of the problem. They can also attach a screenshot to help explain the issue. After clicking “Submit”, a ticket is created and sent to you. You can then respond to the client in real-time chat mode.
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.
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:
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.
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