UpTrader

UpTrader is a comprehensive brokerage platform developer offering Forex CRM and trading software solutions with various white-label tools that suit financial service providers at all levels. With multiple awards in the portfolio and over 10 years of experience, UpTrader is trusted by leading brokerage firms, including 30 Forex trading companies.

UpTrader’s extensive service offerings involve Forex back office software, FX trading turnkey solutions, liquidity management, and custom white-label software development. This expansive package focuses on minimizing costs and maximizing performance and productivity.

UpTrader makes offering brokerage services more attainable for startups by providing all the tools required to launch their platform in a short time and integrate the core CRM features needed for business growth. Additionally, UpTrader offers custom software development, ranging from mobile trading applications to blockchain smart contracts development.

UpTrader Broker CRM Solution

UpTrader offers an expansive package of brokerage solutions, including Forex trader room, back office management, copy trading software, and cTrader and MT4 CRM software. It allows financial services firms and startups to launch their businesses in one day, shortening the time-to-market to save time and money.

UpTrader’s Forex broker CRM gives managers more control over their users’ activities and team performance, allowing them to track financials and patterns.

This way, UpTrader’s business broker CRM software offers more than just a CRM tool. Instead, it offers a holistic ecosystem that focuses on flexibility and productivity through the following features.

Trader’s Room

The trader room is the central point of interaction between the investor and the broker’s website, starting from the onboarding stage to executing high-volume orders.

Newly registered accounts can verify their documents in a seamless step-by-step process, which admins can track and update according to regulatory requirements, ensuring maximum legal compliance.

Forex Back Office

The back office dashboard gives managers a comprehensive look over their entire Forex CRM system, including withdrawals/deposits, KYC procedures, marketing campaign performance and team output.

Brokers can manage their integrations and partnerships and generate categorized reports and statistics. Additionally, managers can share and control access among other team members and supervisors.

Forex Admin Back Office

The FX admin BO is a higher control layer that allows managers to adjust and add payment systems, trading accounts, and API integrations, as well as assign teams and manage their staff. 

Users can control how deposits reach their wallets, including currency conversions and notifications. Additionally, brokers can manage automated payouts and financial reporting needed for legal requirements.

Forex Affiliates

Brokers can build and manage their IB network, create reports, and categorize affiliates associated with their business broker CRM. This module focuses on transparency and details, boosting trust between the broker and partners and allowing traders to act as introducing brokers.

Managers can introduce and control bonus systems and lead new campaigns that promote their IB programs.

Sales Module

This solution was developed according to the increasing demands to track and overview sales managers’ performance, including calls, deposits, conversions, and more categories. 

This is especially useful for brokers that use a commission-based system for their managers, promoting transparency in Forex CRM software.

White-Label Social Trading

The WL social trading solution facilitates managed trading accounts, such as PAMM, MAM, and copy trading, with maximum control and flexibility through the brokerage CRM.

FX brokers can introduce social trading tactics with accurate analysis and a broad choice for traders to choose their money managers.