Keeping up with the update of UTIP CRM 3.23.0: transfer limits between trader’s accounts, automatic closure of tickets conditioned with no new messages left in, Verification tab in the client’s card, and new rights to handle tickets.

Transfer limits between trader’s accounts 

CRM users are now able to set limits on transfers between trader’s accounts. Three working modes are available: automatic transfer, transfer with a manager’s confirmation, or a full limit. This optimizes all the financial flows and cuts off operational risks. 

Automatic ticket closure 

If there are no new messages related to the ticket within a set timeframe, CRM automatically closes it. The line of ticket closure is adjusted separately. This keeps the ticket queue up to date and reduces the load on employees and support teams.

Verification in the client’s card

The Verification tab has been added to the client’s card. It combines all the verification management tools.

Previously, these tools could be found in the main block. Now, they are in one spot. This makes handling the trader’s data simple and saves time while checking and confirming the trader’s identity.

Flexible access to tickets

The table of rights has been revamped accordingly. CRM users are able to set the rights separately to view, create, edit, and delete depending on the employee’s role. This differentiates access more precisely and improves control over ticket handling.

For more information about UTIP CRM 3.23.0, get in touch with our sales team.

Follow the recently released product updates in the News section on the UTIP website.

The UTIP WebTrader 2.22.0 update has arrived, packing a suite of enhancements that deliver greater control and speed to your trading. New portfolio sorting lets you instantly organize positions and orders, while a redesigned account selector keeps your active account front and center. For better decision-making, chart events now feature country flags. Helpful tooltips have also been added to order windows for clear execution previews.

Intelligent sorting in your portfolio

A new, powerful sorting engine has been integrated into the portfolio. With a single click on any column, you can instantly organize open positions and pending orders in descending sequence. Another click flips it to ascending.

This transforms a crowded list into a strategic dashboard that lets you prioritize and manage trades when you have many open. 

User-friendly account selector 

The selector has been redesigned to prominently highlight your active account at the top of the list. Meanwhile, all other accounts are neatly marshaled into Live and Demo, eliminating the scroll-hunt and helping you get into position faster. 

Enhanced account visibility 

Key account details are now just a click away in your portfolio. A new «Account Information» icon sits next to the account selector, serving as your instant gateway to vital stats. 

Press it to view your active account’s profile, including:

— account ID,

— account type,

— leverage,

— Stop Out level.

Expected profit display upon position closure

See your trade’s outcome in no time. The «Close Position» window has been refined to show the anticipated profit or loss for each deal, whether you’re closing it fully or partially. 

This crystal-clear preview arms you with the insight needed to trade with confidence and strategic control, turning guesswork into informed decision-making.

Reworked hints in the position and order windows

The «New Order» window has been upgraded to display Buy and Sell prices for your selected instrument side-by-side, putting real-time market data directly at your fingertips.

Furthermore, intuitive tooltips have been added across the «New Order,» «Modify Position,» and «Modify Order» windows. They explicitly show whether an action will be executed at the Ask or Bid price when opening or closing a position (including stop-order triggers) or fulfilling a pending order.

Taletelling country flags for chart events

Economic events on the charts now proudly display their country flags, instantly revealing their origin. This visual cue helps you quickly connect the dots between headlines and the markets they move.

To get more information on UTIP WebTrader 2.22.0, feel free to contact our Sales team.

Keep an eye on all the latest product developments in the «News» section of our website!

Dear Friends, Partners, and Colleagues,

In the midst of all the year-end hustle and bustle, we wanted to hit pause and send a heartfelt thank you. Our team is so grateful to have navigated through 2025 with you side by side, and we’re excited to look back on everything we’ve achieved together—all made possible with your unwavering support!

2025 kept us on our toes—a year defined by bold decisions and unrelenting effort that left us even stronger than before. Here’s a snapshot of what we have accomplished over the past twelve months:

• Our trading platform has been awarded as the «Best Trading Application» at Money Expo Mexico 2025.
• The UTIP CRM has been supplemented with a «Verification» module and a «History» section to provide full control over client data changes.
• Three new features have been added to the UTIP WebTrader, i.e., a global news module, an expanded Economic Calendar with macroeconomic indicators, and real-time event data.
• UTIP Mobile has rolled out a «Support» module for direct broker communication and created a seamless switch with the UTIP Mobile Trader’s Room.
• To empower our partners, we have successfully integrated four new payment systems and three lead generation services, thus expanding their opportunities.

In the year ahead, we’ll keep pushing forward by enhancing our product ecosystem, rolling out cutting-edge solutions, and helping your business thrive.

We hope you never run out of steam to chase your most ambitious ideas, surrounded by people who always have your back and run with any initiative you start. Here’s to a 2026 full of meaningful wins and bright moments that truly matter!

Best regards,

the UTIP team