The functionality for searching and adding a new symbol to the quotes table has been updated in WebTrader 1.20.0.0. In the tablet and mobile version of the trader’s terminal, the broker selection form has been replaced with the “Broker code” form.

Searching and adding a symbol in WebTrader

In WebTrader 1.0.0.0, we have added new functionality to search and add a new symbol to the quotes table. Now, when the trading terminal is launched for the first time, the 10 most popular symbols are available to the trader by default.To set a list of symbols that will be displayed for the trader at the first start, the broker needs to contact UTIP technical support. In the future, the trader will be able to add new symbols himself or hide unused ones from the «Quotes» table.

We also redesigned the mechanism for adding a symbol to the «Quotes» table, by adding a new form with a symbol search.

In the new release, the mechanism for opening a new chart has been updated. When a trader clicks on the «+» icon in the chart area, the same form will be opened as when adding a new symbol to the «Quotes» table.

Broker code

In the tablet version of WebTrader 1.0.0.0 and in UTIP Mobile 1.25.0.0, we have replaced the «Broker Selection» form — a new «Broker Code» form has been added instead. Now, when the first launch of the trading terminal on a tablet or smartphone, the trader must enter the alphanumeric code of a particular broker.

For more information about the new features of trading terminals, please contact the sales department.

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The Trader’s Room now has an integrated “Economic Calendar” widget from the MarketCheese service. The ability to merge customers duplicates and track the sources of clients registrations in CRM has been added.

Trader’s Room’s Economic calendar

The MarketCheese «Economic Calendar» widget has been integrated into Trader’s Room 2.9.0.0. With this widget, a trader can view Forex market news and economic events.

To activate the economic calendar, the broker needs to enable the “MarketCheese Widgets” setting in the “Trader’s Room Settings” block in the Web Office. After that, the widget will appear on the main page of Trader’s Room.

Working with duplicates in CRM

In CRM 2.20.0.0, in the «Clients» table the «Duplicates» column has been added, and the «Duplicates» button to the card of a client with contact matches has been added. When you click on the button, you can see all the duplicates found.

Now broker managers will be able to combine clients who have the same values in the «Email» or «Phone» fields. 

Clients’ registration sources

We have also added functionality to CRM that allows you to track the sources of user registration. For this, the «Origin» field has been added to the client parameters: it indicates the source of the user’s registration. The same information is displayed in the additional information block in the client’s card.

Due to this information, the manager can track through which application or site the client was registered.

For detailed information about the new features of Trader’s Room and CRM, please contact the sales department.

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Meet the Affiliate’s Room from UTIP — a powerful tool for working with your company’s referral program. It will help to increase the flow of clients and reduce the cost of attracting them.

The Affiliate’s Room allows you to get new client-traders using affiliates’ web resources. 

Get started quickly

When registering, an affiliate fills in just a few fields. Immediately after registration, a unique referral link is assigned to them.

The affiliate places their referral link on their website or social networks. When a potential client follows it, registers in the platform and makes the first deposit, the affiliate will be given remuneration.  

The affiliate can choose the type of partnership, language and payment methods, they can also upload documents and their logo as well as add additional settings. 

Promotional materials

To make it easier for the affiliate to work and attract clients at the start, the «Promo» section is available in the Room. Banners, videos, logos pre-installed by the broker appear here. The affiliate can download the materials as a separate image (video) or in the form of an HTML code to put it on their website.

Payments to affiliates

The broker can create an unlimited number of payment methods. The affiliate themselves chooses the payment system for accruals. They specify the payment details in their Room. 

In the first version of the Room, you can set a remuneration “On first deposits”, when affiliates receive fixed accruals as a percentage of the first deposit of attracted traders. 

To configure the type of remuneration, the broker must specify two parameters: 

• the percentage of remuneration that is credited to the affiliate’s account;
• Hold time — the period during which an attracted trader must manage to make a deposit.

If a client deposits the account after the specified time, the affiliate will not receive any remuneration.

Reports

To analyze client conversion and income, you can view detailed reports on payments and attracted clients.

Convenient interface

The application is adapted to work on desktop and mobile devices. An affiliate can work in their office from different devices and at any time convenient for them.

The main page displays all the important information for affiliates: their income, traders’ first deposits, the number of new clients and active traders. The affiliate can look at this information in comparison with the previous month and see the results for the entire time of work.

The referral link is always shown at the top of the home page. The menu on the left contains the main sections of the Room and provides easy navigation.

For detailed information on the work of the Affiliate’s Room, please, contact the sales department.

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