A new feature has been added to the Trader’s Room allowing you to automatically open accounts immediately after a trader’s registration. In UTIP CRM 2.17.0.0 you can now view the details of a payment made via the Interkassa payment system. 

Automatic account opening in the Trader’s Room

As soon as a trader confirms his registration in the Trader’s Room, his accounts will be automatically opened. He will receive an email with the data to access these accounts. The email address provided at registration will be used.

Automatic account opening allows you to reduce the number of steps taken by your clients from the registration process to active trading. As a result, the risk of losing a potential client due to the need to make a request to open an account and then activate it is reduced.

The broker decides himself whether to enable automatic account opening for traders or not, as well as which accounts to open: demo or real.

Payment details in the UTIP CRM

In the payment details made via the Interkassa payment system, you can see which card your trader has used to transfer his funds. At the same time, part of the card number will be hidden, which will ensure the security of your trader’s data.

If a payment fails, the broker’s employee will be able to see why this has happened.

For more information about the new features of UTIP CRM 2.17.0.0 and Trader’s Room, please contact the sales department.

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In UTIP CRM 2.15.0.0 ability to add group restrictions for the employees to log in by IP has been added. There is a separate administrator right to delete the requests. Royal Pay payment system for withdrawing funds has been added to Trader’s Room 2.5.0.

IP restriction

Now, the CRM administrator does not need to go into the card of each employee to enable IP login restriction — just select the necessary managers and set a group restriction.

Requests deletion rights

To avoid accidental deletion of the requests, you can give this right only to a limited group of employees. At the same time, managers will still have the opportunity to view and change the status of applications.

“Actions” table navigation

Also, the relationship between the Clients and Actions tables in UTIP CRM is configured not only through the client’s name, but also via email. This will allow employees to quickly navigate the «Actions» table.

Royal Pay payment system in Trader’s Room 

Royal Pay payment system for withdrawing funds has been added to Trader’s Room 2.5.0. Web office administrator can configure the necessary commission for it, the terms of the transfer, the currencies used and the description, as well as upload your logo. In order for the Royal Pay system to appear in the trader’s room, you need to enable it in the list of payment systems.

Moreover, a new payment method for “Royal Pay” — “Voucher” has been added. To add this method of payment, you just need to enable it in the settings of the payment system, and also select a currency for it.

To create a request for withdrawal of funds, the trader must indicate their details. After creating the application, the administrator of the personal account will receive a notification by e-mail and can immediately send it to the broker’s employees for checking and transferring funds at the specified details.

For more information about the new features of UTIP CRM 2.15.0.0 and Trader’s Room 2.5.0, contact the Sales department.

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Now there is the ability to prevent traders from authorization by account number in WebTrader 1.17.0.0 and Mobile Trader 1.22.0.0. A quick transition from the WebTrader to opening and replenishing an account has been configured.

Disabling terminal login by account number

The administrator can disable the ability to log in to the trading terminal by account number. This will allow traders to finally switch to using only email to log in to the trading terminal.

After disabling the ability to log in by account number, all other functions that have been available for setting up accounts will also be disabled. For example, a trader will not be able to change the password for the account.

Opening and replenishment of an account

If a trader logs in to the Web terminal via email, he will be able to immediately go to the Trader’s Room to the “Open account” form. To do this, just click the «Open Account» button in the terminal.

To replenish the account immediately from the trading terminal, click on the «Make a deposit» button. After that, the trader will be taken to the “Account replenishment” form, where the real account will already be indicated.

Additional authorization in the Trader’s Room is not required, and the required form will be opened in the same browser tab.

Color palette configuration

Previously, traders used only a ready-made color palette to adjust the colors of various elements of charts and indicators. Now the trader can set the required color of the selected element using the RGB color model.

List of countries in the Mobile Trader

A drop-down list of countries has been added to the Mobile Trader 1.22.0.0 registration form. Now, traders do not need to manually fill in the «Country» field — just select the required value from the drop-down list. After a trader selects the required country, the international telephone code of that country will be automatically substituted in the “Telephone” field. This speeds up the process of registering new traders.

For more information about the new features of WebTrader 1.17.0.0 and Mobile Terminal 1.22.0.0, please contact the Sales department.

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