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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In the new release of the Trader’s Room, the broker can add a link to their own registration page. The trader now has the opportunity to reset the password for the account in Trader’s Room. In CRM 2.19.0.0, you can now set a ban on editing a client’s card.

Own registration page

In UtipOffice 2.17.0.0 a broker can add a link to their own registration page. When the broker specifies the necessary link, traders will go to the specified page while clicking on the «Registration» button. Now the brokerage company will be able to customize the registration process from scratch.

Password recovery from an account in Trader’s Room

In Trader’s Room 2.8.0.0, the trader now has the opportunity to reset the password for the account. Now he can recover the lost password at any time without contacting the manager. To do this, he need to select an account and confirm the password change. After that, a letter with new login data will be sent to the trader’s email address.

List of documents for verification

In the Web office, we added a block in which the broker can indicate the documents required for trader’s verification, and their description (for example, which passport pages need to be scanned).

When the administrator adds the list and saves the changes, this information will be shown in the Trader’s Room on the verification page.

Security settings in CRM

In the «Security» section of CRM, we added the «Forbid editing» setting. With its help, the broker can prohibit employees from editing certain fields in the client’s card. For example, you can prevent editing contact information.

In the same section, you can now set the range of IPv6 IP addresses allowed for authorization in CRM.

Moreover, a field for applications for funds depositing through the Blockchain payment system has been added to CRM. Here, the manager can look at the address of the crypto wallet to track a specific transaction.

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

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