In the new Trader’s Room version any link can be attached to the main banner, “Company’s website” button can be renamed and the necessity to agree with company’s documents during the registration can be made compulsory.
The main banner is with the link now
Any link can be attached to the main banner. For example, you can inform the trader of the current special offers in details, introduce company’s news or just link the banner with the home page of your website.
“Company’s website” button can be renamed
In Trader’s Room new version, you can rename “Company’s website” button at your discretion. For example, enter the link of your website “www.company.org” or write “Company’s official website”.
The necessity to agree with the documents during the registration
In the new Trader’s Room you can include the function of compulsory agreement with company’s documents during trader’s registration. This feature responds to the contemporary requirements of personal data processing in Europe for the international IT market (GDRP).
Contact Sales Departmentfor more details regarding UTIP Trader’s Room 2.1.
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The import of client base has appeared in CRM 2.8.0.0 as well as depositing and funds withdrawal has been improved and mass customization for clients’ actions has been optimized.
Instant client base import in CRM
In the new CRM it is now possible to load customer data independently. Form your own client base according to special template and click ‘Import’ button. Import function is available in two formats: xlsx or CSV.
Time saving when depositing/withdrawal of funds
Now broker can make deposits and withdrawals directly from CRM interface. Put a tick in the check-box in the pop-up window and change the request status to ‘Executed’.
Mass customization for clients’ actions
On ‘Clients’ tab broker is able to add the same type actions to several customers at once. Select all the necessary clients and click ‘New action’ button.
Contact Sales Department for more details regarding the UTIP CRM 2.8.0.0.
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Do your clients use Mac OS? Offer your clients new desktop app of the UTIP trading platform.
The terminal runs without Windows emulators and requires less system resources.
High performance
Unlike web version, the desktop app uses computer productive capacity rather than browser one. Thus, desktop version runs faster and graphs are rendered quickly.
Accustomed interface
PC terminal interface for Mac OS is identical to the modern web-version interface. Your clients will easily start trading in the new terminal.
Download UTIP PC terminal for Mac OS.
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