The UTIP WebTrader 2.16.0 release introduces new functions for updating the quote archive on the chart, filtering events on the active chart and trading from the event modal window.

Updating quote archive on the chart

We’ve added a new feature to update the quote archive from the chart popup menu. Therefore, the quote archive can be modified on the chart’s visible area.

This results in retrieving the history of quotes without refreshing the page when the Internet connection is lost, so as to exclude bad quotes while analysis is being made.

Filtering events by active chart

Filtering events by active chart lets you choose the trading symbols which the events will be visible by.  

When switching to another symbol, the events are updated in the calendar. In the list, the events will be displayed on the new trading symbol. 

The filtered list is geared to track only those events that are likely to influence the symbol being analyzed. Hence, it allows you to get new data faster and make trading decisions that will boost your transaction volume.

Trading from the event modal window

We’ve made it possible to trade by opening an event modal window. When reading more information about the event, you will see the row of fields changed. In the “Impact on the market” field, a main symbol is highlighted if the event has the most impact. A main symbol caters to price fluctuations per day, week and month. The button that calls an opening of a new order, lets you start trading from the event modal window right after analyzing data.

For more information about the UTIP Webtrader 2.16.0 release, free to contact our sales team.

Stay tuned for the latest product developments in the “News” tab on our website.

The release of UTIP CRM 3.16.0 is packed with a raft of new features. Let us introduce the options to customize client statuses for desks, assign lead generators to them, view new events in the client’s history and personalize an employee name in the ticket. We have also separated the rights for both creating and editing messages.

Client statuses for desks

Our latest update allows you to create client statuses for each individual desk. This enables teams to use statuses that better reflect their unique tasks and priorities. Workflow is tailored to the department’s specific needs, thus boosting employee management and overall performance.

Desk assignment to lead generators

A new feature has been put in place for lead generators. They are now able to select desks in the CRM system for routing lead traffic. This creates a more regulated and safe environment for their interactions within the platform.

New events in the client’s history

Multiple events have been added to the client’s history, featuring «Message Change» and «Ticket Deletion», as well as new conditions for trading, both permitted and prohibited, on the account. Tracking staff interactions with clients and managing trading activity has never been easier! Implementing this strategy strengthens control and promotes superior customer engagement.

Custom employee name in tickets

We have introduced a feature that allows you to personalize the names of employees on tickets. For example, you can replace an employee’s real name with «Support Manager». Thus, engaging with tech support staff leads to a greater emphasis on privacy and expertise.

Separate rights for creating and editing messages

Message creation and editing rights have been clearly separated, allowing you to control which employees can make changes to ticket details. We have also enabled staff to modify their messages shortly after they have been sent. Therefore, certain typos are free to be fixed for a limited period of time. Such methods improve communication transparency and lower the risk of making mistakes.

For more information about UTIP CRM 3.16.0, feel free to contact our sales department.

Stay tuned for all the latest product developments in the News section of our website!

In the UTIP WebTrader 2.15.0 release, we’ve introduced the options of filtering forecasts by active chart and adding events to the chart. The MacOS app has also been launched for users. With UTIP Mobile 1.48.0, it has become possible to change the height of the indicators, manage open positions and orders placed on the chart.

UTIP WebTrader: app for MacOS

The MacOS app runs on the latest version of UTIP WebTrader. All the perks of the new UTIP trading terminal are now integrated into the MacOS app.

UTIP WebTrader: filtering forecasts by active chart

Filtering forecasts by active chart will be visible only by the selected symbol. If you switch to another asset, data will be auto-updated, and forecasts will be referred to a new particular symbol.

Dealing with a few data sets saves your analytical resources. This will help you to avoid trading second-guesses and open more positions.

UTIP WebTrader: adding events to the chart 

The chart has been updated with the option to add events on it. Similar to indicators, the events are displayed separately on the active chart. They showcase the correlation between the asset price and economic data. Comparing charts and events highlights the factors which mostly impact price movements.

Each event is linked to the specific date and time. This allows you to examine its impact at different timeframes. Thus, you can track initial, upgrowth, peak, and decay phases of the information flow and price trend of the asset caused by these events. Plus, you may look through key points and compare the outcomes of different events in-between.

UTIP Mobile: management of open positions and placed orders on the chart

Change the parameters of positions and orders. Close positions right on the chart without switching between a bunch of screens and tabs. All related information is now displayed above the line of opening and closing level:
— direction;
— volume (lot);
— profit and loss for a position. 

This ensures a real-time response to changing market dynamics. All in all, traders can simplify the portfolio management and make deliberate decisions aligned with a full market picture.

UTIP Mobile: change in indicator height

A feature of configuring a chart area of the indicator has been deployed to ensure a hassle-free trading activity.

We’ve always adhered to the rule: the more intuitive the interface is, the more market participants use it and make more trading deals.

For more information about UTIP WebTerminal 2.15.0 and UTIP Mobile 1.48.0, feel free to contact the Sales team.

Stay tuned for all the recent product updates in the News section on the UTIP website.