linkedin
UpTrader logo
play Managing Sales Teams in the Forex CRM
UpTrader dashboard
UpTrader Accounts

UpTrader

Brand: UpTrader LLP

  • No Ratings & Reviews

Have you used UpTrader before?

Share your insights for better experience

Add a Review

Price Available on Request

Questions about pricing or customization? We’re here to help, just a click away.

100% Genuine
Products
Best Price
Guaranteed
Safe & Secure
Payment
  • Description

  • Pricing

  • Features

  • Specification

  • Review

UpTrader Overview

UpTrader LLP Company Details

Founded Year:  2014

UpTrader is a leading fintech software provider, offering cutting-edge solutions tailored to your brokerage business needs. Our development team specializes in creating innovative, user-friendly platforms, including a highly efficient cloud Forex CRM system, a comprehensive copy trading management

Director/Founders Stanislav Vaneev
Company Size 1-100 Employees

UpTrader Pricing & Plans

Looking for The Right Pricing?

Share your requirements and get a plan built around your business.

  • Define your business needs
  • Get customised pricing
  • Choose features that fit your workflow

Price Available on Request

Get personalised UpTrader pricing that fits your needs. Our team will connect with you.

UpTrader Features

  • icon_check Financial Management
    Manage deposits, review transaction history and approve or reject withdrawal requests.
  • icon_check Commission Management
    Automatically calculate partner commissions and allow brokers to edit, approve or reject them.
  • icon_check KYC Management
    Upload, store, review, approve or reject client documents and track KYC progress.
  • icon_check Payment Activity
    Review all transactions made by individual clients from the back-office interface.
  • icon_check Client Profile Management
    View and edit client transactions, trading history, documents and marketing information centrally.
  • icon_check Tags & Filters
    Categorize and filter clients by country, language, partner code and other parameters.
  • icon_check Marketing Metrics
    View UTM data, special offers and registration page details within client profiles.
  • icon_check Task Management
    Schedule, postpone and reassign tasks to manage follow-ups and future client interactions.
  • icon_check Lead Status Management
    Use customizable colors and statuses to identify promising and low-value leads quickly.
  • icon_check Activity Tracking
    Track calls, meetings and other sales activities to monitor workload and team performance.
  • icon_check Dashboards
    Monitor sales progress, statistics and team performance through customizable dashboards.
  • icon_check Sales Funnel
    Organize sales activities into customizable stages based on region, conditions and customer touches.
  • icon_check Sales Forecasting
    Forecast sales by deal value, closing probability, month, sales representative and other criteria.
  • icon_check Trading Analytics
    Provide advanced analytics tools for monitoring trading performance and account activity.
  • icon_check Trading History Reports
    Let traders review detailed reports and historical records of their trading activity.
  • icon_check Multi-Currency Wallets
    Give traders access to wallets supporting multiple currencies for managing funds.
UpTrader Demo Video play icon

Get UpTrader Demo

Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

Understand
Key Features
Personal
Demo Insights
Interactive
Demo Support

UpTrader Specifications

Language
English

UpTrader Review

Be the First to Review

This product has no reviews yet. Be the first to leave your feedback.

Add Review

Articles for UpTrader

See All Related Articles

20,000+ Software Listed

Best Price Guranteed

Free Expert Consultation

2M+ Happy Customers

Terms and Condtions

close

Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.