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Gallery Managing Sales Teams in the Forex CRM
UpTrader dashboard UpTrader Accounts UpTrader Deposit UpTrader statuses
play Managing Sales Teams in the Forex CRM
UpTrader dashboard
UpTrader Accounts
UpTrader Deposit
UpTrader statuses

UpTrader

Brand : UpTrader LLP

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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 Specifications

  • Language:
  • English

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UpTrader LLP Company Details

Brand Name UpTrader LLP
Information 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
Founded Year 2014
Director/Founders Stanislav Vaneev
Company Size 1-100 Employees
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