UTIP Technologies’ solution took top honors as the «Most Data-Rich CRM» at the UF AWARDS APAC 2026. The ceremony unfolded against the vibrant backdrop of iFX EXPO Asia in Hong Kong, which ran from October 7 to October 9.

The company earned the nod for its CRM system, which is tailored to the needs of brokerage firms. 

But the award was only part of the story. The expo was a true meeting of the industry’s minds, drawing over 5,000 professionals from 130 countries — brokerage representatives, trading technology providers, and a wide range of financial market players. 

Analytics and client data management

In the fast-paced brokerage industry, a CRM system is the backbone of client relationship management. It structures all the information, keeps close tabs on every stage of the sales funnel, and automates the many moving parts of interacting with a customer base. 

With its analytical muscle, the CRM gives brokers a full, clear-eyed picture of how leads are handled and clients engage. And that’s where the real value lies: this wealth of data lets them measure how efficiently internal processes run and spot the areas ripe for future development. 

The «Most Data-Rich CRM APAC 2026» award is a proud recognition of UTIP CRM within an industry-focused program that celebrates participants in the financial and tech brokerage sector.

UTIP Technologies at iFX EXPO Asia 2026

Throughout the exhibition, our team had a busy schedule of meetings with existing clients and potential partners from the Asia-Pacific region. A key focus was presenting the company’s offerings: 

• The Reseller Program empowers partners to sell UTIP products under their own brand. Participants enjoy a permanent 20% discount, the freedom to set their own markups, plus access to technical support and dedicated account management. 
• The Referral Program, on the other hand, is built for partners who want to bring clients to UTIP Technologies in exchange for a commission.

Both models are designed to grow the partnership network, offering the flexibility to choose the engagement format that best suits specific goals and business models. 

Broadening our global reach 

iFX EXPO Asia 2026 gave us an excellent opportunity to connect with industry peers, explore potential collaborations, and showcase our solutions to the Asian market.

Winning the «Most Data-Rich CRM APAC 2026» award was a true highlight, earning us professional recognition for our solution.

Looking ahead, UTIP Technologies is committed to advancing its brokerage technology offerings and partnership programs, further broadening the scope of collaboration with companies across the international market.

Want to find out more about the UTIP CRM and our partnership programs? The Sales team would be happy to help — just reach out!

Stay tuned to all the latest product developments in the News section of our website.

UTIP CRM 3.27.0 is here, and it’s packed with new features! This update gives you more control over verifications and custom fields, along with automatic archiving of completed actions and user inactivity timeout settings.

Multiple verification restrictions

With the latest release, you can apply multiple restrictions when verifying a trader. This functionality enables you to fine-tune exactly what they are allowed to do based on their check reveal and other applied terms.

Hiding additional fields

Got fields you’re not using right now? Feel free to hide them! Nothing gets deleted—all your data stays intact, and you can bring these fields back to the CRM interface anytime.

Automatic action archiving

We’ve created an archive for actions and introduced a feature that automatically moves completed ones there. You can even set them to be deleted after a certain period. This keeps your main list tidy and cuts down on stored data.

Inactivity timeout

Set how long users can be inactive before the CRM system automatically logs them out. It’s just another way we’re keeping your information secure.

Want to know more about UTIP CRM 3.27.0? Get in touch with our Sales team.

To stay on top of the latest product developments, check the News section on our website.

Our latest product updates bring several key enhancements to the table. As for UTIP Admin 2.49.0, we’ve introduced crypto payment support for manual deposits. Turning to UTIP CRM 3.26.0, it comes with brand new network and Hash/TXID fields for digital currency payments, document previews in the Verification section, an expanded history, and improved filtering capabilities. Together, these changes make our platforms much more powerful and easier to use.

UTIP Admin: crypto payment system for manual deposits

We’ve expanded the funding toolkit by adding the ability to create and configure crypto payment methods for manual deposits. This means more flexibility for clients and less hassle for you when managing crypto operations.

UTIP CRM: cryptocurrency transaction details

No more confusion when verifying crypto payments. The «Payment Request» modal window now features a network label and a «Hash/TXID» field, making blockchain checks faster and more straightforward for your team.

UTIP CRM: document preview in the Verification section

Uploaded files can now be previewed directly in the CRM interface. Say goodbye to downloading — just open and verify documents instantly, thus saving your time.

UTIP CRM: expanded action and history control

Stay on top of every client interaction. The CRM system now sends notifications for group operations. Meanwhile, the client history has been upgraded to record action creation, date changes, and file activity in notes. It’s all about giving managers full visibility and peace of mind. 

UTIP CRM: new condition in view filters

Segmenting customers just got easier. The new «Not Empty» condition in view filters lets you quickly exclude irrelevant categories when creating selections.

UTIP CRM: visual display of bonuses

Spot the difference at a glance. Bonuses are now clearly marked in the «Amount» column of the deposit table, so managers can easily separate them from real funds and keep financial records accurate.

For more detailed information about UTIP Admin 2.49.0 and UTIP CRM 3.26.0, feel free to reach out to our Sales team.

Stay tuned to all the latest product developments in the News section of our website.