A new «Portfolio» section has appeared in the mobile terminal. You can view the account card, open trades and open new orders there. We have also updated the menu.

Introduced a new «Portfolio» section

We made it instead of the «Trading» and «Account» sections. Now the «Portfolio» combines their functionality.

The «Portfolio» section consists of the «Open Transactions» and «Account Card» blocks.

Account card has a new design

It displays:

• current funds;
• profit on opened transactions;
• account balance;
• the level of funds;
• hedge for open transactions;
• available funds;

New buttons in the account card

Depending on the type of account used and the configured deposit parameters, different buttons will be displayed in the card.

The «Go to live account» button. The button will be displayed in the card if the trader logs in with a demo account, and he has a live account.

The «Deposit» button. It is displayed if the trader has logged in to a live account. If the balance is zero, the button will be highlighted in orange. This draws users’ attention to the fact that they need to deposit their trading account.

After clicking on the button, the deposit dialog will be opened in the mobile app.

The «New Order» button. As well as «Deposit», it is displayed if the trader has opened a real trading account. If the balance is zero, the «New Order» button is unclickable-it is activated immediately after the deposit.

After clicking on the button, the «New Market Order» dialog will be opened for traders.

Added the account selector

In the «Portfolio» section, traders can switch between their live and demo accounts. Calling the selector, a list of their accounts will be opened.

The list displays:

• account type;
• trading account number;
• trading account funds;
• trading account currency;
• an icon indicating which of the available accounts is currently active.

Updated the menu

We removed the «Account» and «Trade» items, because the functionality of these sections is combined in the «Portfolio».

We added the broker’s company logo to the header of the mobile app menu. 

For more information about the new version of UTIP mobile 1.27.0, please contact the sales department.

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The Market Cheese widgets have been built into the Trader’s Room 2.10.0, the trading terminal has been integrated via iframe. The manual payment systems have been added to the Mobile Trader’s Room 1.3.0.

The Market Cheese widgets are now in the Trader’s Room

Now there is a new tab in the Trader’s Room 2.10.0 named «Analytics». It contains four MarketCheese widgets. The widgets allow you to monitor the state of the markets and their dynamics online, as well as help to carry out technical and fundamental analysis.

Market condition

This widget shows the current state of the market by symbols divided into groups. It allows you to find out the exact price at a specific time and see the dynamics for different periods.

Economic calendar

It is a calendar with an event feed by country. It shows all the important financial news of the Forex market. It also allows you to view past and upcoming economic events, dates of publication of important economic reports.

Character screener

It is a classic panel displaying up-to-date information on quotes. For each symbol, you can see additional information, including the chart, minimum and maximum values for different periods.

Chart by symbol

The widget offers full-fledged charts for financial instruments that can be easily customized for any task using the configurator. You can place indicators on it, draw lines and add symbols.

Integration of the Web Terminal into the Trader’s Room via iframe

We have also integrated the Web Terminal into the Trader’s Room via iframe. The terminal opens when you click on the required item in the menu of the Trader’s Room. Read more here.

Adding manual payment systems in the Mobile Trader’s Room

In the mobile version of Trader’s Room 1.3.0, it has now become possible to add and configure manual payment systems for withdrawing funds from the user’s account. Thanks to the new function, it is possible to provide an unlimited number of withdrawal methods on traders’ accounts.

Note that transactions in the manual payment systems are not automatically executed. The broker needs to process them themselves.

For detailed information about the new versions of the Trader’s Room 2.10.0 and Mobile Trader’s Room 1.3.0, please contact the Sales department.

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CRM 2.21.0 introduces currency selector for report generation and the ability to duplicate leads. In WebOffice 2.19.0 setting the order of payment methods is added.

Currency selector

Currency selector is added to the CRM. You can choose which currency the “Sales Report” will be displayed in: EUR or USD. Conversion of amounts in the report is calculated based on exchange rates for each day.

Duplicate leads

CRM now has a lead duplicate setting. The manager can create duplicate clients through the client card, API («createLead» function) and when importing clients. In this case, checking for duplicates by e-mail and phone will be disabled.

Payment methods setting

You can set up the order of payment methods for Trader’s Room in WebOffice. The order can be changed both for entire groups of payments and for payment methods within these groups.

Please contact the Sales Department for more information on a new version of CRM.

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