We have added tags functionality which allows grouping your clients by their referral source and analyzing effectiveness of the sources you put the referral link on. 

Tags can be added on a separate page of the Affiliate`s Room. There a partner can create a tag, which will generate a new referral link automatically. The partner may put his link on any web-resource – his own website, social medias and etc.

When a potential client registers using such a link, the partner will see the tag (i.e. the used source) in the client`s report.

A user can create an unlimited number of tags, delete them and change their name and description

For detailed information concerning the functionality of the Affiliate’s Room, please contact the sales department.

Follow all the news in the News section on our website.

The functionality for searching and adding a new symbol to the quotes table has been updated in WebTrader 1.20.0.0. In the tablet and mobile version of the trader’s terminal, the broker selection form has been replaced with the “Broker code” form.

Searching and adding a symbol in WebTrader

In WebTrader 1.0.0.0, we have added new functionality to search and add a new symbol to the quotes table. Now, when the trading terminal is launched for the first time, the 10 most popular symbols are available to the trader by default.To set a list of symbols that will be displayed for the trader at the first start, the broker needs to contact UTIP technical support. In the future, the trader will be able to add new symbols himself or hide unused ones from the «Quotes» table.

We also redesigned the mechanism for adding a symbol to the «Quotes» table, by adding a new form with a symbol search.

In the new release, the mechanism for opening a new chart has been updated. When a trader clicks on the «+» icon in the chart area, the same form will be opened as when adding a new symbol to the «Quotes» table.

Broker code

In the tablet version of WebTrader 1.0.0.0 and in UTIP Mobile 1.25.0.0, we have replaced the «Broker Selection» form — a new «Broker Code» form has been added instead. Now, when the first launch of the trading terminal on a tablet or smartphone, the trader must enter the alphanumeric code of a particular broker.

For more information about the new features of trading terminals, please contact the sales department.

Follow all the latest news in the News section on our website.

The Trader’s Room now has an integrated “Economic Calendar” widget from the MarketCheese service. The ability to merge customers duplicates and track the sources of clients registrations in CRM has been added.

Trader’s Room’s Economic calendar

The MarketCheese «Economic Calendar» widget has been integrated into Trader’s Room 2.9.0.0. With this widget, a trader can view Forex market news and economic events.

To activate the economic calendar, the broker needs to enable the “MarketCheese Widgets” setting in the “Trader’s Room Settings” block in the Web Office. After that, the widget will appear on the main page of Trader’s Room.

Working with duplicates in CRM

In CRM 2.20.0.0, in the «Clients» table the «Duplicates» column has been added, and the «Duplicates» button to the card of a client with contact matches has been added. When you click on the button, you can see all the duplicates found.

Now broker managers will be able to combine clients who have the same values in the «Email» or «Phone» fields. 

Clients’ registration sources

We have also added functionality to CRM that allows you to track the sources of user registration. For this, the «Origin» field has been added to the client parameters: it indicates the source of the user’s registration. The same information is displayed in the additional information block in the client’s card.

Due to this information, the manager can track through which application or site the client was registered.

For detailed information about the new features of Trader’s Room and CRM, please contact the sales department.

Follow all the news in the News section on our website.