In the latest version of UTIP CRM 3.22.0, we have introduced a new feature to activate trader accounts directly within the system and enabled managers to multitask on several desks simultaneously.

Seamless trader activation within CRM

Simplify client onboarding with direct trader activation in the UTIP CRM. Now, your team can manually complete the process for customers who haven’t finished email registration — no separate switch to the Admin’s Room needed!

With all management taking place in a single window, your brokerage team enjoys greater convenience and faster operations.

Simple multi-desk management

Sales managers are no longer confined to a single CRM desk; they can now operate across multiple ones simultaneously!

Previously, assigning an employee to a single desk limited their ability to service clients from different segments. This new flexibility lets you spread out the workload and reorganize your team in a way that is better for everyone, leading to more efficient processes and lower operational costs.

As we roll out version 3.22.0, managers will retain access to their past desks. In addition, administrative staff will be empowered to assign extra ones to employees in order to meet evolving workflow demands.

Want the full story on UTIP CRM 3.22.0? Our sales team has all the details. 

Keep up with the latest product developments in the «News» section of our website.

UTIP WebTrader 2.21.0 features an updated report and hints on closed deals, as well as the event reporting period on the chart, and a leverage display implemented in the account selector.

Updated Report & Hints on Closed Deals

We’ve added snackbar notifications — they automatically appear in the following cases:

— When a position is closed due to the balance dropped below the Stop Out level. 

— When a pending order is not executed due to insufficient funds at the time of placing.

Additionally, you can find detailed account information in the report when a position is closed or a pending order is rejected. In the “Type of closure” and “Type of execution” columns, a tooltip icon has been added — hover over it to see a detailed description.

The help section in the portfolio has been updated with the definition of Stop Out.

Event Reporting Period

Now, the reporting period is displayed for each event added to the chart.

If you hover over the corresponding event placed on the chart, its info line shows the reporting period (shown in brackets) for the published indicator.

Leverage Display

The Account Info icon is now available in the list of accounts. Hover over the icon, and the leverage is displayed for a trading account.

For more information about UTIP WebTrader 2.21.0, do not hesitate to contact the Sales team.

Stay tuned for the recent product development cases in the News section of our website.

In the latest version of UTIP CRM 3.21.0, we have introduced a brand-new «History» section, enabling you to easily track all client changes in one centralized location. What’s even better, UTIP Mobile Trader’s Room 1.26.0 has been updated to include a seamless, one-tap switch to mobile trading via Universal Markets (for iOS) and Universal Trading (for Android) apps.

UTIP CRM: general «History» module

Our CRM system has been enhanced with a new «History» section that displays all changes made by clients, including what was modified and when. Up until now, these amendments were only seen on client cards; but so far they are all listed together!

In addition to streamlining control, this has increased transparency and reduced the time spent on event analysis by eliminating the need to manually open each client card.

UTIP Mobile Trader’s Room: one-tap switch to the mobile app

We’ve also enabled seamless switching from UTIP Mobile Trader’s Room to Universal Markets (iOS) and Universal Trading (Android). The transition to these apps has become automatic, thus eliminating browser redirects, repeated login attempts, and other unnecessary steps.

Enjoy a perfectly synchronized trading experience between the mobile and web versions!

Curious to learn more about UTIP CRM 3.21.0 and UTIP Mobile Trader’s Room 1.26.0? Get in touch with our Sales department.

Stay tuned for all the latest product developments in the “News” section of our website.