The UTIP CRM 2.34.0 has been updated, thus introducing the following changes. The "Actions" page has been released with a new layout, while the "History" section has been revised to include the most recent events. We have also expanded the returned parameters of lead generator requests with fields from the client card, and added a new right, limiting contact data upload when exporting a client.

"Actions" on React 

The "Actions" page has been completely rewritten, using the React technology. Its design has also been improved. This contributed to higher page performance and faster interface response.

New events in the "History" section

The "History" section has been refreshed to display new events related to account changes. This feature allows you to track the employee's actions in more detail, such as creating, attaching, and deleting accounts.

Fields from the client card to be included in the returned parameters of lead generator requests

The returned parameters of lead generator requests have been expanded with additional fields from the client card. Therefore, lead generators are now able to pull in more data about the client from the CRM.

New right to limit contact data upload when exporting a client

We added a new right that restricts sales managers and administration staff from accessing client export functionality. By doing so, contact data security can be enhanced.

If you need more information about the UTIP CRM 2.34.0, feel free to contact our sales department.

Check out all the recent changes in the "News" section of our website!

The UTIP WebTrader New 2.8.0 has been provided with report functionality, new technical analysis tools and hints in the "Overview" module. The UTIP Mobile "My Trading" 1.41.0 has been updated with a new UX for the "Report" form. The app has also been redesigned and supplemented with animations.

UTIP WebTrader New: reports on trade and deposit operations in CSV

A new functionality makes it possible to download reports in CSV format and use any tool you prefer to work with the data in the table: Google Sheets, Open Office, Excel, etc. The report file can also be supplemented with different document types.

UTIP WebTrader New: ''Channels'' as a new technical analysis tool

"Channels" expand the scope of technical analysis tools presented on the chart and help traders to determine future price limits.These lines can be used to find optimal market entry and exit points.

UTIP WebTrader New: hints in the "Overview" module

Hints and labels have been added to the ''Overview'' module. If trading on a particular symbol is closed, the market participant will be aware of its opening hours.

UTIP Mobile "My Trading": improved UX format for "Report"

The report will be loaded automatically when opening the section. The main form card displays the most relevant information, i.e. balance, profit and other summary data over the selected period. All completed transactions are divided into tabs: trade and deposit operations, and pending order execution history.

In addition, the form of detailed information on events has been redesigned, making it easier to work with it.

UTIP Mobile “My Trading": updated design and animation

The settings section and language selection forms have been updated. Now each language corresponds to a certain state flag, and both forms match the design of other modules.

Moreover, an enticing animation between multiple forms has been implemented to improve the user's perception of the application performance.

Please feel free to contact our sales department., if you need any further information on the UTIP WebTrader New 2.8.0 and UTIP Mobile “My Trading" 1.41.0.

Stay tuned for more updates in the ''News'' section on our website!

Mumbai will be hosting the largest financial exhibition in India on August 12-13. The event is expected to bring together various market participants, including investors, traders, liquidity providers, partners, etc. Attendees will be able to learn about the latest industry trends, get acquainted with the top trading solutions, as well as to interact with global brands and appreciate the most recent fintech innovations.

During the exhibition, the company’s experts are going to introduce the UTIP CRM and UTIP trading platform. Product presentations and speeches about the proprietary solutions are also a part of the expo agenda. 

Be sure to have a face-to-face meeting with our representatives at the exhibition. Visit our booth №99 and find out more details about the UTIP latest developments.

See you at Money Expo 2023!

Stay tuned for more updates in the “News” section on our website.