The UTIP CRM 3.18.0 update has been rolled out with a flexible setting to give access to client data. Therewith, the UTIP Mobile Trader’s Room version 1.23.0 has come out with the option for the brokerage team to add display names in the “Tickets” tab, thus making communication between the broker’s employees and traders more transparent.
UTIP CRM: right division into creating and editing clients
It has become available for the admin staff and sales managers to confer the divided rights to create and edit clients. The setting implies that some staff only have the right to create new clients, while another group can edit the existing ones. Such a division makes it flexible to manage staff access, mitigate errors, and secure sensitive customer data.
UTIP Mobile Trader’s Room: view of display or employee’s names
The “Tickets” tab reveals either the display name or the personal name of the broker’s employee. This contributes to more open communication between broker’s staff and traders. To be more precise, the client has a clear understanding of the employee who interacts with them and keeps up with the dialog. Such a customer-tailored approach augments the level of trust and eases up the communication process.
For more information about the UTIP CRM 3.18.0 and the UTIP Mobile Trader’s Room 1.23.0 releases, feel free to contact our Sales team.
Stay tuned for the recent product developments in the News section on our website.
The latest version of UTIP WebTrader 2.17.0 features a wide range of helpful tools: market players can now easily access symbol and economic event details directly from the chart, assess their importance during searches, and deposit funds to their accounts via the profile menu.
Viewing symbol info from the chart
A new button has been introduced alongside the symbol name on the chart, enabling market participants to access “Symbol Info”. This window encompasses all the key data regarding the symbol, including price trends, trading conditions and session hours. The built-in solution offers greater details when starting a trade and analyzing a given instrument.
Viewing economic event info from the chart
Within the latest update, traders have been able to find out details of any economic event that is added to the chart. An extra button has been newly added beside the event name to facilitate the opening of “Event Info”. This window contains the event’s description, a log of its changes, and its impact on financial instruments. The mentioned data will speed up the analysis process and support faster decision-making in trading activities.
Displaying the event importance while searching and adding it to the chart
As traders browse the Economic calendar for events or integrate them into a chart, their importance on the market is made clear in one sweep. Therefore, buyers and sellers hone in on the most significant events and take their potential effects into account while planning their trades.
Depositing funds from the profile menu
We’ve enabled direct deposits from the profile menu, which not only simplifies the process but also shortens the time it takes to move from decision-making to trading.
To get more in-depth info about UTIP WebTrader 2.17.0, feel free to contact our Sales department.
Keep up with all the latest product developments in the News section of our website.
We’re thrilled to announce that our team will take part in one of the largest events of Latin America, Money Expo Mexico 2025. The expo is heading to the vibrant Mexico City, at Centro Citibanamex on February 26–27. The event, as always, promises to bring together traders, brokers, investors and fintech providers. It’s the perfect place to gain valuable experience by joining talk sessions, discussions, and workshops. All the participants can’t wait to connect with the brightest minds of industry leaders and estimate the latest trends and tech cases in finance.
Our team will be presenting the salient product line of the UTIP trading platform and UTIP CRM. We’d also love to shed the light on our “Partnership program. Reselling” that offers a 20% discount on our price packages for reselling the company’s products under your own brand.
Get the full scoop on our product developments and service offerings by meeting our team in person at booth 39.
Looking forward to seeing you at Money Expo Mexico 2025!
Stay tuned for the most recent product developments in the “News” section on our website.