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.

Dear Friends, Partners, and Colleagues,

Sending you and your team our warmest wishes for a New Year! Your unwavering support, boundless trust and infinite devotion mean the world to us. We’re looking forward to another year of growth, innovation, and shared success. Your never-ending desire to move forward fuels our passion to deliver excellence.

This year has brought a wealth of new experiences, greatest challenges and deepest insights. But your partnership has always been a cornerstone of our journey. We are confident that the year ahead will be just as exciting and productive for both of us.

What we have achieved in 2024:

• The UTIP team has been awarded for providing the best CRM in the industry at Money Expo India 2024.
• Our extensive engagement has been evident at three major trade expos: Money Expo Asia, Money Expo India, and iFX Expo Asia.
• The UTIP Trade Bridge has been rolled out for UTIP Trade Server and UTIP Manager to enhance their successful collaboration with liquidity providers. Two new liquidity providers have also been added to the system.
• The UTIP CRM has completed its migration to the new technology stack called React. Beyond that, ticket management functionality has been successfully integrated for our customers.
• We have made significant updates to the order placement feature in UTIP Mobile and UTIP WebTrader, enabling automatic recognition of pending order types. Stop order settings have also become available, with the ability to adjust them by pips, profit and price.
• 8 new payment methods have been connected to our system.
• We have unveiled two new solutions in the realm of legal services and six additional options for lead generation.

Looking ahead to 2025, we will persist in our progress, innovate corporate products, upgrade existing services, and forge new prospects for you. Here’s to a year ahead filled with wealth, fruitful endeavors and audacious choices. Wishing you and your loved ones excellent health, a warm and inviting home, creative sparks, and unwavering belief in your strength! Cheers to a joyful holiday season ahead!

Kind regards,

the UTIP team

The UTIP CRM 3.17.0 update features the option to listen to calls, to view the request details for a payment method and see the reason for cancelling a transaction. The function to filter by non-trading accounts has been added to the report. And the UTIP Mobile Trader’s Room 1.22.0 update has been rolled out with a new design for the “Accounts” page.

UTIP CRM: call listening

The UTIP CRM has been enhanced with an in-built call recorder. Now there is no need to download call files to the computer. All the records are available in the CRM. This saves your time and simplifies the analysis for assessing quality in customer service interactions.

UTIP CRM: filtering by non-trading accounts

The CRM report has been updated with the option to filter by non-trading accounts. This feature caters to shape the list of traders with live accounts where there’ve been no trading operations for the selected period. As a result, it facilitates a deeper customer analysis and contributes to crafting winning customer engagement strategies.

UTIP CRM: updated information on request

We’ve implemented an additional field with a payment method and the reason for the transaction denial in the request details. It ensures a fast analyzing of the request, the cause of rejected transaction and immediate resolving of issues. 

UTIP Mobile Trader’s Room: a new design for the “Accounts” page

It’s always been a top priority for us to have a user-friendly and intuitive product interface. With this release, we’ve revamped the design of the “Accounts” page in the Mobile Trader’s Room, therefore enhancing the viewing experience and making it easier to work with accounts on any type of device.

For more information about UTIP CRM 3.17.0 & UTIP Mobile Trader’s Room 1.22.0, free to contact our Sales team.

Stay tuned for all the product developments in the «News» of our website.