Meet the Affiliate’s Room from UTIP — a powerful tool for working with your company’s referral program. It will help to increase the flow of clients and reduce the cost of attracting them.
The Affiliate’s Room allows you to get new client-traders using affiliates’ web resources.
Get started quickly
When registering, an affiliate fills in just a few fields. Immediately after registration, a unique referral link is assigned to them.
The affiliate places their referral link on their website or social networks. When a potential client follows it, registers in the platform and makes the first deposit, the affiliate will be given remuneration.
The affiliate can choose the type of partnership, language and payment methods, they can also upload documents and their logo as well as add additional settings.
Promotional materials
To make it easier for the affiliate to work and attract clients at the start, the «Promo» section is available in the Room. Banners, videos, logos pre-installed by the broker appear here. The affiliate can download the materials as a separate image (video) or in the form of an HTML code to put it on their website.
Payments to affiliates
The broker can create an unlimited number of payment methods. The affiliate themselves chooses the payment system for accruals. They specify the payment details in their Room.
In the first version of the Room, you can set a remuneration “On first deposits”, when affiliates receive fixed accruals as a percentage of the first deposit of attracted traders.
To configure the type of remuneration, the broker must specify two parameters:
- the percentage of remuneration that is credited to the affiliate’s account;
- Hold time — the period during which an attracted trader must manage to make a deposit.
If a client deposits the account after the specified time, the affiliate will not receive any remuneration.
Reports
To analyze client conversion and income, you can view detailed reports on payments and attracted clients.
Convenient interface
The application is adapted to work on desktop and mobile devices. An affiliate can work in their office from different devices and at any time convenient for them.
The main page displays all the important information for affiliates: their income, traders’ first deposits, the number of new clients and active traders. The affiliate can look at this information in comparison with the previous month and see the results for the entire time of work.
The referral link is always shown at the top of the home page. The menu on the left contains the main sections of the Room and provides easy navigation.
For detailed information on the work of the Affiliate’s Room, please, contact the sales department.
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In the new release of the Trader’s Room, the broker can add a link to their own registration page. The trader now has the opportunity to reset the password for the account in Trader’s Room. In CRM 2.19.0.0, you can now set a ban on editing a client’s card.
Own registration page
In UtipOffice 2.17.0.0 a broker can add a link to their own registration page. When the broker specifies the necessary link, traders will go to the specified page while clicking on the «Registration» button. Now the brokerage company will be able to customize the registration process from scratch.
Password recovery from an account in Trader’s Room
In Trader’s Room 2.8.0.0, the trader now has the opportunity to reset the password for the account. Now he can recover the lost password at any time without contacting the manager. To do this, he need to select an account and confirm the password change. After that, a letter with new login data will be sent to the trader’s email address.
List of documents for verification
In the Web office, we added a block in which the broker can indicate the documents required for trader’s verification, and their description (for example, which passport pages need to be scanned).
When the administrator adds the list and saves the changes, this information will be shown in the Trader’s Room on the verification page.
Security settings in CRM
In the «Security» section of CRM, we added the «Forbid editing» setting. With its help, the broker can prohibit employees from editing certain fields in the client’s card. For example, you can prevent editing contact information.
In the same section, you can now set the range of IPv6 IP addresses allowed for authorization in CRM.
Moreover, a field for applications for funds depositing through the Blockchain payment system has been added to CRM. Here, the manager can look at the address of the crypto wallet to track a specific transaction.
For detailed information about the new features of Trader’s Room and CRM, please contact the sales department.
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In the new release of UTIP 2.21.0, you can log in to PC Trader by email, and switch between accounts without authorization. In trading terminals, a broker can specify their own registration page.
We have configured integration with APS (Access Point Server). APS provides quotes flow, excluding the trading server. This reduces the load on the trading server and solves the problem of connecting from different parts of the world.
Easy login to PC Trader
In the PC Trader terminal, you can log in by email — the trader no longer needs to remember their account numbers, just know the email address and password to the account. When authorizing through the account number, it will be possible to log in using the broker’s domain name without specifying the server IP.
Switching between accounts
A trader can link several accounts to one account and switch between them without additional password entry.
The transition to the Trader’s Room and to the account replenishment page is configured without requesting the trader’s login and password.
Broker’s own registration page
In the registration and login form, you can now add a link to your own registration page. Now the broker can develop their own form with the required fields and content using the API documentation of the Trader’s Room.
For the link to appear in the registration form, the broker needs to add it in the terminal settings. After that, an icon will appear on the authorization page next to the registration point, which indicates the transition to a third-party resource.
When clicking on the «Registration» item, the trader will go to the form created by the broker. When working with a mobile terminal, the registration page will be opened in a mobile browser.
New Quote Table Design
In Mobile Terminal 1.24.0.0 we have completely redesigned the concept of displaying the «Quotes» table, now the data is displayed in the form of tiles.
A new form «Information» has appeared. At any time from the «Quotes» table, the trader will be able to view the complete information on the symbol of interest.
A new indicator has been added — price change as a percentage for a symbol per session.
To open a new market or pending order, view information on a symbol, a trader just needs to move the tile with the symbol to the left and click on the corresponding icon. When holding a certain tile for a long time, the trader will switch to the chart for the selected symbol.
In addition, we have improved the mechanism for editing the list with symbols in the «Quotes» table. A trader can click on the «Edit» icon and adjust the list of symbols by moving the tiles around the table.
Other updates
Symbols search is implemented in the trading panel of the terminals. When the trader starts entering the symbol name, the focus automatically moves to the desired line.
Comments for auto trading have been added to the PC Trader and server logs. Now in the action log, the trader will see when the position was opened or closed using auto trading.
We also added a display of IP addresses of managers ‘ connections and an indicator that shows that the Manager is currently connected.
For more information about the new features of trading terminals, please contact the sales Department.
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