The release of UTIP CRM 3.16.0 is packed with a raft of new features. Let us introduce the options to customize client statuses for desks, assign lead generators to them, view new events in the client’s history and personalize an employee name in the ticket. We have also separated the rights for both creating and editing messages.

Client statuses for desks

Our latest update allows you to create client statuses for each individual desk. This enables teams to use statuses that better reflect their unique tasks and priorities. Workflow is tailored to the department’s specific needs, thus boosting employee management and overall performance.

Desk assignment to lead generators

A new feature has been put in place for lead generators. They are now able to select desks in the CRM system for routing lead traffic. This creates a more regulated and safe environment for their interactions within the platform.

New events in the client’s history

Multiple events have been added to the client’s history, featuring «Message Change» and «Ticket Deletion», as well as new conditions for trading, both permitted and prohibited, on the account. Tracking staff interactions with clients and managing trading activity has never been easier! Implementing this strategy strengthens control and promotes superior customer engagement.

Custom employee name in tickets

We have introduced a feature that allows you to personalize the names of employees on tickets. For example, you can replace an employee’s real name with «Support Manager». Thus, engaging with tech support staff leads to a greater emphasis on privacy and expertise.

Separate rights for creating and editing messages

Message creation and editing rights have been clearly separated, allowing you to control which employees can make changes to ticket details. We have also enabled staff to modify their messages shortly after they have been sent. Therefore, certain typos are free to be fixed for a limited period of time. Such methods improve communication transparency and lower the risk of making mistakes.

For more information about UTIP CRM 3.16.0, feel free to contact our sales department.

Stay tuned for all the latest product developments in the News section of our website!

In the UTIP WebTrader 2.15.0 release, we’ve introduced the options of filtering forecasts by active chart and adding events to the chart. The MacOS app has also been launched for users. With UTIP Mobile 1.48.0, it has become possible to change the height of the indicators, manage open positions and orders placed on the chart.

UTIP WebTrader: app for MacOS

The MacOS app runs on the latest version of UTIP WebTrader. All the perks of the new UTIP trading terminal are now integrated into the MacOS app.

UTIP WebTrader: filtering forecasts by active chart

Filtering forecasts by active chart will be visible only by the selected symbol. If you switch to another asset, data will be auto-updated, and forecasts will be referred to a new particular symbol.

Dealing with a few data sets saves your analytical resources. This will help you to avoid trading second-guesses and open more positions.

UTIP WebTrader: adding events to the chart 

The chart has been updated with the option to add events on it. Similar to indicators, the events are displayed separately on the active chart. They showcase the correlation between the asset price and economic data. Comparing charts and events highlights the factors which mostly impact price movements.

Each event is linked to the specific date and time. This allows you to examine its impact at different timeframes. Thus, you can track initial, upgrowth, peak, and decay phases of the information flow and price trend of the asset caused by these events. Plus, you may look through key points and compare the outcomes of different events in-between.

UTIP Mobile: management of open positions and placed orders on the chart

Change the parameters of positions and orders. Close positions right on the chart without switching between a bunch of screens and tabs. All related information is now displayed above the line of opening and closing level:
— direction;
— volume (lot);
— profit and loss for a position. 

This ensures a real-time response to changing market dynamics. All in all, traders can simplify the portfolio management and make deliberate decisions aligned with a full market picture.

UTIP Mobile: change in indicator height

A feature of configuring a chart area of the indicator has been deployed to ensure a hassle-free trading activity.

We’ve always adhered to the rule: the more intuitive the interface is, the more market participants use it and make more trading deals.

For more information about UTIP WebTerminal 2.15.0 and UTIP Mobile 1.48.0, feel free to contact the Sales team.

Stay tuned for all the recent product updates in the News section on the UTIP website.

On Sept 16–18 Bangkok became a hub for one of the largest fintech expos. It brought together tech and service providers, brokers and other industry representatives. The attendees shared their experience, took a close look at fintech and online trading know-hows, as well as interacted with new partners and clients to strengthen opportunities for further business cooperation.

Our mission at iFX EXPO was to present the UTIP CRM and a trading platform with their strong features. As our company is targeting the Asian market, we’ve showcased our special Entry software package offer, which encompasses all the necessary services for running a brokerage in Southeast Asia and available till the end of 2025. 

To know more about Entry, leave your contacts on our website.

Our team was impressed with IFX Expo Asia. The event has become the venue for interaction, experience exchange and the spotlight of trends in the forex industry. We’ve met our partners and clients in person, as well as got acquainted with new service providers. Payment service-and-lead generation-wise, the scope of our high interest belonged to the expansion of geography and methods.   

We were open to bringing up our development cases. And we did value the feedback from the representatives of different companies. iFX Expo Asia has confirmed its importance as a key platform for professional communication and business development in the financial sector.

Mila Pavlogradskaya
Business development manager