The import of client base has appeared in CRM 2.8.0.0 as well as depositing and funds withdrawal has been improved and mass customization for clients’ actions has been optimized.
Instant client base import in CRM
In the new CRM it is now possible to load customer data independently. Form your own client base according to special template and click ‘Import’ button. Import function is available in two formats: xlsx or CSV.
Time saving when depositing/withdrawal of funds
Now broker can make deposits and withdrawals directly from CRM interface. Put a tick in the check-box in the pop-up window and change the request status to ‘Executed’.
Mass customization for clients’ actions
On ‘Clients’ tab broker is able to add the same type actions to several customers at once. Select all the necessary clients and click ‘New action’ button.
Contact Sales Department for more details regarding the UTIP CRM 2.8.0.0.
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Do your clients use Mac OS? Offer your clients new desktop app of the UTIP trading platform.
The terminal runs without Windows emulators and requires less system resources.
High performance
Unlike web version, the desktop app uses computer productive capacity rather than browser one. Thus, desktop version runs faster and graphs are rendered quickly.
Accustomed interface
PC terminal interface for Mac OS is identical to the modern web-version interface. Your clients will easily start trading in the new terminal.
Download UTIP PC terminal for Mac OS.
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In the new version of Web Terminal 1.12.0.0 the training account can be opened by just 1 click. The trader is not required to fill registration forms and enter personal information. Saving time on these procedures the user can immediately get into the terminal interface and get acquainted with its opportunities.
To maintain normal server health, the training accounts are automatically deleted in 24 hours.
Guest mode has been integrated into web- and mobile terminals and can be deactivated at broker’s request.
Contact Sales Department for more details regarding new version of Web Terminal.
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