With the latest release of the UTIP CRM 2.36.0, users can now access a new client card. It has been rewritten on an advanced engine, giving it a more sophisticated appearance and extended functionality. The UTIP Mobile Trader’s Room 1.16.0 has also been upgraded, featuring a user-friendly menu.
UTIP CRM: Redesigned Client Card
Rewritten to a new engine. The tabs in the client card have been completely rewritten using React. Therefore, the interface became faster and more responsive. We also redesigned pages and improved their performance.
New buttons for prompt switching between clients. It is now possible to navigate between customers with a single click on the «Overview» page in the client card. This feature provides quick access to their data and streamlines multi-tasking.
View the trader’s current balance by account. The update ensures an instant and seamless connection to key financial information, thus facilitating better management and interaction between administrative staff and traders.
Added a bulk operation to delete all notes by clients. This feature makes it easier and more efficient to manage notes by customers. You can delete them all at once in a single step. The solution saves time and improves the overall data management process.
UTIP Mobile Trader’s Room: New menu
All sections of the Trader’s Room and Mobile Terminal are displayed in the new menu. Increase the conversion rate of account replenishment, streamline the user experience with trading and account top-ups, and minimize the algorithm required to take actions. Hence, your market player can seamlessly transition from funding to trading.
Feel free to contact our sales department for more information about the UTIP CRM 2.36.0 and UTIP Mobile Trader’s Room 1.16.0.
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The UTIP WebTerminal New 2.10.0 has been updated with a new type of stop order value setting, a new terminal color mode and volume presets in the »New order» window. The UTIP Mobile »My Trading» has been upgraded with the main menu and trading panel in the Chart module.
UTIP WebTerminal New: a new type for setting stop orders— in Profit
Previously, stop orders were set on the basis of points and outright price. Now, while setting, a trader views indicated profits to be taken out or losses to be incurred by putting Take profit or Stop Loss accordingly. The expected profit from the stop order execution is also displayed when stop orders are placed in Price and Points.
This allows market participants to track their profit or loss when setting or changing stop orders. If the trader fails to reach a profitable outcome, the stop order can be changed with an automatic recalculation of all values.
UTIP WebTerminal New: volume presets
The presets for volume position when placing orders have been updated. Currently, the order window keeps the last chosen volume, as well as a maximum lot volume for the order being placed. All presets are shown in a drop-down.
UTIP WebTerminal New: new color mode
The dark mode has become available in the terminal. The palette of colors and shades groups well with a new terminal interface, keeping it highly functional and user-friendly.
UTIP Mobile “My Trading»: updated menu
User’s verification data and status are now displayed in the main menu. From there, you can go to the document download section.
A new «Trader’s Room» section has also been added to the menu. The feature list includes:
— Manage your accounts;
— Open a new account;
— Deposit or withdraw funds from the account and make transfers between them;
— View the payment history;
— Go to the tickets.
When selecting one of the «Trader’s Room» items, the trader will automatically log into the Trader’s Room. While leaving the «Trader’s Room» menu, market players are able to quickly turn back to the trading activity in the mobile terminal.This solution is geared to facilitate access to the necessary Trader’s Room features, reduce time from registration to the start of active trading and contribute to deposit boost and the loyalty of traders.
For more information about the UTIP WebTerminal New 2.10.0 and UTIP Mobile “My Trading» 1.43.0, please contact the sales department.
Keep up with the latest product updates in the News section of our website.
Ho Chi Minh City will become the venue for the large-scale trading event in Vietnam on December 9. This will be the hub for bringing together traders, investors, technology providers, partners and other market representatives in one spot. The Expo agenda will be interactively formatted and outlined with study seminars, hands-on workshops from Forex experts.
The UTIP representatives are expected to showcase their best solutions for brokers, highlight the advantages of using the UTIP CRM and trading platform. In addition, they will share the perspective of running a partnership program.
We look forward to meeting you in person at booth M12 to discuss the latest updates at UTIP Technologies Ltd.
See you at TRADERS FAIR & AWARDS VIETNAM HCMC!
Follow all the product updates and events in the «News» section on our website.