---
description: Updated on 7 August 2025
---

# CRM Version Release Notes

### <mark style="color:red;">Latest Updates</mark>

{% content-ref url="v7.46.0-paysafe-integration" %}
[v7.46.0-paysafe-integration](v7.46.0-paysafe-integration)
{% endcontent-ref %}

We’re pleased to announce the integration of [**Paysafe**](https://www.paysafe.com/en/) with your CRM—a global payments platform designed to simplify transaction flows and enhance the funding experience for both forex brokers and traders. Known for its flexibility and speed, Paysafe enables secure card and wallet-based deposits through a single streamlined gateway.

With this integration, you can offer your clients a trusted, enterprise-grade solution that supports card payments (Visa, Mastercard, Amex with 3D Secure 2) and Skrill digital wallets. All transactions are processed via Paysafe’s secure infrastructure, allowing you to broaden your payment capabilities while ensuring full compliance and visibility over every transfer.

***

### <mark style="color:red;">June 2025 Updates</mark>

{% content-ref url="v7.45.0-screen-smarter-scale-faster-with-enhanced-prop-challenge-controls" %}
[v7.45.0-screen-smarter-scale-faster-with-enhanced-prop-challenge-controls](v7.45.0-screen-smarter-scale-faster-with-enhanced-prop-challenge-controls)
{% endcontent-ref %}

This release brings targeted enhancements to the Prop Trading module—giving you sharper control over trader evaluation, risk management, and commission logic. Manually promote standout traders, enforce stricter per-trade risk limits, and align IB commissions with discounted participation fees—enabling you to safeguard your business interests at every stage. Whether you're running a promotion or fine-tuning risk criteria, these updates help you stay agile without compromising your evaluation standards.

***

### <mark style="color:red;">May 2025 Updates</mark>

{% content-ref url="v7.44.0-2025-q2-quality-of-life-qol-update-part-3-daily-operational-efficiencies-in-focus" %}
[v7.44.0-2025-q2-quality-of-life-qol-update-part-3-daily-operational-efficiencies-in-focus](v7.44.0-2025-q2-quality-of-life-qol-update-part-3-daily-operational-efficiencies-in-focus)
{% endcontent-ref %}

This QOL update brings purposeful enhancements designed to improve your daily workflows. From expanded language support to smarter account management with safeguards against operational missteps, these upgrades deliver impact where it counts.

Whether you're integrating external tools, monitoring referral activity, or evaluating financial insights, you'll experience greater convenience—without added complexity.



{% content-ref url="v7.43.0-streamline-client-communication-with-the-new-notices-feature" %}
[v7.43.0-streamline-client-communication-with-the-new-notices-feature](v7.43.0-streamline-client-communication-with-the-new-notices-feature)
{% endcontent-ref %}

We’re introducing **Notices**—a powerful new tool that makes it easier than ever to deliver important updates, announcements, and alerts directly within the Client Portal.

&#x20;Whether it’s a planned system maintenance, regulatory update, or time-limited promotion, Notices ensure your message is seen by the right clients at the right time—reducing reliance on emails or external channels.

Fully customizable in appearance, language, recipients, and display duration, this feature gives you precise control over client-facing communication.



{% content-ref url="v7.42.0-2025-q2-quality-of-life-qol-update-part-2-continued-enhancements" %}
[v7.42.0-2025-q2-quality-of-life-qol-update-part-2-continued-enhancements](v7.42.0-2025-q2-quality-of-life-qol-update-part-2-continued-enhancements)
{% endcontent-ref %}

Our latest QOL release introduces a range of focused enhancements to improve your daily CRM operations. With refined KYC controls, enhanced notification options, and improved approval visibility, these updates are built to make your workflows more efficient and intuitive.

&#x20;Whether you're handling client requests, setting up accounts, or managing compliance, this update provides practical tools that help you stay organized, responsive, and in control—every step of the way.

***

### <mark style="color:red;">April 2025 Updates</mark>

{% content-ref url="v7.41.0-commission-retroactive-recalculation" %}
[v7.41.0-commission-retroactive-recalculation](v7.41.0-commission-retroactive-recalculation)
{% endcontent-ref %}

Managing IB commissions just got a lot easier. Our latest update introduces **Commission Recalculation**—a powerful tool that lets you revisit and resolve missed payouts with precision and control. This feature allows you to seamlessly recalculate and issue commission payments that were previously missed due to scenarios such as unassigned referrals, newly added product symbols, or commission schemes that were not fully configured.

You can choose to:

* Automatically recalculate commissions for trades with no prior payouts, or
* Manually trigger recalculations by uploading specific trade IDs—giving you full flexibility over the process.

This enhancement streamlines your back-office workflows while reinforcing trust with IBs through timely, transparent, and audit-ready payouts.



{% content-ref url="v7.40.0-luqapay-integration" %}
[v7.40.0-luqapay-integration](v7.40.0-luqapay-integration)
{% endcontent-ref %}

We’re pleased to announce the integration of [LuqaPay](https://luqapay.com/) with your CRM—a peer-to-peer payment solution built to simplify and modernize fund transfers. Designed for speed, flexibility, and transparency, LuqaPay connects your traders to a wider community network, allowing deposits and withdrawals to be automatically matched across the ecosystem—not just within your client base.

With this integration, you can offer your clients a streamlined alternative to traditional banking channels, while maintaining full visibility and control over transaction flows. Real-time balance tracking and automated fund reconciliation are available directly via the LuqaPay platform, ensuring operational efficiency at every step.

***

### <mark style="color:red;">March 2025 Updates</mark>

{% content-ref url="v7.39.0-customizable-prop-challenge-retry-fees" %}
[v7.39.0-customizable-prop-challenge-retry-fees](v7.39.0-customizable-prop-challenge-retry-fees)
{% endcontent-ref %}

We’re pleased to introduce "Customizable Retry Fees", a strategic new feature designed to enhance how traders engage with your prop challenges while opening new channels for revenue growth.

Retries were previously available at no cost by default. With this update, you can now choose to charge a fee for each retry attempt, adding a new layer of monetization to your challenge structure. Whether you prefer to keep retries free to maximize participation or assign fees to encourage more committed trading, this feature gives you the flexibility to align the retry experience directly with your business goals.



{% content-ref url="v7.38.0-google-analytics-ga-and-google-tag-manager-gtm-integration" %}
[v7.38.0-google-analytics-ga-and-google-tag-manager-gtm-integration](v7.38.0-google-analytics-ga-and-google-tag-manager-gtm-integration)
{% endcontent-ref %}

Wondering what’s really driving your conversions? Our latest CRM integration with Google Tag Manager (GTM) and Google Analytics (GA) delivers the answers, offering real-time tracking and behavioral insights across your entire brokerage funnel.

Notable client interactions such as registrations, KYC submissions, logins, and first deposits are automatically tracked and pushed to your Google Analytics account. GTM handles the tagging, while GA provides clear visibility into user behavior, conversion paths, and campaign performance — all without manual setup.

With live analytics, you can pinpoint drop-off points, measure ROI, and refine re-engagement strategies to turn insights into action.



{% content-ref url="v7.37.0-shuftipro-integration" %}
[v7.37.0-shuftipro-integration](v7.37.0-shuftipro-integration)
{% endcontent-ref %}

[ShuftiPro](https://shuftipro.com/) offers a comprehensive identity verification solution that covers Know Your Customer (KYC), Know Your Business (KYB), and Anti-Money Laundering (AML) screening. With advanced AI-driven verification, real-time document authentication, and global coverage, ShuftiPro helps businesses enhance security, reduce fraud, and comply with regulatory requirements.

The integration of ShuftiPro with the CRM enhances KYC verification and AML screening with automated workflows, real-time risk detection, and global compliance coverage. Instantly verify clients against sanctions lists, PEP databases, and adverse media sources while streamlining onboarding with configurable verification rules and automated approvals. The seamless onboarding process accelerates account activation, allowing traders to start trading sooner.



{% content-ref url="v7.36.0-2025-q2-quality-of-life-qol-update" %}
[v7.36.0-2025-q2-quality-of-life-qol-update](v7.36.0-2025-q2-quality-of-life-qol-update)
{% endcontent-ref %}

Our QOL update introduces a range of quality-of-life improvements designed to enhance your day-to-day experience with the CRM. From enhanced wallet permissions to streamlined data entry and smarter engagement tracking, these updates focus on making your operations faster, simpler, and more intuitive—without compromising on power or control.

Whether you’re monitoring deposits, following up with leads, or analyzing client growth, this release is all about working smarter and giving you the tools to do more with less effort.

***

### <mark style="color:red;">February 2025 Updates</mark>

{% content-ref url="v7.35.0-unlock-greater-control-with-advanced-prop-trading-features" %}
[v7.35.0-unlock-greater-control-with-advanced-prop-trading-features](v7.35.0-unlock-greater-control-with-advanced-prop-trading-features)
{% endcontent-ref %}

The latest update to our prop trading module brings greater precision and flexibility to how you structure challenges and evaluate traders. With the introduction of the 'Profitable Days' criterion, customizable profit-sharing conditions, and challenge parameters that remain in effect during the live funded stage, you can more effectively assess consistency and reward top-performing traders. These enhancements streamline your evaluation process, ensuring that only the most disciplined and skilled traders maintain live funded accounts. Discover these new tools to refine your trader evaluation strategies.



{% content-ref url="v7.34.0-proactive-risk-management-with-trading-risk-alerts" %}
[v7.34.0-proactive-risk-management-with-trading-risk-alerts](v7.34.0-proactive-risk-management-with-trading-risk-alerts)
{% endcontent-ref %}

We’re excited to launch Trading Risk Alerts, the latest addition to our CRM marketplace, designed to help you maximize profits through proactive risk management.

With real-time email notifications on profit and loss (P\&L) and key trading metrics, your team can act instantly when predetermined thresholds are reached. Stay ahead of market fluctuations with instant, actionable insights to safeguard your trading environment and optimize decision-making.

***

### <mark style="color:red;">January 2025 Updates</mark>

{% content-ref url="v7.33.0-boost-your-support-experience-with-enhanced-email-notifications" %}
[v7.33.0-boost-your-support-experience-with-enhanced-email-notifications](v7.33.0-boost-your-support-experience-with-enhanced-email-notifications)
{% endcontent-ref %}

We're excited to roll out enhanced email notifications for the Ticket System module on the CRM. Designed to optimize support operations, these notifications keep both your team and clients informed at every step. From new ticket alerts to progress updates, managing support requests and follow-ups has never been easier.

With this feature, you'll deliver faster responses, maintain better communication, and prioritize client issues effectively, creating a more seamless support experience—all while improving internal efficiency.

***

### <mark style="color:red;">December 2024 Updates</mark>

{% content-ref url="v7.32.0-stay-ahead-with-automated-prop-trading-alerts" %}
[v7.32.0-stay-ahead-with-automated-prop-trading-alerts](v7.32.0-stay-ahead-with-automated-prop-trading-alerts)
{% endcontent-ref %}

We’re excited to introduce Prop Trading Alerts, a dynamic new feature designed to enhance client engagement throughout their prop challenge journey. With automated notifications that track key events—such as approaching trading deadlines, inactivity periods, loss thresholds, and profit achievements—clients will stay informed, motivated, and ready to act.

These alerts serve a dual purpose: they guide clients to take timely action, whether it’s resuming trading or managing risk, while also celebrating their progress and encouraging them to complete their challenges. With Prop Trading Alerts, you’ll not only optimize client experience but also drive higher participation and success in your prop business.&#x20;



{% content-ref url="v7.31.0-empowering-your-crm-with-enhanced-flexibility-and-control" %}
[v7.31.0-empowering-your-crm-with-enhanced-flexibility-and-control](v7.31.0-empowering-your-crm-with-enhanced-flexibility-and-control)
{% endcontent-ref %}

Your CRM just got a major upgrade! V7.31.0 introduces innovative tools and enhancements designed to simplify workflows, empower your team, and drive smarter operations. From advanced fund transfer management to automated MT5 account creation, this update prioritizes efficiency and control without compromising flexibility. With advanced referral tracking, intuitive admin capabilities, and actionable insights for your IBs, managing your business has never been easier. Explore these upgrades and see how they can transform the way you work!



{% content-ref url="v7.30.0-empower-your-ibs-with-prop-trading-insights" %}
[v7.30.0-empower-your-ibs-with-prop-trading-insights](v7.30.0-empower-your-ibs-with-prop-trading-insights)
{% endcontent-ref %}

We’re thrilled to introduce a powerful new update that enhances your IBs’ ability to track their downlines' prop trading performance. With the newly added dashboard, your IBs will now have an integrated view of their downlines’ participation status, fees collected, participation fee commission rebates, and profit-sharing amounts. They will also have access to detailed prop trading reports, offering deeper insights into downline performance. These updates are designed to streamline monitoring and empower your IBs with the tools they need to optimize their operations. Dive in to explore the full range of improvements!



{% content-ref url="v7.29.0-unlock-deeper-insights-with-the-new-prop-challenge-dashboard-and-data-type-functionality" %}
[v7.29.0-unlock-deeper-insights-with-the-new-prop-challenge-dashboard-and-data-type-functionality](v7.29.0-unlock-deeper-insights-with-the-new-prop-challenge-dashboard-and-data-type-functionality)
{% endcontent-ref %}

We’re excited to unveil the all-new Prop Challenge Dashboard—now more intuitive and powerful than ever. Designed to provide a clearer and more detailed overview of your prop trading business, it makes tracking key metrics like financial performance, participant numbers, and trader success rates simpler and more precise. The new 'Data Type' functionality lets you classify participants as test accounts or live clients, ensuring your data remains accurate and meaningful. We've also enhanced the Prop Challenge Reports with advanced analytics to help you make smarter, data-driven decisions. Dive in to explore these exciting updates

***

### <mark style="color:red;">November 2024 Updates</mark>

{% content-ref url="v7.28.0-streamlined-client-management-enhanced-api-features-and-improved-user-experience" %}
[v7.28.0-streamlined-client-management-enhanced-api-features-and-improved-user-experience](v7.28.0-streamlined-client-management-enhanced-api-features-and-improved-user-experience)
{% endcontent-ref %}

This latest release focuses on delivering a more efficient, integrated, and user-friendly experience. Key updates include a new system tag for tracking trading competition accounts, batch deletion of trading accounts, a new lead creation API for third-party integrations, and improved browsing flexibility for custom navigation links. Read on to find out more!



{% content-ref url="v7.27.0-reinforced-security-expanded-api-functions-and-reporting-improvements" %}
[v7.27.0-reinforced-security-expanded-api-functions-and-reporting-improvements](v7.27.0-reinforced-security-expanded-api-functions-and-reporting-improvements)
{% endcontent-ref %}

This latest release bolsters security, enhances API automation, streamlines email workflows, and introduces advanced reporting tools. Highlights include mandatory 2FA for password resets, detailed payment transaction insights via API, and jurisdiction-based filtering for targeted reporting. Read on to explore the full range of updates.

***

### <mark style="color:red;">October 2024 Updates</mark>

{% content-ref url="v7.26.0-full-integration-of-fortex-trading-platform-with-your-crm" %}
[v7.26.0-full-integration-of-fortex-trading-platform-with-your-crm](v7.26.0-full-integration-of-fortex-trading-platform-with-your-crm)
{% endcontent-ref %}

We’re thrilled to unveil the enhanced integration of the Fortex Trading Platform with our CRM. Previously tailored for Prop Trading Challenges, this upgrade now delivers full FX brokerage functionality. Brokers using Fortex can now access the industry’s most advanced multi-tier commissions system and an expanding API marketplace, all while efficiently managing clients, admins, and IBs within a single, unified platform.

***

### <mark style="color:red;">September 2024 Updates</mark>

{% content-ref url="v7.25.0-enhanced-data-analysis-and-reporting-features" %}
[v7.25.0-enhanced-data-analysis-and-reporting-features](v7.25.0-enhanced-data-analysis-and-reporting-features)
{% endcontent-ref %}

Our latest release boosts your CRM workflow with powerful new tools for data analysis and reporting. Notable enhancements include streamlined client sorting, advanced filtering options for reports, and more flexible lead source filters. These updates are designed to help you uncover insights faster and make data-driven decisions with confidence. Read on to explore the details!



{% content-ref url="v7.24.0-boost-your-prop-challenge-participation-with-new-promo-codes" %}
[v7.24.0-boost-your-prop-challenge-participation-with-new-promo-codes](v7.24.0-boost-your-prop-challenge-participation-with-new-promo-codes)
{% endcontent-ref %}

We’re thrilled to introduce **Promo Codes**, a versatile new feature designed to amplify your marketing strategies. Whether you use them as an alternative to, or in combination with Coupons, Promo Codes offer even more ways to engage clients and boost participation in your Prop Challenges.

Here’s a quick breakdown of these two powerful tools:

* **Coupons**: Digital discount vouchers automatically applied to clients’ next purchase—no manual claiming required.
* **Promo Codes (NEW)**: Unique codes that clients can manually enter at checkout to instantly unlock discounts—perfect for online marketing campaigns, referrals, or exclusive events.

This update enables easy creation of Promo Codes with options for fixed or percentage-based discounts and a range of customizable settings to align with your specific campaign goals.



{% content-ref url="v7.23.0-easily-configure-fortex-trading-commissions-in-your-crm" %}
[v7.23.0-easily-configure-fortex-trading-commissions-in-your-crm](v7.23.0-easily-configure-fortex-trading-commissions-in-your-crm)
{% endcontent-ref %}

Exciting news! Our latest update brings a major boost in efficiency to your Prop Challenge operations. Fortex commission settings are now seamlessly integrated into the CRM Back Office, allowing you to configure trading commissions for prop challenges all in one place. This enhancement streamlines your workflow, making commission management quicker and easier. Read on for all the details!



[v7.22.0-enhanced-kyc-account-management-and-compliance-features](v7.22.0-enhanced-kyc-account-management-and-compliance-features "mention")

Our latest release brings more control to your KYC, compliance, and account management processes. Key updates include flexible KYC configurations, improved status management with SumSub (our integrated KYC vendor), automated owner assignment, and the ability to apply client restrictions by nationality—ensuring seamless regulatory adherence. We’ve also expanded reporting for trading competitions to improve operational efficiency. Read on for more details!



[v7.21.0-multi-module-enhancements](v7.21.0-multi-module-enhancements "mention")

We’re excited to introduce several key enhancements in V7.21.0, designed to improve the user experience for both brokers and traders. Customizable two-factor authentication now allows clients to choose between email or authenticator app OTP based on their preferences. The updated dashboard offers deeper insights into deposit and withdrawal activities, providing a clearer overview of financial inflows and outflows. These updates, along with many other improvements, are focused on boosting efficiency and ease of use. Read on for a detailed look at these upgrades.

***

### <mark style="color:red;">August 2024 Updates</mark>

[v7.20.0-introducing-our-powerful-new-coupon-feature](v7.20.0-introducing-our-powerful-new-coupon-feature "mention")

We're thrilled to unveil a game-changing addition in our latest release: the Coupon function. Turn your promotions into powerful magnets for Prop Challenge participants. Our CRM's dynamic Coupon feature lets you craft irresistible offers, effortlessly attracting and retaining clients with tailored deals.

The Coupon function empowers you to create and manage discounts tailored to both new and existing clients. Choose between fixed or percentage-based discounts, set validity periods, and control usage limits. Additionally, you can choose from a variety of built-in coupon designs and styles to align with your corporate branding.&#x20;

With robust real-time tracking and management, you can monitor coupon performance, gain valuable insights, and even revoke coupons when needed. This feature is designed to boost participation in your prop trading challenges, driving client growth and deepening engagement.&#x20;

Explore more to see how this feature can elevate your business!&#x20;



[v7.19.0-enhanced-prop-challenge-monitoring-new-webhooks-and-improved-dashboard-insights](v7.19.0-enhanced-prop-challenge-monitoring-new-webhooks-and-improved-dashboard-insights "mention")

We are excited to announce several key enhancements to the Prop Trading System. Color-coded progress indicators now make it easier for participants to quickly track their overall progress across multiple parameters at a glance. We’ve also added new webhooks for prop challenges, enabling integration with third-party systems for a smoother workflow.

Referrals can now view prop trading requests within their network, gaining deeper insights into their activities. The newly optimized dashboard delivers deeper data insights for more informed decision-making.

Dive deeper to explore these exciting updates!

***

### <mark style="color:red;">July 2024 Updates</mark>

[v7.18.0-enhancements-to-trading-server-access-promotional-links-referral-settings-and-reports](v7.18.0-enhancements-to-trading-server-access-promotional-links-referral-settings-and-reports "mention")

This update introduces several key optimizations to your CRM. You can now configure which client groups can access specific trading servers, streamlining account openings across different servers. Plus, promotional links can now be paired with specific account types, ensuring a more targeted and tailored registration experience for your clients.

We’ve also introduced a new set of advanced settings to define which user types are authorized to refer clients, enhancing management of referral networks. Lastly, MT4 and MT5 reports have been improved to include the "reason" for each order, providing a comprehensive overview of the trade source—whether it’s from a client, dealer, or Expert Advisor.

Read on to discover more about these exciting enhancements!



[v7.17.0-full-integration-of-fortex-trading-platform-with-our-prop-trading-system](v7.17.0-full-integration-of-fortex-trading-platform-with-our-prop-trading-system "mention")

We are excited to announce that with the release of Version 7.17.0, Fortex is now fully integrated with our Prop Trading System. This integration allows you to effortlessly launch prop trading challenges and issue Fortex trading accounts directly to your clients.

***

### <mark style="color:red;">June 2024 Updates</mark>

[v7.16.0-multi-module-optimizations](v7.16.0-multi-module-optimizations "mention")

Exciting updates await in our latest release, focused on enhancing your CRM experience. Benefit from streamlined operations, improved flexibility in permissions, optimized deposit processes, and enhanced reporting capabilities. Stay ahead with these new enhancements designed to empower your operations and decision-making. Discover more below!\


[v7.15.0-prop-trading-enhancements](v7.15.0-prop-trading-enhancements "mention")

In this major upgrade to our Prop Trading System, you'll experience powerful new functions and expanded flexibility in managing your Prop Challenges. One standout feature is the ability to adjust leverage settings for ongoing challenges without disruption, giving you enhanced control over your risk management strategies.&#x20;

Furthermore, the prop trading dashboard has been optimized to deliver a more comprehensive, real-time display of critical data, significantly improving user experience for your clients. &#x20;

We’ve also made the process of creating and publishing prop challenges easier and more intuitive. Plus, you can now download prop trading requests, allowing for detailed, tailored analysis.

Dive deeper to discover more about these enhancements!



[v7.14.0-prop-trading-1-step-challenge-tailored-profit-sharing-and-more](v7.14.0-prop-trading-1-step-challenge-tailored-profit-sharing-and-more "mention")

Exciting times lie ahead as we offer you more options and flexibility for your Prop Trading Challenges, allowing you to stay ahead of your competitors! Now, you can create one-step challenges where clients pay a registration fee and instantly receive a funded live account.

In addition to automated profit sharing, you'll now have the option to manually configure profit sharing settlements, giving you full control over when profits are distributed to your traders.

With our expanded range of system-generated notifications in the CRM, both you and your clients will effortlessly stay informed via email or pop-up alerts on challenge outcomes and profit-sharing settlements. Keep reading to explore all the details and discover other exciting functionalities!

***

### <mark style="color:red;">May 2024 Updates</mark>

[v7.13.0-smart-fx-conversion-and-new-client-creation-api](v7.13.0-smart-fx-conversion-and-new-client-creation-api "mention")

In this update, we have rolled out a Smart FX conversion capability that allows you to customize your exchange rate sources and easily integrate the rates within your CRM. This new function allows greater flexibility and precision in managing exchange rates for multi-currency transactions.&#x20;

Furthermore, we have introduced a new "Client Creation" API. This API enables integration with third-party platforms and allows client accounts to be automatically created in the CRM, using information from the existing platform. This means that external systems such as a lead generation system or KYC system can automatically initiate an account creation process in the CRM, making client onboarding quicker and absolutely seamless.&#x20;

Additionally, we've implemented automatic device recognition during PSP transactions to ensure user interface compatibility across all device types, thereby enhancing the security and tracking of all payment transactions.&#x20;



[v7.12.0-fireblocks-integration](v7.12.0-fireblocks-integration "mention")

We are thrilled to announce the integration of Fireblocks Vault with our CRM, a digital asset provider trusted by some of the world's leading banks and institutions. Fireblocks empowers brokers to seamlessly manage cryptocurrency deposits and withdrawals with enhanced protection. By leveraging Fireblocks' enterprise-grade infrastructure, you can ensure both the safety and efficiency of your clients' crypto transactions. Keep reading to learn more!



[v7.11.0-revamped-prop-user-interface](v7.11.0-revamped-prop-user-interface "mention")

It's showtime. Our new Prop Challenge UI has landed in Version 7.11.0!&#x20;

This update is all about enhancing user experience and making challenges easier to navigate. With the redesigned challenge cards, your traders can effortlessly compare and pick their desired challenges. Payment is now a breeze with one-click participation, and traders participating in multiple challenges can easily keep tabs on all their progress with the intelligent overview feature.

Admins will also welcome the new edit & publish functions making challenge creation ever so easy. Discover these and other enhancements in this release!

***

### <mark style="color:red;">April 2024 Updates</mark>

[v7.10.0-introducing-new-commission-schemes-for-prop-trading-challenge-fee](v7.10.0-introducing-new-commission-schemes-for-prop-trading-challenge-fee "mention")

Version 7.10.0 brings about major updates to the commission options for Prop trading challenges. Now, you have the flexibility to customize your prop challenge fee payout structure based on Rank Commission, Overriding Commission or Same Rank Bonus, allowing a host of options to attract and retain your referrers.

***

### <mark style="color:red;">March 2024 Updates</mark>

[v7.9.0-optimizations-across-multiple-modules](v7.9.0-optimizations-across-multiple-modules "mention")

In our most recent update, we've focused on optimizing essential CRM modules. Key improvements include expedited onboarding with the ability to opt out of email OTP verification during account registration. Furthermore, trading reports are now automatically generated by default, and editing promotional link domains is now a seamless process without the need for recreation. Additionally, we have refined the user interface to enhance navigation and intuitiveness. Discover the details of these updates and enhancements below.



[v7.8.0-stripe-integration](v7.8.0-stripe-integration "mention")

Good news to all Prop Firms! Version 7.8.0 features a full integration with [Stripe](https://stripe.com/) - a new payment channel addition exclusively for prop trading. Simply enable the feature within your CRM marketplace, register for a Stripe account and you are all set to onboard Prop Challenge participants all from every corner of the globe. Read on for more details on this exciting release.

***

### <mark style="color:red;">February 2024 Updates</mark>

[v7.7.0-revamped-deposit-interface-and-prop-challenge-direct-purchase-function](v7.7.0-revamped-deposit-interface-and-prop-challenge-direct-purchase-function "mention")

This new release spots a deposit interface overhaul, introducing intuitive icons on a streamlined single page for easy navigation. In addition, your clients can now directly purchase a package to participate in challenges, bypassing the need for an initial e-wallet deposit. These enhancements promise a smoother user experience. Additionally, we've optimized the MT4 comprehensive report extension and trading server display, further enhancing the overall functionality of our CRM.



[v7.6.0-prop-trading-system-major-update-auto-profit-sharing-enhanced-configurations-and-more](v7.6.0-prop-trading-system-major-update-auto-profit-sharing-enhanced-configurations-and-more "mention")

This major release brings a host of updates to our Prop Trading System, elevating experiences for both end users and administrators. Now, Prop Firms can effortlessly calculate and distribute profit sharing not only to challengers but IB/referrals as well, offering a powerful incentive to attract more participants. Furthermore, the challenge setup process has been refined for enhanced intuitiveness and flexibility, such as assigning challenges based on client groups, non-disruptive challenge terminations and more. Dive in to explore the full spectrum of improvements!

***

### <mark style="color:red;">January 2024 Updates</mark>

[v7.5.0-introducing-a-new-dimension-in-ib-commission-module-and-system-pop-up-notification-to-clients](v7.5.0-introducing-a-new-dimension-in-ib-commission-module-and-system-pop-up-notification-to-clients "mention")

In this update, we’re thrilled to introduce an extension to our IB commission payout module. Now, alongside volume, spread, and profit-based payouts, you can reward your IBs based on commissions configured on your trading platform. Any commissions charged within your MT4, MT5, cTrader, Sirix and ZeroX are synchronized in real-time with the CRM, allowing you to distribute a percentage of these trading platform commissions directly to your IBs. This robust feature not only provides the flexibility to transform a direct platform commission into a multi-tiered reward system, but also ignites synergies for growth and collaboration within your IB network.

Additionally, system popup notifications are now extended to your clients as well! Your clients no longer need to sift through emails for updates. The enhanced notification function sends automatic pop-up notifications within the CRM, promptly informing clients about request updates such as approvals or rejections. Stay connected and streamline client interactions effortlessly.

***

### <mark style="color:red;">December 2023 Updates</mark>

[v7.4.0-prop-trading-challenge-optimization-advanced-analytics-and-enhanced-functions](v7.4.0-prop-trading-challenge-optimization-advanced-analytics-and-enhanced-functions "mention")

This release brings pivotal enhancements to the Proprietary Trading Challenge system. Notable improvements include more frequent equity monitoring, now calculated every 10 minutes and a more intuitive "participants" tab that now offers detailed snapshots of traders' status. Furthermore, we've streamlined the admin process with automated approval options, challenge duplication and more!



[v7.3.0-embrace-the-new-calendar-experience-and-optimized-deposit-and-commission-payout-process](v7.3.0-embrace-the-new-calendar-experience-and-optimized-deposit-and-commission-payout-process "mention")

In this new release, we're excited to present the all-new Calendar function—a powerful tool designed to help your team effortlessly manage tasks by providing a comprehensive overview of assignments and their corresponding deadlines. Stay organized and on top of your schedule with this intuitive feature.

We've also fine-tuned our PSP deposit settings to offer you greater flexibility. Now, you have the ability to adjust the deposit amounts submitted by your clients, ensuring they align precisely with the funds received in your PSP. This optimization allows you greater control in streamlining transactions and avoid administrative hassle.&#x20;

Furthermore, we understand the importance of efficiency in your IB commission processes. With the latest update, you can now choose to disable the display of zero commission data. This thoughtful enhancement not only helps declutter your CRM but also contributes to a more effective commission payout system for your IBs.

***

### <mark style="color:red;">November 2023 Updates</mark>

[v7.2.0-elevating-your-business-with-twilio-verify-and-mt4-advanced-account-report-extension](v7.2.0-elevating-your-business-with-twilio-verify-and-mt4-advanced-account-report-extension "mention")

In this update, we're proud to present the seamless integration Twilio Verify into our CRM. This integration enhances your security measures by offering clients a diverse array of reliable verification methods. With Twilio Verify, clients now have the flexibility to opt for 2FA via various channels, such as voice, messaging, and WhatsApp during the onboarding process. Bid farewell to the constraints of email OTP verifications and empower your clients to select the verification method that best suits their preferences.

Furthermore, we've also harnessed the power of MT4 data to create supercharged account reports to provide you unprecedented perspectives and profound insights to your business including clients' performance, trading preferences, and strategies. Additionally, it offers a valuable tool to assess the sustainability of your IB business model. With MT4 Advanced Account Reports, you can make informed decisions that drive your business forward with confidence.

***

### <mark style="color:red;">October 2023 Updates</mark>

[v7.1.0-game-changer-trading-competitions-unleashed](v7.1.0-game-changer-trading-competitions-unleashed "mention")

Get ready to excite your traders with our latest feature: The Trading Competition module. Amp up the trading thrill by hosting trading competitions for your traders to battle it out for the top spot and win enticing prizes. Launch competitions with unprecedented ease complete with leadership boards and the flexibility to automatically distribute rewards. Install the module today and create an electrifying experience for your traders!



[v7.0.0-unveiling-the-exciting-world-of-proprietary-trading-challenges](v7.0.0-unveiling-the-exciting-world-of-proprietary-trading-challenges "mention")

We are thrilled to introduce our latest CRM module, the Proprietary Trading (Prop) Challenge. This powerful addition empowers you to effortlessly launch engaging Prop Challenges, enticing clients to participate and showcase their trading skills. Successful traders earn access to funded live trading accounts, making it a compelling feature to attract and reward skilled traders. Join us in revolutionizing your business! Please note that Prop Trading Challenge is currently available for MT4 and MT5 only.

***

### <mark style="color:red;">August 2023 Updates</mark>

[v6.14.0-withdrawal-webhook](v6.14.0-withdrawal-webhook "mention")

We are thrilled to unveil the new Withdrawal Webhook feature within our CRM. This enhancement empowers you to effortlessly and securely submit withdrawal requests directly from the CRM to a designated destination URL using Webhooks. With this innovative addition, you can now seamlessly streamline your withdrawal process and enhance operational efficiency.



[v6.13.0-new-commission-payout-method-and-rebate-currency-selection](v6.13.0-new-commission-payout-method-and-rebate-currency-selection "mention")

We're thrilled to introduce the new Profit Percentage commission payout method, enabling you to reward IBs based on a percentage of traders' profits. Additionally, we've incorporated a flexible feature allowing you to set commission rebates in either USD or the trading account's base currency.



[v6.12.0-match2pay-withdrawal-and-mandatory-2-factor-authentication](v6.12.0-match2pay-withdrawal-and-mandatory-2-factor-authentication "mention")

Exciting news! Our latest CRM version release comes with two fantastic updates to enhance your experience. You can now easily withdraw funds using Match2Pay, alongside the existing deposit feature. Additionally, we've made our CRM even more secure by introducing mandatory 2-factor authentication (2FA).

***

### <mark style="color:red;">July 2023 Updates</mark>

[v6.10.0-risk-management-dashboard](v6.10.0-risk-management-dashboard "mention")

Introducing our latest release featuring the new risk management dashboard. This powerful tool allows you to track your profits over time and provides projected profit analysis based on the hybrid A/B book risk management model. You will also have valuable insights on the top five most profitable traders and the top five traders with the most losses. This enables you to make more informed decisions as a broker, optimizing your A-book and B-book strategies to maximize returns.

***

### <mark style="color:red;">June 2023 Updates</mark>

[v6.7.5-match2pay-integration](v6.7.5-match2pay-integration "mention")

We are pleased to announce the integration of Match2Pay, a cryptocurrency Payment Service Provider (PSP), with our CRM platform. This integration allows you to offer your clients an additional payment gateway option specifically tailored for cryptocurrencies. By leveraging Match2Pay's expertise in cryptocurrency transactions, you can provide secure and efficient processing for your clients' cryptocurrency payments. Stay ahead of the competition and enhance your service offerings by utilizing this new integration.

***

### <mark style="color:red;">May 2023 Updates</mark>

[v6.5.0-sumsub-integration](v6.5.0-sumsub-integration "mention")

We're thrilled to share that our latest release includes full integration with SumSub, an all-in-one KYC verification platform that can help catch fraudsters and ensure your business meets compliance regulations worldwide. With this new integration, you can enhance your KYC and due diligence checks on clients, giving you peace of mind that your business is secure.

***

### <mark style="color:red;">April 2023 Updates</mark>

[v6.4.0-launch-of-ai-editor-and-addition-of-client-and-leads-activity-logs](v6.4.0-launch-of-ai-editor-and-addition-of-client-and-leads-activity-logs "mention")

In this new release, we are excited to announce the addition of a new application, the AI Editor, to our CRM marketplace. This application is designed to help you create stunning email templates and custom client pages with ease. In addition, we have incorporated activity logs for your clients and potential leads. This will allow you to keep track of their progress and stay up to date with their current status.

***

### <mark style="color:red;">March 2023 Updates</mark>

[v6.2.0-aircall-integration-and-optimization-of-clients-and-leads-details-page](v6.2.0-aircall-integration-and-optimization-of-clients-and-leads-details-page "mention")

Our this release includes a seamless integration of AirCall with our CRM. AirCall is a cloud-based phone system and call center that makes phone support a breeze. Now, you can effortlessly call your clients directly from the CRM and provide real-time support to address any issues they may have, thereby strengthening your customer relationships. Additionally, we've made optimizations to the Clients & Leads Details Page, presenting you with a comprehensive overview of all your clients' and leads' activities in one convenient location. This update is designed to enhance your experience and streamline your workflow, enabling you to provide exceptional customer service.

***

### <mark style="color:red;">January 2023 Updates</mark>

[v5.15.0-optimizations-to-pwa-and-automatic-deposit-function](v5.15.0-optimizations-to-pwa-and-automatic-deposit-function "mention")

In this release, we have optimized the Progressive Web Application (PWA) for your CRM Client Portal to be now available on mobile. Your clients will be able to install the CRM client portal as a mobile application, providing them with an enhanced user experience. Furthermore, enhancements have been made to the automatic deposit function, allowing you to manage your clients’ deposit operations more efficiently.



[v5.14.5-launch-of-pwa-application-for-crm-client-portal](v5.14.5-launch-of-pwa-application-for-crm-client-portal "mention")

In this new release, we have launched the Progressive Web Application (PWA) for your CRM Client Portal. Your clients will be able to install the CRM client portal as a desktop or mobile application, providing them with an enhanced user experience.

***

### <mark style="color:red;">December 2022 Updates</mark>

[v5.13.0-multiple-kyc-forms-for-different-kyc-requirements](v5.13.0-multiple-kyc-forms-for-different-kyc-requirements "mention")

In this release, you can now create multiple KYC forms and customize the fields to cater to different KYC requirements. This allows your onboarding process to cover a full spectrum of KYC requirements for different client types (e.g. corporate or retail clients) and jurisdictions.



[v5.12.1-newly-added-email-design-templates](v5.12.1-newly-added-email-design-templates "mention")

In this release, we have added 4 new email design templates for you to choose from - geometric, minimalist, vivid and formal. Select your preferred email design, apply it to all emails and improve your corporate branding now!

***

### <mark style="color:red;">**November 2022 Updates**</mark>

[v5.12.0-addition-of-system-tags-and-optimization-of-filtering-options](v5.12.0-addition-of-system-tags-and-optimization-of-filtering-options "mention")

In this release, we have added automatically generated system tags to the CRM, providing you a comprehensive overview of your clients at a quick glance. Furthermore, the filtering option has been optimized, allowing you to search and filter for clients more efficiently.



[v5.11.0-new-task-function-and-enhancement-of-client-dashboard](v5.11.0-new-task-function-and-enhancement-of-client-dashboard "mention")

In this release, a new task function has been added allowing you to create tasks, assign tasks to the respective teams and view task statuses. This allows your team to better manage clients’ requests, follow up on them more efficiently and improve customer relationship. Furthermore, the client portal dashboard has also been enhanced to provide your clients a more comprehensive overview of their accounts.



[v5.10.0-new-tier-upgrade-function-optimization-of-deposit-and-kyc-settings-and-customizable-report](v5.10.0-new-tier-upgrade-function-optimization-of-deposit-and-kyc-settings-and-customizable-report "mention")

In this release, a new tier upgrade function has been added, allowing you to set promotion criteria for your traders and IBs, and have them automatically upgraded to the next tier. Furthermore, you can setup daily deposit timeframes to better manage your operations and provide descriptions of your online deposit methods to your clients. Files uploaded by you on the KYC configuration module will now be shown on the CRM portal without clients having to download them. Depending on your business requirements, this new release also provides you the ability to restrict report timeframes that your clients can view or download.



[v5.9.0-new-ticketing-function-and-customization-of-exchange-rate-settings](v5.9.0-new-ticketing-function-and-customization-of-exchange-rate-settings "mention")

In this release, a new ticketing system has been added to your CRM to facilitate your customer service operations and improve customer relationship. Your clients will be able to submit enquiries via tickets, and you can easily track and manage them on your CRM. This function allows you to assign your tickets, track ticket statuses and resolve your client’s issues more efficiently. Furthermore, you can now customize multiple exchange rates for the same currency for different client groups now. Read on to find out more!



[v5.8.0-launch-of-new-tagging-functionality-and-optimization-of-clients-and-leads-details-tab](v5.8.0-launch-of-new-tagging-functionality-and-optimization-of-clients-and-leads-details-tab "mention")

In this release, you can now add tags to your clients and leads to provide a comprehensive overview of their profile and status. Customize your own tags, color code them and allow your team to understand all account profiles at a quick glance. Optimizations have also been done to clients and leads details to enhance readability of data. Read on to find out more!

***

### <mark style="color:red;">October 2022 Updates</mark>

[v5.6.0-customizable-user-interface-launch-of-new-email-design-templates-and-other-optimizations](v5.6.0-customizable-user-interface-launch-of-new-email-design-templates-and-other-optimizations "mention")

In this new release, you can now enhance your corporate branding by customizing your CRM portal to your own style preferences and upgrade the look of your emails by applying our pre-built email design templates. Other optimizations have been done to improve data analytics and streamline your operations. Read on to find out more!



[v5.5.0-chillpay-integration-enhancements-to-notifications-module-new-kyc-configuration-and-more](v5.5.0-chillpay-integration-enhancements-to-notifications-module-new-kyc-configuration-and-more "mention")

In this release, we are excited to present to you ChillPay as a newly integrated Payment Service Provider (PSP) on your CRM. You can now receive funds with ChillPay, which supports internet banking, mobile banking, debit and credit card payment, any many more. Open up a new deposit stream for your clients by registering and setting up ChillPay on your CRM now!

The notifications module has also been enhanced, allowing you to customize visibility permissions on all notifications and to reverse pop-up notifications sent to your clients. Bank card is also newly added into the KYC configuration module allowing you to customize your KYC process to suit your business needs.

***

### <mark style="color:red;">September 2022 Updates</mark>

[v5.4.1-paypal-integration](v5.4.1-paypal-integration "mention")

In this release, we are excited to present to you PayPal as a newly integrated Payment Service Provider (PSP) on your CRM. You can now receive funds with PayPal, debit cards and credit cards, giving your clients a more comprehensive and efficient fund deposit experience. Open up a new deposit stream for your clients by registering and setting up PayPal now!



[v5.4.0-enhancement-to-multiple-modules-and-optimization-of-mobile-user-interface](v5.4.0-enhancement-to-multiple-modules-and-optimization-of-mobile-user-interface "mention")

In this release, enhancements have been made to multiple CRM modules to streamline your operations. You will now receive prompts for duplicated passport or identification numbers of your clients, allowing you to conduct efficient client due diligence and KYC. Commission rebates will now be paid out to “close by” trades, covering the full suite of trading styles available on MT4 and MT5. Account types are now viewable from the client dashboard, providing your clients a more comprehensive overview of their trading accounts.

The mobile user interface has also been optimized, allowing you and your clients to easily distinguish the different statuses of multiple requests. You can now better manage and operate your business remotely!



[v5.3.15-enhancement-on-leads-module-and-new-bank-card-approval-function](v5.3.15-enhancement-on-leads-module-and-new-bank-card-approval-function "mention")

In this release, the leads module has been enhanced for you to better track the progress of your leads and manage your leads operation more efficiently. Explore this function now to increase your leads conversion rate!

A new bank card approval function has also been launched for you to monitor and control your company’s incoming and outgoing funds. Utilize this function to comply with third party payment restrictions and other regulatory requirements for your company.

***

### <mark style="color:red;">August 2022 Updates</mark>

[v5.3.0-marketplace-new-bonus-function](v5.3.0-marketplace-new-bonus-function "mention")

We are excited to launch a new bonus function on our CRM Marketplace. At only USD 200 per month, you can now create campaigns, customize payout criteria and reward your clients with bonus funds to trade more with you. Subscribe now for a 3 months free trial to explore the new bonus function.

***

### <mark style="color:red;">July 2022 Updates</mark>

[v5.2.25-improvements-to-withdrawal-process-permissions-for-leads-module-and-referral-tree-display](v5.2.25-improvements-to-withdrawal-process-permissions-for-leads-module-and-referral-tree-display "mention")

In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers' data and query data more conveniently, admin manager data more efficiently.

***

### <mark style="color:red;">June 2022 Updates</mark>

[v5.2.0-open-api-functionality](v5.2.0-open-api-functionality "mention")

In this version, customers can now obtain the required information through open API.



[v5.1.0-enhanced-trading-account-module-downline-filter-function-remote-login-prompts-and-more](v5.1.0-enhanced-trading-account-module-downline-filter-function-remote-login-prompts-and-more "mention")

In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers' data and query data more conveniently, admin manager data more efficiently.



[v5.0.0-enhancements-across-multiple-module](v5.0.0-enhancements-across-multiple-module "mention")

In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers' data and query data more conveniently, admin manager data more efficiently.

***

### <mark style="color:red;">May 2022 Updates</mark>

[v4.4.0-introducing-new-exchange-rate-sources-and-enhanced-email-notifications](v4.4.0-introducing-new-exchange-rate-sources-and-enhanced-email-notifications "mention")

In this version, we continue to pay attention to and improve the experience of admin, so that admin can use system more efficiently.

***

### <mark style="color:red;">Apr 2022 Updates</mark>

[v4.2.0-new-restart-gateway-and-domain-management-function](v4.2.0-new-restart-gateway-and-domain-management-function "mention")

In this version, we continue to pay attention to and improve the experience of admin, so that admin can use system more efficiently.

***

### <mark style="color:red;">Mar 2022 Updates</mark>

[v4.1.0-introducing-system-logs-demo-account-promotion-link-and-module-optimizations](v4.1.0-introducing-system-logs-demo-account-promotion-link-and-module-optimizations "mention")

In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers data and query data more conveniently, admin manager data more efficiently and more aware of system data changes.



[v4.0.0-introduction-of-new-ib-commission-payout-model-spread-percentage](v4.0.0-introduction-of-new-ib-commission-payout-model-spread-percentage "mention")

In this version, we continue to pay attention to and improve the experience of admin, so that admin can manage data more efficiently
