CRM Version Release Notes
CRM Client Portal User Guide
  • CRM Version Release Notes
  • V7.39.0 – Customizable Retry Fees for Prop Challenges
  • V7.38.0 - Google Analytics (GA) & Google Tag Manager (GTM) Integration
  • V7.37.0 - ShuftiPro Integration
  • V7.36.0 - 2025 Q2 Quality of Life (QOL) Update
  • V7.35.0 - Unlock Greater Control with Advanced Prop Trading Features
  • V7.34.0 - Proactive Risk Management with Trading Risk Alerts
  • V7.33.0 - Boost Your Support Experience with Enhanced Email Notifications
  • V7.32.0 - Stay Ahead with Automated Prop Trading Alerts
  • V7.31.0 - Empowering Your CRM with Enhanced Flexibility and Control
  • V7.30.0 - Empower Your IBs with Prop Trading Insights
  • V7.29.0 - Unlock Deeper Insights with the New Prop Challenge Dashboard & Data Type Functionality
  • V7.28.0 - Streamlined Client Management, Enhanced API Features & Improved User Experience
  • V7.27.0 - Reinforced Security, Expanded API Functions, and Reporting Improvements
  • V7.26.0 - Full Integration of Fortex Trading Platform with Your CRM
  • V7.25.0 - Enhanced Data Analysis and Reporting Features
  • V7.24.0 - Boost Your Prop Challenge Participation with New Promo Codes!
  • V7.23.0 - Easily Configure Fortex Trading Commissions in Your CRM
  • V7.22.0 - Enhanced KYC, Account Management & Compliance Features
  • V7.21.0 - Multi-Module Enhancements
  • V7.20.0 - Introducing Our Powerful New Coupon Feature
  • V7.19.0 - Enhanced Prop Challenge Monitoring, New Webhooks, and Improved Dashboard Insights
  • V7.18.0 - Enhancements to Trading Server Access, Promotional Links, Referral Settings, & Reports
  • V7.17.0 - Full Integration of Fortex Trading Platform with Our Prop Trading System
  • V7.16.0 - Multi-Module Optimizations
  • V7.15.0 - Prop Trading Enhancements
  • V7.14.0 - Prop Trading 1 Step-Challenge, Tailored Profit Sharing and more!
  • V7.13.0 - Smart FX Conversion & New Client Creation API
  • V7.12.0 - Fireblocks Integration
  • V7.11.0 - Revamped Prop User Interface
  • V7.10.0 - Introducing New Commission Schemes for Prop Trading Challenge Fee
  • V7.9.0 - Optimizations Across Multiple Modules
  • V7.8.0 - Stripe Integration
  • V7.7.0 - Revamped Deposit Interface & Prop Challenge "Direct Purchase" Function
  • V7.6.0 - Prop Trading System Major Update: Auto-Profit Sharing, Enhanced Configurations & More
  • V7.5.0 - Introducing a New Dimension in IB Commission Module & System Pop-Up Notification to Clients
  • V7.4.0 - Prop Trading Challenge Optimization: Advanced Analytics & Enhanced Functions
  • V7.3.0 - Embrace the New Calendar Experience & Optimized Deposit and Commission Payout Process
  • V7.2.0 - Elevating Your Business with Twilio Verify & MT4 Advanced Account Report Extension
  • V7.1.0 - Game Changer: Trading Competitions Unleashed!
  • V7.0.0 - Unveiling the Exciting World of Proprietary Trading Challenges
  • V6.14.0 - Withdrawal Webhook
  • V6.13.0 - New Commission Payout Method & Rebate Currency Selection
  • V6.12.0 - Match2Pay Withdrawal & Mandatory 2-Factor Authentication
  • V6.10.0 - Risk Management Dashboard
  • V6.7.5 - Match2Pay Integration
  • V6.5.0 - SumSub Integration
  • V6.4.0 - Launch of AI Editor & Addition of Client and Leads Activity Logs
  • V6.2.0 - AirCall Integration & Optimization of Clients & Leads Details Page
  • V5.15.0 - Optimizations to PWA & Automatic Deposit Function
  • V5.14.5 - Launch of PWA Application for CRM Client Portal
  • V5.13.0 - Multiple KYC Forms for Different KYC Requirements
  • V5.12.1 - Newly Added Email Design Templates
  • V5.12.0 - Addition of System Tags & Optimization of Filtering Options
  • V5.11.0 - New Task Function & Enhancement of Client Dashboard
  • V5.10.0 - New Tier Upgrade Function, Optimization of Deposit & KYC Settings and Customizable Report
  • V5.9.0 - New Ticketing Function & Customization of Exchange Rate Settings
  • V5.8.0 - Launch of New Tagging Functionality and Optimization of Clients & Leads Details Tab
  • V5.6.0 - Customizable User Interface, Launch of New Email Design Templates & Other Optimizations
  • V5.5.0 - ChillPay Integration, Enhancements to Notifications Module, New KYC Configuration and more
  • V5.4.1 - PayPal Integration
  • V5.4.0 - Enhancement to Multiple Modules & Optimization of Mobile User Interface
  • V5.3.15 - Enhancement on Leads Module & New Bank Card Approval Function
  • V5.3.0 - Marketplace - New Bonus Function
  • V5.2.25 - Improvements to Withdrawal Process, Permissions for Leads Module & Referral Tree Display
  • V5.2.0 - Open API Functionality
  • V5.1.0 - Enhanced Trading Account Module, Downline Filter Function, Remote Login Prompts and More
  • v5.0.0 - Enhancements Across Multiple Module
  • V4.4.0 - Introducing New Exchange Rate Sources and Enhanced Email Notifications
  • V4.2.0 - New Restart Gateway & Domain Management Function
  • V4.1.0 - Introducing System Logs, Demo Account Promotion Link, and Module Optimizations
  • V4.0.0 - Introduction of New IB Commission Payout Model: Spread Percentage
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  • 1) Exchange Rates
  • 2) Enhanced Email Notifications
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V4.4.0 - Introducing New Exchange Rate Sources and Enhanced Email Notifications

Learn about all the details of all our recent CRM updates here.

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Last updated 1 year ago

Released Date - 14 May 2022

In version 4.4.0, we are pleased to introduce several key enhancements to our platform. Firstly, we've integrated new exchange rate sources, ensuring accurate and reliable currency conversion for seamless transactions. Additionally, our templates have undergone improvements, enhancing their functionality and user experience.

1) Exchange Rates

We're thrilled to announce the addition of two new data sources for exchange rates: MT Manager and Liquidity Providers.

  • MT Manager: allows you to use a price feed from your own MT Manager, providing exchange rates directly from your trading platform.

  • Liquidity Providers: This source offers an aggregated price feed from liquidity providers.

2) Enhanced Email Notifications

You can now upload file attachments in your email notifications and email templates. This enables you to attach supporting documents or images for more comprehensive notifications, enriching your communication experience with your clients.