Learn about all the details of all our recent CRM updates here.
Last updated
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
In this new release, you will be prompted whenever a client’s passport or identification number is duplicated with your existing client. This will allow you to conduct proper KYC & due diligence on your client and flag out any potential fraudulent registrations.
The prompt will only be effective if the default KYC field “Identity Card/Passport Number” is enabled. Amending the KYC field name will not affect this function.
When reviewing a KYC request, a popup notification will appear to notify you that the clients’ passport or identification number duplicates with an existing client. You can decide to reject the KYC request and request client to verify / rectify the passport or identification number.
If you enabled KYC to be completed together with registration, the popup notification will appear when you are reviewing the registration request of the client.
This new function release will only affect MT5 clients.
On MT5, you can close trades using the “close by” method. This operation allows closing 2 opposite positions of the same symbol. This is only available for MT5 trading accounts that are in hedge mode.
In the previous release, commission rebate will not be paid out for trades closed using the “Close by” method. With this new update, commission rebate will be paid out to trades closed using the “close by” method.
If you close a trade using the “close by” method, commission rebate will be calculated and paid out for each trade closed.
For Example:
Buy 4 lots of XAUUSD
Sell 2 lots of XAUUSD
No commission rebate
Sell 2 lots of XAUUSD using close by:
Buy 4 lots of XAUUSD
Sell 2 lots of XAUUSD
Sell 2 lots of XAUUSD
Buy 2 lots of XAUUSD
Commission Rebate:
2 lots x commission rate
Commission Rebate:
2 lots x commission rate
Remaining open positions:
Buy 2 lots of XAUUSD
No commission rebate
Previously, when you select “Account Type is Visible”, your clients will be able to select the account types for their trading accounts when they are creating a new trading account. However, upon approval and creation of the trading account, they will not be able to view the account type selected.
In this new release, the account type is now visible to your clients via the Client Portal, providing them with a more comprehensive overview of their trading accounts.
Account Type is visible in the following areas:
Accounts > Trading Accounts
Funds
In this new release, request statuses on the mobile user interface are now color distinguished, allowing your clients to easily identify the status of their requests at a glance.
Color distinguishment is done in the following areas:
Client Portal > Trading Account > Request History
Client Portal > Funds > Request History
Client Portal > Client’s Requests
