CRM Version Release Notes
CRM Client Portal User Guide
  • CRM Version Release Notes
  • 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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On this page
  • Summary
  • 1) Dynamic Leverage Settings
  • 2) Enhanced Prop Trading Dashboard
  • 3) Optimized Draft & Publish Function
  • 4) Download Requests List
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V7.15.0 - Prop Trading Enhancements

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

PreviousV7.16.0 - Multi-Module OptimizationsNextV7.14.0 - Prop Trading 1 Step-Challenge, Tailored Profit Sharing and more!

Last updated 8 months ago

Released Date - 21 June 2024

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.

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.

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!

Summary

  1. : Gain the freedom to adjust default leverage for active prop challenges without affecting current participants, letting you easily adapt to prevailing risks.

    • : Profit and loss data is now updated every 10 minutes, providing traders more real-time insights into challenge progress.

    • : Traders participating in multiple challenges can quickly navigate between active or inactive trading accounts with unprecedented ease.

    • : Traders now have the option to select different timeframes for their balance and equity data charts, enabling customized analysis based on individual preferences.

    • : Easily cancel and delete drafts that are outdated or no long required.

    • : Changes in drafts are highlighted for easy verification before publishing, minimizing errors and ensuring accurate publishing of challenges.

  2. : Export and download the complete list of prop trading requests, including detailed client information, for more actionable and targeted follow-up.

1) Dynamic Leverage Settings

You now gain the freedom to adjust default leverage for active prop challenges without affecting current participants, letting you easily adapt to prevailing risks.

To do so, follow these steps:

  1. Navigate to Prop Trading > Challenge Settings.

  2. Locate the challenge you wish to modify and click the "Edit" icon.

  1. Navigate to "Challenge Rule".

  2. Amend the leverage accordingly.

  3. Click "Save and Exit".

  4. Proceed to publish your challenge.

Your clients will be able to view the updated leverage via the Client Portal.

2) Enhanced Prop Trading Dashboard

The Prop Trading dashboard has been enhanced for both you and your clients:

A) Real-Time PNL Update

Profit and loss data is now updated every 10 minutes, providing traders more real-time insights into challenge progress.

B) Account Status Visibility

Traders participating in multiple challenges can quickly navigate between active or inactive trading accounts with unprecedented ease.

C) Timeframe Selection

Traders now have the option to select different timeframes for their balance and equity data charts, enabling customized analysis based on individual preferences:

  1. Last 7 Days - data will be updated every 10 minutes

  2. Last 30 Days - data will be updated on a daily basis

3) Optimized Draft & Publish Function

A) Draft Cancellation

You can now easily cancel and delete drafts that are outdated or no long required.

To do so, follow these steps:

  1. Navigate to Prop Trading > Challenge Settings.

  2. Locate the drafts you wish to cancel.

  3. Click the "..." icon.

  1. Click "Remove Draft".

  2. The draft will be cancelled, and the challenge status will change from "Draft" to "Published".

  3. You cannot remove challenge drafts that have never been published. The "Remove Draft" function will not be displayed.

B) Highlighted Modifications

Changes in drafts are highlighted for easy verification before publishing, minimizing errors and ensuring accurate publishing of challenges.

4) Download Requests List

You can now export and download the complete list of prop trading requests, including detailed client information, for more actionable and targeted follow-up.

To download Prop Trading Requests, you will need to have the respective permissions:

  1. Download Prop Trading Participation Requests

  2. Download Prop Trading Live Stage Requests

To download prop trading requests, follow these steps:

  1. Navigate to "Approval".

  2. Select either "Prop Trading Participation" or "Prop Trading Live Step".

  1. Click the "Download" icon.

  2. A popup notice will appear to inform you that data is being generated. Click "Confirm" to proceed to the Download Center.

  3. You will be redirected to the Download Center. Click "Download" to download the file.

Dynamic Leverage Settings
Enhanced Prop Trading Dashboard
Real-Time PNL Update
Account Status Visibility
Timeframe Selection
Optimized Draft & Publish Function
Draft Cancellation
Highlighted Modifications
Download Requests List