CRM Version Release Notes
CRM Client Portal User Guide
  • CRM Version Release Notes
  • 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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  • Key Function Highlights
  • 1) Permission Settings
  • 2) IB Prop Trading Dashboard
  • 3) IB Prop Trading Reports
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V7.30.0 - Empower Your IBs with Prop Trading Insights

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

PreviousV7.31.0 - Empowering Your CRM with Enhanced Flexibility and ControlNextV7.29.0 - Unlock Deeper Insights with the New Prop Challenge Dashboard & Data Type Functionality

Last updated 4 months ago

Released Date - 13 December 2024

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!

Key Function Highlights

  1. : This feature offers your IBs a snapshot of their downlines' prop trading activities. It provides essential data, including the number of downlines participating in prop challenges, participation fees paid, profit-sharing amounts received, and many more.

  2. : IBs can now access detailed reports on their downlines’ prop trading participation, commissions earned from prop trading activities, and profit-sharing payouts. These insights empower your IBs to track and optimize their downline performance more effectively.

1) Permission Settings

To grant your IBs access to prop trading insights, you'll need to enable the necessary permissions. Here's how:

1

Navigate to Client Group

  1. Navigate to Settings > Client Group.

  2. Find the Client Group you want to update and click the "View" icon.

2

Edit Client Group Permissions

  1. Click "Edit".

  2. Enable the "Prop Trading Statistics" permissions.

  3. You can also set the number of downline levels your IBs can view.

3

Save Your Changes

  1. Click "Save" to confirm the changes.

2) IB Prop Trading Dashboard

Once the necessary permissions have been granted, your IBs can view the Prop Trading Statistics by navigating to Referral > Prop Trading Statistics.

To access the IB Prop Trading Dashboard, click Overview.

IBs will be able to view the following data:

These insights are designed to give your IBs a clear understanding of their downlines' prop trading engagement and financial contributions. Data is refreshed daily, with the most recent update time displayed at the top.

3) IB Prop Trading Reports

IBs can now access detailed reports on their downlines’ prop trading participation, commissions earned from prop trading activities, and profit-sharing payouts. These insights empower your IBs to track and optimize their downline performance more effectively.

Reports are available under the "List" tab of Prop Trading Statistics.

IBs can toggle between the reports via the dropdown menu.

  1. Participants Report: Provides a list of downlines participating in prop challenges along with their respective statuses.

    1. IBs can apply filters such as challenge type, downline name, challenge status, and more for precise data analysis.

    2. Reports can be downloaded by clicking the "Download" button.

    3. For a detailed breakdown of a participant's prop challenge status, IBs can click the "View" icon.

    4. They will be redirected to the detailed prop challenge status page for the selected participant.

  2. Commission Report: Shows a list of participation fee commission payouts to downlines, including their statuses.

    1. IBs can filter the data by challenge.

    2. Reports can also be downloaded.

  3. Profit Sharing Report: Displays a list of profit-sharing payouts to downlines, along with their statuses.

    1. IBs can filter the data by challenge type.

    2. Reports can also be downloaded.

Unique Participants (Direct and Indirect)

  • Displays the total number of direct and indirect downlines who have participated in prop challenges.

  • If a single downline participates in multiple challenges, the data will show as 1.

Challenges Purchased (Direct and Indirect)

  • Reflects the total number of prop challenges purchased by direct and indirect downlines.

  • If a single downline purchases 2 challenges, the count will reflect as 2.

Total Participation Fee (Direct and Indirect)

  • Shows the total amount of participation fees paid by the IB’s direct and indirect downlines.

My Participation Fee Commissions

  • Displays the total IB commissions earned from the participation fees paid by their downlines.

  • IBs can click the "Details" icon to be redirected to the Transaction Report, where they can view a comprehensive breakdown of the Participation Fee Commission transactions.

My Profit Sharing

  • Highlights the total profit-sharing amount earned from their downlines' prop trading activities.

  • IBs can click the "Details" icon to be redirected to the Transaction Report, where they can view a comprehensive breakdown of the Profit Sharing transactions.

IB Prop Trading Dashboard
IB Prop Trading Reports