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 Equity Update
  • 2) Optimized Calculation Logic
  • A) Maximum Daily Loss
  • B) Maximum Loss
  • 3) Comprehensive Participants Page
  • 4) Automated Approvals
  • 5) Duplicate Prop Challenges
  • 6) Enhanced Reporting Tools
  • 7) Retry Attempt Display
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V7.4.0 - Prop Trading Challenge Optimization: Advanced Analytics & Enhanced Functions

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

PreviousV7.5.0 - Introducing a New Dimension in IB Commission Module & System Pop-Up Notification to ClientsNextV7.3.0 - Embrace the New Calendar Experience & Optimized Deposit and Commission Payout Process

Last updated 1 year ago

Released Date - 26 December 2023

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!

Summary

  1. : Stay informed with equity updates every 10 minutes for more precise and consistent monitoring.

  2. : We've fine-tuned the maximum loss and maximum daily loss calculations by incorporating equity changes, enhancing accuracy.

  3. : Gain deeper insights into your participants with new features such as progress bars for equity, profits and losses.

  4. : Have the option to enable automatic approval for all participation requests.

  5. : Easily replicate your successful challenges with the duplication function for simple setup and management.

  6. : Simplify data retrieval with date filters from challenge initiation, eliminating the need to recall specific start dates and ensuring the absence of non-data sets. Additional filtering options are available for obtaining precise data related to distinct packages and steps.

  7. : An upgraded interface now allows users a more intuitive and seamless experience for participants to navigate their retry opportunities.

1) Dynamic Equity Update

In this latest release, we've introduced an improvement in the frequency of equity updates. Now, equity is refreshed at a more frequent 10-minute interval. This enhancement ensures a more responsive and accurate monitoring experience, allowing you and your traders to stay better informed about real-time changes in equity, thereby enhancing the overall effectiveness of your trading activities.

2) Optimized Calculation Logic

We've also fine-tuned the calculation logic for both Maximum Daily Loss and Maximum Loss.

A) Maximum Daily Loss

  1. The CRM now compares the latest obtained equity with the equity at the end of the previous day to determine if the trader has reached the maximum daily loss threshold.

  2. Challenge fails when: Latest Equity - Previous Day Equity ≤ - Maximum Daily Loss

For Example:

Initial Equity: $10,000

Maximum Daily Loss = 5% x $10,000 = $500

Previous Day Equity
Latest Equity
Equity Change
Challenge Failed

$10,000

$11,000

$11,000 - $10,000 = $1,000

$1,000 ≥ - $500 Challenge has not failed.

$11,000

$8,500

$8,500 - $11,000 = -$2,500

-$2,500 ≤ -$500 Challenge has failed.

B) Maximum Loss

  1. The CRM now compares the latest obtained equity with the initial equity to determine if the trader has reached the maximum loss threshold.

  2. Challenge fails when: Latest Equity - Initial Equity ≤ - Maximum Loss

For Example: Initial Equity: $10,000

Maximum Loss = 10% x $10,000 = $1,000

Initial Equity
Latest Equity
Equity Change
Challenge Status

$10,000

$11,000

$11,000 - $10,000 = $1,000

$1,000 ≥ - $1,000 Challenge has not failed.

$10,000

$8,500

$8,500 - $11,000 = -$2,500

-$2,500 ≤ -$1,000 Challenge has failed.

3) Comprehensive Participants Page

We've enriched the participants page by introducing the following additional fields:

  1. Equity - Updated at every 10-minute interval.

  2. Max Daily Loss Progress Bar - Updated at every 10-minute interval.

  3. Max Loss Progress Bar - Updated at every 10-minute interval.

  4. Profit Target Progress Bar - Updated on a daily basis.

These additions provide a more detailed and dynamic snapshot of each participant's trading status, ensuring a comprehensive overview of their challenge progress and performance.

4) Automated Approvals

We have introduced a new feature that gives you the flexibility to enable automatic approval settings for prop challenge participation requests. With this option, client participation requests will be swiftly and automatically approved upon submission. This streamlined process ensures that clients receive their prop trading account credentials instantly, enabling them to commence trading without delays.

To configure the approval settings, follow these simple steps:

  1. Navigate to Settings > Approval Settings.

  2. Click "Edit".

  1. Scroll down and find "Participate in prop trading".

  2. Select "Automatically".

Click the "Save" icon to apply the changes.

5) Duplicate Prop Challenges

You now have the ability to duplicate prop challenge names, providing you with the flexibility to replicate names as needed. This streamlines the management of similar challenges, fostering efficient organization within your prop trading environment.

6) Enhanced Reporting Tools

Our reporting tools for prop challenge trade history have received an upgrade for added convenience:

  1. Date Filter

    • The date filter now automatically excludes dates before the prop challenge began, enhancing clarity on the start date of the prop challenge.

    • Selection of dates prior to the challenge start date is restricted.

    • This enhancement offers increased convenience, removing the need to recall the start date of the prop challenge and minimizing the risk of encountering empty data sets.

  2. New Filtering Options

    • Now, you can easily filter trade history using the new filtering options: package and step.

    • This improvement enables you to precisely focus on trade history data for a particular package or step, enhancing the accuracy of your analysis.

7) Retry Attempt Display

  1. Traders now have visibility into the remaining retry attempts for prop challenges.

  2. After each retry, the system will automatically update to display the remaining attempts available.

Dynamic Equity Update
Optimized Calculation Logic
Comprehensive Participants Page
Automated Approvals
Duplicate Prop Challenges
Enhanced Reporting Tools
Retry Attempt Display