V7.47.0 - 2025 Q2 Quality of Life (QOL) Update Part 4: Smarter Client Operations
Smarter Tools. Seamless Control. Built for Brokers.
Released Date - 26 June 2025
This QOL release brings a series of practical updates to improve how you manage client accounts, agreements, transfers, and notifications. From greater flexibility in agreement configuration to safer batch actions and clearer transfer details, every enhancement is designed to streamline routine operations, reduce errors, and enhance client experience.
Whether you're onboarding clients, managing transfers, or customizing notifications, this release helps you operate with greater speed, accuracy, and control.
Key Function Highlights
Multiple Client Agreement Configuration: Previously limited to a single agreement, the system now allows you to configure multiple client agreements—such as a Master Agreement, Risk Disclosure, and Privacy Statement—for clients to acknowledge during trading account creation. This improves onboarding clarity and strengthens regulatory compliance.
Batch Deletion Confirmation: When deleting multiple clients, a confirmation summary now lists all selected accounts. You can review and modify the selection before proceeding, reducing the risk of accidental deletions.
Create Demo Accounts for Clients: You can now create demo accounts directly on behalf of clients. This simplifies the onboarding process and provides greater flexibility for testing or trial purposes.
Bonus Payout Cap Removed: The previous 100% cap on bonus payouts relative to deposit amounts has been lifted. This enables more dynamic promotional campaigns, including bonuses that exceed the initial deposit.
Client ID in Transfer Beneficiary Details: Client ID is now displayed alongside the account holder’s name in the transfer beneficiary field. This helps prevent confusion when beneficiaries have similar or identical names.
New Account Creation Notification: Clients now automatically receive an email after completing single-step registration. This message can be customized to include a welcome note and onboarding instructions.
MFA Deactivation Alert with IP Address: Multi-factor authentication deactivation emails now show the IP address that triggered the action—enhancing transparency and supporting security monitoring.
1) Multiple Client Agreement Configuration
Previously limited to a single agreement, the system now allows you to configure multiple client agreements—such as a Master Agreement, Risk Disclosure, and Privacy Statement—for clients to acknowledge during trading account creation. This improves onboarding clarity and strengthens regulatory compliance.
A) Permission Settings
To create new agreements, you will need to enable the respective permissions:
Read Agreements: gives you view-only permissions of agreements
Create Agreements: gives you the permission to create new agreements
Update Agreements: gives you the permission, to edit, disable and delete agreements
B) Create New Agreements
To create new agreements, follow these steps:
Create New Agreement
Navigate to "Settings" > "Agreement Settings".
Choose the agreement type you want to configure:
Open Account – for agreements shown during trading account creation
Third Party Transfer – for agreements shown during third-party transfers
Click "Create" to begin setting up a new agreement.
Configure New Agreement
Enter the Agreement Name.
Please note, if you configured an agreement in the CRM prior to this release, the system would automatically rename your agreement to "User Agreement and Risk Disclosure".
Click the "Language" icon to add the name in multiple languages, if needed. Click "Save".
Fill in the "Content"of the agreement.
Use the language tabs to switch between client-supported languages and enter content accordingly.
Click "Save" to create the agreement.
C) Agreement Operations
You will be able to perform the following operations:
Edit Agreement
Locate the agreement you want to edit and click the "Edit" icon.
Amend the name or content of your agreement as needed.
Click "Save".
Disable Agreement
By default, your agreement configured before this release—as well as all newly created agreements—will be enabled, allowing clients to view.
If you do not wish for clients to see a particular agreement, you can disable it at any time.
To do so, locate the agreement you wish to disable and click the "Disable" icon.
To re-enable the agreement, simply click the same icon again.
Delete Agreement
Locate the agreement you wish to delete and click the "Delete" icon.
A popup notification will appear for you to confirm your action.
Click "Confirm" to proceed with the deletion.
Sort Agreement
You can arrange your agreements in the order you want them to appear to clients.
To do so, click the "Sort" icon next to the agreement you wish to move, then drag and drop it to the desired position.
D) Application
The agreements you create will display differently depending on the "Interaction Mode" you select.
For Click Popup, agreements appear as follows:
Open Account
When your client submits a trading account request, they will see a checkbox below the form that they must tick to acknowledge the agreements.
All your agreement names will be listed there, and clients can click each name to read the full agreement.
Third Party Transfer
When your client submits a third-party transfer request, the same process applies.
A checkbox with the list of agreements for acknowledgment and clickable links to view the full text.
For Auto Popup, agreements appear as follows:
Open Account
When your client submits a trading account request, they complete the form and click “Save.”
The first agreement will then pop up for the client to read and confirm. If scrolling is required, the client must scroll to the end, check the acknowledgment box confirming they have read the agreement, and click “Confirm.”
After clicking “Confirm,” the next agreement will appear for the client to review and acknowledge in the same way.
Once the client has read and confirmed all agreements, the account request will be submitted automatically.
Third Party Transfers
The same process applies when clients submit third-party transfer requests.
2) Batch Deletion Confirmation
When deleting multiple clients, a confirmation summary now lists all selected accounts. You can review and modify the selection before proceeding, reducing the risk of accidental deletions.
This applies to batch deletion of clients, leads and trading accounts.
3) Create Demo Accounts for Clients
You can now create demo accounts directly on behalf of clients. This simplifies the onboarding process and provides greater flexibility for testing or trial purposes.
There's 2 ways to create demo accounts for clients:
Client Details Page
Trading Account Page
To create a demo account for your client via the Client Details page, follow these steps:
To create a demo account for your client via the Trading Accounts page, follow these steps:
4) Bonus Payout Cap Removed
The previous 100% cap on bonus payouts relative to deposit amounts has been lifted. This enables more dynamic promotional campaigns, including bonuses that exceed the initial deposit.
5) Client ID in Transfer Beneficiary Details
Client ID is now displayed alongside the account holder’s name in the transfer beneficiary field. This helps prevent confusion when beneficiaries have similar or identical names.
6) Enhanced Email Notifications
A) New Account Creation Notification
Clients now automatically receive an email after completing single-step registration. This message can be customized to include a welcome note and onboarding instructions.
To do so, follow these steps:
B) MFA Deactivation Alert with IP Address
Multi-factor authentication deactivation emails now show the IP address that triggered the action—enhancing transparency and supporting security monitoring.
To do so, follow these steps:
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