Released Date - 21 February 2025

The latest update to our prop trading module brings greater precision and flexibility to how you structure challenges and evaluate traders. With the introduction of the 'Profitable Days' criterion, customizable profit-sharing conditions, and challenge parameters that remain in effect during the live funded stage, you can more effectively assess consistency and reward top-performing traders. These enhancements streamline your evaluation process, ensuring that only the most disciplined and skilled traders maintain live funded accounts. Discover these new tools to refine your trader evaluation strategies.

Key Function Highlights

1) New "Profitable Days" Criterion

You can now set a minimum number of days where traders must achieve a specified profit to pass the challenge. This ensures that only those with consistent profitability advance.

To setup the "Profitable Days" Criterion for your prop challenges, follow these steps:

Application

1. Traders will be able to view the Profitable Days criterion directly within the Prop Challenge. By clicking on it, they can access a detailed explanation of the requirement.
2. For each stage, the Profitable Days criterion will be displayed as "Min Profit - Min Days." For example, "8,000 USD - 3 Days." This means that the trader needs a minimum daily closed P&L of USD 8,000 for at least 3 days to fulfill this challenge requirement.

3. Additionally, they can track their progress for the Profitable Days criterion, with the option to hover over the tooltip for further clarification.

2) Customizable Profit-Sharing Conditions

Previously, as long as your traders were profitable, they would receive profit sharing. Now, you can define conditions for profit-sharing, such as minimum trading days or profit thresholds, ensuring rewards are granted only to traders who meet your performance expectations.

To configure Profit Sharing conditions, follow these steps:

Application

1. If profit-sharing settlement is set to automatic, the system will verify whether the trader meets the profit-sharing conditions on the settlement date. If the conditions are not met, profit sharing will not be triggered. If met, the system will calculate the profit-sharing amount and generate records in the profit-sharing report.

3) Funded Stage Challenge Requirements

You can now set clear criteria that traders must continue to meet to maintain their live funded accounts. This added layer of control ensures ongoing compliance, helping you identify those with consistent performance and long-term trading discipline.

The criteria that can be set for the final stage include:

• Minimum Trading Days (Optional)

• Minimum Trading Volume (Optional)

• Profitable Days (Optional)

• Profit Target - This becomes mandatory if any of the above criteria are set for the final stage

Once the conditions for the final stage are met, the challenge is marked as complete, the account is disabled for trading, and the final profit-sharing settlement, if applicable, is executed.

Released Date - 17 January 2025

We’re excited to launch Trading Risk Alerts, the latest addition to our CRM marketplace, designed to help you maximize profits through proactive risk management.

With real-time email notifications on profit and loss (P&L) and key trading metrics, your team can act instantly when predetermined thresholds are reached. Stay ahead of market fluctuations with instant, actionable insights to safeguard your trading environment and optimize decision-making.

Key Function Highlights:

1. Setup and Configure Risk Alerts: Effortlessly configure alerts to match your specific business needs, whether you're monitoring individual trading accounts, symbol groups, or both.

   1. Account Profit Alerts: Get instant notifications when a client’s trading P&L crosses predefined thresholds. This allows you to act quickly and efficiently to mitigate risks and safeguard your business.

   2. Symbol Profit Alerts: Monitor P&L for specific symbol groups and receive alerts when thresholds are reached. Gain valuable insights into market movements and volatility while enhancing your ability to manage risks proactively.

2. Customize Step-Up Thresholds: Enhance your Trading Risk Alerts by setting step-up values for thresholds, ensuring you receive additional notifications as subsequent thresholds are reached. This feature allows for layered monitoring, providing deeper insights into trading activities and enabling you to take timely actions at every critical stage.

3. Monitoring Interval: Tailor the monitoring interval to suit your business needs. By default, the system monitors profit every 5 minutes and sends alerts that meet your configured criteria. For more volatile security groups, you have the option to shorten the interval, ensuring faster detection of market changes and a more responsive approach.

4. In-Built Notification Tool: Use the built-in notification system to instantly deliver trading risk alerts to the appropriate decision-makers or operational teams. This ensures timely communication, keeps key stakeholders informed, and enables swift action when it matters most.

5. Symbol Report: Access a symbol report that provides insights into the P&L and volume for each symbol. Pinpoint symbols that demand closer attention, allowing you to refine your risk management strategy and stay proactive.

1) Marketplace Installation & Permission Settings

To start using Trading Risk Alerts, you’ll need to install it via the CRM Marketplace. Follow these steps to get started:

2) MT4 & MT5 Settings

1. This feature is exclusively available for MT4 and MT5.

2. For optimal performance, please ensure the following settings are configured within the MT4 and MT5 Administrator platforms:

   1. MT5 Configuration
   2. MT4 Configuration

3) Configuration of Trading Risk Alerts

You can configure two types of Trading Risk Alerts:

1. Account Profit Alert: Get instant notifications when a client’s trading P&L crosses predefined thresholds. This allows you to act quickly and efficiently to mitigate risks and safeguard your business.

2. Symbol Profit Alert: Monitor P&L for specific symbol groups and receive alerts when thresholds are reached. Gain valuable insights into market movements and volatility while enhancing your ability to manage risks proactively.

A) Account Profit Alert

To configure Account Profit Alert, follow these steps:

B) Symbol Profit Alert

To configure Symbol Profit Alert, follow these steps:

4) Edit, Disable & Delete Alerts

For Account Profit Alerts, you will have the ability to edit, disable or delete your alerts.

For Symbol Profit Alerts, you can edit or disable your alerts.

5) Symbol Report

Access a daily symbol report that provides insights into the P&L and volume for each symbol. Pinpoint symbols that demand closer attention, allowing you to refine your risk management strategy and stay proactive.

The data in this report is refreshed daily, providing you with accurate, real-time insights for better decision-making.

To view the report, simply click on "Symbol Report" in the side menu.

The Symbol Report will display the following data:

1. Symbol – Displays the symbols that have triggered the alerts.

2. Current P/L – Displays the closed P/L for the symbol. Data is retrieved according to the interval set for symbol alerts.

3. Current Volume – Displays the total lot size of all closed trades for the symbol. Data is retrieved according to the interval set for symbol alerts.

4. Current P/L Percentage – This is calculated using the formula: P/L Percentage = (Current P/L / Current Volume) * 100. Data is retrieved according to the interval set for symbol alerts.

5. Lowest Value – Records the lowest P/L value for the symbol within the day.

6. Highest Value – Records the highest P/L value for the symbol within the day.

7. Past 30 Mins P/L – Displays the total closed P/L of orders for the past 30 minutes.

8. Past 30 Mins Volume – Displays the total lot size of all closed orders in the past 30 minutes.

9. Past 30 Mins P/L Percentage – Calculated using the formula: (Past 30 Mins P/L / Past 30 Mins Volume) * 100.

You can select the trading platform for which you wish to view the symbol report by using the dropdown menu.

Additionally, you can search for specific symbols by entering the symbol name in the search bar.

Released Date - 13 January 2025

We're excited to roll out enhanced email notifications for the Ticket System module on the CRM. Designed to optimize support operations, these notifications keep both your team and clients informed at every step. From new ticket alerts to progress updates, managing support requests and follow-ups has never been easier.

With this feature, you'll deliver faster responses, maintain better communication, and prioritize client issues effectively, creating a more seamless support experience—all while improving internal efficiency.

Key Function Highlights

1. Notifications for Back Office Admins

   1. Instant New Ticket Alerts: Get notified the moment a new ticket is submitted, allowing quick assignment to ensure smooth and timely support.

   2. Ticket Assignment Updates: Receive alerts when a ticket is assigned to you, so you can stay informed and take action promptly.

   3. Client Response Alerts: Stay in sync with real-time notifications when a client responds, ensuring you never miss an opportunity to follow up quickly.

   4. Ticket Status Change Updates: Track support requests with ease by receiving updates whenever ticket statuses change. These alerts help your team stay aligned on next steps.

2. Notifications for Clients

   1. Response Notifications: Clients receive instant updates when your team responds, providing transparency and reassurance that their issues are being addressed.

   2. Ticket Status Updates: Notify clients whenever their ticket status changes, keeping them informed and confident in the progress of their request.

1) New Ticket Notifications

We’ve introduced new ticket notifications for both Back Office Admins and Clients to ensure seamless communication and efficient follow-ups.

For Back Office Admins:

For Clients:

2) Notification Recipients Configuration

You can configure the notification recipients to ensure relevant parties are notified for different alerts. To do so, follow these steps:

3) Notification Templates

Follow these steps to customize your notification templates:

Latest Updates

The latest update to our prop trading module brings greater precision and flexibility to how you structure challenges and evaluate traders. With the introduction of the 'Profitable Days' criterion, customizable profit-sharing conditions, and challenge parameters that remain in effect during the live funded stage, you can more effectively assess consistency and reward top-performing traders. These enhancements streamline your evaluation process, ensuring that only the most disciplined and skilled traders maintain live funded accounts. Discover these new tools to refine your trader evaluation strategies.

February 2025 Updates

We’re excited to launch Trading Risk Alerts, the latest addition to our CRM marketplace, designed to help you maximize profits through proactive risk management.

With real-time email notifications on profit and loss (P&L) and key trading metrics, your team can act instantly when predetermined thresholds are reached. Stay ahead of market fluctuations with instant, actionable insights to safeguard your trading environment and optimize decision-making.

January 2025 Updates

We're excited to roll out enhanced email notifications for the Ticket System module on the CRM. Designed to optimize support operations, these notifications keep both your team and clients informed at every step. From new ticket alerts to progress updates, managing support requests and follow-ups has never been easier.

With this feature, you'll deliver faster responses, maintain better communication, and prioritize client issues effectively, creating a more seamless support experience—all while improving internal efficiency.

December 2024 Updates

We’re excited to introduce Prop Trading Alerts, a dynamic new feature designed to enhance client engagement throughout their prop challenge journey. With automated notifications that track key events—such as approaching trading deadlines, inactivity periods, loss thresholds, and profit achievements—clients will stay informed, motivated, and ready to act.

These alerts serve a dual purpose: they guide clients to take timely action, whether it’s resuming trading or managing risk, while also celebrating their progress and encouraging them to complete their challenges. With Prop Trading Alerts, you’ll not only optimize client experience but also drive higher participation and success in your prop business.

Your CRM just got a major upgrade! V7.31.0 introduces innovative tools and enhancements designed to simplify workflows, empower your team, and drive smarter operations. From advanced fund transfer management to automated MT5 account creation, this update prioritizes efficiency and control without compromising flexibility. With advanced referral tracking, intuitive admin capabilities, and actionable insights for your IBs, managing your business has never been easier. Explore these upgrades and see how they can transform the way you work!

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!

We’re excited to unveil the all-new Prop Challenge Dashboard—now more intuitive and powerful than ever. Designed to provide a clearer and more detailed overview of your prop trading business, it makes tracking key metrics like financial performance, participant numbers, and trader success rates simpler and more precise. The new 'Data Type' functionality lets you classify participants as test accounts or live clients, ensuring your data remains accurate and meaningful. We've also enhanced the Prop Challenge Reports with advanced analytics to help you make smarter, data-driven decisions. Dive in to explore these exciting updates

November 2024 Updates

This latest release focuses on delivering a more efficient, integrated, and user-friendly experience. Key updates include a new system tag for tracking trading competition accounts, batch deletion of trading accounts, a new lead creation API for third-party integrations, and improved browsing flexibility for custom navigation links. Read on to find out more!

This latest release bolsters security, enhances API automation, streamlines email workflows, and introduces advanced reporting tools. Highlights include mandatory 2FA for password resets, detailed payment transaction insights via API, and jurisdiction-based filtering for targeted reporting. Read on to explore the full range of updates.

October 2024 Updates

We’re thrilled to unveil the enhanced integration of the Fortex Trading Platform with our CRM. Previously tailored for Prop Trading Challenges, this upgrade now delivers full FX brokerage functionality. Brokers using Fortex can now access the industry’s most advanced multi-tier commissions system and an expanding API marketplace, all while efficiently managing clients, admins, and IBs within a single, unified platform.

September 2024 Updates

Our latest release boosts your CRM workflow with powerful new tools for data analysis and reporting. Notable enhancements include streamlined client sorting, advanced filtering options for reports, and more flexible lead source filters. These updates are designed to help you uncover insights faster and make data-driven decisions with confidence. Read on to explore the details!

We’re thrilled to introduce Promo Codes, a versatile new feature designed to amplify your marketing strategies. Whether you use them as an alternative to, or in combination with Coupons, Promo Codes offer even more ways to engage clients and boost participation in your Prop Challenges.

Here’s a quick breakdown of these two powerful tools:

• Coupons: Digital discount vouchers automatically applied to clients’ next purchase—no manual claiming required.

• Promo Codes (NEW): Unique codes that clients can manually enter at checkout to instantly unlock discounts—perfect for online marketing campaigns, referrals, or exclusive events.

This update enables easy creation of Promo Codes with options for fixed or percentage-based discounts and a range of customizable settings to align with your specific campaign goals.

Exciting news! Our latest update brings a major boost in efficiency to your Prop Challenge operations. Fortex commission settings are now seamlessly integrated into the CRM Back Office, allowing you to configure trading commissions for prop challenges all in one place. This enhancement streamlines your workflow, making commission management quicker and easier. Read on for all the details!

Our latest release brings more control to your KYC, compliance, and account management processes. Key updates include flexible KYC configurations, improved status management with SumSub (our integrated KYC vendor), automated owner assignment, and the ability to apply client restrictions by nationality—ensuring seamless regulatory adherence. We’ve also expanded reporting for trading competitions to improve operational efficiency. Read on for more details!

We’re excited to introduce several key enhancements in V7.21.0, designed to improve the user experience for both brokers and traders. Customizable two-factor authentication now allows clients to choose between email or authenticator app OTP based on their preferences. The updated dashboard offers deeper insights into deposit and withdrawal activities, providing a clearer overview of financial inflows and outflows. These updates, along with many other improvements, are focused on boosting efficiency and ease of use. Read on for a detailed look at these upgrades.

August 2024 Updates

We're thrilled to unveil a game-changing addition in our latest release: the Coupon function. Turn your promotions into powerful magnets for Prop Challenge participants. Our CRM's dynamic Coupon feature lets you craft irresistible offers, effortlessly attracting and retaining clients with tailored deals.

The Coupon function empowers you to create and manage discounts tailored to both new and existing clients. Choose between fixed or percentage-based discounts, set validity periods, and control usage limits. Additionally, you can choose from a variety of built-in coupon designs and styles to align with your corporate branding.

With robust real-time tracking and management, you can monitor coupon performance, gain valuable insights, and even revoke coupons when needed. This feature is designed to boost participation in your prop trading challenges, driving client growth and deepening engagement.

Explore more to see how this feature can elevate your business!

We are excited to announce several key enhancements to the Prop Trading System. Color-coded progress indicators now make it easier for participants to quickly track their overall progress across multiple parameters at a glance. We’ve also added new webhooks for prop challenges, enabling integration with third-party systems for a smoother workflow.

Referrals can now view prop trading requests within their network, gaining deeper insights into their activities. The newly optimized dashboard delivers deeper data insights for more informed decision-making.

Dive deeper to explore these exciting updates!

July 2024 Updates

This update introduces several key optimizations to your CRM. You can now configure which client groups can access specific trading servers, streamlining account openings across different servers. Plus, promotional links can now be paired with specific account types, ensuring a more targeted and tailored registration experience for your clients.

We’ve also introduced a new set of advanced settings to define which user types are authorized to refer clients, enhancing management of referral networks. Lastly, MT4 and MT5 reports have been improved to include the "reason" for each order, providing a comprehensive overview of the trade source—whether it’s from a client, dealer, or Expert Advisor.

Read on to discover more about these exciting enhancements!

We are excited to announce that with the release of Version 7.17.0, Fortex is now fully integrated with our Prop Trading System. This integration allows you to effortlessly launch prop trading challenges and issue Fortex trading accounts directly to your clients.

June 2024 Updates

Exciting updates await in our latest release, focused on enhancing your CRM experience. Benefit from streamlined operations, improved flexibility in permissions, optimized deposit processes, and enhanced reporting capabilities. Stay ahead with these new enhancements designed to empower your operations and decision-making. Discover more below!

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!

Exciting times lie ahead as we offer you more options and flexibility for your Prop Trading Challenges, allowing you to stay ahead of your competitors! Now, you can create one-step challenges where clients pay a registration fee and instantly receive a funded live account.

In addition to automated profit sharing, you'll now have the option to manually configure profit sharing settlements, giving you full control over when profits are distributed to your traders.

With our expanded range of system-generated notifications in the CRM, both you and your clients will effortlessly stay informed via email or pop-up alerts on challenge outcomes and profit-sharing settlements. Keep reading to explore all the details and discover other exciting functionalities!

May 2024 Updates

In this update, we have rolled out a Smart FX conversion capability that allows you to customize your exchange rate sources and easily integrate the rates within your CRM. This new function allows greater flexibility and precision in managing exchange rates for multi-currency transactions.

Furthermore, we have introduced a new "Client Creation" API. This API enables integration with third-party platforms and allows client accounts to be automatically created in the CRM, using information from the existing platform. This means that external systems such as a lead generation system or KYC system can automatically initiate an account creation process in the CRM, making client onboarding quicker and absolutely seamless.

Additionally, we've implemented automatic device recognition during PSP transactions to ensure user interface compatibility across all device types, thereby enhancing the security and tracking of all payment transactions.

We are thrilled to announce the integration of Fireblocks Vault with our CRM, a digital asset provider trusted by some of the world's leading banks and institutions. Fireblocks empowers brokers to seamlessly manage cryptocurrency deposits and withdrawals with enhanced protection. By leveraging Fireblocks' enterprise-grade infrastructure, you can ensure both the safety and efficiency of your clients' crypto transactions. Keep reading to learn more!

It's showtime. Our new Prop Challenge UI has landed in Version 7.11.0!

This update is all about enhancing user experience and making challenges easier to navigate. With the redesigned challenge cards, your traders can effortlessly compare and pick their desired challenges. Payment is now a breeze with one-click participation, and traders participating in multiple challenges can easily keep tabs on all their progress with the intelligent overview feature.

Admins will also welcome the new edit & publish functions making challenge creation ever so easy. Discover these and other enhancements in this release!

April 2024 Updates

Version 7.10.0 brings about major updates to the commission options for Prop trading challenges. Now, you have the flexibility to customize your prop challenge fee payout structure based on Rank Commission, Overriding Commission or Same Rank Bonus, allowing a host of options to attract and retain your referrers.

March 2024 Updates

In our most recent update, we've focused on optimizing essential CRM modules. Key improvements include expedited onboarding with the ability to opt out of email OTP verification during account registration. Furthermore, trading reports are now automatically generated by default, and editing promotional link domains is now a seamless process without the need for recreation. Additionally, we have refined the user interface to enhance navigation and intuitiveness. Discover the details of these updates and enhancements below.

February 2024 Updates

This new release spots a deposit interface overhaul, introducing intuitive icons on a streamlined single page for easy navigation. In addition, your clients can now directly purchase a package to participate in challenges, bypassing the need for an initial e-wallet deposit. These enhancements promise a smoother user experience. Additionally, we've optimized the MT4 comprehensive report extension and trading server display, further enhancing the overall functionality of our CRM.

This major release brings a host of updates to our Prop Trading System, elevating experiences for both end users and administrators. Now, Prop Firms can effortlessly calculate and distribute profit sharing not only to challengers but IB/referrals as well, offering a powerful incentive to attract more participants. Furthermore, the challenge setup process has been refined for enhanced intuitiveness and flexibility, such as assigning challenges based on client groups, non-disruptive challenge terminations and more. Dive in to explore the full spectrum of improvements!

January 2024 Updates

In this update, we’re thrilled to introduce an extension to our IB commission payout module. Now, alongside volume, spread, and profit-based payouts, you can reward your IBs based on commissions configured on your trading platform. Any commissions charged within your MT4, MT5, cTrader, Sirix and ZeroX are synchronized in real-time with the CRM, allowing you to distribute a percentage of these trading platform commissions directly to your IBs. This robust feature not only provides the flexibility to transform a direct platform commission into a multi-tiered reward system, but also ignites synergies for growth and collaboration within your IB network.

Additionally, system popup notifications are now extended to your clients as well! Your clients no longer need to sift through emails for updates. The enhanced notification function sends automatic pop-up notifications within the CRM, promptly informing clients about request updates such as approvals or rejections. Stay connected and streamline client interactions effortlessly.

December 2023 Updates

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!

In this new release, we're excited to present the all-new Calendar function—a powerful tool designed to help your team effortlessly manage tasks by providing a comprehensive overview of assignments and their corresponding deadlines. Stay organized and on top of your schedule with this intuitive feature.

We've also fine-tuned our PSP deposit settings to offer you greater flexibility. Now, you have the ability to adjust the deposit amounts submitted by your clients, ensuring they align precisely with the funds received in your PSP. This optimization allows you greater control in streamlining transactions and avoid administrative hassle.

Furthermore, we understand the importance of efficiency in your IB commission processes. With the latest update, you can now choose to disable the display of zero commission data. This thoughtful enhancement not only helps declutter your CRM but also contributes to a more effective commission payout system for your IBs.

November 2023 Updates

In this update, we're proud to present the seamless integration Twilio Verify into our CRM. This integration enhances your security measures by offering clients a diverse array of reliable verification methods. With Twilio Verify, clients now have the flexibility to opt for 2FA via various channels, such as voice, messaging, and WhatsApp during the onboarding process. Bid farewell to the constraints of email OTP verifications and empower your clients to select the verification method that best suits their preferences.

Furthermore, we've also harnessed the power of MT4 data to create supercharged account reports to provide you unprecedented perspectives and profound insights to your business including clients' performance, trading preferences, and strategies. Additionally, it offers a valuable tool to assess the sustainability of your IB business model. With MT4 Advanced Account Reports, you can make informed decisions that drive your business forward with confidence.

October 2023 Updates

Get ready to excite your traders with our latest feature: The Trading Competition module. Amp up the trading thrill by hosting trading competitions for your traders to battle it out for the top spot and win enticing prizes. Launch competitions with unprecedented ease complete with leadership boards and the flexibility to automatically distribute rewards. Install the module today and create an electrifying experience for your traders!

We are thrilled to introduce our latest CRM module, the Proprietary Trading (Prop) Challenge. This powerful addition empowers you to effortlessly launch engaging Prop Challenges, enticing clients to participate and showcase their trading skills. Successful traders earn access to funded live trading accounts, making it a compelling feature to attract and reward skilled traders. Join us in revolutionizing your business! Please note that Prop Trading Challenge is currently available for MT4 and MT5 only.

August 2023 Updates

We are thrilled to unveil the new Withdrawal Webhook feature within our CRM. This enhancement empowers you to effortlessly and securely submit withdrawal requests directly from the CRM to a designated destination URL using Webhooks. With this innovative addition, you can now seamlessly streamline your withdrawal process and enhance operational efficiency.

We're thrilled to introduce the new Profit Percentage commission payout method, enabling you to reward IBs based on a percentage of traders' profits. Additionally, we've incorporated a flexible feature allowing you to set commission rebates in either USD or the trading account's base currency.

Exciting news! Our latest CRM version release comes with two fantastic updates to enhance your experience. You can now easily withdraw funds using Match2Pay, alongside the existing deposit feature. Additionally, we've made our CRM even more secure by introducing mandatory 2-factor authentication (2FA).

July 2023 Updates

Introducing our latest release featuring the new risk management dashboard. This powerful tool allows you to track your profits over time and provides projected profit analysis based on the hybrid A/B book risk management model. You will also have valuable insights on the top five most profitable traders and the top five traders with the most losses. This enables you to make more informed decisions as a broker, optimizing your A-book and B-book strategies to maximize returns.

June 2023 Updates

We are pleased to announce the integration of Match2Pay, a cryptocurrency Payment Service Provider (PSP), with our CRM platform. This integration allows you to offer your clients an additional payment gateway option specifically tailored for cryptocurrencies. By leveraging Match2Pay's expertise in cryptocurrency transactions, you can provide secure and efficient processing for your clients' cryptocurrency payments. Stay ahead of the competition and enhance your service offerings by utilizing this new integration.

May 2023 Updates

We're thrilled to share that our latest release includes full integration with SumSub, an all-in-one KYC verification platform that can help catch fraudsters and ensure your business meets compliance regulations worldwide. With this new integration, you can enhance your KYC and due diligence checks on clients, giving you peace of mind that your business is secure.

April 2023 Updates

In this new release, we are excited to announce the addition of a new application, the AI Editor, to our CRM marketplace. This application is designed to help you create stunning email templates and custom client pages with ease. In addition, we have incorporated activity logs for your clients and potential leads. This will allow you to keep track of their progress and stay up to date with their current status.

March 2023 Updates

Our this release includes a seamless integration of AirCall with our CRM. AirCall is a cloud-based phone system and call center that makes phone support a breeze. Now, you can effortlessly call your clients directly from the CRM and provide real-time support to address any issues they may have, thereby strengthening your customer relationships. Additionally, we've made optimizations to the Clients & Leads Details Page, presenting you with a comprehensive overview of all your clients' and leads' activities in one convenient location. This update is designed to enhance your experience and streamline your workflow, enabling you to provide exceptional customer service.

January 2023 Updates

In this release, we have optimized the Progressive Web Application (PWA) for your CRM Client Portal to be now available on mobile. Your clients will be able to install the CRM client portal as a mobile application, providing them with an enhanced user experience. Furthermore, enhancements have been made to the automatic deposit function, allowing you to manage your clients’ deposit operations more efficiently.

In this new release, we have launched the Progressive Web Application (PWA) for your CRM Client Portal. Your clients will be able to install the CRM client portal as a desktop or mobile application, providing them with an enhanced user experience.

December 2022 Updates

In this release, you can now create multiple KYC forms and customize the fields to cater to different KYC requirements. This allows your onboarding process to cover a full spectrum of KYC requirements for different client types (e.g. corporate or retail clients) and jurisdictions.

In this release, we have added 4 new email design templates for you to choose from - geometric, minimalist, vivid and formal. Select your preferred email design, apply it to all emails and improve your corporate branding now!

November 2022 Updates

In this release, we have added automatically generated system tags to the CRM, providing you a comprehensive overview of your clients at a quick glance. Furthermore, the filtering option has been optimized, allowing you to search and filter for clients more efficiently.

In this release, a new task function has been added allowing you to create tasks, assign tasks to the respective teams and view task statuses. This allows your team to better manage clients’ requests, follow up on them more efficiently and improve customer relationship. Furthermore, the client portal dashboard has also been enhanced to provide your clients a more comprehensive overview of their accounts.

In this release, a new tier upgrade function has been added, allowing you to set promotion criteria for your traders and IBs, and have them automatically upgraded to the next tier. Furthermore, you can setup daily deposit timeframes to better manage your operations and provide descriptions of your online deposit methods to your clients. Files uploaded by you on the KYC configuration module will now be shown on the CRM portal without clients having to download them. Depending on your business requirements, this new release also provides you the ability to restrict report timeframes that your clients can view or download.

In this release, a new ticketing system has been added to your CRM to facilitate your customer service operations and improve customer relationship. Your clients will be able to submit enquiries via tickets, and you can easily track and manage them on your CRM. This function allows you to assign your tickets, track ticket statuses and resolve your client’s issues more efficiently. Furthermore, you can now customize multiple exchange rates for the same currency for different client groups now. Read on to find out more!

In this release, you can now add tags to your clients and leads to provide a comprehensive overview of their profile and status. Customize your own tags, color code them and allow your team to understand all account profiles at a quick glance. Optimizations have also been done to clients and leads details to enhance readability of data. Read on to find out more!

October 2022 Updates

In this new release, you can now enhance your corporate branding by customizing your CRM portal to your own style preferences and upgrade the look of your emails by applying our pre-built email design templates. Other optimizations have been done to improve data analytics and streamline your operations. Read on to find out more!

In this release, we are excited to present to you ChillPay as a newly integrated Payment Service Provider (PSP) on your CRM. You can now receive funds with ChillPay, which supports internet banking, mobile banking, debit and credit card payment, any many more. Open up a new deposit stream for your clients by registering and setting up ChillPay on your CRM now!

The notifications module has also been enhanced, allowing you to customize visibility permissions on all notifications and to reverse pop-up notifications sent to your clients. Bank card is also newly added into the KYC configuration module allowing you to customize your KYC process to suit your business needs.

September 2022 Updates

In this release, we are excited to present to you PayPal as a newly integrated Payment Service Provider (PSP) on your CRM. You can now receive funds with PayPal, debit cards and credit cards, giving your clients a more comprehensive and efficient fund deposit experience. Open up a new deposit stream for your clients by registering and setting up PayPal now!

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 release, the leads module has been enhanced for you to better track the progress of your leads and manage your leads operation more efficiently. Explore this function now to increase your leads conversion rate!

A new bank card approval function has also been launched for you to monitor and control your company’s incoming and outgoing funds. Utilize this function to comply with third party payment restrictions and other regulatory requirements for your company.

August 2022 Updates

We are excited to launch a new bonus function on our CRM Marketplace. At only USD 200 per month, you can now create campaigns, customize payout criteria and reward your clients with bonus funds to trade more with you. Subscribe now for a 3 months free trial to explore the new bonus function.

July 2022 Updates

In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers' data and query data more conveniently, admin manager data more efficiently.

June 2022 Updates

In this version, customers can now obtain the required information through open API.

In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers' data and query data more conveniently, admin manager data more efficiently.

In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers' data and query data more conveniently, admin manager data more efficiently.

May 2022 Updates

In this version, we continue to pay attention to and improve the experience of admin, so that admin can use system more efficiently.

Apr 2022 Updates

In this version, we continue to pay attention to and improve the experience of admin, so that admin can use system more efficiently.

Mar 2022 Updates

In this version, we continue to pay attention to and improve the experience of IBs, traders and admin, so that IBs can manage customers data and query data more conveniently, admin manager data more efficiently and more aware of system data changes.

In this version, we continue to pay attention to and improve the experience of admin, so that admin can manage data more efficiently

Released Date - 24 December 2024

We’re excited to introduce Prop Trading Alerts, a dynamic new feature designed to enhance client engagement throughout their prop challenge journey. With automated notifications that track key events—such as approaching trading deadlines, inactivity periods, loss thresholds, and profit achievements—clients will stay informed, motivated, and ready to act.

These alerts serve a dual purpose: they guide clients to take timely action, whether it’s resuming trading or managing risk, while also celebrating their progress and encouraging them to complete their challenges. With Prop Trading Alerts, you’ll not only optimize client experience but also drive higher participation and success in your prop business.

Key Function Highlights

1. Stay Ahead of Trading Period Deadlines: Ensure clients don’t miss deadlines with automated alerts as their trading period approaches its end. Customize the timing and frequency of these notifications to help clients stay on track and complete their challenges within the allotted time.

2. Reignite Trading Activity: Keep clients engaged by sending reminders after a set period of inactivity. These alerts highlight the challenge’s "minimum trading day" requirement, prompting clients to resume trading and aligning them with their challenge goals.

3. Safeguard Daily Performance: Help clients manage their risk more effectively with alerts triggered when daily losses hit a predefined percentage. These notifications are a prompt for timely adjustments to trading activity, helping clients protect their positions and refine their strategies.

4. Monitor Max Loss Thresholds: Safeguard client performance with alerts that notify them when their total losses approach critical thresholds. You can configure step-up notifications to provide multiple checkpoints, encouraging proactive position management and ensuring they stay within the challenge's limits.

5. Celebrate Profit Milestones: Keep clients motivated by sending notifications when they reach key profit milestones. These serve as congratulatory reminders of their progress and inspire continued effort toward completing the challenge successfully.

1) Setting up of Prop Trading Alerts

Follow these steps to configure your prop trading alerts:

2) Prop Trading Notification Thresholds

3) Notification Templates

Follow these steps to customize your notification templates:

Released Date - 26 November 2024

This latest release focuses on delivering a more efficient, integrated, and user-friendly experience. Key updates include a new system tag for tracking trading competition accounts, batch deletion of trading accounts, a new lead creation API for third-party integrations, and improved browsing flexibility for custom navigation links. Read on to find out more!

Key Function Highlights

1) New "Trading Competition" System Tag

All accounts participating in trading competitions are now automatically identified and tagged, simplifying their tracking and management within the CRM.

You can also filter trading accounts using the "Trading Competition" system tag, allowing for a more refined search and in-depth analysis of accounts actively participating in trading competitions.

2) Batch Deletion of Trading Accounts

You can now easily delete multiple accounts in a single bulk action within the CRM, improving efficiency.

To do so, follow these steps:

3) Leads Creation API

This new API enables seamless integration with third-party lead generation systems, simplifying the addition and management of leads directly within the CRM. For more details regarding this API, please reach out to your dedicated account manager.

4) Enhanced Navigation for Embedded Links

Embedded links on your custom navigation pages can now open in a new tab, offering clients a smoother browsing experience.

Released Date - 4 December 2024

We’re excited to unveil the all-new Prop Challenge Dashboard—now more intuitive and powerful than ever. Designed to provide a clearer and more detailed overview of your prop trading business, it makes tracking key metrics like financial performance, participant numbers, and trader success rates simpler and more precise. The new 'Data Type' functionality lets you classify participants as test accounts or live clients, ensuring your data remains accurate and meaningful. We've also enhanced the Prop Challenge Reports with advanced analytics to help you make smarter, data-driven decisions. Dive in to explore these exciting updates.

Key Function Highlights

1) Reimagined Prop Challenge Dashboard

Experience improved visibility into your prop trading operations into your prop trading performance, including financial metrics, participant engagement, and trader success rates.

A) Permission Rights

To view the Prop Challenge Dashboard, you will need to enable the respective permissions:

B) Prop Challenge Dashboard Insights

Once the respective permissions are enabled, you can access the "Dashboard" in the side menu. Click on it to view the Prop Challenge Dashboard.

The Prop Challenge Dashboard includes the following:

1. Financial Overview

2. Participants Statistics

3. Challenge Performance Statistics

On the Prop Challenge Dashboard, you can tailor the insights to your needs by filtering the chart based on challenge status and time frame.

C) Financial Overview

1. The financial overview chart provides a detailed snapshot of your prop business's financial performance, including key metrics such as profit, loss, profit-sharing payouts, participation fees, and the total funded amount.

   1. Broker's Profit = Total trading profit – total profit sharing paid to traders

   2. Broker's Loss = Equity at the time of challenge failure - Initial Amount

   3. Profit Sharing Payout = Total amount of profit sharing paid out to traders

   4. Participation Fee = Total participation fee collected from trader

   5. Total Funded Amount = Total funded amount of trading accounts
2. The financial overview chart exclusively displays data from prop challenge stages where profit-sharing is enabled. If profit-sharing is not enabled, the corresponding data will neither be calculated nor shown.

3. Hover your cursor over the chart to view detailed insights for each prop challenge.
4. Tooltips have been added to the chart legend to provide further clarity on the figures. Simply hover over the "?" icon for explanations.

D) Participants Statistics

1. The Participants Statistics charts provide a comprehensive view of your prop challenges' participant data, including key metrics such as unique participation, total challenges purchased, and the participation fees collected.

2. Participant statistics include:

   • Unique Participation: The total number of distinct clients participating in challenges. Clients participating in multiple challenges are counted once.

   • Purchased Challenges: The total number of challenges purchased, including multiple purchases by the same client.

   • Participation Fee: The total participation fee collected.
3. You can toggle between Daily or Monthly data using the dropdown menu, allowing you to adjust the chart’s time frame to suit your analysis.

   • Selecting Daily will display data on a daily basis, giving you a detailed, day-by-day breakdown of participant statistics.

   • Choosing Monthly will show statistics summarized by month, providing a broader view of trends over time.
4. Each chart comes with an expand or collapse feature, allowing you to adjust the display based on your needs.

   1. By clicking the expand icon, you can enlarge the chart to focus on detailed data.
   2. Conversely, you can click the collapse icon to minimizes the chart, giving you a more streamlined view of the dashboard.
5. Hover over the chart to view detailed insights for each prop challenge.
6. Below the charts, you will find the Legend Filter with quick access buttons to help you refine your data:

   • Select All: Displays all challenges.

   • Unselect All: Hides all challenges.

   • Ongoing Only: Shows only ongoing challenges.

   • Terminated Only: Shows only terminated challenges.
7. Additionally, below the quick access buttons, you will see a list of prop challenges.

   1. You can select or unselect individual challenges to show or hide their data.

   2. Greyed-out challenges are hidden, while colored challenges are currently displayed on the chart.
   3. To quickly find a specific challenge, use the search function to type the name of the challenge you wish to display or hide.

E) Challenge Performance Statistics

1. This chart displays the success and failure rates of your prop challenges across their various stages.

2. You can select which prop challenge you would like to view performance statistics for by choosing it from the dropdown menu.

3. The statistics are divided into two charts:

   • Successful Participants: Participants who successfully passed the challenge.

   • Unsuccessful Participants: Participants who failed to pass the challenge.

2) Data Type Functionality

You can tag your prop traders as "Real" or "Demo" to ensure your Prop Challenge Dashboard reflects only live client data, providing cleaner and more actionable insights for effective decision-making.

To do so, follow these steps:

3) Enhanced Reporting Capabilities

A) Participant Report with Improved Filtering

You can now quickly identify participant activity with the newly added "Challenge ID" and "Challenge Name" fields, making it easier to track which challenges they are enrolled in and enhancing overall clarity.

B) New 24-Hour Filter

You can now analyze participants' short-term performance by viewing the movement of balance and equity over the last 24 hours, offering valuable insights into traders' recent profitability and performance trends.

Previously, only the last 7 days and last 30 days filters were available. The addition of the 24-hour filter allows for more granular tracking of short-term performance.

This feature is available in both the Client Portal and Back Office Portal.

Released Date - 15 November 2024

This latest release bolsters security, enhances API automation, streamlines email workflows, and introduces advanced reporting tools. Highlights include mandatory 2FA for password resets, detailed payment transaction insights via API, and jurisdiction-based filtering for targeted reporting. Read on to explore the full range of updates.

Key Function Highlights

1) Improved Security Protocols

A) Mandatory 2FA for Password Resets

You can now strengthen account protection by requiring two-factor authentication during password reset processes, safeguarding against unauthorized access.

To do so, follow these steps:

B) Email Push Notifications for Profile Changes

The CRM will now automatically alert clients in real-time when updates are made to sensitive personal details such as email addresses or phone numbers, promoting proactive security awareness.

C) Failed Login Thresholds

You can define limits on failed login attempts for both clients and admins, triggering automatic account suspension after repeated failures to mitigate security risks.

To do so, follow these steps:

2) API Enhancements

A) Transaction Comments via API

You can now access transaction remarks or comments from your PSP directly in the CRM using the newly added "Comments" field in the PSP integration API, simplifying monitoring and tracking.

B) Upline & Downline Data Query via API

You can retrieve hierarchical relationship data using user IDs or emails via API, simplifying integration with third-party platforms. For more details on the API, please contact your dedicated account manager.

3) Optimized Email Setup

A) Daily Email Logs Display

Email logs now display only the current day’s activity by default, enabling faster and more efficient review of recent communications.

B) Summary Data for Email Logs

You can quickly analyze email activity with a new summary displaying the total number of emails sent, visible at the end of the report.

C) Server Identity Verification Option

You can toggle server identity verification to enhance compatibility with a broader range of email providers.

By default, server identity verification is enabled.

4) Enhanced Reporting Capabilities

A) Introducing the "Account Capital" Report for Clients

A newly available report that provides clients with detailed insights into their trading accounts, covering deposits, withdrawals, bonuses, and credits—all accessible through the client portal.

You will need to provide your clients with the permissions to view this report:

Once permissions are granted, clients will be able to view the Account Capital report.

B) Jurisdiction-Based Filter

You can refine reports and requests using a country code filter, allowing for targeted analysis by jurisdiction.

To do so, follow these steps:

Released Date - 13 September 2024

Our latest release brings more control to your KYC, compliance, and account management processes. Key updates include flexible KYC configurations, improved status management with SumSub (our integrated KYC vendor), automated owner assignment, and the ability to apply client restrictions by nationality—ensuring seamless regulatory adherence. We’ve also expanded reporting for trading competitions to improve operational efficiency. Read on for more details!

Key Function Highlights

1) Flexible KYC Configuration

Previously, under "KYC Configuration," selecting the "Create New Accounts" option mandated that clients complete KYC verification before they could create any new trading account, encompassing both live and demo accounts.

This functionality has now been enhanced and divided into two distinct options: "Create Live Account" and "Create Demo Account." This change allows brokers greater flexibility in deciding which account type requires KYC completion.

2) Auto-Owner Assignment Based on Referral

You can now automatically assign a client the same "owner" as their referral, simplifying account management for your sales team.

To do so, follow these steps:

3) Nationality Restrictions

You can now strengthen compliance by blacklisting accounts based on nationality, ensuring adherence to regulatory requirements.

To do so, follow these steps:

4) Dynamic SumSub Status Updates

You can now modify your clients' SumSub status as needed, enabling swift responses to monitoring triggers like ID expirations.

For subsequent modifications, you can only choose between the following options:

• Verified

• Verification Failed

The option "Unverified" will not be available.

5) Trading Competition Report Access

You can now easily export comprehensive reports, including approval lists, participant accounts, trade history, and prize details, for in-depth analysis.

1. To download Trading Competition Approval List, ensure that the appropriate permissions are enabled.
2. Once permissions are granted, you can download the approval list by clicking the "..." icon and selecting "Download."
3. Furthermore, you are able to download the following Competition Statistics:

   • Competition Accounts

   • Trade History

   • Prize Report
4. To download the reports, simply click onto the "Download" icon.

Released Date - 25 October 2024

We’re thrilled to unveil the enhanced integration of the Fortex Trading Platform with our CRM. Previously tailored for Prop Trading Challenges, this upgrade now delivers full FX brokerage functionality. Brokers using Fortex can now access the industry’s most advanced multi-tier commissions system and an expanding API marketplace, all while efficiently managing clients, admins, and IBs within a single, unified platform.

1. Multi-Asset Trading: Trade a diverse range of assets, including forex, equities, commodities, and more.

2. Multi-Device Access: Utilize the Fortex Mobile App for iOS and Android, as well as desktop and web platforms, for a consistent experience across devices.

3. Advanced Order Management: Execute complex strategies with versatile order types and customizable, automated options.

4. Charting and Technical Analysis: Leverage an extensive suite of charting tools and technical indicators to identify trends and make data-driven decisions.

5. Algorithmic Trading: Supports custom algorithms for automated trading.

6. Market Depth: Gain visibility into real-time market depth, including prices and trade history, to stay informed and make timely decisions.

With this expanded integration into our CRM, Fortex Brokers now have access to core functionalities:

• Customizable Account Types: Configure client account types with tailored conditions to ensure each Fortex trading account meets your specifications, easily catering to diverse market segments.
• Flexible IB Commissions: Design IB commission structures with options like volume-based payouts, platform commissions, or trading profit sharing to fit your business model.
• Batch Account Operations: Manage tasks like leverage changes, domain updates, deposits, withdrawals, and margin adjustments in bulk directly from your CRM for greater efficiency.
• Real-Time Dashboard Metrics: Track key Fortex account data, including account openings and trading volumes, with live updates directly in your CRM dashboard.
• Comprehensive Reporting: Generate detailed analyses of trading activity, commissions, and performance trends to make data-driven decisions and measure success effectively.

With this full integration, Fortex brokers can now harness the complete capabilities of the AXIS CRM, matching the robust functionality available to MT4, MT5, and cTrader brokers. This equips them with a comprehensive suite of tools designed to optimize operations, accelerate market expansion, and uphold the highest standards of compliance and security.

Released Date - 27 September 2024

Our latest release boosts your CRM workflow with powerful new tools for data analysis and reporting. Notable enhancements include streamlined client sorting, advanced filtering options for reports, and more flexible lead source filters. These updates are designed to help you uncover insights faster and make data-driven decisions with confidence. Read on to explore the details!

Key Function Highlights

1. Client List Recency-Based Sorting: Sort your client list by the latest updated remarks from back-office users, to quickly identify and prioritize follow-ups for timely engagement.

2. Enhanced Transaction and Commission Report Filters: Filter reports by client group, client type, and account owner (the assigned sales representative for each lead) for more precise and actionable insights.

3. Improved Lead Source Filtering: Enjoy greater flexibility in filtering lead sources, making lead tracking and management more efficient. New filtering options include:

   • Equals: Display lead sources that exactly match your input.

   • Not Equals: Exclude lead sources that exactly match your input.

   • Contains: Show lead sources that include your specified text.

1) Client List Sorting

You can now sort your client list by the last updated time, allowing you to easily identify and prioritize clients that require follow-up.

1. To sort by follow-up time, click "Last Follow-Up Time."

2. A down arrow indicates descending order, displaying the most recent follow-up times first.

3. An up arrow indicates ascending order, showing the oldest follow-up times first.

4. To toggle between these orders, simply click "Last Follow-Up Time" again.

2) Enhanced Transaction and Commission Report Filters

New filter options have been added to the Transaction Report and Commission Report for more refined data analysis.

1. Transaction Report:

   1. Client Group

   2. Client Type
2. Commission Report:

   1. Client Group

   2. Client Type

   3. Owner

3) Improved Lead Source Filtering

Lead source filtering has been enhanced, allowing you to apply criteria such as equals, not equals, and contains for more flexible data analysis.

Released Date - 13 September 2024

Exciting news! Our latest update brings a major boost in efficiency to your Prop Challenge operations. Fortex commission settings are now seamlessly integrated into the CRM Back Office, allowing you to configure trading commissions for prop challenges all in one place. This enhancement streamlines your workflow, making commission management quicker and easier. Read on for all the details!

Key Function Highlights

1. Permission Control: Experience a modular approach to Fortex commission settings, enabling you to set access levels and control who manages commissions within your teams.

2. Custom Commission Structures for Every Prop Challenges: Enjoy the flexibility to create distinct commission structures for each prop challenge, ensuring they align perfectly with your business strategy and offerings.

3. Versatile Commission Settings:

   1. Security Type Differentiation: Effortlessly tailor trading commissions for Foreign Exchange (FX) and Contracts for Differences (CFDs), aligning with specific product needs.

   2. Methodological Differentiation for CFDs: Select the ideal commission calculation method—by value or by share—for precise commission management on CFD trades.

1) Permission Control

To configure Fortex trading commission settings for your prop challenges via the CRM back office, please ensure that your teams have the "Fortex Commission Settings" permission enabled.

2) Setting Up Fortex Commissions

To set up Fortex commission, follow these steps:

Released Date - 16 August 2024

We're thrilled to unveil a game-changing addition in our latest release: the Coupon function. Turn your promotions into powerful magnets for Prop Challenge participants. Our CRM's dynamic Coupon feature lets you craft irresistible offers, effortlessly attracting and retaining clients with tailored deals.

The Coupon function empowers you to create and manage discounts tailored to both new and existing clients. Choose between fixed or percentage-based discounts, set validity periods, and control usage limits. Additionally, you can choose from a variety of built-in coupon designs and styles to align with your corporate branding.

With robust real-time tracking and management, you can monitor coupon performance, gain valuable insights, and even revoke coupons when needed. This feature is designed to boost participation in your prop trading challenges, driving client growth and deepening engagement.

Explore more to see how this feature can elevate your business!

Key Function Highlights

1. Create & Configure Coupons with Flexible Options: Easily create customized coupons with a combination of adjustable settings, including discount types, validity periods, usage limits and more - perfectly suited to your needs.

2. Assign Coupons to Promotional Links: Leverage promotional links by assigning coupons that offer discounts to clients who register through these links, perfect for marketing and referral campaigns.

3. In-Built Coupon Designs & Styles: Choose from a variety of built-in coupon designs and styles to align with your corporate branding.

4. Revoke Coupons Functionality: Maintain control by revoking coupons that may have been issued incorrectly or need to be withdrawn for any reason.

5. Coupon Statistics: Gain valuable insights through comprehensive statistics, including total coupons issued, the number of coupons claimed, the number of clients who used coupons, and the specific prop challenges those coupons were applied to.

1) Marketplace Installation & Permission Settings

To start using the Coupons function, you will need to install it via the CRM Marketplace. Follow these steps:

2) Creation of Coupons

To create a Coupon, follow these steps:

3) Distribute Coupons

Once you have created the Coupons, you will need to distribute them. To distribute the coupons, follow these steps:

4) Viewing or Editing Coupons

Once a Coupon has been created, you can view or edit its settings.

To view or edit Coupon, follow these steps:

5) Deleting Coupons

You can also delete Coupons that are undistributed.

To delete an undistributed Coupon, follow these steps:

6) Revoking Coupons

You can maintain control by revoking coupons that may have been issued incorrectly or need to be withdrawn for any reason.

To revoke a Coupon, follow these steps:

7) Coupon Statistics

You can view the Coupon Statistics for distributed Coupons by clicking the "Statistics" icon.

In the Coupon Statistics dashboard, you will be able to view the following:

1. Total Available Coupons: The number of coupons issued.

   • If each coupon can be redeemed multiple times, this total is calculated by multiplying the number of clients with coupons by the number of allowable redemptions per coupon.

   • Please note that this data is displayed only for coupons distributed manually and not for those distributed via Promotion Links.

2. Total Redeemed Coupons: The number of coupons that have been redeemed by clients.

3. Number of Clients with Coupons: The number of clients who have received the coupon.

4. Client List: A detailed list of clients who have received the Coupon, along with the status of each Coupon. Furthermore, you can click the "View" icon to see which Prop Challenge the Coupon was used for.

8) Redeeming Coupons

1. When a Coupon is distributed to clients and they log in to the Client Portal, they will receive a pop-up notification informing them of the Coupon.
2. By clicking "Use Now", clients will be redirected to the Prop Challenge dashboard. The Prop Challenge Fee will automatically reflect the discounted price to encourage participation.
3. When clients click "Start Now", they will be taken to the purchase page. If the client has multiple Coupons, they can choose which one to use or opt not to use any. After selecting a Coupon, they can proceed to complete the payment.
4. If there are available coupons, clients will see a red dot on the "Notifications" icon.
5. To view the coupons, they can click the notifications icon and navigate to the "Coupons" tab. Here, they can see all valid and invalid coupons. To use a coupon, simply click "Use Now," and they will be redirected to the prop challenge purchase page.

Released Date - 1 August 2024

We are excited to announce several key enhancements to the Prop Trading System. Color-coded progress indicators now make it easier for participants to quickly track their overall progress across multiple parameters at a glance. We’ve also added new webhooks for prop challenges, enabling integration with third-party systems for a smoother workflow.

Referrals can now view prop trading requests within their network, gaining deeper insights into their activities. The newly optimized dashboard delivers deeper data insights for more informed decision-making.

Dive deeper to explore these exciting updates!

Key Function Highlights

1. • Green: Passed

   • Yellow: Progress of 50% or more

   • Grey: Progress of less than 50%

   • Red: Failed

1) Color-Coded Progress Indicators

You can now allow traders to easily identify their challenge progress with color-coded indicators that adjust based on key thresholds, offering a clear visual of their current standing.

This applies to both the Client Portal and Back Office Portal.

The color coding is as follows:

1. Profit Target, Minimum Trading Days, Minimum Trading Volumes:

   • Gray: 0 < progress < 50%

   • Yellow: 50% ≤ progress < 100%

   • Green: Progress = 100%

2. Max Daily Loss, Max Loss, Trading Period, Free Repeat:

   • Gray: 0 < progress < 50%

   • Yellow: 50% ≤ progress < 100%

   • Red: Progress = 100%

Client Portal:

Back Office Portal:

2) Seamless Webhook Integration

You can integrate with third-party platforms effortlessly using new webhooks, now enabled for "Prop challenge signups" and "live stage requests", streamlining essential business operations.

A) Configure Webhooks

To configure the webhooks, follow these steps:

B) Webhook Information

The transmitted information will encompass the data boxed up in yellow in the provided image.

1. Prop Trading Participation
2. Prop Trading Live Step

3) Network Prop Request Visibility

You can now empower referrals with the ability to view all prop requests submitted by their network, offering a comprehensive overview of their activities.

A) Permission Settings

To enable referrals to view their downline's prop trading requests, follow these steps:

B) Application

Once permissions have been configured, your referrals will be able to view prop trading requests of their downlines via the Client Portal > Referral > Clients' Requests.

4) Prop Trading System Tags

Accounts related to prop challenges in the CRM are now automatically tagged with "Prop Trading", making them easily identifiable—perfect for FX brokers who need clear distinction from regular accounts for more efficient management.

The Prop Trading System Tags are added in the following:

1. Back Office Client List
2. Client Portal Account List
3. Client Portal My Clients List

5) Advanced Filtering Options

You can refine your search with new filter functions in the "Participants Report" and "Prop Trading Request List", allowing for more precise analysis based on criteria like name, trading account number, and progress.

1. Participants Report
2. Prop Trading Request List - Applicable to both Prop Trading Participation & Prop Trading Live Step Request

6) Enhanced Prop Challenge Display & Reporting

We have made several enhancements to Prop Challenge Display to improve user experience and streamline data analysis.

A) Added "Step" Column for Live Stage Approval

With multiple ongoing challenges, admins can now easily see how many steps a participant has completed when reviewing live stage approval requests, offering clearer insights into their progress.

B) Prop Trading Parameters Tool-tip

Each challenge parameter now features on-hover explanations and underlying logic, providing participants with clarity on every criterion.

This feature is available on:

1. Client Portal Challenge Dashboard
2. Back Office Portal Participants Dashboard

Released Date - 27 September 2024

We’re thrilled to introduce Promo Codes, a versatile new feature designed to amplify your marketing strategies. Whether you use them as an alternative to, or in combination with Coupons, Promo Codes offer even more ways to engage clients and boost participation in your Prop Challenges.

Here’s a quick breakdown of these two powerful tools:

• Coupons: Digital discount vouchers automatically applied to clients’ next purchase—no manual claiming required.

• Promo Codes (NEW): Unique codes that clients can manually enter at checkout to instantly unlock discounts—perfect for online marketing campaigns, referrals, or exclusive events.

This update enables easy creation of Promo Codes with options for fixed or percentage-based discounts and a range of customizable settings to align with your specific campaign goals.

Key Function Highlights

1. Flexible Promo Code Creation: Set up Promo Codes with customizable parameters such as discount type, validity period, usage limits and more.

2. Notification Tool: Easily notify specific clients, targeted client groups, or your entire client base about available Promo Codes, ensuring maximum visibility and participation with just a few clicks.

3. Easy Deactivation Controls: Maintain full control by disabling Promo Codes that were issued in error or need to be deactivated.

4. Real-Time Promo Code Usage and Performance Insights: Monitor Promo Code performance in real time, gain actionable insights, and make data-driven adjustments to boost participation and client acquisition efficiently.

1) Marketplace Installation & Permission Settings

To start using the Promo Code function, you will need to install it via the CRM Marketplace. Follow these steps:

2) Creation of Promo Codes

To create a Promo Code, follow these steps:

3) Notification Tool

Once you have enabled the Promo Code, you can proceed to notify your clients. To do so, follow these steps:

4) Viewing or Editing Promo Code

Once a Promo Code has been created, you can view or edit its settings.

To view or edit your Promo Code, follow these steps:

5) Deleting Promo Codes

You can also delete Promo Codes that are not yet enabled or have been disabled.

To delete a Promo Code, follow these steps:

6) Disabling Promo Codes

You can maintain control by disabling Promo Codes that may have been setup incorrectly or need to be withdrawn for any reason.

To disable a Promo Code, follow these steps:

7) Promo Code Statistics

You can view the Promo Code Statistics for enabled Promo Codes by clicking the "Statistics" icon.

In the Promo Code Statistics dashboard, you will be able to view the following:

1. Total Redeemed: Indicates the total number of times the promo code has been redeemed. If a client has used the promo code twice, this count will show as 2.

2. Number of Clients: Displays the number of unique clients who have used the promo code. If a single client has redeemed the promo code multiple times, it will still count as 1.

3. Client List: A detailed list of clients who have received the promo code, along with the status of each promo code. Furthermore, you can click the "View" icon to see which Prop Challenge the promo code was used for.

8) Redeeming Promo Codes

1. Once a promo code is activated, any client who knows the code can redeem it.

2. When clients are notified about the promo code, they will receive an email or a pop-up notification, depending on the selected method.

   1. For pop-up notifications, a message will appear on the client portal.
   2. Clients can click "Learn More," which will redirect them to the notifications page where they can view the promo code.
3. To redeem the promo code, clients must enter it during the Prop Challenge checkout on the payment page and click "Apply". The discount will be applied automatically, and the client can proceed to purchase.
4. If clients do not redeem the promo code immediately, they can still access the notifications page to view past notifications and retrieve promo codes.

Released Date - 15 July 2024

We are excited to announce that with the release of Version 7.17.0, Fortex is now fully integrated with our Prop Trading System. This integration allows you to effortlessly launch prop trading challenges and issue Fortex trading accounts directly to your clients.

1. Multi-Asset Trading: Trade a diverse range of assets, including forex, equities, commodities, and more, all within a single platform.

2. Multi-device Access: Trade on the go with the Fortex Mobile Application for iOS and Android, and enjoy a seamless trading experience on desktop and web platforms.

3. Advanced Order Management: Supports complex order types and execution strategies, allowing traders to customize and automate their trades with precision.

4. Charting and Technical Analysis: Access a wide range of advanced charting tools and technical indicators to identify trends and make data-driven decisions.

5. Algorithmic Trading: Supports custom algorithms for automated trading.

6. Market Depth: Access real-time market depth, including prices and trade history, to stay informed and make timely decisions.

With the integration, you can easily launch your own prop challenges on the Fortex trading platform, pre-equipped with our advanced CRM and liquidity solutions. Our fully managed prop solutions provide a comprehensive, end-to-end setup that includes everything from technical infrastructure and risk management to funding opportunities and expert consultancy.

Configuring your prop challenge parameters is simple within the CRM, as the integration automatically manages all necessary setups on Fortex. Additionally, your traders can execute trades directly through the CRM using the embedded Fortex web-trader, enhancing their experience.

Released Date - 27 May 2024

In this update, we have rolled out a Smart FX conversion capability that allows you to customize your exchange rate sources and easily integrate the rates within your CRM. This new function allows greater flexibility and precision in managing exchange rates for multi-currency transactions.

Furthermore, we have introduced a new "Client Creation" API. This API enables integration with third-party platforms and allows client accounts to be automatically created in the CRM, using information from the existing platform. This means that external systems such as a lead generation system or KYC system can automatically initiate an account creation process in the CRM, making client onboarding quicker and absolutely seamless.

Additionally, we've implemented automatic device recognition during PSP transactions to ensure user interface compatibility across all device types, thereby enhancing the security and tracking of all payment transactions.

Summary

Smart FX Conversion

1) Customized Exchange Rate Sources

You can now integrate your preferred exchange rate source directly into the CRM and have greater control and accuracy over your currency conversion rates.

A) Permission Rights

To begin setting up your exchange rate source, you will need to ensure you have the respective permissions:

• Read External Exchange Rates: View external exchange rate settings.

• Create External Exchange Rates: Create new external exchange rate settings.

• Update External Exchange Rates: Update existing external exchange rate settings.

• Delete External Exchange Rates: Delete existing external exchange rate settings.

B) External Exchange Rate Operations

Once the respective permissions have been granted, you will be able to perform the following functions: