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CRM Version Release Notes

Updated on 18 April 2025

Latest Updates

The integration of ShuftiPro with the CRM enhances KYC verification and AML screening with automated workflows, real-time risk detection, and global compliance coverage. Instantly verify clients against sanctions lists, PEP databases, and adverse media sources while streamlining onboarding with configurable verification rules and automated approvals. The seamless onboarding process accelerates account activation, allowing traders to start trading sooner.

March 2025 Updates

Our QOL update introduces a range of quality-of-life improvements designed to enhance your day-to-day experience with the CRM. From enhanced wallet permissions to streamlined data entry and smarter engagement tracking, these updates focus on making your operations faster, simpler, and more intuitive—without compromising on power or control.

Whether you’re monitoring deposits, following up with leads, or analyzing client growth, this release is all about working smarter and giving you the tools to do more with less effort.

February 2025 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.

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!

V7.22.0 - Enhanced KYC, Account Management & Compliance Features

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!

V7.21.0 - Multi-Module Enhancements

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

V7.20.0 - Introducing Our Powerful New Coupon Feature

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!

V7.19.0 - Enhanced Prop Challenge Monitoring, New Webhooks, and Improved Dashboard Insights

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

V7.18.0 - Enhancements to Trading Server Access, Promotional Links, Referral Settings, & Reports

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!

V7.17.0 - Full Integration of Fortex Trading Platform with Our Prop Trading System

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

V7.16.0 - Multi-Module Optimizations

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!

V7.15.0 - Prop Trading Enhancements

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!

V7.14.0 - Prop Trading 1 Step-Challenge, Tailored Profit Sharing and more!

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

V7.13.0 - Smart FX Conversion & New Client Creation API

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.

V7.12.0 - Fireblocks Integration

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!

V7.11.0 - Revamped Prop User Interface

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

V7.10.0 - Introducing New Commission Schemes for Prop Trading Challenge Fee

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

V7.9.0 - Optimizations Across Multiple Modules

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.

V7.8.0 - Stripe Integration

February 2024 Updates

V7.7.0 - Revamped Deposit Interface & Prop Challenge "Direct Purchase" Function

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.

V7.6.0 - Prop Trading System Major Update: Auto-Profit Sharing, Enhanced Configurations & More

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

V7.5.0 - Introducing a New Dimension in IB Commission Module & System Pop-Up Notification to Clients

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

V7.4.0 - Prop Trading Challenge Optimization: Advanced Analytics & Enhanced Functions

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!

V7.3.0 - Embrace the New Calendar Experience & Optimized Deposit and Commission Payout Process

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

V7.2.0 - Elevating Your Business with Twilio Verify & MT4 Advanced Account Report Extension

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

V7.1.0 - Game Changer: Trading Competitions Unleashed!

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!

V7.0.0 - Unveiling the Exciting World of Proprietary Trading Challenges

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

V6.14.0 - Withdrawal Webhook

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.

V6.13.0 - New Commission Payout Method & Rebate Currency Selection

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.

V6.12.0 - Match2Pay Withdrawal & Mandatory 2-Factor Authentication

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

V6.10.0 - Risk Management Dashboard

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

V6.7.5 - Match2Pay Integration

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

V6.5.0 - SumSub Integration

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

V6.4.0 - Launch of AI Editor & Addition of Client and Leads Activity Logs

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

V6.2.0 - AirCall Integration & Optimization of Clients & Leads Details Page

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

V5.15.0 - Optimizations to PWA & Automatic Deposit Function

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.

V5.14.5 - Launch of PWA Application for CRM Client Portal

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

V5.13.0 - Multiple KYC Forms for Different KYC Requirements

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.

V5.12.1 - Newly Added Email Design Templates

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

V5.12.0 - Addition of System Tags & Optimization of Filtering Options

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.

V5.11.0 - New Task Function & Enhancement of Client Dashboard

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.

V5.10.0 - New Tier Upgrade Function, Optimization of Deposit & KYC Settings and Customizable Report

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.

V5.9.0 - New Ticketing Function & Customization of Exchange Rate Settings

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!

V5.8.0 - Launch of New Tagging Functionality and Optimization of Clients & Leads Details Tab

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

V5.6.0 - Customizable User Interface, Launch of New Email Design Templates & Other Optimizations

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!

V5.5.0 - ChillPay Integration, Enhancements to Notifications Module, New KYC Configuration and 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

V5.4.1 - PayPal Integration

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!

V5.4.0 - Enhancement to Multiple Modules & Optimization of Mobile User Interface

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!

V5.3.15 - Enhancement on Leads Module & New Bank Card Approval Function

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

V5.3.0 - Marketplace - New Bonus Function

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

V5.2.25 - Improvements to Withdrawal Process, Permissions for Leads Module & Referral Tree Display

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

V5.2.0 - Open API Functionality

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

V5.1.0 - Enhanced Trading Account Module, Downline Filter Function, Remote Login Prompts and More

v5.0.0 - Enhancements Across Multiple Module

May 2022 Updates

V4.4.0 - Introducing New Exchange Rate Sources and Enhanced Email Notifications

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

V4.2.0 - New Restart Gateway & Domain Management Function

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

V4.1.0 - Introducing System Logs, Demo Account Promotion Link, and Module Optimizations

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.

V4.0.0 - Introduction of New IB Commission Payout Model: Spread Percentage

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

V7.37.0 - ShuftiPro Integration

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

Released Date - 14 March 2025

Key Function Highlights

Facial Biometrics: Automatically verifies identities in real-time using ShuftiPro’s advanced facial recognition technology, ensuring authenticity and preventing fraud.
Document Verification: ShuftiPro’s AI-powered identity document verification technology checks the format and information on uploaded documents, including IDs, passports, and other official documents, ensuring validity and compliance.
OCR Technology: Leverages Optical Character Recognition (OCR) to automatically extract key information from identity documents and populate the KYC form, reducing manual input and improving efficiency.
AML Screening: Automatically screens clients against ShuftiPro’s comprehensive global database to identify potential risks, including Politically Exposed Persons (PEPs), adverse media, and other compliance concerns.
Real-Time Verification Results: Provides instant access to verification results, including facial biometrics, document validation, and AML screening, enabling informed decision-making with real-time insights.

1) Marketplace Installation & Permission Settings

To begin using ShuftiPro, install it through the CRM Marketplace and assign the necessary permissions to your team.

Sumsub and ShuftiPro cannot coexist in the CRM. If Sumsub is installed, you will not be able to install ShuftiPro, and vice versa.

Follow these steps to get started:

Navigate to CRM Marketplace

Navigate to "CRM Marketplace".
Locate "ShuftiPro" and click onto it.

Contact Us for Installation

You will be redirected to the details page.
Click "Contact us for installation".
Your dedicated account manager will assist you with the installation.

Permission Settings

Once the ShuftiPro module has been installed, you will need to enable the respective permissions.
1. Read ShuftiPro Settings: Provide you with view-only permissions of ShuftiPro settings.
2. Update ShuftiPro Settings: Provides you with the permissions to edit ShuftiPro settings.
Once permissions have been enabled, you will be able to see "ShuftiPro Settings" under the "KYC" tab.

2) Connect Your ShuftiPro Account to the CRM

To get started, connect your ShuftiPro account to the CRM by following these steps:

Navigate to ShuftiPro Settings on the CRM

Go to Settings > KYC.
Select "ShuftiPro Settings".

Retrieve Your ShuftiPro API Key

Login to your ShuftiPro account.
Go to Settings > API Configurations.
You will see your "Client ID". You can copy your "Client ID" by clicking onto the "Copy" icon.
Click "Generate Secret Key" if you have not done so before, or if you wish to update it. If you already have a record of your existing secret key, you can proceed to the CRM Back Office portal to complete the connection setup.

Fill in Your ShuftiPro API Key Details

On the CRM Back Office Portal, click the "Edit" icon.
Fill in your Client ID and Secret Key.
If the Secret Key is created after March 2023, click "Yes", otherwise, click "No".
Click the "Save" icon.

Setup Callback URL on ShuftiPro

Login to your ShuftiPro account.
Go to Settings > API Configurations.
Go to "Callback/Redirect URLs".
Click "Create Domain".
You can retrieve the Callback URL from the CRM Back Office Portal.

3) Configure ShuftiPro Settings

Once your ShuftiPro account has been successfully connected to your CRM, you can proceed with configuring the ShuftiPro settings by following these steps:

Edit ShuftiPro Settings

Navigate to Settings > KYC > ShuftiPro Settings.
Click the "Edit" icon.

Setup Facial Biometrics

The supported verification mode is "Upload Image" only.
Choose "Yes" or "No" for the option "Would you like to detect duplicate accounts?" If you select "Yes", the system will detect if a person who has already been verified attempts to create another account using the same face. In such cases, ShuftiPro will flag the request as a duplicate.
Configure which field in each KYC form will be used for facial biometric verification.
- All KYC forms you have set up will automatically be displayed in this section.
- For each form, select the corresponding group and field that the system will use for facial biometrics verification.
- Only fields with a file upload type will be available for selection. If the selected group does not contain any file upload fields, the field dropdown menu will appear empty.
Click the "Save" icon.
Click the "Enable" button to enable facial biometrics.

Setup Document Verification

Navigate to "Document Verification".
Click the "Edit" icon.
The only supported verification mode is “Upload Image.”
Select the document types you accept for verification. Available options include:
- National ID Card
- Credit / Debit Card
- Passport
- Driver's License
Configure which fields in each KYC form will be used for document verification:
- All KYC forms you have set up will be automatically displayed in this section.
- For each form, select the corresponding group and fields that will be used for document verification.
- You must select a Front Side field (required), and you may optionally select a Back Side field.
- Only fields of the file upload type will be available for selection. If the selected group does not contain any file upload fields, the field dropdown will appear empty.
Choose "Yes" or "No" for OCR Form.
If you select "Yes" for OCR Form, you will need to map the relevant fields in your KYC forms to ShuftiPro's OCR fields.
You will also see a notice stating: For an enhanced user experience, it is strongly recommended to position the identity document upload field before the basic information fields in your KYC form. This allows the OCR functionality to automatically populate the KYC fields with details extracted from the uploaded document, minimizing manual input. Clients can then simply review and edit the pre-filled information as needed.
Click "Save" to apply your settings.
Click the "Enable" button to enable document verification.

Setup Individual AML Screening

Navigate to "Individual AML Screening".
Click the "Edit" icon.
Map your KYC Fields to ShuftiPro's AML Fields:
- Full Name
- Date of Birth
- Country
All KYC forms you have set up will automatically be displayed in this section. For each form, select the corresponding group and fields to be used for AML screening.
Select the "Search List" you want ShuftiPro to screen.
Choose the Match Score between 0 - 100.
Choose whether you would like ShuftiPro to search for "Relatives and Close Associates" and "Aliases and Alternate Names".
Click the "Save" icon.
Click the "Enable" button to enable individual AML screening.

4) Approval Settings

When configuring approval settings for KYC, you can choose one of the following options:

Manual Approval – All KYC requests require manual review and approval.
Automatic Approval – The CRM will automatically approve or reject requests based on the selected criteria:
- No Special Restrictions – All KYC submissions will be automatically approved, regardless of the verification results.
- ShuftiPro Verification Passed – Automatic approval will only occur if all ShuftiPro verifications are successful, including, Facial Verification, Document Verification, AML Screening. If any of these verifications fail, the request will not be approved and will require manual review.

Application

5) Client KYC Process with ShuftiPro

Once you have configured the ShuftiPro settings, your clients will go through the following KYC process:

Access the KYC Form

Login to the CRM Client Portal.
Navigate to My Profile > User Information.
Select the KYC form most relevant to their profile.

Completing the KYC Form - OCR

If OCR is enabled, it is strongly recommended to place the identity document upload field at the beginning of the form. This ensures that once the document is uploaded, details are automatically extracted and populated into the form using OCR, reducing manual input.
Once the identity document is uploaded, clients will see a message indicating that document verification is in progress.
Upon completion, extracted data will appear in the relevant fields.
If document verification and OCR fail, an error message will be displayed. However, the client can still proceed by manually entering their details into the form.

Completing the KYC Form - Facial Biometric

When submitting a photo for facial biometric verification, a popup will appear showing that the facial verification process is underway.
If the facial image is unclear or not accepted, an error message will appear stating: "Face could not be detected. Please upload a clear image of your face." Clients may still proceed to submit the form even if this verification fails.

Submitting the KYC Form

Clients can then review all populated fields, make any necessary edits, and submit the form.
After the KYC request is submitted, the outcome will depend on the selected approval setting:
1. Manual Approval – The request will show as Pending Approval and requires manual review.
2. Automatic (No Special Restrictions) – The request will be automatically Approved regardless of verification results.
3. Automatic (ShuftiPro Verification Passed) – The request will be Approved only if all ShuftiPro verifications are successful. If any verification fails, the request will show as Pending Approval for manual review.

Reviewing KYC Request

For KYC requests that require manual review, the request will be displayed in the CRM Back Office Portal under Approval > KYC.
Click the "Review" icon next to the request you wish to review.
You’ll be able to view the results of:
- Facial biometric verification
- Document verification
- AML screening
The verification statuses from ShuftiPro will also be reflected in your ShuftiPro account, where additional details and logs can be reviewed.
If any verification has failed, the rejection reason will be displayed.
You can then choose to approve or reject the KYC request.

6) Amending KYC Request

Upon saving your changes, the CRM will automatically push the updated information to ShuftiPro for verification, and the results displayed in the CRM will be updated accordingly.

7) Client Dashboard Filter

You can view ShuftiPro verification results for your clients directly through the Client List.
You can also filter the Client List to narrow down clients based on their verification status for each method. This enables you to quickly identify clients according to their verification outcomes. For each verification method, you can filter by the following statuses:
- Not Submitted
- Pending
- Approved
- Rejected

V7.36.0 - 2025 Q2 Quality of Life (QOL) Update

More control. Smoother workflows. Smarter insights.

Released Date - 5 March 2025

Whether you’re monitoring deposits, following up with leads, or analyzing client growth, this release is all about working smarter and giving you the tools to do more with less effort.

Key Function Highlights

1) Customizable CRM Wallet Permissions

You can now configure deposit, withdrawal, and transfer permissions with greater flexibility. Enable or restrict actions to suit operational needs, enhancing both security and compliance.

To do so, follow these steps:

Navigate to CRM Wallets

Navigate to Clients > Wallet.
You will see the list of your client's CRM wallets.

Configure Wallet Permissions

Identify the wallet you wish to configure permissions for and click the "View" icon.
You can now configure permissions for deposits, withdrawals, and transfers. By default, all functions are enabled.
To disable any function, simply select "No" via the dropdown list.

Save Your Changes

Once you have completed adjusting the permissions, click "Save" to save your changes.

A) Application - Disable Deposits to CRM Wallets

B) Application - Disable Withdrawals to CRM Wallets

C) Application - Disable Transfers for CRM Wallets

2) Enhanced Client Engagement Tracking

You can track client and lead engagement more effectively with new timestamps for last calls and email interactions. Furthermore, you can easily filter based on these metrics to improve follow-up timing, boost outreach efficiency, and monitor sales team performance.

We’ve added two new fields to the Clients and Leads Module to allow you to track client and lead engagement effortlessly:

Last Call Time
Last Email Time

Additionally, you can sort the client list based on the last call time and last email time to easily identify clients in need of follow-up. To sort the client list simply click the "Sort" icon.

Furthermore, you can filter clients and leads based on these metrics by specifying a date range.

3) Manual Date Entry

You can now type in dates directly, without needing to navigate the calendar picker. This small but helpful improvement makes interactions quicker for both you and your clients.

This function applies to date fields required during registration or KYC.

Registration Forms
KYC Form

Application

When date fields are configured in either of these modules, your clients will see the required date format when they click the field.
They can either manually input the date or use the calendar navigation.
If they manually enter the date and the format is incorrect, an error message will be displayed.
When amending date fields for clients via the Back Office portal, the same concept applies. You can manually enter dates or use the calendar for navigation. If an incorrect format is entered, an error message will be displayed.

4) "First Deposit Amount" Added to "Comprehensive Account Report"

You can view the "First Deposit Amount" in the "Comprehensive Account Report" to better evaluate client profitability and growth. This allows you to compare profit and loss against the initial deposit to assess performance in relation to the starting account size, and track how clients grow their accounts over time.

To view the "First Deposit Amount" field, follow these steps:

Navigate to Comprehensive Account Report

Go to Reports > Trading Platform Reports.
Select "Comprehensive Account Report" from the dropdown list.

Amend Field Display Settings

Click the "..." icon and select "Field Display Settings".
Click "First Deposit Amount" to move it under "Displayed Fields".

"First Deposit Amount" Displayed

You can now view the "First Deposit Amount" column in the report.

You can also filter the report based on the "First Deposit Amount" by specifying a minimum or maximum range. The report will then display accounts with first deposit amounts within the selected range.

5) "Client ID" Added to "Request Reports"

"Client IDs" are now visible in "Request Reports", making it easier to match records, filter data, and maintain accuracy—especially useful for client networks that follow standardized ID formats and naming conventions.

"Client IDs" are added to the following request reports:

Open Account
Update Leverage
Deposit
Withdrawal
KYC
Upgrade to IB
Reset Password
New Withdrawal Information
Trading Competition
Prop Trading Participation
Prop Trading Live Step

"Client IDs" are not included in the Trader Registration and IB Registration Request reports, as client IDs have not been created during these processes yet.

To view "Client IDs" in the Request Reports, follow these steps:

Navigate to Request Reports

Go to "Approval".
Select the request report you wish to view via the dropdown list.

Amend Field Display Settings

Click the "..." icon and select "Field Display Settings".
Click "Client ID" to move it under "Displayed Fields".

"Client ID" Displayed

You can now view the "Client ID" in the report.

You can also filter the report based on "Client ID".

V7.35.0 - Unlock Greater Control with Advanced Prop Trading Features

Stay ahead with our latest CRM updates—discover all the new features here!

Released Date - 21 February 2025

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:

Create Prop Challenge

Navigate to Prop Trading.
Under Challenge Settings, click "New Challenge".

Configure Challenge Parameters

Fill in the respective fields.
Under "Challenge Rule", you can configure the "Profitable Days" criteria.
You will need to specify both the profit target percentage and the number of profitable days.
1. The profit target is defined as a percentage of the initial balance. For example, with an initial balance of $100,000 and a profit percentage set at 8%, your trader must achieve a minimum of $8,000 in closed P&L within a day for that day to be considered a Profitable Day.
2. The number of days set represents how many profitable days are required for the trader to meet this requirement. For example, if you set it to 3 days, your trader must have at least 3 days where their daily closed P&L exceeds $8,000.

Publish Prop Challenge

Once you have configured all the required fields.
Publish your challenge by clicking "Publish".

Application

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

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:

Create New Challenge or Edit Existing Challenge

Navigate to Prop Trading.
Under Challenge Settings, click "New Challenge", or click the "Edit" icon for the challenge you wish to amend.

Navigate to the "Profit Sharing" Section.
You will now see an additional row for "Profit Sharing Condition".
You can configure the following Profit Sharing Conditions:
1. Minimum Days After Account Creation: The minimum number of days that must pass after a trader's account is created before they qualify for profit sharing. For example, if set to 5 days, profit sharing will only be considered after 5 days from the account creation date.
2. Minimum Trading Days: The minimum number of days a trader must have placed trades before qualifying for profit sharing. For example, if set to 3 days, profit sharing will only be considered after the trader has placed trades on at least 3 separate days.
3. You can configure these conditions with an "AND" or "OR" policy.
  1. The "AND" policy means both conditions must be fulfilled.
  2. The "OR" policy means either condition can be fulfilled.
4. Minimum Profit: The minimum profit a trader must achieve to qualify for profit sharing. For example, if set to $1,000, the trader must have a closed P&L of at least $1,000, calculated as current balance - initial balance.
5. Similarly, you can configure either "AND" policy or "OR" policy.
6. Profitable Days: The number of profitable days required for a trader to be eligible for profit sharing.
  1. Profit: Defined as a percentage of the initial balance. For example, if the initial balance is $100,000 and the required percentage is 8%, the trader must make at least $8,000 in profit for the day to be counted as a profitable day.
  2. Number of Days: The minimum number of profitable days required.
  3. This resets after each profit-sharing settlement. If a profit-sharing settlement has occurred, the trader must meet the condition again from the start for the next cycle.

Publish Prop Challenge

Once you have configured all the required fields.
Publish your challenge by clicking "Publish".

Application

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.

V7.34.0 - Proactive Risk Management with Trading Risk Alerts

Stay ahead with our latest CRM updates—discover all the new features here!

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.

This feature is available exclusively for MT4 and MT5.

Key Function Highlights:

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.
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.
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.
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.
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:

Navigate to CRM Marketplace

Go to the CRM Marketplace.
Locate "Trading Risk Alerts" and click onto it.

Contact Us for Installation

You will be redirected to the details page.
Click "Contact us for installation".
Your dedicated account manager will assist you with the installation.

Permission Settings

Once the Trading Risk Alerts module has been installed, you will need to enable the respective permissions.
1. Read Trading Risk Alert: Provide you with view-only permissions of the Trading Risk Alert module.
2. Update Trading Risk Alert: Provides you with the permissions to edit the Trading Risk Alert configurations.
Once permissions have been enabled, you will be able to see the "Trading Risk Alerts" module under the "Risk Management" tab.

2) MT4 & MT5 Settings

This feature is exclusively available for MT4 and MT5.
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:

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.
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:

Navigate to Account Profit Alert

Navigate to "Trading Alert Settings" side menu.
Go to "Account Profit Alert" tab.
Click "Create".

Configure Alert Calculation Rules

Fill in the respective fields:

Profit Threshold
1. Mandatory Field
2. Please enter a positive integer.
3. A notification will be triggered when the total Profit and Loss (P&L) of all closed orders for the trading account on the current day is greater than or equal to the specified Profit Threshold.
4. For example, if you set the profit threshold to $10,000, a notification will be sent when the total realized P&L for the trading account on the current day is equal to or greater than $10,000.
Profit Percentage and Minimum Profit
1. Profit Percentage is a mandatory field. Please enter a positive number with up to 2 decimal places.
  - Profit Percentage Formula: {Profit / [Today Start Balance + Today Deposit]} * 100
  - The Profit Percentage shows how much profit was made relative to the account’s starting balance for the day.
2. Minimum Profit is also a mandatory field. Please enter a positive integer.
3. A notification will be triggered if both of the following conditions are met:
  1. The Profit Percentage for all closed orders on the trading account today is greater than or equal to the configured Profit Percentage.
  2. The total profit is greater than or equal to the configured Minimum Profit.
4. For example, if you set the Profit Percentage to 10% and the Minimum Profit to $10,000, a notification will be sent when both the Profit Percentage exceeds 10% AND the total profit is at least $10,000.
Please note that the "Profit Threshold" and "Profit Percentage and Minimum Profit" are governed by an "OR" rule. This means that if either of the thresholds is met, a notification will be sent.
Step Up Amount
1. Optional Field
2. Please enter a positive integer.
3. If configured, this parameter allows you to receive additional notifications for trading accounts that have already triggered a notification under the standard rules. Specifically, the CRM will send another notification if, during the next monitoring interval, the total P/L of all closed orders for that account increases by the configured Step-Up Amount, on top of the profit amount from the initial notification.
4. If the step-up rule is not configured or has not been triggered, the standard rule will not trigger additional notifications for the same account on the same day after the first notification. This helps prevent spam notifications during periods of market volatility.
5. For example, if you set the Step-Up Amount to $5,000 and the initial notification was triggered when the profit reached a certain threshold, another notification will be sent if the profit increases by $5,000 or more after the initial notification. However, if the Step-Up Amount is not reached, no additional notifications will be sent, even if the closed P&L hits the standard rule thresholds multiple times during the day.

Configure Monitoring Rules

Fill in the Monitoring Interval.
1. This is a mandatory field.
2. Please enter a positive integer.
3. The field is in minutes. For example, if you set the interval to 30, the system will check for alerts every 30 minutes.
4. By default, the monitoring interval is set to 10 minutes. This means the system will check the database every 10 minutes to see if any alerts need to be triggered.
Select the Trading Platform Groups that the alert settings will apply to.
1. Make sure to select groups with the same currency. The amounts for the alert settings will be in that selected base currency.
2. If you choose a trading group with USD as the base currency, the menu will update to show only USD-based groups for you to choose from. The alert settings will apply in USD.
3. The system will only scan the trading accounts within the selected groups.
Select the Symbol Groups that the alert settings will apply to.
1. Symbol groups here refer to the symbol groups set up in the CRM, not the trading platform's security groups.
2. The system will only calculate closed orders for the symbol groups you select.

Select Notification Recipients

You can choose the recipients of the notifications from the dropdown menu.
You can select specific individual users or choose a role; in which case all members of that role will receive the notification.

Save Your Changes

Click "Save".
Once you have saved your changes, the alert will be setup and status will be "Activated".
You can configure a maximum of 5 Account Profit Alerts.

B) Symbol Profit Alert

To configure Symbol Profit Alert, follow these steps:

Navigate to Symbol Profit Alert

Navigate to "Trading Alert Settings" side menu.
Go to "Symbol Profit Alert" tab.
Click the "Edit" icon.

Configure Alert Calculation Rules

Fill in the respective fields:

Take note that trading profits will be converted to USD for reporting and analysis.
Profit Threshold
1. Mandatory field.
2. Please enter a positive integer. The field is in USD.
3. This sets the profit threshold that will trigger the first notification.
4. If the symbol's total P&L is greater than or equal to the profit threshold set, a notification will be triggered.
5. For example, if you set the profit threshold for the symbol to be USD 10,000, a notification will be triggered if the total P&L for the symbol exceeds or equals USD 10,000.
6. The same symbol will not trigger any subsequent alerts within the same hour, even if the P&L exceeds the threshold again. This helps prevent spam notifications during periods of market volatility.
Step Up Value
1. Optional field.
2. Please enter a positive integer. The field is in USD.
3. If the symbol’s P&L is greater than or equal to the standard profit threshold + Step Up Amount, a notification will be triggered.
4. For example, if the Profit Threshold is set at $10,000 and the Step Up Amount is set to $5,000, a new alert will be triggered when the symbol’s P&L reaches $15,000.
5. The notification will be sent even if this occurs within the first hour after the initial alert was triggered.
Monitoring Interval
1. This is a mandatory field.
2. Please enter a positive integer.
3. The field is in minutes. For example, if you set the interval to 30, the system will check for alerts every 30 minutes.
4. By default, the monitoring interval is set to 10 minutes. This means the system will check the database every 10 minutes to see if any alerts need to be triggered.
Profit in Last 30 Minutes
1. Mandatory Field
2. Please enter a positive integer. This field is in USD.
3. If the profit for the symbol in the past 30 minutes meets or exceeds the threshold you set, a notification will be sent.
Please note that the Profit Threshold and Profit in Last 30 Minutes settings are governed by an "OR" rule. This means that if either the Profit Threshold or Profit in Last 30 Minutes is met, a notification will be triggered.

Select Exchange Rate Source

All P&L will be converted to USD, so you need to select an exchange rate source for the system to perform the conversion.
Currently, the available options are exchangerate.host and Finrax.

Configure Monitoring Rules

Select the Trading Platform Groups the Symbol Profit Alert will apply to. The system will only scan the symbols within the selected groups.
Select the Symbol Groups that the Symbol Profit Alert will apply to.
1. Symbol groups here refer to the symbol groups set up in the CRM, not the trading platform's security groups.
2. The system will only calculate P&L for the symbol groups you select.

Select Notification Recipients

You can choose the recipients of the notifications from the dropdown menu.
You can select specific individual users or choose a role; in which case all members of that role will receive the notification.

Save Your Changes

Click the "Save" icon to save your changes.

4) Edit, Disable & Delete Alerts

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

Edit Account Profit Alerts

Locate the alert you wish to edit.
Click the "Edit" icon.
Make the necessary changes.

Disable Account Profit Alerts

Locate the alert you wish to disable.
Click the "Disable" icon.
The status will reflect as "Disabled".
To re-enable, simply click on the same icon.

Delete Account Profit Alerts

Locate the alert you wish to delete.
Click the "Delete" icon.
Upon clicking "Confirm", the alert will be deleted.

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

Edit Symbol Profit Alerts

Click the "Edit" icon.
Make the necessary amendments and click the "Save" icon to save your changes.

Disable Symbol Profit Alerts

To disable your alert, click the "Disable" button.
Note: The "Disable" button will only appear if a symbol profit alert has been set up. Once the initial setup is complete, the button will be visible.
Clicking the "Disable" button will disable the alert.
To re-enable it, simply click the same button again.

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:

Symbol – Displays the symbols that have triggered the alerts.
Current P/L – Displays the closed P/L for the symbol. Data is retrieved according to the interval set for symbol alerts.
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.
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.
Lowest Value – Records the lowest P/L value for the symbol within the day.
Highest Value – Records the highest P/L value for the symbol within the day.
Past 30 Mins P/L – Displays the total closed P/L of orders for the past 30 minutes.
Past 30 Mins Volume – Displays the total lot size of all closed orders in the past 30 minutes.
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.

V7.33.0 - Boost Your Support Experience with Enhanced Email Notifications

Stay ahead with our latest CRM updates—discover all the new features here!

Released Date - 13 January 2025

Key Function Highlights

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.
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:

Navigate to Admin Notifications

Go to Settings > Notification Settings > Admin Notifications.
Select the "Tickets" menu.

Configure Notification Recipients

Find the notification you wish to configure recipients for.
Click the "Edit" icon.
Select the notification recipients:
1. Individual Users
  1. You can choose "Client's Owner" or "Assigned Party" as notification recipients too.
  2. Client's Owner refers to the person assigned as the owner of the client. Selecting this option ensures the respective client owner receives the notification.
2. Roles
Select the notification method. The only available option is "Email".

3) Notification Templates

Follow these steps to customize your notification templates:

Navigate to Notification Templates

Navigate to Settings > Notification Settings > Notification Templates.
Select Email Templates.

Edit Notification Template

Find the notification you want to configure.
Click the "Edit Template" icon.
Make the necessary changes to the template content.
Click "Save" to save your updates.

Preview Your Notification Template

After saving, click the "Preview Template" icon to review your changes.
A popup tab will open, allowing you to preview the email template.
Check for any further amendments needed and make adjustments as necessary.

V7.32.0 - Stay Ahead with Automated Prop Trading Alerts

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

Released Date - 24 December 2024

Key Function Highlights

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.
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.
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.
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.
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:

Navigate to Prop Trading Challenge

Navigate to Prop Trading > Challenge Settings.
Select the "Edit" icon for the prop challenge you wish to configure notifications for.

Configure Notifications

Access the "Challenge Rule" section.
Click the "Notification" icon for the parameter you want to set.
Enter the required details and click "Confirm". Your clients will now receive notifications accordingly.
Click "Save and Exit".

2) Prop Trading Notification Thresholds

3) Notification Templates

Follow these steps to customize your notification templates:

Navigate to Notification Templates

Navigate to Settings > Notification Settings > Notification Templates.
Select Email Templates > To Client.

Edit Notification Template

Find the notification you want to configure.
Click the "Edit Template" icon.
Make the necessary changes to the template content.
Click "Save" to save your updates.

Preview Your Notification Template

After saving, click the "Preview Template" icon to review your changes.
A popup tab will open, allowing you to preview the email template.
Check for any further amendments needed and make adjustments as necessary.

V7.31.0 - Empowering Your CRM with Enhanced Flexibility and Control

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

Released Date - 18 December 2024

Key Function Highlights

1) Streamlined Funds Transfer Process

A) Enhanced Transfer Permissions

You can configure fund transfer permissions with precision, allowing clients to transfer funds to specific individuals, direct downlines, or all downlines within a permitted IB network. This ensures tighter control while preserving flexibility.

To do so, follow these steps:

Navigate to Transfer Settings

Go to Settings > Transaction Settings > Transfer Settings.

Edit Third Party Transfer Settings

Click the "Edit" icon.
Select the allowed recipients for third-party transfers:
- Any Client: Third-party transfers can be made to any client.
- Direct Downlines: Third-party transfers can only be made to the client’s direct downlines.
- Downlines with Data Permission Settings: Third-party transfers can only be made to the client’s direct or indirect downlines, as long as they are within the client’s data permissions.
Data Permission refers to the permissions configured for the Client Group.

Save Changes

Click on the "Save" icon to save your changes.

Application - Third Party Transfers Allowed to Any Client

Your client will need to provide the required details.
Once completed, click "Submit."
The transfer request will then be submitted for processing.

Application - Third Party Transfers Allowed to Direct Downlines Only

Your client will need to provide the required details.
1. For the Beneficiary Name, your client can select a direct downline from the dropdown menu. The list will only display their direct downlines.
2. If a name outside of the direct downlines is entered, the system will show "No Results".
Once completed, click "Submit".
Read and acknowledge the Third Party Transfer Agreement.
The transfer request will then be submitted for processing.

Application - Third Party Transfers Allowed to Downlines within Data Permission Settings

Your client will need to provide the required details.
1. For the Beneficiary Name, your client can select a downline from the dropdown menu. The list will display only the downlines within the data permission settings you have set for them.
2. If a name outside these permissions is entered, the system will display "No Results."
Once completed, click "Submit".
Read and acknowledge the Third Party Transfer Agreement.
The transfer request will then be submitted for processing.

B) Admin-Initiated Transfers

You can now create fund transfer requests on behalf of clients based on their instructions. For example, transfers from a wallet to a trading account can now be completed in one click, eliminating the need for you to manual withdrawal and deposit.

To do so, follow these steps:

Navigate to Transfer Requests

Go to Approval.
Select "Transfer" from the dropdown list.

Create Transfer Request

Click "Create".
Select "Internal Transfer" or "Third Party Transfer".

Review Transfer Request

Once transfer request is created, you can proceed to review the request by clicking "Review".
You will be able to see who created the transfer request under "Logs".

2) New MT5 Account Creation API

This new API allows you to automatically generate MT5 accounts from lead data captured through your website or third-party platforms. This seamless process also auto-populates information into your CRM, saving time and reducing manual errors. For more details, please contact your Dedicated Account Manager.

3) Bulk Management of Lead's Managing Team

You can easily update the managing team ("participants") assigned to leads in bulk. Quickly add or replace team members for aligned follow-ups and more efficient lead handling.

To do so, follow these steps:

Navigate to Leads

Go to the Leads Dashboard.

Bulk Edit Lead Participants

Select the Leads you wish to amend participants for.
Click "Participants".
Select the Participants you wish to assign.
Choose "Replace" or "Add".
1. Replace: Participants selected will replace all existing participants assigned to the clients.
2. Add: Participants selected will be added to the existing participants assigned to the clients.

Confirmation & Status Review

You will be redirected to the Batch Operation page, where you can review the statuses of the operations. Click "View" to access detailed records of each batch operation.
You will see the details of each record, including the previous participants.

4) CRM Wallet Referrals Tracking

You can now view the "Referral Source" of your client's CRM Wallet.

You can also use the new "Referrer" filter in wallet reports to pinpoint which sources are driving client and fund acquisition, enabling better referral performance analysis.

5) Improved SumSub Verification Tracking

A new "pending" status makes it easier to track incomplete SumSub verifications, simplifying follow-ups and improving compliance.

For Sumsub Authentication and Document Verification, the statuses now include:

Unverified: The client has not started the verification process.
Pending (New): The Sumsub verification is in progress and not yet completed.
Verified: The verification has been successfully completed and approved.
Failed: The verification has been rejected by Sumsub.

This enhancement allows you to quickly identify clients who have started but not yet completed or submitted their verification. To follow up with these clients, simply filter the client report to display only those with the Sumsub status set to "Pending."

6) Downline Registration Insights

IBs can now view the registration sources of their clients, helping them identify which promotional links, campaigns, or events yield the best results. This data allows IBs to fine-tune their marketing strategies and maximize ROI.

This can be found under Referral > My Clients.

Your IB can also filter their downline list via Source:

V7.30.0 - Empower Your IBs with Prop Trading Insights

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

Released Date - 13 December 2024

Key Function Highlights

1) Permission Settings

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

Navigate to Client Group

Navigate to Settings > Client Group.
Find the Client Group you want to update and click the "View" icon.

Edit Client Group Permissions

Click "Edit".
Enable the "Prop Trading Statistics" permissions.
You can also set the number of downline levels your IBs can view.

Save Your Changes

Click "Save" to confirm the changes.

2) IB Prop Trading Dashboard

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

To access the IB Prop Trading Dashboard, click Overview.

IBs will be able to view the following data:

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

3) IB Prop Trading Reports

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

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

IBs can toggle between the reports via the dropdown menu.

Participants Report: Provides a list of downlines participating in prop challenges along with their respective statuses.
1. IBs can apply filters such as challenge type, downline name, challenge status, and more for precise data analysis.
2. Reports can be downloaded by clicking the "Download" button.
3. For a detailed breakdown of a participant's prop challenge status, IBs can click the "View" icon.
4. They will be redirected to the detailed prop challenge status page for the selected participant.
Commission Report: Shows a list of participation fee commission payouts to downlines, including their statuses.
1. IBs can filter the data by challenge.
2. Reports can also be downloaded.
Profit Sharing Report: Displays a list of profit-sharing payouts to downlines, along with their statuses.
1. IBs can filter the data by challenge type.
2. Reports can also be downloaded.

V7.29.0 - Unlock Deeper Insights with the New Prop Challenge Dashboard & Data Type Functionality

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

Released Date - 4 December 2024

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:

Financial Overview
Participants Statistics
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

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

Use Cases for Financial Overview Chart

Evaluating the Success of Demo Challenges in Filtering Skilled Traders
1. The chart helps you analyze your trader's profit and loss from live challenges to determine the effectiveness of the demo stage in identifying skilled traders.
  1. A higher broker profit in live challenges suggests that the demo stage successfully identified traders capable of generating profits in the live environment.
  2. Conversely, a higher level of broker losses may indicate that the demo stage did not effectively screen for skilled traders. This insight prompts you to adjust demo challenge parameters to ensure only qualified traders advance.
2. By comparing revenue and loss across challenges, you can refine the demo-to-live transition process and improve their selection criteria for better outcomes.
Evaluating Challenge Attractiveness
1. You can analyze total participation fees collected across challenges to assess their appeal to your traders.
2. Challenges with higher participation fee revenue indicate greater trader interest and engagement.
3. Underperforming challenges may signal issues with their structure or parameters, such as difficulty level, participation fees, or trading conditions, making them less attractive to traders.
4. With these insights, you can consider to:
  1. Adjust the parameters of underperforming challenges to enhance their appeal.
  2. Increase marketing efforts to raise awareness of these challenges.
5. This analysis enables you to refine your offerings and optimize strategies for attracting traders while maximizing revenue.
Evaluating Risk Exposure and Return on Investment (ROI)
1. The chart allows you to compare the total funded amount with the revenue generated for each challenge. Revenue is calculated as the sum of broker revenue and participation fees collected.
2. A low ROI, where the total funded amount significantly exceeds the revenue generated, may indicate excessive risk exposure relative to returns.
3. This imbalance suggests that you should reconsider your funding strategies, such as reducing the funded amount or lowering profit-sharing payouts, to optimize the ROI.
4. By aligning risk with profitability, you can enhance financial sustainability and ensure the long-term viability of your challenges.

D) Participants Statistics

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.
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.
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.
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.
Hover over the chart to view detailed insights for each prop challenge.
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.
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.

Use Cases for Participants Statistics

Unique Participants
1. By analyzing the Unique Participants chart, you can evaluate the appeal and effectiveness of challenges based on the number of new participants they attract daily or each month.
2. This comparison helps identify which challenges are consistently attracting attention and which may be losing popularity.
3. If a challenge shows declining participation, you can adjust its parameters, such as difficulty level or rewards, to boost interest.
4. Challenges with higher engagement can also be prioritized for marketing efforts, ensuring resources are focused on the most successful offerings.
Purchased Challenges
1. The Purchased Challenges chart reveals how often challenges are purchased daily or monthly, providing insight into client behavior and engagement.
2. Comparing this data with the Unique Participants chart allows you to assess which challenges are driving repeat purchases.
3. High purchase frequency by returning clients indicates strong retention and satisfaction.
4. Challenges with no repeat purchases may point to retention issues or lack of appeal. This data can help refine challenge offerings, pricing strategies, or incentive programs to improve client engagement.
Participation Fee
1. The Participation Fee chart tracks the total fees collected across different challenges, offering insights into the financial performance of each challenge.
2. By analyzing this data, you can identify which challenges are generating the most revenue and assess their profitability and market appeal.
3. Comparing fee revenue across challenges helps determine which pricing models or promotional strategies are most effective, guiding decisions on fee adjustments, marketing strategies, or the introduction of new challenge packages to maximize revenue and attract more participants.

E) Challenge Performance Statistics

This chart displays the success and failure rates of your prop challenges across their various stages.
You can select which prop challenge you would like to view performance statistics for by choosing it from the dropdown menu.
The statistics are divided into two charts:
- Successful Participants: Participants who successfully passed the challenge.
- Unsuccessful Participants: Participants who failed to pass the challenge.

Use Cases for Challenge Performance Statistics

The Challenge Performance Statistics helps you analyze the success rates of each challenge, evaluating how well it filters skilled traders.

A high success rate with a low failure rate might suggest the challenge is too easy, requiring adjustments to ensure only highly skilled traders advance.
A high failure rate may indicate the challenge is appropriately difficult, but you might consider introducing repeat incentives to boost engagement while maintaining a challenging environment.

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:

Navigate to Participants

Navigate to Prop Trading > Participants.

Amend Data Type

Locate the client you want to amend Data Type for.
Click the "Edit" icon.
Select "Real" or "Demo".

Save Your Changes

The Data Type will be updated accordingly and the data from this participant will no longer be considered or displayed in the Prop Dashboard.

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.

V7.28.0 - Streamlined Client Management, Enhanced API Features & Improved User Experience

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

Released Date - 26 November 2024

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:

Navigate to Clients > Trading Accounts.
Select the trading accounts you wish to delete.
Click "Delete".

A popup notice will appear to inform you that the data cannot be recovered after deletion.

Upon confirmation, a popup notice will appear to inform you that the batch operation is being processed.

You will be redirected to the Batch Operation Record page.
You can click the "View" icon to view the status of each record as well.
You will be able to view the details of each individual record.

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.

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

V7.27.0 - Reinforced Security, Expanded API Functions, and Reporting Improvements

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

Released Date - 15 November 2024

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:

Navigate to Settings > Security Settings.
Click the "Edit" icon.

Turn on "Mandatory Two-Factor Authentication".
Select "Change Password" as the Application Scenario.
Click "Save".

Application

On the CRM Client Portal, navigate to My Profile > Settings.
Fill in Current Password, New Password and Confirm New Password.
Click "Update Password".
Once the mandatory verification is completed, your client will be logged out.

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.

Application

On the CRM Client Portal, navigate to My Profile > Settings.
For update of email address, your clients will need to fill in:
1. New Email Address
2. Current Password

If you have Twilio installed and activated on your CRM, your clients will be able to update their phone number by filling in:
1. New Phone Number
2. Verification Code
3. Current Password
For email updates, your clients will receive and email in their new email address to confirm the changes.
For email updates, your client will receive a notification in their old email address, informing that there has been a change in their email. For phone updates, your client will also receive a notification in their email address, informing them there has been a change in their phone number.

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:

Navigate to Settings > Security Settings.
Click the "Edit" icon.

Fill in the maximum failed login attempts allowed.
Click "Save".

Application

To enable the account, you will need to do the following:
1. For client accounts, locate the account under the "Clients" list and click the "Unsuspend" icon.
2. For user accounts, under "User Management", click the "Filter" icon and select "Suspended" as the Account Status. You will see a list of suspended users. Locate the user you wish to enable and click the "Unsuspend" icon.

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:

Navigate to Reports or Approval.
Click the "Filter" icon.

Under the "Phone Number" filter, fill in the country code.

The system will filter the data based on the country code you enter, allowing you to analyze reports or requests by jurisdiction.

CRM Version Release Notes

Updated on 18 April 2025

Latest Updates

V7.37.0 - ShuftiPro Integration

offers a comprehensive identity verification solution that covers Know Your Customer (KYC), Know Your Business (KYB), and Anti-Money Laundering (AML) screening. With advanced AI-driven verification, real-time document authentication, and global coverage, ShuftiPro helps businesses enhance security, reduce fraud, and comply with regulatory requirements.

March 2025 Updates

V7.36.0 - 2025 Q2 Quality of Life (QOL) Update

Whether you’re monitoring deposits, following up with leads, or analyzing client growth, this release is all about working smarter and giving you the tools to do more with less effort.

February 2025 Updates

V7.35.0 - Unlock Greater Control with Advanced Prop Trading Features

V7.34.0 - Proactive Risk Management with Trading Risk Alerts

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.

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.

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

August 2024 Updates

V7.20.0 - Introducing Our Powerful New Coupon Feature

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

V7.19.0 - Enhanced Prop Challenge Monitoring, New Webhooks, and Improved Dashboard Insights

Dive deeper to explore these exciting updates!

July 2024 Updates

V7.18.0 - Enhancements to Trading Server Access, Promotional Links, Referral Settings, & Reports

Read on to discover more about these exciting enhancements!

V7.17.0 - Full Integration of Fortex Trading Platform with Our Prop Trading System

June 2024 Updates

V7.16.0 - Multi-Module Optimizations

V7.15.0 - Prop Trading Enhancements

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!

V7.14.0 - Prop Trading 1 Step-Challenge, Tailored Profit Sharing and more!

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.

May 2024 Updates

V7.13.0 - Smart FX Conversion & New Client Creation API

V7.12.0 - Fireblocks Integration

V7.11.0 - Revamped Prop User Interface

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

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

V7.10.0 - Introducing New Commission Schemes for Prop Trading Challenge Fee

March 2024 Updates

V7.9.0 - Optimizations Across Multiple Modules

V7.8.0 - Stripe Integration

Good news to all Prop Firms! Version 7.8.0 features a full integration with - a new payment channel addition exclusively for prop trading. Simply enable the feature within your CRM marketplace, register for a Stripe account and you are all set to onboard Prop Challenge participants all from every corner of the globe. Read on for more details on this exciting release.

February 2024 Updates

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

January 2024 Updates

V7.5.0 - Introducing a New Dimension in IB Commission Module & System Pop-Up Notification to Clients

December 2023 Updates

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

November 2023 Updates

V7.2.0 - Elevating Your Business with Twilio Verify & MT4 Advanced Account Report Extension

October 2023 Updates

V7.1.0 - Game Changer: Trading Competitions Unleashed!

V7.0.0 - Unveiling the Exciting World of Proprietary Trading Challenges

August 2023 Updates

V6.14.0 - Withdrawal Webhook

V6.13.0 - New Commission Payout Method & Rebate Currency Selection

V6.12.0 - Match2Pay Withdrawal & Mandatory 2-Factor Authentication

July 2023 Updates

V6.10.0 - Risk Management Dashboard

June 2023 Updates

V6.7.5 - Match2Pay Integration

May 2023 Updates

V6.5.0 - SumSub Integration

April 2023 Updates

V6.4.0 - Launch of AI Editor & Addition of Client and Leads Activity Logs

March 2023 Updates

V6.2.0 - AirCall Integration & Optimization of Clients & Leads Details Page

January 2023 Updates

V5.15.0 - Optimizations to PWA & Automatic Deposit Function

V5.14.5 - Launch of PWA Application for CRM Client Portal

December 2022 Updates

V5.13.0 - Multiple KYC Forms for Different KYC Requirements

V5.12.1 - Newly Added Email Design Templates

November 2022 Updates

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

October 2022 Updates

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

September 2022 Updates

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

August 2022 Updates

V5.3.0 - Marketplace - New Bonus Function

July 2022 Updates

V5.2.25 - Improvements to Withdrawal Process, Permissions for Leads Module & Referral Tree Display

June 2022 Updates

V5.2.0 - Open API Functionality

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

V5.1.0 - Enhanced Trading Account Module, Downline Filter Function, Remote Login Prompts and More

v5.0.0 - Enhancements Across Multiple Module

May 2022 Updates

V4.4.0 - Introducing New Exchange Rate Sources and Enhanced Email Notifications

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

V4.2.0 - New Restart Gateway & Domain Management Function

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

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

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

V7.0.0 - Unveiling the Exciting World of Proprietary Trading Challenges

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

Released Date - 16 October 2023

We are thrilled to introduce our latest CRM integration - Proprietary (Prop) Trading Challenge System. This powerful addition empowers you to effortlessly launch Prop Challenges as a new and innovative way to engage and retain clients. Successful traders can even access funded accounts, making it a compelling feature to attract and reward skilled traders. Join us in revolutionizing your business and capitalize on the latest trading tend! Our Prop Trading Challenge system is available to all MT4 and MT5 Brokers.

Summary

Your Challenge, Your Rules Launch multiple challenges in a matter of clicks, complete with automated progress tracking and performance insights.
Tailor Challenge Packages Highly customizable challenge packages with distinct criteria and settings, including profit targets, maximum drawdown limits, trading periods, and more. Allow your clients to select the package that aligns with their interests and goals.
Supports IB/Referral Model You have the flexibility to distribute a percentage of the participation fees to your IBs to encourage faster and more efficient market expansion. All calculations and distributions fully automated.

Prop Trading System

1) Marketplace Installation & Permission Settings

To start using the Prop Trading System, you will need to install it via the CRM marketplace and provide the respective permissions. To do so, follow these steps:

2) Prop Trading System

The Prop Trading system is divided into two main sections, each serving distinct purposes:

Challenge Settings
In this section, you have the ability to create and configure your prop challenges. This is where you set the parameters and rules for your trading challenges.
Challenge Statistics
This section provides a comprehensive overview of the statistics related to your prop challenges. Here, you can access information about participants who have registered, review trading histories, and generate commission rebate reports for a complete understanding of your challenge's performance.

You can navigate between the 2 sections via the side navigation menu.

3) Setting Up Prop Challenges

The process for setting up a new prop challenge involves the following steps:

Creating a new challenge.
Configuring the challenge settings.

A) Creating A New Challenge

To create a new prop challenge, follow these steps:

Navigate to the "Challenge Settings" section and select "New Challenge."

Fill in the following fields:
- Challenge Name
- Challenge Time Zone
- Challenge Start Time
- Upload Cover Thumbnail & Campaign Poster
- Enter Challenge Details in the respective languages
Upon providing the required information, finalize the process by clicking the "Save" button.

B) Configuring The Challenge Settings

To configure the challenge settings, follow these steps:

Locate the challenge for which you want to configure settings and click the "settings" icon.
You can only configure the settings for challenges that are upcoming.
Click "New Package" to create a new package. You can create multiple packages for a single challenge.

Fill in the package name.
Select the account currency.
Configure the number of steps.
- You can add more steps by clicking the "Plus" icon.
- You can remove steps by clicking the "Delete" icon next to the step.
- The minimum number of steps is 2.
Configure the settings for each step.
- Fill in the step names.
- Select the account type (demo or live) for each step.
- Choose the initial balance that will be funded in the trading account. The initial balance remains the same across all steps.
- Select the server group.
- Set the challenge requirements, including leverage, trading period (maximum: 100 days), minimum trading days, minimum trading volume, maximum daily loss, maximum loss, profit target, free repeat, maximum retry count, and fee.

Decide whether you want to upgrade traders to the next step immediately after they pass the previous step. If you select "Yes", the trader will be upgraded to the next step at the end of the day if the profit target is met, without the need to wait for the trading period to conclude.
Indicate whether the fee is refundable.
Set up the participation fee commission rules.
- When a trader pays for the participation fee, commission rebates will be given to the client's uplines.
- Click "Add" to add the number of levels. By default, level 1 will be the trader who paid the participation fee. Level 2 refers to the direct referrer of the trader.
- Choose whether the commission rebate amount is fixed or a percentage.
- Fill in the commission amount.
Click "Save" to finalize your configuration.

You have the capability to conceal specific challenge settings from clients by selecting the "Hide" icon.

Additionally, you can customize the challenge settings name in your preferred languages.

To achieve this, just click the "Language" icon.
Enter the challenge settings name in the respective languages.
Click "Save".

C) Editing Prop Challenge Settings

You have the flexibility to edit the following:

Prop Challenge Description

To edit Prop Challenge Description, follow these steps:

Locate the specific Prop Challenge you wish to modify, and then click on the "Edit" icon.
Make the necessary amendments.
Click "Save".

Prop Challenge Package Settings

You will not be able to edit settings for prop challenges that are ongoing.

To edit Prop Challenge Package Settings, follow these steps:

Locate the specific Prop Challenge you wish to modify, and then click on the "Settings" icon.
Locate the package settings you wish to modify, and then click on the "Edit" icon. You will not be able to see the "Edit" icon for Prop Challenges that are ongoing.
Make the necessary changes.
Click "Save".

D) Viewing Prop Challenge Settings

You will be able to view the settings configured for the following:

Prop Challenge Description

To view the Prop Challenge Description, follow these steps:

Locate the prop challenge you want to view and click the "Edit" icon.
The details will be displayed but are not editable.

Prop Challenge Package Settings

To edit prop challenge package settings, follow these steps:

Locate the prop challenge you want to view and click the "Settings" icon.
Locate the package settings you want to view and click the "View" icon.
The details will be displayed but are not editable.

E) Deleting Prop Challenges

You will be able to delete the following:

Prop Challenges

You can only delete prop challenges that are upcoming or have ended. Ongoing prop challenges are not deletable.

To delete prop challenges, follow these steps:

Locate the prop challenge you want to delete and click "Delete." The "Delete" icon will not be visible for prop challenges that are ongoing.
A popup message will appear to inform you that deleting the prop challenge will remove all historical data associated with the challenge. Click "Confirm" to proceed.

Prop Challenge Packages

You can only delete prop challenge packages for prop challenges that are upcoming. Packages for ongoing and ended prop challenges cannot be deleted.

To delete prop challenge packages, follow these steps:

Locate the prop challenge from which you want to delete packages and click the "Settings" icon.
Locate the package you wish to delete and click the "Delete" button.
A confirmation popup message will appear. Click "Confirm" to proceed with the deletion.

4) Challenge Statistics

In the Challenge Statistics tab, you can access a list of prop challenges along with their corresponding details, including:

Participants

This section displays the list of participants for the prop trading challenge.
To access the participants' list, find the specific prop challenge you wish to view, and click on the 'Participants' icon.
You will be able to see the names of participating clients, the selected package, their current progress within the challenge, and their trading account number.
You can download the participants' report by clicking on the 'Download' icon."

Trade History

This section provides a comprehensive overview of the trading history for all participants in the prop trading challenge.
To access the trading history, find the specific prop challenge trade history you wish to view and click on the 'Trade History' icon.
Here, you will find a list of all trades executed.
You have the option to switch between live and demo trading servers.
To refine your search, you can utilize the search bar and time range filter. Otherwise, for more advanced filtering options, click on the 'Filter' icon.
To update the data, click on the 'Refresh' button.
Customize the displayed fields by clicking on the '...' icon and selecting 'Field Display Settings'.
To download the trade history, click on '...' followed by 'Download'.

Fee Commission Report

This section lists all commission rebates paid to participants of the prop challenge.
The participation fee rebate is deposited in real-time into the clients' wallets.
To access the Fee Commission Report, locate the prop challenge you wish to view and click on the "Fee Commission Report" icon.
You can view specific details of the commission rebate, including the rebate amount, recipient of the rebate, and the rebate's status.
If rebates fail, you have the option to retry them by selecting the relevant ones and clicking 'Payout / Retry'.
Additionally, you can download the Fee Commission Report by clicking the download button.

5) Client Portal - Joining Prop Challenges

Through the CRM Client Portal, your clients can access the list of prop challenges by clicking on the 'Prop Trading' tab.

To begin participating in Prop Challenges, clients willl need to:

Fund their CRM Wallet
Participate in Prop Challenges

1) Funding CRM Wallet

To fund the CRM Wallet, follow these steps:

Navigate to "Funds" and click on "Deposit".

Select the preferred deposit method.
Complete the deposit process based on the selected method.

The deposit request will be submitted to you.
You will need to review the deposit request via the CRM Back Office.
Navigate to Approval > Deposit and click "Review".

Approve or reject the deposit request accordingly.
Once approved, the funds will be deposited to the client's CRM wallet.

2) Participate in Prop Challenges

To participate in Prop Challenges, follow these steps:

Navigate to "Prop Trading" to view the available challenges and their statuses.
Click on a challenge to see its description.

Navigate to the "My Challenge" tab to view available packages and details.
Select the desired package.
Click "Participate Now."

Pay the registration fee by selecting the account to deduct funds from.
Clients will be able to see the participation fee.
Click "Submit".

Upon submission, clients will be redirected to the "Request History" page. They will be able to view the status of their request here.
You will need to navigate to CRM Back Office > Approvals > Prop Trading Participation.
Review and approve the client's participation request.

Upon approval, your client will receive a notification via email, containing important details, including the trading account password. They can view the trading account details on the CRM Client Portal as well.
With these credentials in hand, clients can log in to their trading accounts and commence trading for the challenge.

6) Prop Trading Challenges

Prop Challenge Progress Bar

During the Prop Challenge, clients can track their progress using a progress bar.
The progress bar is updated on a daily basis.

Passing The Challenge

Upon passing a prop trading stage, the existing prop trading account is disabled.
If the next stage is another demo stage, a new set of trading account is automatically created, allowing the client to start trading.
If the next stage is a live stage, the process depends on your approval settings.
Automatic: Live trading account credentials are automatically created, and the client can begin trading.
Manual:
- You will need to approve the request from the CRM Back Office.
- Once approved, your client will receive the new trading account credentials to start trading.

Failing The Challenge

If clients fail the challenge, their trading accounts will be disabled, preventing further trading activity.
On the next day, the challenge progress bar will be updated to reflect that they have hit the maximum loss. A message will also be displayed informing the client that they have failed the challenge.
Clients can choose to retry the challenge by clicking "Reset Challenge".
Upon resetting the challenge, the client will have the opportunity to participate again by paying the registration fee.

Refund of Participation Fee

Enabling participation fee refunds means clients receive a refund of their registration fee if they make a profit in the live stage challenge.
To qualify for a refund, the trader's profit percentage must be above 0.
You can find refund details on the CRM Backoffice Portal under Reports > CRM Transactions.
Clients can also check the CRM Client Portal under Funds > Transactions.

Retry Challenge

If you have enabled the "free retry" option for the self-trading challenge, as long as the customer meets all the relevant conditions and their profit amount is positive, your customers can try the challenge again for free.
Your clients won't get the "Free Repeat" option if they hit the daily loss limits or overall loss limits.
When a client qualifies for a free repeat, his trading account will be disabled, and a message will be shown stating that their trading period has ended. They'll also be informed that they can retry this step for free.
To give the challenge another shot, clients can simply click "Retry This Step".
The challenge will be reset, and clients will be given a new set of trading account credentials to trade.

7) Enhancements to CRM Functions for Prop trading

These updates have been implemented in your CRM to ensure comprehensive support for Prop Trading:

Trading Accounts System Tag

Trading accounts created for Prop Challenges now feature a "Prop Trading" system tag.
Clients can easily identify trading accounts associated with prop challenges through the "Prop Trading" tags as well.

Approval Settings

You will have control over the approval settings for Prop Challenges too:

Prop Challenge Participation Requests
- Only manual approval is available.
- This means each request must be individually reviewed.
Prop Trading Live Step Requests
You can choose between:
- Manual Approval: Each request requires manual review before clients proceed to the live trading step.
- Automatic Approval: Clients meeting criteria gain instant access to the live trading step without manual review.

CRM Transaction Report

New filter types have been added for prop challenges:
- Prop Trading Fee
- Prop Trading Refund
- Prop Trading Challenge Fee Commission
Streamline your reporting by utilizing these filters for prop challenge-related data.

Additional Email Templates

Additional email templates designed specifically for prop trading activities are now available as well.
Tailor the content and format of these templates to meet your unique requirements.

8) Pre-Configurations for Prop Trading Brokers

For brokers intending to host the Prop Trading module on their own trading servers, a series of essential steps are recommended to be taken:

A) MT Groups

We strongly advise creating distinct groups for Prop Trading, completely separate from regular trading groups.
It is mandatory to establish a unique group for each step of each package. For example, if you have 5 packages, each with 3 steps, you'll need to create 15 new groups.

Group Naming Convention [Recommended]

It is advisable to name your groups in a way that clearly identifies them by the Prop Challenge, Package, and Step.

For MT5, groups can be named with a path. For instance:

For Live Stage Groups, the path will start with "real".
For Demo Stage Groups, the path will start with "demo".
Then, you can use a path with challenge names and package names that are easily identifiable. For example:
- demo\prop\ChallengeA\Package10K\demoGroup1
- demo\PropTrading\WhiteLabelA\Demo1-15k

For MT4, there is a character limit to group names. You can consider using the following short form:

ABVPTVAR1-15K

ABCPTVAR1-10K

First 2 Characters: Short form of company name - AB
3rd Character: Virtual (B-Book) or Covered (A-Book) - V/C
4th & 5th Characters: PT
6th - 8th Characters: FIX (Fixed Spread) or VAR (Variable Spread)
Group Number: 1 - 99
Separator: -
Package Amount: 1K, 10K, 15K, etc.

Fixed Stop Out [Mandatory]

Configure a fixed stop-out level for each group to ensure robust risk control.

For MT5 and MT4:

If the package value is USD 10,000 and the maximum loss percentage is 10%, you will need to configure the stop-out level at USD 9,000.
Similarly, for a package value of USD 15,000 with maximum loss percentage of 8%, you will need to configure the stop-out level at USD 13,800.