Learn about all the details of all our recent CRM updates here.
Released Date - 1 August 2024
We are excited to announce several key enhancements to the Prop Trading System. Color-coded progress indicators now make it easier for participants to quickly track their overall progress across multiple parameters at a glance. We’ve also added new webhooks for prop challenges, enabling integration with third-party systems for a smoother workflow.
Referrals can now view prop trading requests within their network, gaining deeper insights into their activities. The newly optimized dashboard delivers deeper data insights for more informed decision-making.
Dive deeper to explore these exciting updates!
Color-Coded Progress Indicators: Allow traders to easily identify their challenge progress with color-coded indicators that adjust based on key thresholds, offering a clear visual of their current standing.
Green: Passed
Yellow: Progress of 50% or more
Grey: Progress of less than 50%
Red: Failed
Seamless Webhook Integration: Integrate with third-party platforms effortlessly using new webhooks, now enabled for "Prop challenge signups" and "live stage requests", streamlining essential business operations.
Network Prop Request Visibility: Empower referrals with the ability to view all prop requests submitted by their network, offering a comprehensive overview of their activities.
Prop Trading System Tags: Accounts related to prop challenges in the CRM are now automatically tagged with "Prop Trading", making them easily identifiable—perfect for FX brokers who need clear distinction from regular accounts for more efficient management.
Advanced Filtering Options: Refine your search with new filter functions in the "Participants Report" and "Prop Trading Request List", allowing for more precise analysis based on criteria like name, trading account number, and progress.
Enhanced Prop Challenge Display
Added "Step" Column for Live Stage Approval: With multiple ongoing challenges, admins can now easily see how many steps a participant has completed when reviewing live stage approval requests, offering clearer insights into their progress.
Prop Trading Parameters Tool-tip: Each challenge parameter now features on-hover explanations and underlying logic, providing participants with clarity on every criterion.
You can now allow traders to easily identify their challenge progress with color-coded indicators that adjust based on key thresholds, offering a clear visual of their current standing.
This applies to both the Client Portal and Back Office Portal.
The color coding is as follows:
Profit Target, Minimum Trading Days, Minimum Trading Volumes:
Gray: 0 < progress < 50%
Yellow: 50% ≤ progress < 100%
Green: Progress = 100%
Max Daily Loss, Max Loss, Trading Period, Free Repeat:
Gray: 0 < progress < 50%
Yellow: 50% ≤ progress < 100%
Red: Progress = 100%
Client Portal:
Back Office Portal:
You can integrate with third-party platforms effortlessly using new webhooks, now enabled for "Prop challenge signups" and "live stage requests", streamlining essential business operations.
To configure the webhooks, follow these steps:
Navigate to Settings > Dev Space > Webhooks.
Click "Create Webhook".
Fill in the respective fields:
Name - this refers to the name of the webhook.
Destination URL - this is the URL where the information will be received.
Select Function - Participate in Prop Trading and Prop Trading Live Stage has been added.
Select Event - this determines when information is transmitted via the webhook to the destination URL.
Approval - Node N
N corresponds to the approver level.
If you select both Node 1 and 2, it means that if the level 1 or 2 approver approves the requet, information will be sent through the webhook. This configuration should be aligned with your review process.
Reject: Information will be sent to the destination URL when withdrawal requests are rejected.
Secret Key - the secret key will be automatically displayed.
The transmitted information will encompass the data boxed up in yellow in the provided image.
Prop Trading Participation
Prop Trading Live Step
You can now empower referrals with the ability to view all prop requests submitted by their network, offering a comprehensive overview of their activities.
To enable referrals to view their downline's prop trading requests, follow these steps:
Navigate to Settings > Client Group.
Locate the Client Group and click the "View Permission" icon.
Click the "Edit" icon to amend the permissions.
Enable the following permissions:
Participate in Prop Trading
Prop Trading Live Step Request
Click "Save".
Once permissions have been configured, your referrals will be able to view prop trading requests of their downlines via the Client Portal > Referral > Clients' Requests.
Accounts related to prop challenges in the CRM are now automatically tagged with "Prop Trading", making them easily identifiable—perfect for FX brokers who need clear distinction from regular accounts for more efficient management.
The Prop Trading System Tags are added in the following:
Back Office Client List
Client Portal Account List
Client Portal My Clients List
You can refine your search with new filter functions in the "Participants Report" and "Prop Trading Request List", allowing for more precise analysis based on criteria like name, trading account number, and progress.
Participants Report
Prop Trading Request List - Applicable to both Prop Trading Participation & Prop Trading Live Step Request
We have made several enhancements to Prop Challenge Display to improve user experience and streamline data analysis.
With multiple ongoing challenges, admins can now easily see how many steps a participant has completed when reviewing live stage approval requests, offering clearer insights into their progress.
Each challenge parameter now features on-hover explanations and underlying logic, providing participants with clarity on every criterion.
This feature is available on:
Client Portal Challenge Dashboard
Back Office Portal Participants Dashboard
Click "Save" to successfully create the webhook.
