Prop Trading Version Release Notes
Prop Trading Client Portal User Guide
  • Prop Trading Version Release Notes
  • V7.35.0 - Unlock Greater Control with Advanced Prop Trading Features
  • V7.32.0 - Stay Ahead with Automated Prop Trading Alerts
  • V7.30.0 - Empower Your IBs with Prop Trading Insights
  • V7.29.0 - Unlock Deeper Insights with the New Prop Challenge Dashboard & Data Type Functionality
  • V7.24.0 - Boost Your Prop Challenge Participation with New Promo Codes!
  • V7.23.0 - Easily Configure Fortex Trading Commissions in Your CRM
  • V7.20.0 - Introducing Our Powerful New Coupon Feature
  • V7.19.0 - Enhanced Prop Challenge Monitoring, New Webhooks, and Improved Dashboard Insights
  • V7.17.0 - Full Integration of Fortex Trading Platform with Our Prop Trading System
  • V7.15.0 - Prop Trading Enhancements
  • V7.14.0 - Prop Trading 1 Step-Challenge, Tailored Profit Sharing and more!
  • V7.11.0 - Revamped Prop User Interface
  • V7.10.0 - Introducing New Commission Schemes for Prop Trading Challenge Fee
  • V7.8.0 - Stripe Integration
  • V7.7.0 - Revamped Deposit Interface & Prop Challenge "Direct Purchase" Function
  • V7.6.0 - Prop Trading System Major Update: Auto-Profit Sharing, Enhanced Configurations & More
  • V7.4.0 - Prop Trading Challenge Optimization: Advanced Analytics & Enhanced Functions
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On this page
  • Summary
  • New Deposit Interface
  • 1) Permission Settings
  • 2) Payment Gateway Icon
  • 3) Adding Payment Gateway Icons
  • 4) Editing Payment Gateway Icons
  • 5) Deleting Payment Gateway Icons
  • 6) Assigning Icons to Payment Methods
  • 7) Client Portal Deposit Page
  • Direct Purchase of Prop Packages
  • 1) Setting Up Direct Purchase
  • 2) Client Portal Direct Purchase
  • 3) Prop Trading Participation Requests

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

Learn about all the details of all our recent Prop Trading System updates here.

PreviousV7.8.0 - Stripe IntegrationNextV7.6.0 - Prop Trading System Major Update: Auto-Profit Sharing, Enhanced Configurations & More

Last updated 1 year ago

Released Date - 22 February 2024

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.

Summary

    • Enhanced Visuals: Newly introduced visual elements enhances clarity and intuitiveness for users. Clients can now quickly identify their preferred deposit method at a glance.

    • Single Page Navigation: With the deposit process optimized into a one-page format, clients can now navigate through each step seamlessly. This reduces complexity and ensures that all necessary details are presented cohesively, providing clients a clear overview of their entire deposit action.

    • Instant Prop Challenge Participation: The introduction of a direct purchase function allows for faster and easier challenge access, greatly improving client conversion.

    • Flexible Payment Methods: Enjoy full autonomy in configuring the permissible payment methods for each challenge package, meeting the diverse preferences of your target audience.

New Deposit Interface

We're excited to unveil the latest update: a completely overhauled deposit interface. Now with user-friendly icons and a simplified one-page layout, managing your transactions is more seamless than ever.

1) Permission Settings

The following permission settings have been added:

  1. Read Payment Gateway Icons - allows you to view the list of payment gateway icons.

    • Existing roles with the "Create Payment Method" and "Update Payment Method" permission selected will automatically have this permission checked.

  2. Update Payment Gateway Icons - enables you to add, edit, and delete payment gateway icons.

    • Existing roles with the "Create Payment Method" and "Update Payment Method" permission selected will automatically have this permission checked.

    • When this permission is selected, "Read Payment Gateway Icons" will be checked automatically.

2) Payment Gateway Icon

  1. We've introduced a new tab: "Payment Gateway Icon" in our deposit settings menu. Here, you can personalize icons for different payment gateways/methods.

  2. Default icons have been pre-set for the following payment methods:

    • ChillPay

    • Match2pay

    • Basic Icon

    • Bank Transfer

    • PayPal

  3. Please note that these default icons are fixed and cannot be edited or deleted.

3) Adding Payment Gateway Icons

To add a payment gateway icon, please follow these steps:

  1. Click on the "Create" button.

  1. Enter the name of the payment gateway icon.

  2. Upload a copy of the payment gateway icon. Please ensure that the icon is in PNG format, with dimensions of 200x200 pixels and a transparent background.

  3. Click "Save".

4) Editing Payment Gateway Icons

  1. Default payment gateway icons cannot be edited.

  2. You can only edit icons that you have created. To do so, follow these steps:

Find the icon you want to edit and click the "Edit" icon.

  1. Update the name if needed.

  2. If you wish to upload a new icon image, first click the "Delete" icon to remove the current icon. Then upload the new one.

  3. Finally, click "Save" to apply your changes.

5) Deleting Payment Gateway Icons

  1. You cannot delete default payment gateway icons.

  2. Additionally, icons currently in use by payment methods cannot be deleted. To delete an icon, follow these steps:

Find the icon you want to delete and click the "Delete" icon.

  1. A popup confirmation notice will appear.

  2. Once confirmed, the icon will be deleted.

6) Assigning Icons to Payment Methods

  1. You can assign payment gateway icons to different payment methods when creating or editing them.

  2. Simply select the desired icon and save your changes accordingly.

  3. Existing payment methods will have the Default Icon assigned by default.

7) Client Portal Deposit Page

The Client Portal Deposit page has undergone a complete overhaul, now consolidated into a single page. Your clients will be able to see the following:

  1. Daily Deposit Time

  2. Payment Methods

    • Your clients will have access to view all available payment methods accepted, enabling them to select their preferred method.

    • Additionally, for each payment method, the accepted currencies will be displayed.

    • The selected payment method will be highlighted in your CRM's primary color.

  3. Payment Currency

    • After selecting their preferred payment method, your clients will have the option to choose their preferred currency.

    • Similarly, the selected payment currency will be highlighted in your CRM's primary color.

  4. Payment Details

    • The displayed payment details will vary based on the selected payment method and your deposit configuration.

    • Your clients will be required to complete the necessary fields and click "Deposit" once finished.

  5. Mobile Optimized

    • The redesigned deposit page has also been optimized for mobile devices.

Direct Purchase of Prop Packages

You now have the option to offer clients the ability to directly purchase prop packages, eliminating the need for them to deposit funds into their account first.

1) Setting Up Direct Purchase

To set up direct purchase as a payment method for your prop packages, follow these steps:

  1. Go to Prop Trading > Challenge Settings.

  2. Find the challenge you want to update the payment method for and click the "Settings" icon.

  1. Locate the package you want to modify and click the "Edit" icon.

  2. Go to "Package Rule."

  3. Choose "Purchase Package Directly" to enable it as a payment method for prop traders.

  4. You'll also need to select the acceptable payment methods for direct purchase.

  5. Save your changes.

2) Client Portal Direct Purchase

When your clients register for a prop package, they will be redirected to the deposit page. There, they can view the following:

  1. Participation Fee

  2. Available Payment Methods

  3. Accepted Payment Currencies

  4. Required Payment Details

Once the client has filled in the necessary information, they will need to click "Complete Payment."

If you have enabled "Deduct from Account" as a payment method, your clients will be able to view their wallet and trading accounts under the payment methods. They can simply click on the account they wish to deduct the registration fee from and click "Complete Payment."

3) Prop Trading Participation Requests

When reviewing prop trading participation requests, you can now see the fee type selected by your clients: "Purchase Package Directly" or "Deduct from Account." For online payment methods such as PayPal, you will also see the payment status.

New Deposit Interface
Direct Purchase of Prop Packages