Trader’s Room
Let clients manage their accounts and wallets in a dedicated client area. Walk through registration, verification and funding before you commit.
UpTrader CRM · Forex & CFD brokers
Your clients.
Your sales team.
Your IB network.
One connected CRM.
Bring client management, sales follow-up, back-office workflows and partner operations into UpTrader CRM. Work with Taylor to evaluate the product and scope your setup.
For new brokerage launches and established teams reviewing their CRM.
UPTRADERSales Interface
UPTRADER
Official reseller & distribution partner
Official reseller & distribution partner
TradeLab Solutions is an official reseller and distribution partner of UpTrader, helping forex and CFD brokers evaluate UpTrader CRM, scope their setup and coordinate implementation with the product team.
Six modules. Defined responsibilities.
See how the work moves
between your teams.
Start with the workflows your brokerage needs. We will show what the current product does, then document configuration, integration checks and any separately scoped work.
Back Office
Give operations a working view of clients, verification procedures, deposits and withdrawal requests.
Admin Module
Configure account types, staff access, payment-system APIs and IB rewards around the agreed operating model.
Sales Interface
Manage client distribution, profiles, tasks and team performance. Make the next action visible to the person responsible.
Social Trading
Explore UpTrader’s MAM, PAMM and social trading offering. Confirm the required mode and scope with the product team.
IB & Partner Tools
Manage multi-level partner structures, automated reward calculations, reports and promotional materials.
Built around the next action
Can your team pick up where the last person left off?
Ask that question during the demo. Follow a client record, inspect the history, assign a task and review the next person’s view.
- Client distribution and manager hierarchy
- Customer profiles with activity logs
- Task management and performance analysis
- A clear workflow to evaluate with your sales team
Choose how you operate
SaaS for your team.
Source code for your roadmap.
Two different commitments. We will help you identify the right scope and who will own the work after delivery.
UpTrader CRM SaaS
Evaluate the existing product against your client, operations and partner workflows.
- Agreed modules and configuration
- Integration scope matched to your environment
- Support and operating responsibilities in the proposal
- Custom modifications scoped separately
CRM source-code licensing
For buyers with a defined need for code access and the engineering capacity to maintain it.
- Separately agreed code and component inventory
- Explicit use and modification rights
- Deployment, updates and support responsibilities
- Optional iOS and Android application scope
Fit comes before a launch date
Connect the CRM to your operating setup.
Review integration with the following trading platforms. We confirm the relevant connector, server access and required workflows for your project.
MT4 / MT5ST Trader (ScaleTrade)DXtradecTraderMatch-TraderTradeLockerFinalto (CFH) ClearPro
Platform availability and implementation requirements are confirmed in the agreed scope.
Growing an IB network?
Bring your commission structure. Review partner hierarchy, reporting and reward calculations using the rules your brokerage actually offers.
Planning prop trading?
UpTrader also documents prop trading support within its CRM. Review your challenge requirements and the relevant configuration with the product team.
Your evaluation
Bring your setup.
Leave with a defined next step.
Map the requirement
Tell us your trading platform, current CRM, launch or migration target and the workflows that matter.
Walk through the product
See the relevant screens and test the practical questions with Taylor and the product team where needed.
Agree the scope
Review modules, dependencies, optional work, responsibilities and acceptance criteria before deciding.
For consultants & industry specialists
You know the broker.
We will handle the CRM discussion.
Advising clients on a brokerage launch, migration or technology decision? Introduce a qualified opportunity and discuss recurring referral commission under an agreed partner arrangement.
We document the introduction, clarify ownership and keep you involved in the commercial process.
Discuss a referral partnership ↗Before we speak
Questions worth asking.
What does UpTrader CRM cover?
UpTrader documents six main modules: Trader’s Room, Back Office, Admin, Sales, Social Trading and multi-level IB programmes. The final proposal specifies the modules and configuration included in your order.
Can we keep our current trading platform?
Integration options include MT4/MT5, ST Trader (ScaleTrade), DXtrade, cTrader, Match-Trader, TradeLocker and Finalto (CFH) ClearPro. We confirm the relevant connector, server environment and workflows before agreeing the implementation scope.
Can you help with an existing CRM migration?
We can coordinate the scope discussion with the product team. Client records, verification documents, wallet and account mappings, IB relationships and historical data need an agreed migration and acceptance plan.
Can we license the CRM source code?
Yes. We can discuss a separately scoped source-code licence. The agreement defines the delivered components, permitted use and modification, deployment responsibilities, updates and support. Source code is not automatically included with SaaS.
Are iOS and Android apps available?
Optional iOS and Android applications can be discussed as part of the commercial scope. Confirm the application functions, source-code inclusion, publication responsibilities and ongoing maintenance in your proposal.
Are custom changes included?
The SaaS offer is supplied as-is. Custom modifications are assessed and scoped separately. Configuration, integration work and new development are identified before you decide.
Is TradeLab Solutions an UpTrader partner?
TradeLab Solutions is an official reseller and distribution partner of UpTrader. You work with Taylor on evaluation, commercial scope and coordination with the product team.
Can consultants introduce clients?
Yes. We welcome introductions from brokerage consultants and industry specialists. Referral registration, recurring commission and responsibilities are agreed before a qualified introduction is accepted.
Broker operations guides
Bring better questions to the demo.
Talk to Taylor
Show us what your CRM needs to handle.
Send your company website, trading platform and whether you are launching, migrating or evaluating source code. We will use that context to shape the conversation.
[email protected]UpTrader products are developed by UpTrader and supplied through TradeLab Solutions under the applicable commercial agreement. Product screenshots supplied by UpTrader; displayed data is illustrative.