Match-Trade has rolled out upgrades to its Prop Trading
Solution, focusing on enhancements to its Customer Relationship Management
(CRM) system.
Brokers now have the option to select between manual and
automatic phase progression for traders, allowing for controlled advancement
through challenge stages.
Admin Approval for Progression
The introduction of a new “Evaluation Requests” tab enables
administrators to review and approve progression requests. Additionally,
brokers can disable the auto evaluation feature, requiring administrator
approval for traders to advance. If a progression request is rejected, the
trader’s account balance resets, ensuring compliance with challenge rules.
A new notification system has been implemented, providing
traders with real-time updates on the status of their phase progression
requests, thus enhancing communication and transparency.
Brokers can also customize the reset time for daily loss
limits, allowing adjustments to align with clients’ local time zones.
Furthermore, brokers can easily modify the number of trading days directly from
the Account Management tab, streamlining account management processes.
KYC Notifications at Phases
The KYC verification process has been updated to link to
individual phases, giving brokers more control over user verification.
Notifications regarding KYC-related issues are now provided at each phase to
keep traders informed.
An automated email notification system has been introduced
to alert clients and administrators about key account events, which improves
operational communication.
The Broker API has been enhanced to include new
functionalities that allow brokers to partially close positions, add notes, and
create tasks directly through integration. Additionally, users can now export
data from the Forex CRM into CSV files, facilitating easier performance
analysis and management.
A new “Save Order” functionality allows users to rearrange
items within CRM tabs, further improving data organization and user experience.
According to the firm, these upgrades aim to streamline operations and enhance the overall user
experience for both brokers and traders.
Match-Trade has rolled out upgrades to its Prop Trading
Solution, focusing on enhancements to its Customer Relationship Management
(CRM) system.
Brokers now have the option to select between manual and
automatic phase progression for traders, allowing for controlled advancement
through challenge stages.
Admin Approval for Progression
The introduction of a new “Evaluation Requests” tab enables
administrators to review and approve progression requests. Additionally,
brokers can disable the auto evaluation feature, requiring administrator
approval for traders to advance. If a progression request is rejected, the
trader’s account balance resets, ensuring compliance with challenge rules.
A new notification system has been implemented, providing
traders with real-time updates on the status of their phase progression
requests, thus enhancing communication and transparency.
Brokers can also customize the reset time for daily loss
limits, allowing adjustments to align with clients’ local time zones.
Furthermore, brokers can easily modify the number of trading days directly from
the Account Management tab, streamlining account management processes.
KYC Notifications at Phases
The KYC verification process has been updated to link to
individual phases, giving brokers more control over user verification.
Notifications regarding KYC-related issues are now provided at each phase to
keep traders informed.
An automated email notification system has been introduced
to alert clients and administrators about key account events, which improves
operational communication.
The Broker API has been enhanced to include new
functionalities that allow brokers to partially close positions, add notes, and
create tasks directly through integration. Additionally, users can now export
data from the Forex CRM into CSV files, facilitating easier performance
analysis and management.
A new “Save Order” functionality allows users to rearrange
items within CRM tabs, further improving data organization and user experience.
According to the firm, these upgrades aim to streamline operations and enhance the overall user
experience for both brokers and traders.
This post is originally published on FINANCEMAGNATES.
