UTIP CRM as a single tool for financial operation management

FinanceFeeds Editorial Team

Financial operation management tools are an integral part of any brokerage activity in the Forex market. These tools have already proved to be effective for market players, making business processes streamlined. 

The present article covers the basic functions of financial operation management implemented in one system — the UTIP CRM.





Requests as a main element of deposit operation management

Automatic verification helps to manage requests promptly, minimizes the risk of human errors and contributes to the trader’s positive experience.

The «Requests» table displays all the client requests for depositing and withdrawing in one place. This provides quick access to them, while filters make the search easier. The table shows the key information about the request, thereby passing over the necessity to open it in a full-fledged mode.

Working with traders’ accounts in the UTIP CRM

The UTIP CRM has integrated all important features that simplify the trader’s path from creating an account to making the first deposit and stepping up to live trading.

Using the UTIP CRM, employees are able to carry out various operations with traders’ accounts in one system, i.e. creating, editing, or deleting, along with depositing and withdrawing funds.

In addition, the client card contains detailed information on the trader’s accounts and deposits, where the employee has a right to make alterations if necessary.

One place for trading operations

Each client card has a «Trading operations» section for viewing the history of deals, open positions and orders made by the market participant in real time.

All the necessary data showing the trader’s open positions is located at the bottom of the table.

Reports on trading accounts

Dynamic reporting in the UTIP CRM is designed to create required documents that are consistent with new sales and marketing tendencies, visualized comparisons and risk management, with all the requirements being met. Moreover, it highlights weak points in the sales funnel process.

The report presents aggregate data on trading accounts over the selected period. It is possible to configure various filters to search for the information you are interested in. For instance, you are able to look through the trading details on active client accounts assigned to a certain manager over the last month.

Read more detailed information about the UTIP CRM on the UTIP website.

Read this next

Digital Assets

Crypto.com shuts down its US institutional exchange

Crypto.com has announced plans to discontinue its institutional exchange service for professional customers in the United States as soon as June 21.

Retail FX

ThinkMarkets launches copy trading platform ‘ThinkCopy’

Melbourne-based broker, ThinkMarkets has introduced ThinkCopy, a copy trading platform that aims to provide clients with access to experienced traders and a range of social features.

Retail FX

Robinhood delists Solana, Cardano, and Polygon amid SEC’s crackdown

Commission-free brokerage Robinhood Markets announced on Friday that it would be delisting three crypto tokens from its platform. The decision comes shortly after the U.S. regulators intensified its regulatory actions against major cryptocurrency exchanges.

Digital Assets

US wants Bittrex to settle federal dues before compensating customers

The U.S. government has raised objections to Bittrex’s proposal to compensate its customers, adding to concerns about the resolution of the crypto exchange’s bankruptcy case.

Digital Assets

Binance prepares to suspend US dollar funding after SEC crackdown

Binance.US said it will temporarily suspend US dollar deposits and provided customers with a deadline to withdraw their fiat balances. This decision comes after the US Securities and Exchange Commission (SEC) filed a lawsuit requesting the freezing of Binance’s assets in the country.

Digital Assets

Januar launches real-time payments network to fill gap made by Silvergate and Signature

“To all the entrepreneurs and innovators out there is a clear message: if you are a legitimate European business working with crypto then Januar is here to provide you with the account and payment infrastructure you need to operate successfully and build the financial system of tomorrow.”

Retail FX

Exness’ active clients top 515K as monthly volume hits $3.35 trillion

FX trading volumes are climbing again as economic uncertainty spurred by recent developments over central banks’ policies encouraged speculators to pile back into the market.


Danske Bank plans signficant investment in digital platforms

“We have decided to significantly increase our investments in our digital platforms, expert advisory services and sustainability, focusing on the areas where we see the best opportunities for profitable growth.”

Digital Assets

ERD DeFi Lending Platform and USDE Stablecoin Unveiled at EDCON 2023

ERD, the Ethereum Reserve Dollar, is a decentralized lending platform and stablecoin that aims to provide a capital-efficient, decentralized, and stable solution to the challenges faced by the stablecoin industry, introducing a minimum collateralization ratio of 110% and a robust liquidation mechanism.