This July, the Match-Trader platform delivers a suite of new upgrades across management and trading functionality. At the centre of this update lies the CPA Program configuration system, featuring flexible modes that can work independently or in powerful combinations. For traders, we’ve added position visualisation on charts showing entry and exit points, plus real-time profit calculations for TradingView charts. Mobile users will notice clearer session closure displays, while B2B clients benefit from dedicated company registration fields. Strategic improvements extend to a country variable for localised communications, enriched CSV exports capturing complete transaction data and clearer registration notifications.
CPA Program Extension
We’ve redesigned the CPA Program configuration system (IB > CPA Program) with advanced functionality and improved user experience. This release delivers a set of new enhancements.
- The CPA Program configuration tab now displays two separate tables divided into active and archived configurations.
- The active configurations table shows active programs and their enabled calculation types at a glance, with built-in archiving functionality.
- The archive table displays archival programs in a similar way to active configurations.
- When creating a new configuration, there are four modes to choose from:
- First Time Deposit
- Number of Closed Positions
- Traded Volume
- Nominal Trade Value (USD)
- Each mode functions within its dedicated section and can be combined with other modes in any desired configuration.
- For all four modes, there is the possibility to specify countries from which the trader must come for the IB to receive a bonus.
- Trading-related modes include the additional option to define a list of instruments eligible for trading bonuses (wildcard rules apply).
- Each mode enables setting ranges above which bonuses will be paid.
- All bonuses work exclusively with live accounts, regardless of the trader’s total number of accounts.
- During archiving, a window displays process information and prompts for confirmation.
Compatibility: Optimised exclusively for QFX system integration.
Opening and Closing Position Visualisation on Charts (Desktop)
After clicking a closed position, the chart displays a connecting line between the position’s Open and Close prices. When traders click a given position, they are redirected so that the line is visible—the chart is appropriately moved and rescaled.
Starting points (Open/Close price) are marked with directional arrows:
- when position side = BUY—entry arrow: ↑, exit arrow: ↓
- when position side = SELL—entry arrow: ↓, exit arrow: ↑
Clicking another closed position opens the indicator for the newly clicked one (for the previous one, if they were visible, it disappears).
Changing the instrument (e.g., from the Marketwatch level)—closed position indicators disappear.
In the case when indicators are visible for a given closed position, clicking this closed position again hides them.
Information about Expected Profit and Distance in Points for TP/SL on TradingView Charts
For TradingView charts, we’ve added information about the distance in points and expected profit (or loss) for TP and SL. These values are updated in real time, along with quote changes.
After sending an order, the profit/loss value is always visible, and the distance in Points only when dragging.
Trading Account Number In the Upper Part of the Application
We’ve improved the user interface by ensuring that your trading account number is always prominently displayed at the top of the application. The offer name can be checked via tooltip (on-hover) or when expanding the account change dropdown.
Changes in Closed Session Screens (Mobile)
The mobile version of the application now features an enhanced notification system, clearly indicating session closures in the instrument view, open position and pending order screens.
“Company Name” and “Company Number” Fields Added to KYC and Registration Forms for B2B Clients
We’ve streamlined the registration and KYC workflow for B2B clients by introducing two new essential fields: Company Name and Company Number. They are integrated into the Personal Details section and can be configured as required or optional—separately for demo and live account registration. Additionally, this configuration can be set independently for individual branches.
Benefits:
- Brokers offering B2B services can effectively identify and manage corporate clients
- Verification and operational processes within the CRM system are smoother
New Country Variable in Mailings/Messages
Communication personalisation capabilities have been expanded with the introduction of a new {{COUNTRY}} variable, which dynamically displays the country associated with each recipient’s account.
Feature available across multiple channels:
- Mass Mailing
- Broker Notification (Inbox in MTR)
- Voiso SMS Messaging
- Voiso WhatsApp Communications
How it works:
The {{COUNTRY}} variable can be used in your message content and automatically populates with the recipient’s registered country information, ensuring accurate and relevant communication delivery.
Benefits:
- Brokers can deliver highly targeted, location-specific messaging that resonates with clients in different markets
- By leveraging geographic personalisation, it’s possible to create more relevant marketing campaigns and strengthen overall operational communication effectiveness
CSV for Deposits and Withdrawals: Adding Last Modified and Lead Source
As part of improving data export from the Deposits and Withdrawals tabs, CSV file generation has been extended with complete and consistent completion of:
- Last Modified Column
- Previous limitation: Only filled for PSP-type transactions
- Current status: Universally available across all deposit and withdrawal transaction types
- Lead Source Column
- Previous limitation: Missing or incorrectly handled in withdrawal CSV reports
- Current status: Accurate data included adequately in all exports
These changes apply to all CSV file generation from Deposits and Withdrawals views throughout the CRM system.
Benefits:
- Exported reports contain more complete and consistent data
- It’s easier to analyse traffic sources and financial operation history
Registration Process: “Resend Code” Status Notification
In the registration process, clicking “Resend Code” on the “Confirm Code from Email to Continue” screen triggers a toast notification that indicates whether the code was sent successfully or failed to send.
