In the October releases, we made many changes to our Forex CRM with Client Office and the Bridge Manager. Our developers and support teams always listen carefully to the suggestions made by our clients and optimise our solutions to better match their needs. As a Forex CRM provider, Match-Trade is always bettering the software to […]
Releases
Match-Trade September Release: 2FA in our Client Office & Forex CRM
Our latest release brought changes to our trading platform Match-Trader, the Forex CRM and Client Office for Traders, and our processing technology Match2Pay. During the third quarter, we were focused on improving our products to better match the needs of our ever-growing client base. Some of the changes include streamlining the onboarding process and increasing […]
Match-Trade August Release: easier management of clients and leads in our Forex CRM
Easier management of leads and clients in our Forex CRM was our primary goal for August. Existing accounts have been split into Clients and Leads In our August release, the Accounts view in our Forex CRM has been changed into the Clients view. From now on, Traders who have made a deposit (FTD – First […]
Match-Trade July Release: expanding the mass mailing possibilities in our Forex CRM
New Bulk assign Account Manager mode in our Forex CRM In our July release, we introduced yet another change in order to make working with our Forex CRM easier. We added the possibility of assigning all accounts/leads simultaneously. Users can do that by using the Bulk assign Account Manager. The new button called Select all […]
Match-Trade June Release: “Go & Trade” button in Client Office App redirecting users to MT4/MT5
A new “Lead Source” field in the “Leads” tab in CRM A “Lead source” field has appeared in the Leads tab and in the account / lead views in our Forex CRM. Consequently, inside it, brokers can enter the source of the lead. By default, there are 6 options to choose from: Facebook, Web, Google, […]
Match-Trade May Release: new and improved leads view in Sales Dashboard
New and improved leads view in Sales Dashboard in CRM In May releases, we’ve changed the way leads are visualised in the Sales Dashboard in CRM app. Now, users can easily see the current stage of any given lead in the Lead stages section on the Sales Dashboard. They can also use a drag and […]
Match-Trade April Release: Affiliate program available for all clients in our CRM
Affiliate program available for all clients – Auto IB. In our April releases, we’ve added a new function in our CRM app through which each Broker’s client has access to an IB Room view (without IB request) and can refer other clients. We can enable auto IB functionality at Broker’s request, and every new user […]
Match-Trade March Release: New Match-Trader platform personalization options
New Match-Trader platform personalization options In March releases, an option to choose new styles appeared in our Match-Trader platform. Brokers can choose out of 5 skins for their platform or show all of them to the trader and leave the choice simply to the trader. As follows, this is the first step in the increased […]
Match-Trade February Release: Social Feed widget in Match-Trader Platform
Social Feed widget in Match-Trader Platform In order to provide more trade ideas for our clients, we’ve launched a new Social Feed feature for our Match-Trader platform. The Social Feed tab displays information about all the latest positions opened by Money Managers / Social Providers. Opened positions can be copied by each user directly from […]
