The platform offers real-time notifications for phase progression requests for trader communication.
The Broker API supports partial position closure, and users can export data from the Forex CRM into CSV files.
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.
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.
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.
Relive the best moments from the Finance Magnates Pacific Summit 2024 with our highlights video! ✨
From action-packed moments, insightful speaker sessions, the exclusive Opening Blitz, and immersive workshops, this video captures the energy and excitement of FMPS:24. Whether you attended or missed out, here’s your chance to experience the top moments that made FMPS:24 unforgettable.
🎬 Watch, share, and join the conversation!
Don’t forget to use the hashtags #fmps #fmps24 #FMevents when sharing.
Stay tuned for more events. See you next time!
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates.
Connect with us today:
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👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
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▶️ YouTube: https://www.youtube.com/@FinanceMagnates_official
Don't miss out on our latest videos, interviews, and event coverage.
Subscribe to our YouTube channel for more!
Relive the best moments from the Finance Magnates Pacific Summit 2024 with our highlights video! ✨
From action-packed moments, insightful speaker sessions, the exclusive Opening Blitz, and immersive workshops, this video captures the energy and excitement of FMPS:24. Whether you attended or missed out, here’s your chance to experience the top moments that made FMPS:24 unforgettable.
🎬 Watch, share, and join the conversation!
Don’t forget to use the hashtags #fmps #fmps24 #FMevents when sharing.
Stay tuned for more events. See you next time!
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates.
Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
🐦 Twitter: https://twitter.com/F_M_events
🎥 TikTok: https://www.tiktok.com/@fmevents_official
▶️ YouTube: https://www.youtube.com/@FinanceMagnates_official
Don't miss out on our latest videos, interviews, and event coverage.
Subscribe to our YouTube channel for more!
Transformation in the APAC Trading Landscape and Beyond | FMPS:24
Transformation in the APAC Trading Landscape and Beyond | FMPS:24
As the financial services industry experiences rapid and transformative changes, leading fintech experts and policymakers come together to discuss the present and future of retail trading and the evolving regulatory landscape. Join this insightful session for a forward-looking perspective on the trends, innovations, and trader needs that are shaping the future of offerings on a global scale.
Speakers:
Eric Blewitt, CEO, Investment Trends
Rhys Bollen, Senior Executive Leader, Digital Assets, Australian Securities and Investments Commission (ASIC)
Michael Bogoevski, Head of Institutional Sales, CMC Connect
Karin Setchell, General Manager, Product & Investing Solutions, CommSec
#fmps #fmps24 #fmevents #RetailTrading #FintechInnovation #FinancialRegulation #DigitalAssets #GlobalFinance
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates.
Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
🐦 Twitter: https://twitter.com/F_M_events
🎥 TikTok: https://www.tiktok.com/@fmevents_official
▶️ YouTube: https://www.youtube.com/@FinanceMagnates_official
Don't miss out on our latest videos, interviews, and event coverage.
Subscribe to our YouTube channel for more!
As the financial services industry experiences rapid and transformative changes, leading fintech experts and policymakers come together to discuss the present and future of retail trading and the evolving regulatory landscape. Join this insightful session for a forward-looking perspective on the trends, innovations, and trader needs that are shaping the future of offerings on a global scale.
Speakers:
Eric Blewitt, CEO, Investment Trends
Rhys Bollen, Senior Executive Leader, Digital Assets, Australian Securities and Investments Commission (ASIC)
Michael Bogoevski, Head of Institutional Sales, CMC Connect
Karin Setchell, General Manager, Product & Investing Solutions, CommSec
#fmps #fmps24 #fmevents #RetailTrading #FintechInnovation #FinancialRegulation #DigitalAssets #GlobalFinance
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates.
Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
🐦 Twitter: https://twitter.com/F_M_events
🎥 TikTok: https://www.tiktok.com/@fmevents_official
▶️ YouTube: https://www.youtube.com/@FinanceMagnates_official
Don't miss out on our latest videos, interviews, and event coverage.
Subscribe to our YouTube channel for more!