To maintain the leadership of your brokerage firm in the market, we’re rolling out a comprehensive series of updates this August. These improvements cover our Match-Trader trading platform, Forex CRM, and Match2Pay crypto payment gateway, among others. Ranging from streamlined account registration with Google login to enhanced payment options, each modification is meticulously crafted to address the current market needs.

Log in to the Match-Trader platform using your Google account

This August, we have broadened the range of login options available in the Match-Trader trading platform and Client Office for traders. Users can now conveniently register and log in using their Google accounts. With the integration of the Google Sign-In feature, users are guaranteed a seamless registration process. Plus, those with existing accounts can effortlessly log in with their Google credentials, which will be automatically linked to their existing profile. The feature is being gradually rolled out and will soon be available for all our customers.

Benefits for Brokers: 

Introducing the Google Sign-In feature positions the Match-Trader platform alongside industry leaders in terms of user-friendly onboarding. Account creation is now quicker and more straightforward than ever. By tapping into Google’s esteemed technology, we not only amplify the platform’s reliability but also boost users’ trust in the Broker’s technological prowess.

Improved sales flow with customizable lead statuses in our Forex CRM

With the advancement of Match-Trade’s Forex CRM, Brokers can now manage their sales processes with greater flexibility and efficiency. One of the standout features is the “Lead Statuses” tab. Within this tab, Brokers can:

• Create and customize lead statuses according to their working style
• Assign these statuses to specific stages in the Sales Dashboard
• Maintain complete control over the default statuses, with options to edit, delete, or deactivate them

Benefits for Brokers:

Thanks to updated Match-Trade’s Forex CRM, Brokers have full capabilities to customize lead statuses, leading to better organization and work efficiency. By creating their own statuses, they can more accurately identify and categorize their leads, facilitating analysis and planning of marketing campaigns. The precise lead status also ensures organized communication with potential clients, helping to deliver more personalized and targeted messages.

Polygon Blockchain is now available for Match2Pay users 

In response to the rapidly evolving market, we’ve released a significant update to our Match2Pay crypto payment gateway. We now facilitate deposits and withdrawals using the Polygon blockchain network. This emerging network supports a range of tokens, including MATIC, USDT, and USDC.

Benefits for Brokers: 

The integration of the Polygon blockchain broadens the spectrum of payment methods, catering to the growing demands and expectations of clients. One of Polygon’s standout features is its reduced transaction fees compared to some major networks. This means Brokers can provide more competitive rates to their clients while maintaining profitability.

Making the depositing process more straightforward

We introduced significant enhancements to both the Match-Trader platform and the Client Office for traders. The updates revolve around fund deposits. For payment methods such as Bank Transfer, Custom Bank Transfer, Online Payment, and Redirect Payment, we introduced a new field in the CRM: “QR code details.” Brokers can now input specific details, like a cryptocurrency wallet address or a dedicated payment page link. Once these details are in place, traders, upon selecting the relevant payment gateway, receive a QR code embedded with the information provided by the Broker.

Benefits for Brokers: 

Adding the “QR code details” field for payment methods offers numerous benefits for both Brokers and traders. It enables quicker and smoother transactions and provides a broader scope for customizing payment methods. Moreover, this feature reduces the potential for errors that can occur with manual data entry.

Daily price range available in the mobile version of Match-Trader Platform

As we continue to refine the Match-Trader platform, our focus remains on enhancing the user experience for mobile devices. In our latest update to the mobile version, we introduced the ability to view the daily price range directly within the individual symbols views and open positions. Additionally, by long-pressing a symbol in the Market Watch section, users are now directed to the detailed view of that instrument in the Market Details section.

Benefits for Brokers:

The daily price range has become more accessible – not just in the Symbol info tab but also when browsing a specific symbol or analyzing an open position. This feature, combined with swift access to Market Details, gives traders a more intuitive overview of the price changes for their trading instruments.

Intuitive account verification tracking within the Client Office

We added an intuitive, colour-coded indicator right below the trader’s email address within the Client Office’s top bar, making the account verification status clear:

• Verified Users: green label
• Verification in Progress: orange label
• Verification Unsuccessful: red label

Benefits for Brokers:

Now, traders can check the account verification status more straightforwardly. This feature prevents situations where a user is uncertain about the stage of verification of their KYC documents. By committing to such transparency, Brokers can solidify their position as trustworthy partners who consistently keep clients in the loop.

Enhanced payment verification: Mandatory Proof of Payment 

Brokers now have amplified control over payment method settings. In our Forex CRM, for methods such as Bank Transfer, Custom Bank Transfer, Redirect Payment, and Online Payment, there’s an option to set a ‘proof of payment’ field as mandatory. When activated, users on the Client Office and Match-Trader platforms will need to attach a confirming document before closing the payment page. If they try to leave the page, they’ll receive a prompt asking for confirmation.

Benefits for Brokers:

Now, Brokers no longer need to wait for the payment to reflect in their account. Instead, they can instantly credit the funds based on the received payment confirmation. This functionality will help to eliminate situations where a trader cannot quickly start or continue trading due to delays in bank transfers. The seamless payment process enhances the overall satisfaction of the Broker’s clients and contributes to higher trading volumes on the platform.

Improving the Go & Trade button functionality for Safari users

In August, we refined the User Experience within our Client Office for traders, tailoring our services to cater to the expansive iOS user base. Now, when using Safari on a mobile device, the Go & Trade button launches the Match-Trader trading platform within the current tab rather than opening a new one.

Benefits for Brokers:

This modification ensures a smoother and more user-friendly experience for iOS users on the Client Office and Match-Trader platform, elevating overall trading satisfaction.

Enhancing the usability of Partner Room for IBs 

In August, we also introduced an update to our dedicated Partner Room: the ability to search by email. The Partner Room, part of our Client Office for traders, is a space specially designed for IBs and sub-IBs. This convenient solution allows them to manage their partner network, generate referral links, analyze performance, and calculate and pay commissions earned.

Benefits for Brokers:

Our enhanced email search feature makes it much easier to identify and manage IB levels. This feature ensures effortless access to essential data, thereby boosting the user experience and functionality of the Partner Room interface.

Streamlining Account Manager assignments in our Forex CRM

This August, we took further steps to ensure Brokers can manage the sales process effortlessly. We rolled out a new feature in our Forex CRM, making it simpler than ever to auto-assign clients to their respective Account Managers. It’s straightforward — when a registration link for the Client Office or the Match-Trader platform includes a unique Account Manager ID, the client is seamlessly mapped to the corresponding manager as soon as they set up their trading account.

Benefits for Brokers:

By automatically aligning clients with the right Account Manager, we’ve made relationship management and communication more straightforward. This functionality is especially beneficial for Brokers who have multiple Account Managers. It not only reduces manual interventions but also ensures that there’s clarity about which manager should be responsible for a particular trader.

Direct links to blockchain scanners within the Match2Pay 

The latest Match2Pay enhancement includes adding direct links to blockchain scanners for specific records within the “Crypto transactions” and “Requests” tabs. This functionality allows Brokers to seamlessly monitor and analyze cryptocurrency transactions in real time.

• Crypto Transactions Tab: Upon clicking a record, users are redirected to the blockchain scanner, where they can delve into the specifics of a particular transaction.
• Requests Tab: The link navigates the user to a specific wallet address within the blockchain scanner. This offers a comprehensive view of the entire transaction history associated with that address, providing a complete snapshot of wallet activity.

Benefits for Brokers:

Integrating direct links to blockchain scanners into the Match2Pay interface represents a significant step toward enhancing efficiency, security, and transparency in managing cryptocurrency transactions. Brokers can instantly verify if a client has sent funds to the correct address. This safeguards against potential errors and allows for real-time monitoring of transaction statuses, especially those awaiting confirmation.

Trade Closure Reason is now visible in the Match-Trader Manager

This August, we also introduced a “Reason” column in the “Closed Trades” tab of our Match-Trader Manager, a dedicated administrative application for Brokers. This enhancement enables Brokers to swiftly determine whether a trade was manually closed by a trader or terminated by automated mechanisms such as Take Profit or Stop Loss.

Benefits for Brokers:

Adding the trade closure reason enhances transparency and gives Brokers deeper insights into their clients’ trading activities. This feature aids in risk management by offering brokers an improved capacity to identify and track trading patterns, thereby granting a more comprehensive understanding of their traders’ behaviour and strategies.

New Ledger Entries in the Match-Trader Manager

In the latest update to the Match-Trader Manager application, we introduced new ledger statuses: Inactivity Fee and Bonus In/Out.

Benefits for Brokers:

These new ledger categories allow Brokers to differentiate financial transactions on their clients’ accounts. These additions not only allow for streamlined financial management but also pave the way for deeper insights into financial reports and analyses.

Enhanced Symbol Configuration in Match-Trader Administrator

In August, we introduced improvements to the bulk instrument editing process within the Match-Trader Administrator. We added a new feature available during bulk edits: “Modify Only Entered Values.” With this option marked, users can adjust only those values they’ve specifically entered, leaving the rest untouched.

Benefits for Brokers:

This expanded control over settings allows Brokers to simultaneously adjust symbol parameters across multiple groups. It significantly enhances the User Experience by preventing unintended deletions of other parameters during bulk adjustments. Thanks to this, Brokers can save valuable time when editing instruments and improve operation efficiency.

This July, we concentrated on refining our offerings to align with the constantly changing market. Our primary enhancement, the Multi-Chart feature in the Match-Trader platform’s Web version, lets users view and engage with several charts on one browser window. Paired with the introduction of fresh tools such as the “Trade Sharing” function, Akurateco payment connection, and the revamped appearance of the Match2Pay crypto payment gateway, these developments aim to position your brokerage firm at the forefront of the industry. Continue scrolling to discover the full list of modifications.

Multi-Chart mode in the Match-Trader platform

The Match-Trader, an intuitive, user-friendly and fully customizable trading platform, now offers a Multi-Chart mode in the platform’s Web version. This functionality enhances workspace personalization, enabling traders to simultaneously open and manipulate multiple charts on a single browser screen. The Multi-Chart functionality enriches the platform’s analytical capabilities, allowing for independently adjusting each displayed chart. Traders can change displayed instruments, indicators, and time intervals. Moreover, each chart provides users with various drawing tools. Currently, the platform supports the simultaneous display of up to four charts. Multiple layouts are available, allowing users to select their preferred platform view according to the options provided by the Broker, including dark and light modes.

Benefits for Brokers:

Comparisons and analyses of instruments are now easier than ever. The ability to personalize charts allows traders to monitor different time intervals for the same instrument in real time, as well as to discover potential correlations between different instruments. This change is significant for traders for whom charts constitute the main source of market information. Therefore, the innovative Multi-Chart functionality attracts investors looking for the latest analysis tools, giving Brokers a competitive edge on the market.

Match2Pay crypto payment gateway has a brand new look

We are excited to introduce the new interface of our proprietary crypto payment gateway, Match2Pay. After months of hard work, we are proud to unveil a fresh, intuitive, user-friendly interface with comprehensive reporting tools and simplified navigation. With a focus on end-user comfort, we have completely reimagined our payment page to deliver an enhanced user experience, ensuring a seamless and hassle-free payment process for all your customers.

Benefits for Brokers:

The revamped Match2Pay crypto payment gateway offers numerous advantages for Brokers. With its intuitive and user-friendly design, Brokers can manage their transactions more easily and efficiently. Comprehensive reporting tools provide a complete overview of transaction history and current status, making it easier for Brokers to track their cash flow and manage their funds effectively. The seamless and hassle-free payment process further guarantees customer satisfaction, leading to a higher client retention rate.

“Share my trade” functionality on the Match-Trader platform

In July, we added a new feature that allows Match-Trader platform users to generate a graphic detailing each closed position and add a comment to share their trading strategy with the investor community. The graphic includes complete information about the trade, such as the instrument’s name, opening and closing price, trade closing time, and profit. Additionally, it shows whether the position was a Buy or Sell.

Benefits for Brokers:

This functionality is particularly beneficial for Money Managers, who can showcase their investment results and promote their services among current and potential subscribers. This update is another way to promote the Broker’s platform and attract both experienced Money Managers and novice traders. As a result, this new feature can effectively increase the platform’s visibility and interest within the investor community.

Enhancing payment options with the integration of new PSP – Akurateco

This July, we took measures to expand payment options for traders using the Match-Trader platform and Client Office CRM. We introduced the ability to make deposits via Akurateco – an advanced aggregator of various payment methods. With more than 270 integrated banking solutions and payment methods globally, Akurateco ensures a smooth and uninterrupted flow of payments for Brokers’ clients.

Benefits for Brokers:

After integrating Akurateco, Brokers can offer their traders the ability to make deposits using various payment methods provided by this PSP. This update gives traders convenient and secure forms of payment, leading to greater satisfaction with the Broker’s services and bolstering their overall trading experience.

Mandatory 2FA for traders on the Match-Trader platform

To elevate the security level, we introduced the option to enforce mandatory 2FA (two-factor authentication) for traders using the Match-Trader platform. Here’s how it works: A Broker can activate the mandatory 2FA verification for their clients in our Forex CRM system. If a trader logs into their account without configuring the 2FA, they won’t gain access to the trading platform until they activate and set up the 2FA.

Benefits for Brokers:

The advantages of this functionality are crucial for the safety of a trader’s account. The 2FA elevates the security level as it necessitates two distinct forms of authentication from the user. The implementation of mandatory 2FA ensures that operations on positions and deposits/withdrawals are inaccessible until the 2FA is set up, providing an additional layer of protection against unauthorized access.

Visualizing closed positions on charts

As part of our ongoing efforts to improve analytical capabilities on the Match-Trader platform, we introduced an optimized view of closed positions. A trade’s opening and closing points are now marked with arrows on the chart. An additional line connecting these points simplifies tracking time and price changes of closed positions, aiding in efficient and precise historical trading analysis.

Benefits for Brokers:

This feature empowers traders to refine their trading strategies based on a detailed review of past positions. By offering a clearer, easy-to-understand view of closed trades, we aim to bolster traders’ capacity to make informed decisions, leading to more successful trading practices. This entails an increase in trading activity, therefore, leading to higher trading volumes for Brokers.

Improving Analytics tab per instrument functionality

In July, we introduced a fresh update to the Market tab in Symbol Info – a real-time, comprehensive analytics feature for every trading instrument. Now, in addition to the daily minimum and maximum for the specific instrument, traders can also see the symbol’s weekly and monthly price change within this tab. This means investors can quickly check how the instrument performs in a given week or month and what can be expected.

Benefits for Brokers:

This updated functionality allows traders to conduct a more in-depth analysis before opening a position, significantly improving the quality of their investment decisions. Adding each instrument’s weekly and monthly price range in the Market tab facilitates analysis based on long-range price movement. In summary, Brokers can offer their traders a convenient and powerful analysis tool, enhancing client satisfaction.

Improving Data Management in our Match2Pay crypto payment gateway 

For deposits made using the Match2Pay crypto payment gateway, we will now transmit the trading account ID associated with specific transactions. This detail will be visible in both the Requests and Crypto transactions tabs on the Match2Pay dashboard. Additionally, Brokers will have the ability to filter transactions by this parameter.

Benefits for Brokers:

Thanks to displaying the trading account ID in Match2Pay, Brokers can now more easily identify transactions made by individual clients. This, in turn, accelerates and streamlines the analysis of transaction-related reports. Ultimately, this allows for more effective resolution of potential issues and shortens the response time to problem reports, ensuring better customer service.

This June, we’re excited to unveil innovative features and enhancements across our solutions for Forex Brokers. We’ve been hard at work, focusing on optimizing functionality, streamlining processes, and enhancing User Experience. These improvements, ranging from new features in our Copy Trading App to improved payment methods and advanced analytics in our Forex CRM, aim to provide Brokers with the necessary tools to drive their business to new heights. Keep reading to uncover all the updates.

Social Trading events email notifications

In June, we focused our efforts on enhancing our Copy Trading App, which seamlessly integrated with the Match-Trader platform and Client Office for traders. Money Managers and their subscribers can now receive email notifications when starting and completing Social Trading subscriptions. These messages contain a summary of the number of subscribers, maximum losses, and subscription costs.

Benefits for Brokers:

This new feature significantly simplifies the analysis of Social Trading effectiveness. As now, Money Managers and their subscribers using our Copy Trading app will be better informed about their activity. This update will enable Brokers to attract more clients to the platform, making the Social Trading solution even more convenient both for experienced traders who want to increase their income by becoming Money Managers and beginners who choose to follow already successful investors.

Adding expiration time for Deposit Bonuses 

A new functionality in our Forex CRM called “Funds expiration time in days” has been added to the Deposit Bonus configuration. This feature allows Brokers to automatically remove the credited amount from a trader’s account after a specific period. It applies to both the One Time Deposit and Every Deposit bonus types.

Benefits for Brokers:

Brokers can take advantage of increased flexibility and control over their Deposit Bonus policies. They can decide the exact terms of their bonuses, tailoring them to fit their business model while also reducing the risk of bonus abuse.

Advanced analysis of Account Managers’ performance within our Forex CRM

In order to enhance the analytics capabilities of our Forex CRM, we have aggregated all the key data related to the performance of Account Managers into one tab. In the Account Managers view of the Reports tab, we have updated the columns from “Deposit” to “Total Deposits,” from “Withdrawals” to “Total Withdrawals,” and from “Conversion Ratio” to “Ratio”. Furthermore, we have added new columns: Role, Clients, First Time Deposit, Daily Deposits, and Total Daily Deposits.

Benefits for Brokers:

This updated view provides in-depth insights into the performance of Account Managers. The precise statistical data is now available in one place, making the search for necessary information significantly simpler and faster. This aids in more accurately and comprehensively evaluating the performance of the Brokers’ team, allowing them to conclude the effectiveness of their interactions with clients. Brokers can significantly improve their sales strategy based on the results obtained.

Adding the “Proof of Transfer” feature for the “Redirect Payment” method

In June, we optimized the Redirect payment method for the Match-Trader platform, our Forex CRM, and Client Office for traders. We significantly accelerated the deposit verification process by allowing users to attach proof of their transfer to the payment. Consequently, Brokers can immediately book the funds based on the provided confirmation, no longer needing to wait for the payment to reflect in their accounts.

Benefits for Brokers:

This update will significantly speed up the deposit flow for traders using the “Redirect Payment” to make a deposit. This will help to eliminate situations where a trader cannot quickly start or continue trading due to delays in bank transfers. The seamless payment process enhances the overall satisfaction of the Broker’s clients and contributes to higher trading volumes on the platform.

Streamlined deposit process in the Match-Trader platform

To streamline the deposit flow for Match-Trader’s platform users, we optimized the payment method “Bank Transfer”. Traders can now effortlessly copy the essential deposit information using a copy button next to each field, eliminating manual entry and possible errors.

Benefits for Brokers:

The simplified deposit process allows users to start trading faster, increasing the volume of trading operations, which, in turn, positively impacts the Broker’s profits. Moreover, it reduces potential errors when entering payment information, enhancing the overall platform’s convenience.

Open positions visible in the Social Trading Leaderboard of the Match-Trader platform

In June, we made further enhancements to our Copy Trading App. Now, traders can access the open positions copied to their trading accounts from the Money Manager in the Social Trading Leaderboard of the Match-Trader platform. Previously, this information was only available through the corresponding leaderboard in the Client Office. With this update, traders can analyze detailed statistics of the Money Manager’s open positions directly within the Match-Trader platform, eliminating the need to switch between applications.

Benefits for Brokers:

Switching between various applications and platforms can be inconvenient for traders and may impact their productivity. Now, all data regarding open positions in Social Trading are available on a single platform. This allows traders to analyze the strategies of the Money Manager more quickly, as well as track the markets where the Money Manager operates.

Monitoring historical ticks in the Bridge Manager

In April, our development team significantly improved Bridge Manager, extending its Data Management capabilities. Now, Brokers can review historical ticks directly in Bridge Manager. Every recorded tick includes all markups established by Broker, allowing for precise instrument price determination at any given moment.

Benefits for Brokers:

One of the main advantages of this new feature is the ability to easily check the prices Brokers received from the Bridge at specific periods in the past. This is especially useful when handling client complaints related to instrument price inconsistencies. These improvements aim to help Brokers provide a higher level of service to their traders and increase the transparency of operations.

Simplified symbol configuration in the Bridge Manager

As part of our ongoing effort to improve the User Experience of our tools, we have added changes to the Bridge Manager app. As a result, users can now effortlessly and quickly edit the names of already configured instruments in the Broker/LP Symbols tab. Thus, Brokers no longer need to delete and recreate a trading instrument to modify its name.

Benefits for Brokers:

This new feature is particularly advantageous when dealing with symbols with multiple parameters, which previously required reconfiguration to change the instrument name. It enables Brokers to save valuable time, improve work efficiency, and reduce the possibility of errors that could occur during the recreation of an instrument. This functionality provides Brokers with greater flexibility in managing their trading instruments.