AXIS CRM V5.1 – Version Update
Admin Portal
- Brokers now have more power to control and modify the status and tiers of their traders:
- Admins now have the rights to enable and disable the status of trading accounts in the ‘Trading Account’ list.
- Admins now have the rights to modify the commission, login, and trading status of trading accounts in ‘Account Approval’ > ‘Approval Details’
- For more customized filtering of data, admins can now filter clients’ referrals by ‘Custom Downlines’
- In ‘Client Group’, admins now have the option to ‘Add Bank Card’ and ‘Update Bank Card’
- For increased efficiency, admins can now automate the approval process under ‘Approval Settings’. The approval method at Level 1 for withdrawals can be set to ‘Automatic’
- Wallet deposits and withdrawals now support up to eight decimal places
- New permission access options have been added to user role management. Team leads can now ‘Update users’, ‘Update lead status’, ‘Update owners’ and ‘Update leads’.
Client Portal
- Clients now can view more details of withdrawal requests in ‘Client Portal’ ⮕ ‘Funds’ ⮕ ‘Request History’ ⮕ ‘Withdrawal’
- Trading account details are now displayed under the client referral network at ‘Referral’ ⮕ ‘My Clients’
- IBs can now search for a client’s referral tree by typing the trading account ID in the search bar
General
- To increase security for users, admins can now toggle to enable a prompt when remote login is detected
- In the email notifications ‘Account Opening Review’ and ‘Demo Trading Account’, the corresponding platform and server name will now be displayed.
- The length of custom field names has been increased to 250 characters
About Broctagon Fintech Group
Broctagon Fintech Group is a leading multi-asset liquidity and full suite FX technology provider headquartered in Singapore with over 10 years of established global presence in Hong Kong, Malaysia, India, Cyprus, Thailand, and China. We specialize in performance-driven and bespoke solutions, serving clients across more than 500 countries with our liquidity aggregator technology, brokerage, and exchange solutions suite, as well as enterprise blockchain development.