AXIS CRM v7.31.0 Update – Empowering Your CRM with Enhanced Flexibility and Control
Key Function Highlights
1. Streamlined Funds Transfer Process
This feature offers your IBs a snapshot of their downlines’ prop trading activities. It provides essential data, including the number of downlines participating in prop challenges, participation fees paid, profit-sharing amounts received, and many more.
- Enhanced Transfer Permissions:
Configure fund transfer permissions with precision, allowing clients to transfer funds to specific individuals, direct downlines, or all downlines within a permitted IB network. This ensures tighter control while preserving flexibility.
- Admin-Initiated Transfers:
Back-office admins can now create fund transfer requests on behalf of clients based on their instructions. For example, transfers from a wallet to a trading account can now be completed in one click, eliminating the need for admins to manual withdrawal and deposit.
2. New MT5 Account Creation API
Automatically generate MT5 accounts from lead data captured through your website or third-party platforms. This seamless process also auto-populates information into your CRM, saving time and reducing manual errors.3. Bulk Management of Lead’s Managing Team
Easily update the managing team (“participants”) assigned to leads in bulk. Quickly add or replace team members for aligned follow-ups and more efficient lead handling.
4. CRM Wallet Referrals Tracking
Use the new “Referral Source” filter in wallet reports to pinpoint which sources are driving client and fund acquisition, enabling better referral performance analysis.
5. Improved SumSub Verification Tracking
A new “pending” status makes it easier to track incomplete SumSub verifications, simplifying follow-ups and improving compliance.
6. Downline Registration Insights
IBs can now view the registration sources of their clients, helping them identify which promotional links, campaigns, or events yield the best results. This data allows IBs to fine-tune their marketing strategies and maximize ROI.
About Broctagon Fintech Group
Broctagon Fintech Group is a leading multi-asset liquidity and FX technology provider headquartered in Singapore, with over 15 years of global presence in Hong Kong, Malaysia, India, Cyprus, Thailand, and China. We specialize in performance-driven, bespoke solutions, serving over 350 clients in more than 50 countries with our liquidity aggregator technology, brokerage and prop trading solutions, and enterprise blockchain development.
