About
Broctagon

A leading multi-asset liquidity and full suite FX technology provider serving more than 350 clients across 50 countries.

Founded 2009.

PARTNERSHIP

AXIS CRM v7.16.0 Update – Multi-Module Optimizations

Monday, July 15, 2024

Exciting updates await in our latest release, focused on enhancing your CRM experience. Benefit from streamlined operations, improved flexibility in permissions, optimized deposit processes, and enhanced reporting capabilities. Stay ahead with these new enhancements designed to empower your operations and decision-making. Discover more below! We’ve also made the process of creating and publishing prop challenges easier and more intuitive. Plus, you can now download prop trading requests, allowing for detailed, tailored analysis. Dive deeper to discover more about these enhancements!

Key Function Highlights:

1. Operational Efficiency Enhancements

Default Expert Advisor (EA) Trading Configuration

Stay competitive by enabling EA Trading by default across all MT5 accounts, removing the need for individual adjustments for each account. You can still choose to disable EA by default if preferred.

Demo Account Operations

To better segregate demo accounts, operational settings like ‘commission rebates’ and ‘deposits & withdrawals’ are now automatically disabled by default for demo accounts. This prevents demo data from merging with real data and simplifies management, eliminating the need for admins to adjust each new demo account individually.

2. Flexible Permissions

Notes Deletion

You can now customize admin user permissions for deleting notes on client profile pages. This allows authorized users, in addition to the note’s author, to manage note deletion, enhancing team efficiency.

Trading Competition

You can now specify which client groups have access to the trading competition module, allowing for targeted participation based on client segmentation.

3. Optimized Cancellation of Online Deposits

Online Payment/Deposit Request Cancellation

Empower your clients to cancel their online payment/deposit requests if they change their mind before processing. Admins can also limit which payment statuses are eligible for cancellation.

Automatic Cancellation for Failed Deposits

Configure the system to automatically cancel failed payments/deposits, reducing the need for manual intervention or cleanups.

4. Addition of Field Description

Enhance the intuitiveness of your registration and KYC forms by adding descriptions and details, thereby simplifying the registration process and improving clarity.

5. Advanced Data Analytics for Your Traders

Addition of Equity Data

Enable your traders to view the equity data of their trading accounts directly through the Accounts Dashboard, ensuring seamless access to essential trading information.

Entry Type Filter

Your traders can now filter their MT5 trading reports by entry type, enabling detailed searches and data customization based on specific needs.

Payment Platform Filter

Your traders can now filter their “Clients’ Report” by payment method, facilitating tailored searches to meet specific requirements.

6. Enhanced Client List for Your Admins

SumSub Verification Status

View SumSub Authentication and SumSub Document Verification Status directly on the “Client List”, providing a comprehensive overview of your clients’ onboarding status.

Segregation of Live and Demo Trading Accounts

Trading accounts are now categorized into Live and Demo categories, offering distinct visibility for better account management.

System Tag Optimization

System tags now exclusively consider live trading accounts, offering a more accurate overview of client status by excluding demo accounts.

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.

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