This release includes several new features, improvements and bug fixes. Below is a list of notable and new features: NEW FEATURES Partner Registration API Register both Introducing Brokers and Asset Managers with the Partner Registration API. Documents API Upload documents to any client’s Misc Documents with the Documents API. Auto Lead Assignment A new Advanced Settings feature called “Auto Lead Assignment” can assign leads automatically to teams based on regions. Once enabled you can define per team how you want leads assigned. E-Statements Send automated daily E-Statements to clients with… read more →
Come meet us at FXIC Select NYC on July 27, 2016 Staff members will be available to discuss the challenges that brokers face and to present CurrentDesk’s solutions. We have started scheduling personal demonstrations of both CurrentBusiness and CurrentRisk. CurrentBusiness is our integrated CRM, back office, treasury and compliance system while CurrentRisk is our reconciliation and risk management tool. If you would like to schedule a meeting by contacting us at +1 (646) 568-5864. We look forward to seeing you there.
This release includes several new features, improvements and bug fixes. Below is a list of notable and new features: NEW FEATURES One-Step API 25 Custom API Fields have been added to the One-Step Trader API. Use these custom fields to pass any additional information you would like. A new Custom Fields section is now available on the Trader details page. This section can be “enabled” or “disabled” for each user role. There is a new “Global Settings” section called “API Settings” where you can customize field names. Detailed Partner Report… read more →
We have recently released a Language Library for CurrentBusiness which is available in the following languages: Chinese (Mandarin), Chinese (Traditional), Japanese, Italian and Spanish. For existing CurrentBusiness clients this new multi-language support is ready to enable at any time! The following items can now be set to utilize any language you have enabled: KYC Documents Client Agreements Client Acknowledgements Internal Marketing System Notifications Take advantage of the new Language Library and ensure your client will see these items in their preferred language. If a language you need is not listed… read more →
This release includes several new features, improvements and bug fixes. Below is a list of notable and new features: NEW FEATURES Non-API Funding Source This new Funding Source allows clients to make a deposit/withdrawal within CurrentBusiness by being redirected to a different url to complete the deposit/withdrawal. This is great for payment service providers that are currently not integrated into CurrentBusiness allowing clients to execute transactions with alternative funding methods. Charge Per Million In many cases brokers charge commissions per lot, however to present a more institutional offering brokers wish… read more →