Step 1: Access to the AUM Expert control panel

Log into your profile and go to the "My Companies" section. Select the Company you want to connect to Cpay and click the "EDIT" button:

Then go to the "Payment Acceptance" tab, select "Cpay" for payment acceptance and click "SAVE":

Now click on the avatar icon located in the top right corner of the screen. This will open a drop-down menu, select "Payment Acceptance" in it:

Click the "MANAGE" button, then "EDIT":

Check the box "Activate payment gateway":

You will be asked to enter the API information from your Cpay Merchant account:

Now we will show you how to create these API keys

Step 2: Creating a Cpay account

Go to the cpay.world website. On the main page, click the "Sign Up" button located in the top right corner of the screen:

On the registration page, click on the "Business" toggle and select the email registration option:

Again, select the "Business" account, then fill in the "Email" and "Password" fields and click the "Sign Up" button.

It is very important to choose a business account. If you create an individual account, you will not be able to generate API keys or configure your payment gateway:

Check your email for a confirmation letter from Cpay. Follow the instructions in the letter to confirm your email address:

Now you need to go to the "Settings" section in your Cpay account.

Enter the requested information, including the callback URL. Use the following URL: https://api.aum.expert/api/gateways/cpay

Then click "Submit":

Click the "Generate New API Keys" button:

You will see two codes, you need to copy them and go back to your AUM Expert :

Step 3: Cpay AUM Expert Integration

Enter the keys in the corresponding fields in your AUM Expert account settings and click the "SAVE" button:

The payment gateway is now activated:

First, you will need to create an account. Visit this link: https://aum.expert/app/register

Now, enter your contact details (name, email, password) and click "CREATE ACCOUNT":

Then, you will see a window for email confirmation.

You need to go to your mailbox, find the email from AUM Expert, and click the "Verify E-Mail" button:

Step 2. Starting of the Enterprise

To create your own Company, click on the "CREATE NEW" button in the “Dashboard” section:

The first form that appears will be the “Profile” of your Company. Fill it out and then click "CONTINUE":

At the “Design” stage, you can fully adapt your Company to your brand by uploading a logo and choosing a color scheme. When everything is ready, click "CONTINUE":

At the payment settings stage, you can activate a subscription for clients by moving the slider to the right.

Upon activation of the subscription, additional fields will open for setting up payment for your Company. As soon as everything is ready, click "CONTINUE":

In the “Marketing” form, choose which of the suggested promotion and data collection options suits you, then click “CONTINUE”:

Now you are offered to fill out the “Support” form, in which you can specify your preferred communication channels with customers, as well as provide access to your legal documents (user agreement, privacy policy).

You can use the customer support service tidio.com. To do this, you need to visit their website, register, and leave your Tidio ID in the form.

After successfully filling in the necessary fields, click “SAVE”:

Also, select one or several payment methods for your customers. Then click “CONTINUE”:

And the last stage - choosing a trading module that your customers will use. After selecting a suitable option, click “CONTINUE”:

Done, your Company is successfully created and will always be available in the “My Companies” section, in the menu on the left. You can always change its settings by clicking "EDIT":

How can your clients connect to the copy trading system?

In the Company settings, you specified the name of your subdomain, this link will be the access to the personal account for your clients.

They all need to register on the AUM Expert platform using this link, and then connect to your strategy through API keys in their personal account.

To enable the Cpay Payment Gateway, please follow these steps:

Step 1: Accessing AUM.Expert Dashboard

Access your AUM.Expert dashboard.

Navigate to the "My Companies" section in your AUM.Expert account. Choose the White label you want to connect to Cpay and click on the “EDIT” button. Click on the "Payment Gateway" tab.

Select "Cpay" as the desired Merchant within AUM.Expert. Refer to the provided screenshot for visual guidance.

Click on the avatar icon located at the top right corner of the screen. This will open a dropdown menu.

From the dropdown menu, select the "Payment Gateways" option. You will be directed to the Payment Gateways settings page. Refer to the provided screenshot below for visual guidance.

Click on the "MANAGE" button, followed by the "EDIT" button, as shown in the screenshot below.

Check the "Enable Payment Gateway" box, as depicted in the screenshot below.

You will be prompted to input the API information from your Cpay Merchant account, as shown in the screenshot below

Step 2: Creating a Cpay Account
Go to the cpay.world website.

On the homepage or login page, click on the "Sign Up" button located at the top right corner of the screen. Refer to the provided screenshot below for visual guidance.

On the registration page, locate the "Business" radio button and click on it to select the business account type.

Choose your email and password to associate with your Cpay account. Enter your preferred email address and create a strong, secure password. See the screenshot below for reference.

It is very important to select a Business account. Please note that if you create an individual account, you will not be able to generate API keys or set up your merchant. Therefore, ensure that the “Business” radio button is selected before proceeding. Refer to the screenshot below

Check your email inbox for a confirmation email from Cpay. Follow the instructions provided in the email to confirm your email address. This step is crucial to ensure the security and validity of your account. See the screenshot below.

Set up the API by accessing the Settings within your Cpay account. Log in to your Cpay account and locate the menu option or tab labeled "Settings." Click on it to proceed. Enter the required information as prompted, including the Callback URL. Use the following URL address: "https://api.aivia.io/api/gateways/cpay". Refer to the provided screenshot for visual guidance.

Click on the "Generate New API Keys" button to generate the necessary keys. See the screenshot below.

Step 3: Integrating Cpay with AUM.Expert

Copy the generated public and secret API keys from Cpay. Input them into the appropriate fields in your AUM.Expert account settings. Click on the "SAVE" button to save the changes. Refer to the screenshot below.

The Payment Gateway is now enabled. See the screenshot below for confirmation.

Uncheck the box next to the statement "By checking this box, all existing API Key(s) on your master account and sub-accounts will be subject to Default Security Controls." as shown above.

The system will ask you to read the statement about regarding the risks

Scroll all the way down the text. In the very end system will allow you to check the box next to "I hereby instruct Binance to DEACTIVATE the Default Security". After checking the box, please, click the Confirm button. Please, see the image above. The system will ask you to enter a verification code. After you enter verification code the system will complete the process.

Attention! Do not check the unchecked box again, as to uncheck it you will have to repeat the entire process again.

If you are using a sub account, then you will not see "Default Security Controls" in the API management, as this setting is only available in the master account.

Please Note! Settings of  "Default Security Controls" will be same for all sub-accounts associated with your master account.

After the checkbox is unchecked, you will be able to create API Keys without adding an IP address and use them permanently.

Click on the Strategy section of the dashboard

It is located on the left side of the dashboard. Click on the NEW STRATEGY button. Please, see the screenshot below

The form will pop up. Please, fill out all the fields, and click on the NEXT button.

Please, see the screenshot below

The next form will prompt you to choose the Exchange and insert The API key and Secret. After that, click on the NEXT button.  Please, see the screenshot below

The next screen will prompt you to fill out all the detail and description of your strategy. Then click on the Next button. Please, see the screenshot below

Here is an example of the strategy details

Click on the SAVE button and your strategy will be created. Please, see the screenshot below

Your strategy will be shown in the Strategy section on the left side of your Dashboard. You can edit the details or delete the strategy by clicking on the MANAGE button. Please, see the screenshot below

Frequently Asked Questions

How do I get the API key and Secret?

You can create it in your Exchange account under the API section.

What permissions do I enable for the API?

Enable reading, and Enable Futures. Please, see the screenshot below for Binance

Please, click on this link to register: https://aum.expert/register

Make sure to enter information such as Name, Email, and Password and click on the Create  Account button. Please, see the screenshot below

The next screen will prompt you to verify your email, please see the screenshot below

In your email inbox open an email from AUM Expert and verify your email. Please, see the screenshot below.

After verifying an email, you will be granted access to your AUM EXPERT dashboard. You will be able to create a White Label project. Please see the screenshot below

Step 2. Creating a White Label project

To create a White Label project, please click on the Create button. Please, see the screenshot below

You will be prompted to fill out the profile form. After completing it, click on the Next button. Please, see the screenshot below

The next screen will enable you to customize the design of the White Label project according to your brand colors and logo. After customizing your project, click on the Next button. Please, see the screenshot below

The next page will enable you to accept the subscription payments. Move the Activate Subscription button to the right to activate the subscription option. Please, see the screenshot below

You will be prompted to set up a CoinPayments merchant for your White Label project. After you complete the set up click on the Next button. Please, see the screenshot below

If you are not sure how to set up a merchant, you can see an instruction. You can set it up later. For now, deactivate the Payment Acceptance and click on the Next button.

The next screen will prompt you to set up Marketing, social media, customer support chat, referral program, and provide the legal documents, such as Privacy Policy, User Agreement, etc.

Click the Save button. Please, see the screenshot below.

After clicking on the Save button, your White Label project will go live. Please, see the screenshot below

The White Label project will be shown in the White Label section to the left of the dashboard page. You can edit and adjust your project’s settings by clicking on the Edit button. Please, see the screenshot below

Frequently Asked Questions

How can my users register, have access, and copytrade my trading strategy?

In the White Label project, you created the subdomain. This subdomain address will be used by customers to register an account in your White Label project to follow your trading strategy. Please, see the screenshot below

Your customers will use the link (subdomain address) to register an account in your White Label project. In their dashboard of your project, they will be able to copytrade your strategy by setting up an API key in their crypto exchange account.

Step 1. Create a Coinpayments account

To register Coinpayments account click on this link: https://www.coinpayments.net/register

You will be required to fill out the fields in this form (name, email, password, country), choose the time zone, and click on the Register button. Please see the screenshot below.

Please note: You can choose the Person (for an individual) or the Business (for an entity) account.

Please, confirm your email with the Coinpayments. Please see the screenshot

Please open the message from CoinPayments in your inbox and activate an account by clicking the  ACTIVATE ACCOUNT button. Please, see the screenshot below

You will be able to access the CoinPayments site by clicking on the word here. Please see the screenshot below

You will be prompted to the Login page. Please, enter your email and the password, then click on the Login button. Please, see the screenshot below

After logging in, you will be prompted to enter the 2FA code. You will find it in the email message from the CoinPayments. Please, enter the 2FA code in the correlated field and click on the Login button. Please see the screenshot below

In the dashboard of the CoinPayments platform, you will be able to set the merchant services for your White Label. Please, see the screenshot below

Step 2. Setting Coinpayments to enable your White Label project to accept cryptocurrency

Please, choose the Merchant option in your Coinpayments dashboard by clicking the Choose button. Please, see the screenshot below

You can choose many options. As an example, option # 2 enables users to choose the accepted cryptocurrencies. Please, see the screenshot below

You will be prompted to choose cryptocurrencies you have intent to accept as the payment from the list. Please, checkmark the appropriate box, as shown on the screenshot below.

Click on the Updated Preferred Cryptocurrencies button. Please, see the screenshot below

The system will notify you when the update is complete. Please, see the screenshot below

Step 3. Setting up a Coinpayments API key to accept payments

To set an API click on the "Account" and from the dropdown click on the API Keys. Please, see the screenshot below.

Click on the Generate new API Keys. Please, see the screenshot below

The Private and the Public key will be generated. Please, see the screenshot below

Please copy these keys and paste them into your White Label project in the Accept Payments section. Please, paste a Public key in the Coin Payments API Key* field, and the Private key in the  Coin Payments API Secret* field. Please, see the screenshot below

In the same form, you must input a Merchant ID and IPN Secret, associated with your Coinpayments account.

To find your Merchant ID

Click on the Account Settings. Please, see the screenshot below

Your Merchant ID will be displayed. Please, see the screenshot below

Copy Merchant ID and paste it in the Accept Payments section of your White Label project in the Coin Payments Merchant ID* field. Please, see the screenshot below

Set and Access IPN Secret

In the section Account Settings, under Merchant Settings. Please, see the screenshot below

In the Merchant Settings in the IPN Secret field input any combination of letters, numbers, and characters to set it. Here is an example: Fj73hRahgdfolT4gdiop[Twdhvil

After you enter the IPN click on Update Account. Please, see the screenshot below

Copy IPN Secret and paste it in the Accept Payments section of your White Label project in the CoinPayments  IPN Secret* field. After all the required information in the Accept Payments section is filled in, please click on the Save button. Please, see the screenshot below