Trading platform
Define the account capacity, available symbols, trading groups, and manager access for your setup.
FOUNDATIONYour trading platform is the foundation. Plan the client experience, CRM, and optional API connections around the way your brokerage works.
Clear boundaries make scope easier to discuss. Agree the connections, permissions, and responsibilities before implementation.
Define the account capacity, available symbols, trading groups, and manager access for your setup.
FOUNDATIONMap registration, onboarding, account requests, and client support through your website and CRM.
WORKFLOWDiscuss optional access, required endpoints, authentication ownership, and the expected integration behavior.
OPTIONAL / PAIDAgree reporting, reconciliation, exception handling, and acceptance criteria for the connected workflow.
VALIDATIONCompare configuration limits first. Define optional connections and access requirements separately.
5 setups · Pricing and availability subject to confirmation.
Use the integration workspace to prepare a brief, then discuss the setup-specific constraints with the team.
List the source system, required data, permissions, and expected result for each account or reporting action.
Confirm provider access, optional integration costs, implementation ownership, and the limits of each system.
Review test accounts, failure conditions, reconciliation, and support procedures before production access.
Each component of the connected brokerage, documented as a dependency.
Platform foundation and its access boundaries.
Read more →SolutionThe integration layer between MT5 and your CRM.
Read more →SolutionLiquidity connectivity, routing and testing.
Read more →SolutionAllocation logic and a multi-account terminal.
Read more →SolutionAutomation plugins and their operating limits.
Read more →SolutionHosting, monitoring and change control.
Read more →No. CRM integration and API access are optional and available at additional cost. The scope, permissions, provider dependencies, and implementation effort must be confirmed for the selected setup.
Describe the existing tools, required account workflows, reporting needs, expected scale, and testing criteria. Do not include passwords, API secrets, or client records in the brief.
We can discuss the existing CRM and its requirements. Feasibility depends on the system interfaces, MT5 permissions, vendor support, and the agreed implementation scope.
Agree test accounts, expected responses, duplicate-request handling, report reconciliation, and failure procedures. Validate these in an agreed test environment before enabling production access.
Share the workflow you need. We’ll discuss the setup, permissions, and optional work it requires.