BROKER TECHNOLOGY · TECHNICAL KNOWLEDGE · DWG MP-BRK-213 · SCALE NTS
DWG MP-BRK-213 // FINTECH SYSTEM ARCHITECTURE

Broker Technology Provider: Evaluation Guide

A buyer-side framework for comparing technology providers using one requirements matrix and measurable responsibilities.

Scope clarity

Require a component list, exclusions, dependencies and responsibility matrix. Avoid comparing package names that hide different scopes.

Architecture quality

Ask for a system diagram showing customer systems, platform, connectivity, infrastructure and third parties.

Integration capability

Review documentation, test environments, authentication, error handling and ownership of ongoing API changes.

Operations and support

Define support hours, severity levels, escalation, maintenance communication and responsibilities during third-party incidents.

Security

Review privileged access, secret management, logging, change control and recovery procedures relevant to the delivered scope.

Commercial model

Separate implementation, recurring platform, hosting, support, third-party and usage-dependent costs.

Exit and portability

Understand data access, configuration ownership, documentation and the practical steps required to change components later.

PROJECT INQUIRY // MP-CONTACT-01

Plan the complete broker technology stack.

Discuss platform, CRM, client workflows, connectivity, hosting and deployment requirements.