Registration and identity
Design account creation, authentication and identity verification with clear error and recovery flows.
Trading-account management
Allow permitted account actions through server-side integrations rather than exposing privileged platform credentials to the browser.
Funding workflows
Present payment status consistently and reconcile provider callbacks with internal records.
Documents and agreements
Version legal documents and record acceptance where required by the broker’s applicable process.
CRM synchronization
Define which profile fields and lifecycle states are mastered by the cabinet, CRM or another system.
Security
Use secure sessions, least privilege, rate limiting, logging and protection for sensitive user and administrative actions.
Supportability
Expose useful correlation IDs and operational status so support teams can investigate failed workflows without direct database intervention.