BROKER TECHNOLOGY · TECHNICAL KNOWLEDGE · DWG MP-BRK-216 · SCALE NTS
DWG MP-BRK-216 // FINTECH SYSTEM ARCHITECTURE

Prop Firm CRM & Client Workflow Architecture

A CRM model for prop operations where customer status depends on both commercial workflows and trading-program state.

Customer lifecycle

Model prospect, registered user, purchased evaluation, active account, passed, failed and funded states without conflating them.

Order and payment status

Keep purchase/payment state distinct from trading-account state and reconcile external provider events.

Provisioning

Trigger account creation through a controlled integration service and record platform identifiers.

Rule synchronization

Receive authoritative program results from the challenge/risk layer rather than recomputing rules inconsistently in multiple systems.

Support

Give support staff enough context to investigate status while restricting privileged platform actions.

Reporting

Track funnel and operational metrics with consistent customer, order and account identifiers.

Auditability

Record manual status changes and adjustments with actor and reason.

PROJECT INQUIRY // MP-CONTACT-01

Plan the complete broker technology stack.

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