Technical Operations for Forex & CFD Brokers

Deployment, administration, and operational support of broker infrastructure — from initial setup to ongoing production operations.

About

We provide end-to-end technical operations services for Forex and CFD brokers. Our scope covers trading platforms, liquidity bridges, CRM systems, plugins, reporting, automation, and customer support processes.

By using our services, brokers do not need to maintain a full in-house technical team. We design, deploy, and operate broker infrastructure from initial launch to stable production environments.

Engagement approach

Services

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Trading Platforms Administration and Deployment

  • MT4 / MT5 deployments according to best practices and infrastructure positioning using Microsoft Azure, Oracle, Google Cloud or AliCloud
  • cTrader, MT4, and MT5 administration and configuration
  • Deployment of testing and staging trading environments (pre-production)
  • Installation, configuration, and testing of platform plugins (risk, execution control, reporting, compliance, utilities)
  • Automation of routine actions: holiday calendars, dividends, swaps, reports, script implementations
  • Investigation of trading cases and detailed log analysis
  • Periodic platform updates, patches, and maintenance
  • Monitoring of server performance: execution metrics and server load indicators
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Liquidity Bridge Management and Deployments

  • Liquidity bridge vendor analysis based on pricing, functionality, and operational limitations
  • Preparation of comparison data sheets: pricing models, supported features, advantages, and drawbacks
  • Liquidity bridge deployments according to best practices and infrastructure positioning
  • Deployment of testing environments for bridge and LP validation
  • Bridge configuration: LP connections, symbol setup, aggregation profiles, scalper detection and prevention, markups, and routing rules
  • Feed and execution monitoring
  • Execution issue troubleshooting: slippage spikes, rejects, partial fills, latency analysis
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CRM Management and Configuration

  • Payment gateway analysis based on pricing, supported regions, processing logic, and technical capabilities
  • Preparation of comparison data sheets for payment providers
  • Complete CRM configuration: account types, trading server connectivity, permissions, workflows
  • MySQL server deployment and optimization for CRM usage
  • Deployment of testing CRM environments for configuration and integration validation
  • KYC configuration, onboarding flows, and document handling
  • IB structure setup: referral flows, commission calculation logic, reporting
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Automation and Reporting

  • Custom operational reports: trading activity, volume, PnL, IB commissions, IB performance
  • Automation scripts for repetitive support tasks: report generation, platform health checks
  • Swaps uploads, dividend adjustments, holiday trading schedule configuration
  • Data validation and consistency checks between systems
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Implementation for Customer Support Flows

  • Ticketing system deployment and configuration
  • Incident management process implementation
  • Request management and escalation process implementation
  • CRM / MT4 / MT5 / Bridge training: issue investigation, triage, post-mortem analysis

Training for Broker Teams

Technical training focused on daily operations and incident handling for broker environments.

Who We Train:

  • L1 / L2 support teams
  • Dealing and operations staff
  • New hires onboarding

Training Topics:

  • MT4 / MT5 platform structure and configuration
  • Execution flow and common incident patterns
  • Operational routines and monitoring
  • Issue investigation and escalation

Engagement Models

Get in Touch

Ready to optimize your brokerage operations? Send a request or reach out directly.