Infy Trade Tech

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    APIs & Integrations

    APIs & Integrations for Trading Infrastructure

    A brokerage is rarely broken by one system. It is broken by the gaps between them — the CRM that disagrees with the trading server, the deposit that never reaches an account, the challenge that stays active after a breach. We build and operate the integration layer that closes those gaps.

    01 / Direct Answers/ 01

    What integration work covers.

    Short, factual answers to the questions operators ask first.

    What is an integration layer in a brokerage?

    A server-side service that connects the trading platform, CRM, payment providers and KYC providers so that a single business event — a registration, a deposit, a breach — updates every system consistently instead of being re-entered by hand.

    What does the MT5 Manager API do?

    It is the server-side interface to an MT5 environment: create and configure accounts, assign groups, apply balance operations, and read trades, positions and reporting data programmatically.

    Why use webhooks rather than polling?

    Webhooks deliver an event the moment it happens, with retry and signature verification. Polling adds delay and load, and hides failures until someone notices a stale record.

    02 / Surfaces/ 02

    The integration surfaces we work across.

    Each layer links to the commercial capability it belongs to, so scope stays honest about which system owns what.

    MT5 Manager API

    Server-side account provisioning, group assignment, balance operations, trade and position reads, and reporting pulls against a live MT5 environment — used to remove manual platform work from onboarding, funding and challenge administration.

    MT5 Manager API

    Broker CRM APIs

    Client, account, document, transaction and IB records exposed to your own systems: onboarding flows, marketing automation, reporting warehouses and finance reconciliation, instead of exporting spreadsheets from the back office.

    Forex CRM

    Prop Firm CRM APIs

    Challenge purchase, phase progression, rule state, breach events, funded-account creation and payout requests exposed as programmatic operations so the storefront, CRM and trading platform stay in agreement.

    Prop Firm CRM

    Account Provisioning

    Automated creation of demo, live, challenge and funded accounts with the correct group, leverage, margin and symbol permissions applied at creation time rather than corrected afterwards.

    Platform Administration

    Platform Data Synchronisation

    Scheduled and event-driven synchronisation of balances, equity, open positions, closed deals and account states between the trading server, the CRM and any reporting layer, with reconciliation checks rather than blind overwrites.

    Trading Platforms

    Webhooks & Event Delivery

    Outbound events for registration, KYC status change, deposit, withdrawal, challenge breach and payout approval, delivered to your endpoints with retry and signature verification so downstream systems react without polling.

    Custom Development

    Payment Integrations

    PSP and gateway integration into the client portal and CRM: deposit and withdrawal flows, status callbacks, refunds and chargeback records, multi-currency handling and reconciliation against platform balance operations.

    Banking & PSP

    KYC & AML Integrations

    Identity verification, document capture, sanctions and PEP screening wired into onboarding as a state machine — so account activation, group assignment and funding permissions follow verification status automatically.

    Forex CRM

    Risk Engine Integrations

    Exposure, position and rule-state feeds into automated risk software, and control actions back out to the platform. Where a human desk is required instead of automation, that remains a separate managed service.

    RiskMan

    Custom Middleware

    A thin, documented integration layer between systems that were never designed to talk to each other — queueing, mapping, idempotency, retry and audit logging — so an integration failure is recoverable rather than silent.

    Custom Development
    03 / Patterns/ 03

    Integration patterns and where each belongs.

    Choosing the wrong pattern is the most common cause of integrations that work in testing and drift in production.

    PatternTypical useOperational requirement
    REST request / responseProvisioning, record reads, administrative actionsIdempotency keys on write operations; explicit error contracts rather than generic failures.
    Webhook / event pushKYC status, deposits, breaches, payout approvalsSigned payloads, retry with backoff, and a replay log so a downstream outage is not data loss.
    Scheduled synchronisationBalance, equity and closed-deal reconciliationReconciliation-first: differences are reported before anything is overwritten.
    Server-side platform APIMT5 Manager API operationsRuns in a controlled environment with credential isolation; never exposed to a browser client.
    FIX connectivityLiquidity and execution connectivityDelivered through the bridge and gateway layer with the LP, not as a generic public API.
    04 / Context/ 04

    Integration is where the stack becomes an operation.

    Platform, CRM and payments each work in isolation. The operating model only exists once they agree.

    Most integration work reaches us after a stack has already been assembled: a trading platform from one vendor, a forex CRM from another, several PSPs, a KYC provider, and a spreadsheet holding the parts nobody automated.

    For prop firms the same problem appears between the storefront, the prop firm CRM and the platform, where a challenge state has to be authoritative in one place. Where the required behaviour does not exist in any product, custom development builds it as a documented component rather than a script on someone's laptop.

    05 / Deliverables/ 05

    What an integration engagement produces.

    Integration scope document mapping every system, direction and data owner
    Environment plan: sandbox, staging and production credentials kept separate
    Field-level mapping between CRM, platform and payment records
    Error, retry and idempotency behaviour defined per operation
    Event catalogue for webhook consumers
    Reconciliation routine for balances and account states
    Runbook for integration failure, replay and rollback
    Handover documentation written for your engineers, not a sales deck
    06 / FAQ/ 06

    APIs & integrations — common questions.

    Get Started

    Discuss an Integration

    Tell us which systems need to talk to each other and what currently breaks between them. We will come back with an integration assessment and a proposed scope.

    Infy Trade Tech Limited provides technology, software and consultancy services to businesses only. We do not offer trading, investment or brokerage services to the public, do not accept or hold client funds, and do not act as a liquidity provider or payment service provider.