Case study · Prop firm
A two-step evaluation model on one connected prop firm stack.
End-to-end prop firm infrastructure — Prop Firm CRM, challenge lifecycle, MT5 provisioning, risk controls, payments, affiliates and payout operations.
- Client
- Confidential Prop Trading Firm
- Platform
- MetaTrader 5
- Model
- Two-step evaluation: Phase 1, Phase 2, funded account
- Rules
- Configurable profit targets, drawdown, daily-loss limits, breach handling
- Timeline
- Approximately 6–10 weeks, planning to production-ready
What changed.
Before
Challenge sales, trading accounts, risk checks, payments, affiliates and payouts handled across separate tools with manual steps between them.
After
Challenge management, trading accounts, CRM workflows, risk monitoring, payments, affiliates and funded-account operations managed through one coordinated technology stack.
How the pieces connect.
Select a stage to follow the path through the delivered stack.
Trader lifecycle
What we delivered.
Prop Firm CRM
Trader records, challenge purchases, admin and back-office workflows.
Challenge lifecycle
Account-state transitions, phase progression and funded-account activation.
Account provisioning
MT5 accounts created and updated automatically through the MT5 integration.
Risk controls
Profit targets, drawdown and daily-loss rules with breach handling.
Payments & affiliates
Payment integrations for challenge purchases and affiliate infrastructure.
Trader dashboard
Traders see account state, rules and progress in one place.
Payout operations
Payout requests, operational review and processing.
The result, in the client's approved words.
- Fewer manual operational dependencies
- Better visibility across trader and account states
- A more scalable foundation for ongoing prop firm operations
The client is confidential. Commercial and performance figures are not published without the client's explicit approval.