Prop Firm InfrastructureBuilt to Operate at Scale.
From challenge architecture and prop firm CRM to MT5 Manager API, risk technology, payouts, platform administration and managed operations — InfyTradeTech builds the infrastructure behind modern prop firms.
One operating layer across the entire trader lifecycle.
A modern prop firm is not a set of tools bought separately. It is one connected system where a purchase becomes an account, an account carries rules, rules produce decisions, and decisions move money.
Website & acquisition
Brand, challenge catalogue, campaign traffic, affiliate attribution.
Checkout & payments
Challenge purchase, fraud checks, coupon logic, settlement into the ledger.
Prop firm CRM
The system of record: trader, orders, accounts, evaluations, KYC, payouts.
Challenge & rule engine
Programme templates, objectives, drawdown models, eligibility state.
Trading platform
Account creation, groups, leverage, symbol sets, execution environment.
Risk engine
Continuous account and firm-level monitoring, breach detection, alerts, actions.
Operations
The humans who review, approve, escalate and repair what automation flags.
Payouts
Eligibility, approval chain, execution, reconciliation, ledger write-back.
Reporting, affiliates & growth
Cohort economics, pass rates, payout ratios, partner performance.
CRM & Back Office
Trader lifecycle, accounts, challenge stages, rule states, KYC and communications in one operating core.
Explore 02Challenge Engine
One-step, two-step, multi-phase and instant-funding models with configurable evaluation logic.
Explore 03Platform Administration
Account creation, groups, trading conditions, configuration and technical operations.
Explore 04Payments & Payouts
Challenge checkout, deposits, payout requests, approval workflow and reconciliation.
Explore 05Risk Technology
Automated rule enforcement, exposure controls and continuous account monitoring.
Explore 06Managed Operations
A human team running the daily workflows behind the firm, to documented SOPs.
ExploreThe administrative and operational core.
The CRM is where the firm actually exists. Traders, accounts, evaluations, payments, platform state and operational history live in one record — and everything else in the stack reads from or writes to it.
Trader & account management
- One trader record holding identity, contact history, devices, payment methods and every account ever issued
- Challenge purchases, evaluation accounts and funded accounts linked to that record with their full state history
- Account status transitions — active, passed, breached, expired, reset, suspended, closed — written as an auditable event trail
- Credential issuance, password resets, platform re-links and group moves as controlled operational actions
- Notes, flags, escalations and internal ownership so any operator can pick up a case cold
Challenge configuration
- Programme templates for one-step, two-step, multi-stage and instant-funding models
- Per-template objectives: profit target, daily loss limit, maximum loss limit, minimum trading days, time limits
- Drawdown model selection — static, trailing or intraday equity-based — bound to the account at provisioning
- Behavioural rules: news windows, weekend holding, EA and copy-trading restrictions, lot and risk ceilings, consistency parameters
- Pricing, resets, discounts, add-ons and refund handling attached to the same template
- Versioning, so a rule change never silently rewrites the terms an existing trader bought
Evaluation & progression
- Live objective tracking per account with the exact metric the trader sees
- Automatic phase transitions and funded provisioning on a clean pass
- Manual review queues for borderline passes, ambiguous rules and disputed measurements
- Full metric snapshot archived at every stage close, for disputes months later
Back office & administration
- Role-based access with segregation between support, dealing, finance and administration
- Approval chains where the requester is never the approver
- Bulk operations for group moves, notifications, credential re-issues and programme migrations
- Complete audit logging of every operator action against every trader record
Purchase → provisioning → phases → funded → payout.
The lifecycle below is the operating model of a prop firm. Each stage names what fires automatically, what a human still decides, and which layer owns the record. Firms that cannot answer those three questions per stage end up running the business out of spreadsheets and screenshots.
Challenge purchase
Trader completes checkout for an evaluation product.
- Payment captured, fraud and velocity checks applied
- Order mapped to a challenge template: size, phase count, objectives, fee
- Trader record created or matched to an existing profile
- Confirmation and credentials sequence queued
- Review of flagged payments, duplicate identities and coupon abuse
- Manual release of orders held by the fraud rules
Challenge purchase: Trader completes checkout for an evaluation product.
Account provisioning: Paid order confirmed and eligible for an evaluation account.
Evaluation phase 1: First trade placed on the evaluation account.
Phase transition: Phase 1 objectives met without a breach.
Funded trading: Funded account active.
Payout and scale: Trader requests a payout inside an eligible window.
The happy path is the small part of the work.
Breaches, resets, expiries, disputes and failed verification are where prop firms lose money, time and reputation. Every exception below needs a defined owner, an evidence trail and a trader-facing message — configured before launch, not improvised after the first complaint.
Breached
A hard limit is hit. The account is disabled at the platform, the breach is recorded with the exact equity point and rule that triggered it, evidence is retained for dispute handling, and the trader is notified with the measurement. Exception path: a verification review before any irreversible action, because a false breach is the most damaging operational error a prop firm can make.
Reset / retry
The trader purchases a reset on a breached or expired evaluation. A new account is provisioned against the same trader profile, the prior attempt stays in the history, and reset revenue is attributed separately from first-time challenge revenue.
Expired
A time-limited evaluation reaches its end date without a pass or breach. The account is closed, the attempt archived, and the trader routed into a reset or re-purchase sequence.
Inactive
No trading activity within the inactivity window. Accounts are flagged, then closed under the published rule, freeing platform capacity and keeping the account book honest.
Rule violation under review
Behaviour-based flags — copy correlation across accounts, news-window abuse, coordinated group trading — are held for human investigation rather than auto-enforced. Outcome is documented: cleared, warned, or terminated.
Refund / chargeback
Refunds and disputes reverse the order, revoke the account and mark the trader record. Chargeback evidence packs are assembled from the checkout, credentials-delivery and trading history.
Payout dispute
A rejected or reduced payout escalates with its calculation, trade history and the rule reference behind the decision — the record you need when a trader takes the dispute public.
KYC failure
Failed or unresolvable verification at the funded transition. The funded account is withheld, not silently abandoned, and the case is closed out with a documented outcome.
Where the lifecycle is recorded
The prop firm CRM holds the trader record, the challenge stages, the rule states and the payout history behind every decision above.
Where the rules are enforced
Risk technology evaluates drawdown, objectives and prohibited behaviour continuously, and separates auto-enforced breaches from flags that need a human.
Who works the exceptions
Managed operations run the daily queues: breach verification, payout approvals, KYC escalation and reconciliation, to documented SOPs.
Two views of the same truth.
The trader sees their objectives measured exactly as the firm measures them. The operator sees the estate. Both read from the same records, which is what stops disputes before they start.
- Active challenge and current phase
- Profit target progress against the exact firm metric
- Daily and maximum drawdown headroom in real time
- Remaining objectives: trading days, time limits, consistency
- Performance history across attempts and accounts
- Account information and platform credentials
- Payout eligibility, requests and status
- Notifications, announcements and support entry point
- Total traders and new registrations by cohort
- Active evaluations by programme and phase
- Funded accounts and aggregate funded exposure
- Breaches, with the rule and equity point that triggered each
- Payout queue by state: requested, in review, approved, paid
- KYC status and document escalations
- Platform accounts, groups and provisioning failures
- Payment status, refunds, chargebacks and reconciliation gaps
- Affiliate performance and attributed revenue
- Operational and financial reporting
From first click to a provisioned account.
Onboarding is a payments problem, an identity problem and a provisioning problem at once. Each step has to leave a record the next step can rely on.
Registration
Account creation, email and device verification, campaign and affiliate attribution captured at source.
Challenge selection
Programme, account size and add-ons chosen against the live template catalogue.
Checkout
Payment captured through the connected provider, with fraud, velocity and duplicate-identity checks.
Client record creation
The trader profile is created or matched, and the order attached to it as the commercial anchor.
KYC
Manual review workflows or an integrated third-party provider, depending on what the firm operates.
Document status
Requested, submitted, under review, approved or rejected — visible to both the trader and the operator.
Account provisioning
Platform account created, rules bound, credentials delivered, record linked.
We build and operate the technology and the workflow. We do not provide regulatory or legal advice on what verification your model requires — that sits with your own advisers and, where applicable, your regulator.
Money in, money out — both are operations.
Challenge checkout and trader payouts are the two workflows that decide whether a prop firm is trusted. Both need controls, evidence and reconciliation, not just a payment button.
- 01Trader
- 02Checkout
- 03Payment provider
- 04CRM
- 05Account provisioning
- 01Payout request
- 02Eligibility & rule check
- 03Operational review
- 04Approval
- 05Payment processing
- 06CRM / ledger update
- Payment-provider integration and multi-PSP routing
- Card, bank transfer and wallet methods where the provider supports them
- Refunds, chargebacks and dispute evidence
- Payout approval chains with requester/approver segregation
- Reconciliation against processor and bank statements
- Transaction status visible to trader and operator
- Ledger write-back on every money movement
- Reporting on payout ratio, timing and failure rate
We integrate the providers you are approved with and help you prepare the application pack. We cannot guarantee acceptance by any payment provider or bank — that decision is always theirs.
Automated risk intelligence for prop-firm operations.
RiskMan is software. It watches every account continuously, evaluates the rules the account was issued under, and surfaces what needs a decision — with the evidence attached.
Real-time account monitoring
Equity, balance, margin and open exposure tracked continuously against the rule set bound to each account.
Drawdown monitoring
Daily and maximum loss thresholds evaluated against the drawdown model the account was issued under.
Exposure monitoring
Position and symbol concentration at account level and aggregated across the funded book.
Rule breach detection
Deterministic detection with the triggering metric recorded as evidence for dispute handling.
Trader classification
Segmentation by behaviour and performance profile to drive different treatment and review priority.
Thresholds & alerts
Configurable warning levels ahead of hard limits, routed to the operators who act on them.
Automated actions
Configured responses such as flagging, restriction or account disablement where the firm chooses to automate them.
Reporting
Breach, exposure and behaviour reporting for management review and programme design.
News-gap exploitation around scheduled releases
High-frequency and latency-sensitive patterns
Strategies that exploit pricing or execution artefacts rather than market direction
Hedging across paired accounts or between traders
Passing-service and account-farming patterns
Trade-duration and holding-time rule violations
These are the scenarios prop firms ask us about most. Which of them your system detects, and how, depends on the rules you write and the data your platform exposes — we scope that honestly before we build.
Bring your risk engine.Or build one with us.
We are not locked to one risk product. If a firm already runs an engine that works, we integrate it. If nothing on the market fits the programme, we build the logic.
RiskMan
Our own automated monitoring and breach-detection layer.
Third-party engines
Integration with compatible risk systems, subject to their interfaces and your platform.
Custom rule engines
Programme-specific evaluation and enforcement logic built to your model.
Custom exposure logic
Firm-level aggregation and concentration rules beyond per-account limits.
Custom breach detection
Detection built around the specific behaviours your programme has to prevent.
Automation & integrations
Actions, alerts and platform/API wiring across the stack.
Every integration is scoped against technical feasibility first. If a platform or vendor does not expose what a requirement needs, we say so before the contract, not after.
Automation detects.Experienced operators decide.
A managed human layer sitting on top of the software — because the decisions that cost a prop firm money are judgement calls, not thresholds.
- Continuous market and session supervision
- Firm-level exposure oversight across the funded book
- Trader behaviour monitoring and pattern review
- Account and risk review before irreversible actions
- Escalation handling to agreed thresholds
- Dealer intervention within the mandate you set
- Routing and hedging recommendations
- Live operational decision-making during volatility
RiskMan
Software. Monitors, detects, alerts and executes configured automated actions. Licensed as a product.
24/7 Dealing & Risk Management
A managed human service. Qualified dealers and risk operators working your book to a contracted scope and mandate. Never merged with the software offering.
MT5 Manager API,built into your prop firm stack.
Automated provisioning, phase transitions and accurate risk state all depend on one thing: programmatic control of the trading server. This is the layer most prop firms underestimate.
Create trading accounts for evaluations and funded stages
Update account information, leverage and permissions
Manage account groups and move accounts between environments
Apply funding, credit and balance transactions
Retrieve trading history for objective and dispute evidence
Retrieve balance, equity and margin state
Retrieve open-position data for exposure calculations
Synchronise platform data into the CRM record
Automate challenge provisioning and phase transitions
Provision funded accounts on their own group and terms
Execute account status actions: enable, disable, restrict
Drive custom operational workflows against the platform
Manager-level access depends on your MetaTrader 5 licence and server arrangement. We build the integration and the workflows around it; the licence itself remains between your firm and the platform vendor.
An API surface, not a set of point integrations.
The value is in the connections. A signup on the website, an account on the platform, a rule state in the risk engine and a payout in the ledger have to be the same story.
Trading API
Platform actions and data: accounts, groups, transactions, history, exposure.
Prop CRM API
Traders, orders, evaluations, account state, payouts and back-office records.
Registration API
External signup, checkout and campaign flows that feed the CRM directly.
Payment API
Provider workflows for challenge purchases, refunds and payout execution where supported.
Webhooks
Event-driven automation on purchase, provisioning, breach, pass, payout and KYC events.
Data sync
Real-time or scheduled synchronisation between platform, CRM and risk layers.
Events flow both ways: a checkout triggers provisioning, a breach updates the trader record, an approved payout writes back to the ledger and the platform.
If it doesn't exist,we build it.
Most prop firms hit the same wall: the off-the-shelf stack covers eighty percent of the model and nothing covers the twenty percent that makes the firm different.
Custom trader dashboards and portals
Custom back-office and internal operational tools
Challenge engines and bespoke evaluation logic
Custom risk engines and breach detection
Platform plugins and server-side integrations
APIs, webhooks and event pipelines
Payment-provider integrations
Reporting and analytics systems
Workflow automation across CRM, platform and payments
Web and mobile interfaces
Designed around the platform you actually run.
MetaTrader 5
Manager API integration, group architecture, provisioning and data synchronisation.
cTrader
Integration where the firm's licence and the platform's interfaces support the required workflows.
Match-Trader
Integration scoped to the available interfaces and the firm's commercial arrangement.
DXtrade
Integration scoped to the available interfaces and the firm's commercial arrangement.
These are supported integrations, scoped to what each platform exposes and to your own licensing. Supported integration is not the same as official partnership, and we do not present it as one.
Your acquisition engine, before the CRM begins.
The front end is not marketing decoration. It is the first operational surface: it sells the programme, takes the money and hands a clean record to the CRM.
Branded prop-firm website built for challenge conversion
Responsive desktop and mobile experience
Challenge and programme pages with transparent rule presentation
Checkout wired directly into the CRM and provisioning
Trading-platform and portal integration
Affiliate and campaign attribution from first click
Live chat and support entry points
Multilingual content and localised interfaces
CMS for content the marketing team owns
SEO-ready architecture, performance budgets and security hardening
Hosting, monitoring and backups where contracted
The layer that turns one challenge into a cohort.
- Affiliate registration and approval
- Referral links and attribution windows
- Coupon and promotional-code tracking
- Multi-tier partner structures
- Commission logic by programme, volume or revenue share
- Campaign-level attribution and reporting
- Partner payout workflows
- Live leaderboards
- Competitions and campaign events
- Trader rankings
- Milestone certificates
- Social sharing assets
- Promotional codes
- Support tickets with departmental routing
- Live chat integrated into the trader portal
- Notifications and firm-wide announcements
- Operational alerts routed to the responsible team
- Support performance and resolution reporting
Availability depends on the stack you run — some of this ships with the CRM, some is delivered through custom development. We confirm which is which during scoping.
Built for firms with traders in every timezone.
- Multiple interface languages across trader-facing surfaces
- Localised content and communication templates
- Global payment providers routed by region where available
- Timezone-aware operational scheduling, cut-offs and payout cycles
- Infrastructure placed close to the trading environment
Starting from zero?
The minimum architecture to launch a credible prop firm, in the order the decisions actually have to be made.
Define the operating model
Challenge structure, rules, drawdown model, profit split, payout cycle and the risk posture behind them.
Establish entity & business infrastructure
Corporate structure, contracts and commercial arrangements where required for the model.
Select the trading platform
Platform, environment and group architecture chosen against the programme design.
Deploy the prop firm CRM
The system of record, roles and approval chains configured before any trader exists.
Configure challenges
Templates, objectives, pricing, resets and versioning.
Connect payments
Provider integration, checkout, refunds and reconciliation into the ledger.
Implement KYC
Manual or integrated verification workflows with clear document states.
Configure risk
Thresholds, alerts, automated actions and the escalation path behind them.
Build the website & checkout
The acquisition front end, wired end-to-end into the CRM.
Test and go live
Full lifecycle rehearsal — purchase, provisioning, breach, pass, payout — before real money moves.
Already live?Upgrade without starting again.
Most firms do not need a rebuild. They need one layer replaced without losing the history the business runs on.
- CRM migration without losing trader or account history
- Trading-platform migration and group re-architecture
- Payment-provider changes and multi-PSP routing
- Custom integrations between systems that do not speak to each other
- API development to remove manual operational work
- Risk-system upgrades or replacement
- Operations outsourcing, partial or full
- Back-office optimisation and workflow redesign
- Custom modules for the gaps the platform never covered
The numbers that decide whether the model works.
Challenge statistics by programme and cohort
Trader performance and pass-rate distribution
Payout volume, ratio and timing
Revenue by programme, reset and add-on
Payment reconciliation and settlement gaps
Breach data by rule and stage
Affiliate and campaign performance
Account status across the estate
Custom reporting built to the firm's own management view
We do not only build it. We run it.
Software does not process a payout, chase a document or repair a failed provisioning at 02:00. People do. We provide that team.
- Challenge and account workflows run to documented SOPs
- Trader lifecycle management across every stage
- Account provisioning and provisioning-failure repair
- KYC review and document escalation
- Payout processing under the firm's approval controls
- Payment reconciliation against processor statements
- Platform administration: groups, leverage, symbol sets, environments
- Operational and management reporting
- Escalation handling and incident response
Prop firm technology, answered directly.
Explore Prop Firm Technology Research
Operator-level analysis supporting prop firm technology.