Brokerage technology migration & replatforming.
Replacing a platform, CRM, bridge or payment provider in a live business is a data and dependency exercise, not an installation. We plan the move, build the target environment in parallel, rehearse the cutover, and keep a rollback route open until the new stack has proven itself.
Migrations rarely fail on the new system.
They fail on the records, dependencies and entitlements that only existed inside the old one.
A new platform installs in days. What takes the time is establishing exactly what the old system was holding: which client is attached to which IB, which verification was accepted, which balance adjustments were manual, which reports finance depends on at month end.
So the discovery and mapping phases carry most of the effort — and the cutover becomes a rehearsed procedure rather than an event.
What we are usually called in to fix
What can be migrated.
Migrations are usually partial. Each component below can move independently, in a sequence chosen to keep the business operable throughout.
MT4 → MT5 Migration
Server build, group and symbol architecture rebuilt rather than copied, account mapping, historical position and deal handling, plugin equivalents, and a client communication sequence that does not arrive as a surprise.
CRM Migration
Client, account, document, transaction and IB records moved with referential integrity intact — including the records that only exist as attachments, spreadsheets or free-text notes in the old system.
Prop Firm CRM Migration
Challenge history, phase state, rule configuration, funded-account status and payout history moved without resetting a trader's progress or losing the audit trail behind a past decision.
Bridge & Gateway Migration
Routing rules, symbol mapping, markup and LP session configuration re-established on the new bridge, validated against live pricing before order flow moves.
Liquidity Migration
New LP sessions run in parallel with the incumbent, compared on pricing and fill behaviour under real conditions, then promoted — rather than switched on a contract date.
PSP Migration
New payment routes added alongside existing ones, with deposit and withdrawal flows, callbacks, refunds and reconciliation proven before the old route is retired.
IB Hierarchy Migration
Multi-level IB structures, commission rules, historical rebate records and client-to-IB attribution carried across. This is the area most often broken by a migration and the hardest to reconstruct afterwards.
Account & Client Data
Identity, verification status, balances, equity, open positions and historical statements — reconciled record by record, with a documented position on anything that cannot be migrated exactly.
Six phases, each with a sign-off.
Nothing moves to the next phase on optimism. Each has an artefact and an acceptance point.
System inventory, data map, dependency and risk register
Operational continuity during the move.
Clients should experience a migration as an announcement, not an interruption.
Parallel environments
The target stack runs alongside the incumbent with real data volumes, so behaviour is observed rather than assumed.
Rehearsed cutover
The switch is executed from a runbook that has already been walked through, with verification steps and named owners.
Rollback discipline
Trigger criteria and the rollback procedure are agreed before the window opens; the old environment stays live until sign-off.
What you receive.
Migration — common questions.
Plan Your Migration
Tell us what you are moving from and to, and how much of the business has to stay operable throughout. We will come back with a discovery scope and a sequencing view.
Explore Migration Research
Operator-level analysis supporting brokerage technology migration.