Platform configuration
Define account groups, permissions, instruments and trading settings.
01 / PLATFORM
A trading platform under your brand, connected to your market data, liquidity and client operations.
Start with the brokerage you want to operate. The platform setup brings together account groups, instruments, pricing connections and client workflows. TGS Trade scopes these components together so the launch plan reflects the complete trading environment.
Define account groups, permissions, instruments and trading settings.
Map market data, liquidity and CRM interfaces to the platform.
Check account and order workflows, then document the operating baseline.
Separate platform selection from the integration scope. List the instruments you intend to offer, the existing client systems and the operational controls your team needs. A White Label proposal should identify which platform arrangements are available and which configurations are included. This overview covers the shared broker stack; the MT4 and MT5 service pages cover platform-specific project requirements.
Account models, instrument definitions and client-facing workflows need an agreed owner. Record who supplies the platform environment, market data, execution endpoints and operational support. Include a configuration baseline in the handover so the brokerage can review later changes against the launch setup.
Agree the test examples and expected results before implementation. The final plan follows the selected systems and interfaces.
| Check | Expected evidence |
|---|---|
| Account operations | Creation, group assignment and permissions match the agreed workflows. |
| Price and order paths | Required symbols receive the intended prices and reach the agreed execution interfaces. |
| Integration exceptions | A failed client-system operation has a visible recovery path. |
| Production handover | The configuration, acceptance results and support responsibilities are documented. |
Platform availability, licensing arrangements and third-party commercial terms are confirmed during scoping. Integration work is quoted separately where appropriate.
We can scope the setup around your existing CRM and client area, after reviewing the available interfaces.
The proposal identifies included components and separate platform, hosting, data or connectivity arrangements. Pricing follows the agreed scope.
DISCUSS YOUR PROJECT
Tell us which platform you use, which connections you need and what is already in place. We will scope the modules and integration work around your requirements.
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