Account and instrument model
Define account groups, permissions and the instrument configuration required by the brokerage.
01 / MT5
An MT5 broker environment scoped around your account model, instruments and connected operations.
An MT5 launch needs a platform plan and an integration plan. TGS Trade maps the trading environment alongside its price sources, execution connections and client systems, then turns those dependencies into an agreed configuration and acceptance scope.
Define account groups, permissions and the instrument configuration required by the brokerage.
Align the selected CRM, price sources and execution interfaces with the MT5 environment.
Agree workflow tests, configuration documentation and production responsibilities.
Account groups, instrument rules and client workflows should reflect the brokerage’s intended operations. Record the requirements before changing platform settings, and identify which systems exchange account or trade information. A documented baseline makes acceptance and later change reviews more concrete.
Test the interactions your team will rely on: account operations, instrument availability, price delivery and supported order workflows. Include representative failures and how staff investigate them. The launch decision should be supported by these agreed results and an operating handover for each connected component.
Agree the test examples and expected results before implementation. The final plan follows the selected systems and interfaces.
| Check | Expected evidence |
|---|---|
| Account baseline | Groups and permissions match the agreed client workflows. |
| Instrument readiness | Required instruments have the intended configuration and price path. |
| System boundaries | CRM, data and execution interfaces have named responsibilities. |
| Acceptance evidence | Agreed normal and failure scenarios are recorded before handover. |
The availability and permitted use of the MT5 environment depend on applicable platform and provider arrangements. Final scope and commercial terms are confirmed before launch.
The trading environment also needs instruments, account settings, data sources and operating workflows. Branding is one part of the project.
The setup can be scoped around existing systems after their interfaces, ownership and required workflows have been reviewed.
The quote separates the agreed setup and integration work from recurring or third-party components. See the White Label cost guide for a scope checklist.
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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