Key takeaways
- Launch readiness is a checklist, not a feeling.
- Integrations (CRM, payments) must be tested end to end.
- Monitoring and support must be live before the first client.
Platform
- Server or white label configured.
- Groups for each account type.
- Symbols, sessions, swaps and commissions.
- Margin call and stop-out levels.
Liquidity and risk
- Bridge connected and tested.
- Routing rules and exposure limits.
- Risk reports scheduled.
Integrations
- CRM and client area creating accounts automatically.
- Deposits and withdrawals reflected correctly.
- Web, desktop and mobile terminals available.
Operations
- Manager permissions for each team.
- Monitoring and alerting active.
- Support process and escalation contacts agreed.
See Turnkey Broker Setup.