01 / CLIENT
Client Lifecycle
Connect onboarding, profile data and account-state workflows with supporting systems.
Broker Operations
Broker CRM, API & Operational Integrations
Connect client onboarding, back-office workflows and trading-platform operations through a structured integration layer built around your brokerage process.
MT4 / MT5Platform infrastructure
Multi-assetData and connectivity
GlobalTechnical delivery
ModularArchitecture by requirement
Interactive infrastructure map
One brokerage stack. Six connected layers.
Select a layer to see how the technology fits into the production architecture.
Selected layer
Trading Platform
MT4/MT5 is the trading layer, connected to data, execution, CRM and operational infrastructure.
ArchitectureConnected stack
DeploymentControlled
MonitoringOperational
SupportDefined scope
Key factors
Built around the real operating requirement.
Each component below has a distinct technical and commercial impact.
02 / PLATFORM
Trading Accounts
Coordinate account creation and supported platform operations across MT4 or MT5 environments.
03 / PAYMENTS
Payment Workflows
Integrate supported payment and balance workflows without hard-coding business logic into the front end.
04 / API
API Integration
Connect internal and third-party systems through documented interfaces and controlled credentials.
05 / REPORTING
Operational Reporting
Structure data flows for support, dealing, finance and management reporting requirements.
06 / GOVERNANCE
Access & Change Control
Separate operational roles, credentials and production-change responsibilities.
Technology entities
How this page fits into the brokerage technology stack
Trading platforms
MT4, MT5, MetaTrader.
Market data
market data, price feed, pricing source, symbol mapping, normalization.
Execution
liquidity bridge, execution connectivity, routing, liquidity.
Client systems
broker CRM, back office, API integration, client onboarding.
Infrastructure
hosting, monitoring, backup, recovery, network connectivity.
Operations
access control, change control, operational support, incident response.
Planning
How we approach the scope.
01 — Workflow mapping
Document onboarding, account, funding, support and reporting flows before integration begins.
02 — System interfaces
Identify APIs, webhooks, file exchanges and platform-side access required by each workflow.
03 — Integration & testing
Build and validate data flows, error handling, permissions and operational edge cases.
04 — Production support
Maintain integration documentation and coordinate changes as upstream systems evolve.
FAQ
Questions brokers ask.
Can you integrate an existing CRM with MT4 or MT5?
Yes, where the CRM and platform environment expose supported interfaces and the required technical access is available.
Do you provide a specific CRM product?
TGS focuses on brokerage technology architecture and integrations. The exact CRM component can be selected or integrated based on the project scope.
Can payment systems be connected?
Supported payment providers can be integrated when suitable APIs and compliance requirements are available.
How do you handle API credentials?
Credential handling and operational access should be designed with least-privilege access, environment separation and documented ownership.
Related infrastructure
Continue building the brokerage stack.
Explore the components most closely connected to this page.
MT5 White Label
Connect client and account workflows to the MT5 platform layer.
Explore MT5 White Label ↗MT4 White Label
Integrate CRM operations with established MT4 environments.
Explore MT4 White Label ↗Market Data
Coordinate operational systems with instrument and symbol configuration.
Explore Market Data ↗Forex Broker Infrastructure
Map CRM, platform, payments and connectivity into a launch architecture.
Explore Forex Broker Infrastructure ↗Delivery framework
From requirements to controlled production deployment.
Infrastructure work is structured around explicit scope, dependencies, validation and operational ownership.
01 / DISCOVERY
Requirements Mapping
Document platform scope, instruments, integrations, connectivity, access and operational responsibilities.
02 / ARCHITECTURE
Dependency Design
Map how platform, data, execution, CRM and infrastructure components connect before production changes begin.
03 / DEPLOYMENT
Controlled Implementation
Configure the agreed environment with defined access, change control and rollback considerations.
04 / VALIDATION
Production Testing
Validate business-critical flows, connectivity, permissions, monitoring and recovery procedures.
05 / HANDOVER
Operational Handover
Clarify ownership, escalation paths and recurring operational procedures for the live environment.
06 / SUPPORT
Ongoing Technical Support
Support agreed infrastructure and integration scope with controlled production changes and troubleshooting.
Engineering principles
Designed for operational clarity.
Documented dependencies
Critical interfaces are mapped so troubleshooting does not depend on guesswork.
Controlled access
Administrative privileges and production responsibilities should be explicit and limited to operational need.
Monitoring and recovery
Health checks, escalation and recovery procedures are treated as part of the architecture, not an afterthought.
Before deployment
What we need from the broker.
Platform and product scope
Target platform, instruments, client groups and required broker-side workflows.
Existing technology estate
Current CRM, payments, market data, execution, APIs and infrastructure dependencies.
Connectivity requirements
Supported data, execution and third-party endpoints that must be part of the production design.
Operational responsibilities
Who owns access, monitoring, incidents, changes and day-to-day platform operations.
Related infrastructure
Continue through the brokerage technology stack
Common questions
Frequently asked questions
What does a broker CRM integrate with?
A broker CRM can connect client onboarding, trading accounts, payments, reporting and back-office workflows to the trading platform and other supported systems.
Can a broker CRM connect to MT4 and MT5?
Yes, supported CRM systems can integrate with MT4 or MT5 through available APIs and integration layers.
What should be planned before CRM integration?
Plan client lifecycle stages, account creation, permissions, payments, reporting, API responsibilities and operational ownership.
Is CRM integration separate from the trading platform?
Yes. The CRM is a client and operational workflow layer, while MT4 or MT5 is the trading platform layer. They are connected but serve different roles.
Technical consultation
Send us your current infrastructure requirements.
We can review the target platform, data, connectivity, CRM and hosting scope and define the next technical steps.