Onboarding
Connect client registration and supported verification workflows.
Broker Technology Guide
Broker CRM Integration for MT4 & MT5
Connect client-facing and back-office workflows to the trading environment through supported APIs and controlled operational processes.
Architecture
Plan the complete operating stack.
Production reliability depends on how the individual technology layers connect and who owns them operationally.
Trading accounts
Coordinate account creation and lifecycle actions with the platform.
Payments
Integrate supported funding and transaction workflows.
APIs
Use available interfaces to connect platform and operational systems.
Reporting
Coordinate account and operational data across connected systems.
Access & audit
Define privileges, ownership and change controls for integrations.
Next steps
Connect this topic to the core infrastructure.
MT5 White Label · MT5 Server · Market Data · Liquidity Bridge · Broker CRM · MT5 White Label Cost