Account Workflows
Design account creation, stage changes and supported operational transitions around the firm's program.
TechnologyGlobal SolutionsWhatsAppBuild the technical environment behind evaluation and funded-account workflows with trading platforms, account operations, market data, integrations and controlled infrastructure.
Design account creation, stage changes and supported operational transitions around the firm's program.
Configure MT4 or MT5 environments for the required user groups and operating model.
Provide supported pricing connectivity and symbol configuration for the offered instruments.
Connect supported systems used for analytics, rules, reporting or internal operations.
Reduce repetitive provisioning and status-change work through supported interfaces.
Plan runtime availability, monitoring, access control, backups and operational support.
Document the rules applied by the challenge or account-management system and the platform settings required to support them. Assign a source of truth for evaluation status, account eligibility and restrictions. A trading platform alone does not establish the business rules for a challenge.
Test account creation, reset, restriction and reporting through the connected systems. Agree how delayed data or failed integration actions affect the evaluation workflow, and who investigates a disputed result.
Document how platform, data, execution, client systems and infrastructure depend on each other.
Make production access, monitoring, change control and escalation responsibilities explicit.
Test business-critical workflows and failure scenarios before relying on them in live operations.
Where supported APIs and interfaces are available, provisioning and status workflows can be integrated or automated.
Platform choice depends on vendor availability, program requirements, instrument coverage and the surrounding technology stack.
TGS focuses on brokerage and trading infrastructure architecture. Supported third-party risk or analytics systems can be integrated where appropriate.
Account groups and supported operational workflows can be structured around different stages, subject to the capabilities of the selected systems.
Share your target platform, current systems and required workflows with the TGS technical team.