Complete quote
List CRM, trader dashboard, challenge engine, platform connectors, hosting, market data where relevant, KYC, payment processing and payout review separately.
Broker technology resource
Launching a prop evaluation business involves product design, clear trader contracts, platform controls, payments, operational staffing and legal review.
Request a topic-specific implementation proposal →
Our Prop CRM pricing: Starter $1,000/month · Standard $2,000/month · Enterprise custom quote. Setup $1,000; additional platform connections $250 each under written terms. Full pricing and comparison below →
At a glance
Use these topic-specific checks to evaluate the requirements and evidence before choosing a vendor or launch approach. The information is educational and does not replace jurisdiction-specific legal advice.
Set comprehensible rules, evaluation stages, permitted strategies, loss calculations and payout processes; simulate business economics under different pass rates.
Connect account provisioning, trading access, CRM, KYC, evaluation dashboards, rule engines and helpdesk with end-to-end auditability.
Validate payment collection, chargebacks, refund policies, account suspensions, payout approval controls and support escalation.
Use realistic simulated accounts to verify price data, latency, rule edge cases, daily reset behavior and permission isolation.
Run end-to-end tests from payment through identity checks, account allocation, price feeds, challenge progress, breach disputes and payout review. Include duplicate payment notifications, delayed trade reports, support escalation and account resets. Record inputs, expected results and observed decisions. Model platform, data, payment, refunds and support costs under several pass-rate assumptions, and obtain jurisdiction-specific legal review before promoting a paid evaluation product.
Explore the full prop trading platform, 30+ feature matrix and published TRADE OS package pricing →
Prop firm technology buyer checklist
Compare challenge software only after defining the contractual evaluation model, risk rules, platform access, payment terms and operational controls.
List CRM, trader dashboard, challenge engine, platform connectors, hosting, market data where relevant, KYC, payment processing and payout review separately.
Test balance/equity drawdown, timezone reset, commissions, open trades, delayed prices, breaches and disputes with fixed sample inputs.
Reproduce failed or duplicate payment callbacks, chargebacks, refunds, rule-version changes and payout approvals without rewriting history.
Model challenge volumes, support, refunds, fraud screening, ongoing integrations, migration and exit costs. Do not imply guaranteed trader payouts or regulatory permission.
Buyer evaluation framework only; not a statement of regulatory approval, official platform price, vendor ranking or guaranteed delivery.
Broker technology products and services
We provide software, integration and brokerage implementation services. Commercial prices depend on your legal entity, user volume, platforms and vendors. There are no invented package fees or guaranteed software licences. Get a written quote for your exact scope.
Platform
Separate $15,000 company/document + MetaQuotes application support service, alongside industry-reported 2026 MT5 Entry $10,000/mo, Standard $15,000/mo and Enterprise contract pricing; licensed rights and vendor terms must be verified.
Scope includes
Separately billed / excluded
$15,000 company/application support (our service) · MT5 Entry $10,000/mo, Standard $15,000/mo (industry-reported vendor rates) · Enterprise vendor quote
Software
Forex CRM Lite $1,500 setup + $400/mo; PRO $3,500 setup + $499/mo; ULTRA $15,000 setup + $0/mo. Trader room, back office, IB and integration scopes.
Scope includes
Separately billed / excluded
Lite $1,500 setup + $400/mo · PRO $3,500 + $499/mo · ULTRA $15,000 + $0/mo
Platform
Own-brand forex trading platform, with TRADE OS Basic $2,500/mo, Turnkey $4,000/mo, and Server $5,000/mo.
Scope includes
Separately billed / excluded
Basic $2,500/mo · Turnkey $4,000/mo · Server $5,000/mo
Software
TRADE OS Basic $2,500/month, Turnkey $4,000/month, Server $5,000/month. Platform scope, challenge operations and CRM integration are documented in the package offer.
Scope includes
Separately billed / excluded
Basic $2,500/mo · Turnkey $4,000/mo · Server $5,000/mo
Infrastructure
LP connectivity, execution routing, reconciliation and broker risk controls.
Scope includes
Separately billed / excluded
Request technical/commercial quote
Services
Branded broker website, organic search pages and lead-to-CRM attribution.
Scope includes
Separately billed / excluded
Request project quote
Integrations
Payment gateway integration, client identity and settlement workflows.
Scope includes
Separately billed / excluded
Request integration quote
All inclusions describe proposed delivery scope, not features already licensed to your entity. Exact implementation, support SLA, hosting, ownership and payment terms must be agreed in writing.
Choosing the right implementation
Use these concrete decision points to evaluate requirements, provider proposals and implementation risk. Request documented quotations rather than relying on a generic advertised package price.
DECISION 1
Launching a prop firm means engineering challenge rules and payout liability before marketing. Existing brands should validate historical reset entitlements, dispute outcomes and fraud controls before relaunch.
DECISION 2
Compute contribution margin after gateway and marketing costs, expected refunds, payout reserves, fraud operations and fixed platform expenses; challenge revenue alone is not profit.
DECISION 3
Reconcile a failed payment, legitimate pass, incorrect rule breach, reset, multi-account flag, payout rejection and paid settlement.
Broker operating reality
Practical operating constraints, failure consequences and evidence to request before you commit budget. Costs are drivers and scenarios, not unsupported vendor price quotes.
Solution 1
Challenge sales are not the same as profit: acquisition costs, refunds, payment reserves, fraud, payout liabilities and rule disputes can overturn apparent unit economics.
Solution 2
Plan challenge rules → payments/identity → platform provisioning → rule events → support → payouts → finance reconciliation.
Solution 3
Illustrative unit economics: revenue minus processor fee minus marketing acquisition cost minus expected refunds and payout liabilities minus fixed operations; no generic profit guarantee.
Solution 4
Test payment disputes, payout policy calculations, multi-account abuse, support reversals and monthly cash runway.
Ask for written scope, audit evidence and vendor-specific price quotes. Real performance, regulatory obligations and implementation expenses vary by provider, jurisdiction and operating model.
Seek current legal and payments guidance in every target market before promoting products, and avoid promises of guaranteed earnings.
Research-backed buyer decision · October 2026
Start by writing legally reviewed challenge rules, pricing, accounting and dispute policies. Only then choose the trading platform/CRM stack. Checkout, identity checks, account provisioning, drawdown computation, payouts and customer support must form one audit-ready lifecycle.
These are conditional technical/business choices, not fabricated vendor ratings or test results. Validate any supplier's actual capabilities in an approved environment.
| Decision | Approach A | Approach B / limitations | Selection outcome |
|---|---|---|---|
| One-stage versus two-stage evaluation | Single stage can simplify trader flow but may require stricter rules and pricing. | Two stages add transitions, target resets, fees and account status complexity. | Publish a deterministic rule version and replay passing/failing cycles. |
| TRADE OS versus independent MT5 rights | The proprietary TRADE OS platform can be evaluated as a vendor-scoped trading product. | MetaQuotes MT5 main-server licensing, vendor permissions and approved business model are independent. | Do not treat a Prop CRM checkout as a legal MetaQuotes server licence. |
| Static loss limit versus trailing drawdown | A fixed floor may be expressed relative to a starting balance under written terms. | A trailing floor moves with the published high-water calculation and edge-case state. | Test realized/floating PnL, commissions and timezone resets before accepting implementation. |
A trader pays for a challenge, but account provisioning times out before a reply. A robust system records pending confirmation and reconciles the trading platform before retrying; it must not charge twice or create duplicate accounts.
Total launch model = evaluation and CRM subscription + platform entitlements + market feeds + PSP processing/reserves + KYC/AML + hosting + support/payout/fraud costs. All price references require dated written scope.
Replay two identical PSP callbacks, one failed platform creation, a disputed trailing drawdown and a payout hold; verify a single customer entitlement, one risk outcome and a complete audit trail.
Vendor package prices and advertised limits may change. Separate recurring platform, challenge CRM, setup, trading data, integrations, active-trader allowances, payouts, support and refundable/reversible transaction costs.
External vendor and regulator pages are primary context, not our own live independent benchmark. No licence, regulator approval, guaranteed financing, uptime or trading outcome is implied.
Own Prop CRM · Published package pricing
Starter, Standard and Enterprise cover prop-firm evaluations, funded trader accounts, challenge operations and payouts. Published software rates are distinct from TRADE OS trading platform pricing.
Choose billing & active-account tier
All plans are scoped against the same challenge, risk, dashboard and operations feature specification.
PROP CRM SOFTWARE
$1,000/month
Up to 500 active accounts
New prop firms launching challenge programmes, trader dashboards and payout workflows.
Challenge and funded-trader workflow
Risk rules, payout and affiliate operations
One baseline trading-platform integration
POPULAR PROP CRM PACKAGE
$2,000/month
Up to 2,500 active accounts
Growing funded-account operations with higher capacity and integrated review workflows.
Challenge and funded-trader workflow
Risk rules, payout and affiliate operations
One baseline trading-platform integration
PROP CRM SOFTWARE
Custom quote
Account capacity by agreement
Own-server deployment, advanced integrations, bespoke branding and priority-support quotation.
Custom integrations and server model
Dedicated account-capacity agreement
Extended data/security acceptance
First-invoice setup
$1,000
Standard installation and migration scope; verify exceptional requirements.
Extra platform connector
$250
Each additional platform integration, dependent on approved APIs and compatibility.
Annual / lifetime
Available
Flexible recurring billing; setup is separate.
Active-account count includes live challenges, trials and funded accounts as defined in the signed plan. Lifetime describes contractual software use, not automatic source-code transfer, free perpetual hosting or external platform licences. MT5, TRADE OS and any other platform integration require their own access rights and written scope.
All three packages use a common evaluation and challenge feature specification; account capacity and enterprise infrastructure are separately scoped. Included indicates proposal baseline, subject to the signed order.
| Feature and acceptance | Starter | Standard | Enterprise |
|---|---|---|---|
| Evaluation, challenges & risk controls | |||
| Automatic drawdown rulesDaily, overall and trailing drawdown calculations with timezone/cutover proof. | Included scope | Included scope | Included scope |
| Advanced risk rulesCopy trading, hedged positions, IP/device signals and abnormal patterns; provider and privacy limits apply. | Included scope | Included scope | Included scope |
| Automated rule violationsDeterministic breach evidence, notifications and review/appeal workflows. | Included scope | Included scope | Included scope |
| Multi-phase evaluationsConfigurable trial, evaluation, funded and instant-funded journeys. | Included scope | Included scope | Included scope |
| Approval and account statusAdmin approvals, challenge completion, resets and transition history. | Included scope | Included scope | Included scope |
| Trader experience, marketing & affiliates | |||
| Trader dashboardBalance, objectives, violations, account history and phase status. | Included scope | Included scope | Included scope |
| Multi-level affiliate areaPartner hierarchy, attribution, rebates and reversal handling. | Included scope | Included scope | Included scope |
| Leaderboards and competitionsManual and automated rankings with eligibility controls. | Included scope | Included scope | Included scope |
| Coupon and discount managementPromo code validity, checkout calculations and refund handling. | Included scope | Included scope | Included scope |
| Retention offersVersioned campaigns with audit and consent-aware delivery. | Included scope | Included scope | Included scope |
| Finance, compliance & operating stack | |||
| Performance and payout trackingProfit split calculations, withdrawal approvals and reconciliation. | Included scope | Included scope | Included scope |
| KYC and compliance integrationRole-specific checks; identity provider and regulatory obligations separately approved. | Included scope | Included scope | Included scope |
| Trading platform connectionOne connection scoped in base offer, dependent on verified vendor authorization. | Included scope | Included scope | Included scope |
| Additional platform connectionsCommercial reference: $250 per additional integration, confirmed in offer. | Included scope | Included scope | Included scope |
| Account capacity and hosting500 / 2,500 / enterprise bands; active challenge and funded accounts included. | Included scope | Included scope | Included scope |
| Checkout and cashier linkageChallenge payment orders, coupon validation, refunds, settlements and chargebacks. | Included scope | Included scope | Included scope |
| Payout approvals and controlsProfit split, payout holds, finance approval, rejection and payment evidence. | Included scope | Included scope | Included scope |
| Admin activity and rightsOperator permissions, overrides, approvals and event history. | Included scope | Included scope | Included scope |
| Migration & export acceptanceHistorical account, violation and payout record reconciliation. | Included scope | Included scope | Included scope |
| TRADE OS evaluation integrationIndependent TRADE OS connections, based on contracted platform rights. | Included scope | Included scope | Included scope |
| Authorized MT5 integrationMT5 account/trade events with permitted manager API access. | Included scope | Included scope | Included scope |
| Reset and retry managementRecoverable account-stage transitions and error handling. | Included scope | Included scope | Included scope |
| Trader certificatesBrand-controlled achievement templates and issuance criteria. | Included scope | Included scope | Included scope |
| Phase analyticsAccount status, phase transitions and verified trade metrics. | Included scope | Included scope | Included scope |
| Compliance case managementIdentity verification and country exceptions subject to approved KYC providers. | Included scope | Included scope | Included scope |
Items below require an enterprise order and acceptance sign-off, not an unconditional software entitlement.
Define trial/phase rules, capacity and payout contracts.
Transfer challenges, accounts and valid platform mappings.
Replay breaches, risk controls, affiliate fees and payouts.
Sign off access, incidents, rollback and data export.
Yes. Prop CRM Starter is $1,000/month, Standard $2,000/month, and Enterprise is priced by written quotation. This is Prop CRM software pricing, separate from TRADE OS trading platform licences.
A challenge, trial or funded account that is active under the contracted account-definition and measurement period. Exceeding the package band must have a defined upgrade path.
The stated commercial starting term includes a $1,000 one-time setup / installation / migration fee on the first invoice. Scope and exceptional migration costs must be agreed before purchase.
The published commercial term is $250 per additional platform integration. Supported vendors, versions, platform permissions and any recurring external costs require confirmation.
A 15-month upfront subscription equivalent is the described lifetime licence option. It is not an unconditional transfer of source code, hosting or permanent external support. Obtain a written lifetime schedule.
No. Prop CRM, TRADE OS and MT5/MetaQuotes are separate rights and may involve distinct contracts, authorizations and costs.
These are our Prop CRM public package prices following our commercial positioning. Specific platform rights, active-account definitions, API support, migration costs and lifetime licence rights require signed terms. No claim of affiliation with a reference vendor is made.
Prop CRM product capabilities
From checkout and KYC to challenge verification, drawdown enforcement, funded account transitions and payout approval — each operating stage must be attributable, testable and reversible.
Evaluation & instant funding
MT5 or TRADE OS connection
Daily/overall drawdown controls
Payout, KYC and affiliate workflows
Prop CRM interface explorer
Module 01
Challenge lifecycle and trader status
Sample workflows shown for product scoping and acceptance tests—not a live connected brokerage.
Complete Prop CRM feature set
Eight workstreams mirror the actual tasks a prop-firm operator must run, with measurable acceptance evidence instead of unsupported feature counters.
Application, identity review, trial status, evaluation account creation and funded progression with event history.
Verify: Lifecycle acceptance: registration → KYC → challenge → funded
One-step, two-step or custom evaluation phases, resets, profit targets, rule versions and objective-time tracking.
Verify: Replayed state transitions and documented challenge rules
Daily drawdown, maximum loss, trailing floor, equity-based thresholds and prohibited-pattern review with audit evidence.
Verify: Deterministic breach calculations against event examples
Multi-level affiliates, coupon campaigns, acquisition attribution, referral limits, rebate reversals and partner statements.
Verify: Sample conversion-to-commission reconciliation
Profit share, approvals, staged/declined payouts, KYC holds, refund handling and payout ledger reconciliation.
Verify: Finance sign-off and payout status traces
Challenge certifications, leaderboards, rewards and retention journeys with eligibility controls and role reviews.
Verify: Verifiable issuance and campaign audit trail
Accounts and trade-event synchronization with approved MT5 APIs or independent TRADE OS accounts; webhook and back-office exceptions.
Verify: Account and order-data reconciliation with vendor permissions
Branding, multilingual portals, operator reports, role-controlled dashboards and enterprise migration/export scope.
Verify: Design approval, administrator handover and export evidence
Trading platform integration
Connect evaluation rules to authorized account and trade events. TRADE OS is our independent trading-platform option. MT5 requires a genuine MetaQuotes licence, API access and scope acceptance.
Starting integration terms
One baseline platform connection scoped with the CRM offer; additional connections $250 each from published starting terms. Supplier licences, custom API work and recurring platform subscriptions are separate.
Licensed MT5 trading account and manager/API connection. Requires entitlement from MetaQuotes licence holder.
Our separately scoped proprietary trading-platform integration for evaluation accounts and trader dashboards.
OUR TRADING PLATFORMLegacy platform integration considered where lawful access and operational API compatibility exist.
Independent third-party provider connection subject to available APIs and product contract.
Provider review, technical feasibility and explicit per-connection pricing before inclusion.
Beyond the trade server
Payment & cashier
Checkout, subscription, wallet, refunds, payout approval and ledger reconciliation.
Compliance
Document/status verification, consent, country checks and case-management ownership.
Customer support
Tickets, CRM tasks, retention messages, trader appeals and escalation tracking.
Affiliate / marketing
Coupons, referral source evidence, commission adjustments and compliance-aware outreach.
KYC vendors, payments, banking, PSP processing, market data and platform APIs are provider-authorized modules and may require separate onboarding or paid contracts.
From brief to acceptance
Record trial/evaluation/funded phases, daily reset, timezone, prohibited strategies, breach appeals and payout conditions.
Acceptance: Versioned challenge/risk policy signed off by operator.
Select Starter 500 or Standard 2,500 active accounts, or Enterprise. Validate MT5 manager/API rights or dedicated TRADE OS integration.
Acceptance: Written licence and integration responsibility matrix.
Set branded trader cabinet, email flows, coupons, affiliate programmes, KYC, rules and settlement workflows.
Acceptance: Sandbox users, role controls and branded screens approved.
Test equity/drawdown edge cases, delayed trades, refunds, violation events, payout liabilities and account state changes.
Acceptance: Signed UAT result matrix and no unresolved critical mismatches.
Reconcile active challenges and source data if migrating, appoint on-call owners, complete recovery rehearsal and sign off launch.
Acceptance: Incident escalation, rollback and data export agreed.
Prop CRM migration
A migration plan must preserve trader identities, accounts, challenge rules, phase history, violations, refunds, funded transitions, payouts and IB earnings. Do not commit without a dry run and recoverable rollback.
See migration serviceTrader profiles, KYC references, active challenges and account ownership
Original drawdown arithmetic, objectives, daily cutover and historical overrides
Checkout, payouts, refunds, credits, liabilities and IB records
Read-only snapshots, source/target totals, freeze window and tested fallback
Prop CRM buyer questions
Account capacity, MT5 rights, TRADE OS pricing, rule-engine testing, source-code ownership, cloud/server options and payout liability should all be documented.
Ask for proposal detailsNo. Prop CRM software is commercially separate from MetaQuotes MT5 server licensing and TRADE OS trading platform subscription. MT5 accounts require authorized API access; TRADE OS needs its own signed package. One baseline platform connection can be scoped, but independent trading rights are never implied.
A permitted MT5 Manager/API integration maps challenge accounts and statuses, trade events, balance and equity, breach rules and payout approvals. We verify version, entitlements, access boundaries, synchronization frequency, retries and reconciliation.
TRADE OS is a separately sold proprietary platform option; for a prop firm's own platform package, the CRM can be scoped to TRADE OS challenge and trader account workflows. This does not make TRADE OS a MetaQuotes-branded product.
Both target a common feature specification: configurable evaluations, risk rules, payouts, trader dashboard, IB/affiliate tools, challenge reporting and one baseline trading-platform connector. The contracted active-account capacity is Starter 500 or Standard 2,500.
Published Prop CRM setup, installation and standard migration scope begins at $1,000 on the first invoice. Material data repair, incompatible APIs, custom designs and unusual legacy rules are quoted in writing.
An additional trading-platform integration is listed at $250 under the starting scope, but a licence, new API features, hosting, data feeds and vendor/provider permissions are separate requirements.
The annual and lifetime selections show the 12-month and 15-month-upfront plan equivalents. Written terms must define the actual software licence duration, hosted infrastructure, updates, support, data portability and any third-party renewals.
Migration requires a verified source extract, account/challenge mapping, validation in staging, a cutover window, finance reconciliation and a rollback. Zero interruption is not guaranteed before acceptance testing.
Not without a signed SLA and measured evidence. Each enterprise proposal must specify support hours, severity response, maintenance, backup, retention, uptime remedy and named hosting responsibility.