Prop Firm CRM · Funded trader operations
Prop firm CRM software for challenge automation, risk limits, trader evaluation, account management and funded-trader payouts. Explore transparent Starter, Standard and Enterprise pricing immediately below.
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.
Evaluation phase rules, funded transitions, daily and trailing drawdown acceptance.
Funded-trader dashboards, multi-level referrals, coupon flows and performance reporting.
Reconcile profit splits, payout approval, payment adjustments and chargebacks.
Review risk-rule violations, KYC workflow, data access and incident evidence.
MT5 Broker Setup · Fin Node Software Solutions
Operated by FIN NODE SOFTWARE SOLUTIONS CO. LLC, Dubai, UAE. Our team supports MT5 platform implementation, Forex CRM and Trader Room, prop firm systems, liquidity connections, integrations and delivery support for global B2B clients. We are a software provider, not a broker or financial institution.
8+
Team experience
40+
Clients served*
500,000+
End users reached*
UAE
Operating company
*Experience and reach figures are company-reported across the team's technology projects, not independently audited MT5 Broker Setup customer or active trading-account counts. No brokerage, financial-services, MetaQuotes partner, ISO or uptime certification is implied. Read our disclosure.