Broker CRM migration: protecting trading continuity
Separate trading availability from CRM and payment restrictions, then plan source mapping, rehearsal and an agreed cutover.
Separate trading continuity from CRM availability
During a CRM-only migration, the trading server can remain in place and continue handling trading activity. The CRM still manages registrations, wallets, funding requests and operational changes. Those workflows may need an agreed restriction while the final import is reconciled.
An effective plan describes both kinds of availability. It avoids treating an unchanged trading server as proof that every connected service can remain writable throughout the cutover.
Define the records and links
Inventory client profiles, KYC documents, platform account identifiers, wallet transactions, partner relationships and commission history. Agree which exports are available and how each record maps into the target environment. Identify custom workflows before setting the schedule.
Rehearse the migration
Import into a separate environment and compare counts, totals and sample histories. Test a complete onboarding and payment journey, a platform account and a partner commission. Keep an exception list with a clear owner for each unresolved mapping.
Write the cutover sequence
- Confirm acceptance of the rehearsal and the remaining exceptions.
- Communicate the change window and any restricted actions.
- Capture the final source update and apply the agreed import.
- Reconcile balances and account relationships.
- Confirm provider callbacks and operational access.
- Reopen the affected CRM workflows after sign-off.
The plan should define fallback conditions and the person authorized to proceed. A separate trading-platform migration requires additional work around execution connectivity and platform state.
Scope and price the work
The assessment is free. CRM data migration is flat-priced and capped at $4,000; IB data migration is capped at $3,000. Moving both receives one combined quote based on data complexity. Trading-platform, plugin and mobile work is assessed separately.
We map the source records, import into a separate environment, reconcile balances and partner totals, then test the connected workflows. Your team signs off the scope and change window. For a CRM-only move, trading can remain on the existing platform; the plan separately identifies any temporary restrictions on CRM access, wallet transfers or payments.