MT5 vs MT4: define the broker back-office scope
Separate a CRM connection from a trading-platform migration and review the account, funding, reporting and dealer workflows.
Separate a platform decision from a CRM decision
When a broker reviews MT4 and MT5, the back-office questions should be written down alongside the trading requirements. A CRM connection, an MT5 plugin deployment and a move between trading platforms are different projects.
Inventory the current operation
List platform accounts, group definitions, payment and wallet connections, partner attribution, managed-account services and the reports staff depend on. Document any existing plugins and the source of each operational record.
Demonstrate the target workflow
| Area | What to review |
|---|---|
| Accounts | Creation, platform identifiers, permissions and group assignment |
| Funding | Transfers between the wallet and the platform account |
| Reporting | Balance, trade history and commission reconciliation |
| Dealer tools | Required policies and the available server interfaces |
| Cutover | Account mapping, trading state and provider dependencies |
Use the target platform's actual environment for acceptance testing. A successful CRM import alone does not demonstrate that a trading-platform transition is complete.
BrokerTech's current product scope
BrokerTech CRM connectivity covers MT5, cTrader and TradeHawk. The native server-plugin suite is specifically built for MT5: DynamicMargin, DealingDesk, BBookRisk and SwapFree. MT4 requirements need a separate compatibility assessment and should be stated explicitly in the proposal.
Plan the boundary of the migration
A CRM-only move can leave the existing trading server in place. A platform migration needs separate work around account state and execution connectivity. Agree the data mappings, change window and acceptance evidence for the project you are actually undertaking.
Explore the MT5 tools or discuss your platform requirements.