FX broker deployment scenario: planning a CRM and IB move
An illustrative deployment scenario for an African FX broker: scope, data reconciliation, platform continuity and published subscription examples.
Deployment scenario: an FX broker moving its back office
This is an illustrative planning scenario for an African FX broker, not a customer result or a promised delivery time. It shows the decisions a migration assessment should resolve before implementation.
The operation to support
Assume a broker uses an existing trading server, a CRM for onboarding and funding, an IB program and several payment providers. The objective is to move the CRM and partner operation while preserving the existing trading environment.
The assessment confirms client capacity, document exports, account identifiers, commission history and provider access. Local payment requirements are reviewed individually, with supported connectors and new integration work listed in the proposal.
The target configuration
| Area | Review before launch |
|---|---|
| Onboarding | Mandatory questions, KYC flow and required application documents |
| Client records | Export mappings, record counts and document availability |
| Wallets | Source totals, transaction states and transfer reconciliation |
| IB program | Partner relationships, commission rules and historical totals |
| Trading | Existing account links and platform continuity |
| Team | Staff roles, workflow training and support handover |
Commercial example
Professional CRM plus Advanced IB is $6,500/month, or $78,000 for 12 months of subscriptions. Enterprise CRM is $7,500/month and includes the full IB system. The appropriate choice depends on client capacity and the required plan features; additional infrastructure and provider costs are itemized separately.
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.
Evidence that completes the project
The final review should compare the agreed source totals with the target, demonstrate a representative client and partner workflow and record the team's acceptance. Any temporary CRM or payment restrictions belong in the cutover plan. Actual dates and outcomes can only be documented after that work is complete.
Discuss your deployment to replace these assumptions with your actual systems, data and requirements.