Tag

#Back Office

24articles

Corporate Actions on CFDs: The Ops Playbook Brokers Use to Avoid Disputes, P&L Shocks, and Bad Fills

A practical ops + platform configuration guide to handle CFD dividends, splits, and rollovers with clean pricing, correct client adjustments, and audit-ready controls.

July 20, 202616 min1

Thomas Mueller

Stop Pricing Disputes Before They Start: Engineering a Forex Fee Schedule That Actually Reconciles

A practical blueprint for modeling spreads, commissions, swaps, and minimums so your fee schedule reconciles across CRM, platform, LP, and statements—reducing tickets, disputes, and client claims.

May 17, 20267 min1,620

Amira Khalid

Your Daily Broker P&L Isn’t “Missing”—It’s Unreconciled: A Practical Fees-to-Revenue Playbook

A practical daily reconciliation workflow to tie spreads, commissions, swaps, and IB payouts back to broker P&L—so finance, dealing, and CRM numbers match.

May 6, 20267 min1,968

Noman Chaudhary

Stop Chasing Phantom Balances: A Reconciliation Blueprint for MT5 vs. Your Ledger

Design a ledger-to-MT5 reconciliation that stays accurate through bonuses, fees, chargebacks, and reversals—so finance, risk, and compliance share one trusted balance.

May 6, 20267 min1,884

Rajiv Patel

From Inbox Chaos to One-Agent Support: The ForexCRM Playbook for 25,000+ Active Traders

See how Brokeret ForexCRM streamlines broker support with AI-assisted ticket generation, routing, and templates—enabling lean teams to handle 25,000+ active traders with minimal manual work.

May 5, 20266 min1,832

Hana Takahashi

FIX API vs MT5 Manager API vs Plugins: A Complete Integration Guide for MT5 Ecosystems

Learn how FIX, MT5 Manager API, and MT5 plugins differ, what each can and cannot do, and a practical framework to choose the right MT5 integration method.

May 3, 202615 min2,210

Priya Desai

The IB Org Chart That Doesn’t Break: How to Run 7-Level Networks, Regional Desks, and Clean Payouts

Multi-level IB structures fail when hierarchies, regional ownership, and payout rules live in spreadsheets. Here’s how to design a scalable IB tree with desk-level controls in one system.

April 19, 20265 min2,175

Marta Stepankova

The 20-Minute Close: A Daily Client Money Reconciliation Checklist for Fast-Growing Brokers

A practical daily client money reconciliation checklist for brokers and prop firms—covering balances, open P&L, bonuses, and pending withdrawals without slowing down ops.

April 19, 20267 min2,290

Rajiv Patel

MT5 on the Front, FIX in the Back: The Prop Firm Stack That Stops Limit Leaks and Payout Disputes

Traders can stay on MT5 while your back office runs on FIX: cleaner risk controls, consistent limits, better audit trails, and fewer payout disputes at scale.

April 19, 20266 min2,241

David Kovač

Copy Trading Without Back-Office Chaos: The CRM Fields You’ll Wish You Had on Day One

Copy trading and PAMM/MAM add operational and compliance load. Here’s the exact CRM data you need to track allocations, fees, disclosures, and leader KYC—cleanly and audit-ready.

April 19, 20267 min2,172

Priya Desai

The “New Symbol” Trap: A Safe, Repeatable Playbook for Adding CFDs Without Client Blowups

Launching new CFD symbols isn’t just a price feed toggle. Use this practical checklist to set contract specs, hours, swaps, and disclosures—without operational or compliance surprises.

April 19, 20266 min2,093

Noman Chaudhary

Your Exchange Balance Doesn’t Match? A Practical Reconciliation Playbook for Wallets, Deposits, and Fees

A practical back-office checklist for crypto exchanges: reconcile on-chain deposits, hot/cold wallet movements, and fee accounting with audit-ready controls.

April 19, 20267 min2,351

David Kovač