Tag

#Finance Ops

3articles

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 min1,296

Rajiv Patel

Stop Mixing Buckets: A Day‑1 Money Flow Blueprint for New Forex Brokers

A practical Day‑1 blueprint for designing client money flows—wallets, trading balances, and reconciliation—so deposits, withdrawals, and ledgers stay audit-ready as you scale.

April 18, 20266 min1,578

Rajiv Patel

From Spreadsheet Chaos to Audit-Ready Payouts: A Prop Firm Back Office Playbook

Learn how prop firms can automate profit splits, invoicing, and compliance checks to reduce errors, prevent fraud, and scale payout operations.

March 11, 202616 min3,107

Malik Johnson