Define the platform scope first

TSG describes branded MT5 setup, hosting, market-data and CRM integration options. The scope should specify which markets will be offered, where symbol specifications and sessions come from, which account groups are used, and how a client account is created and linked in CRM. Confirm market-data rights and operational responsibility for each integration with the relevant owners. TSG · MT5 White Label ↗

Example: adding MT5 beside an existing brokerage

For a staged rollout, create pilot groups and verify representative symbols, account creation and access, order history and balance reconciliation. If migrating accounts or data, define exactly what moves, how identifiers map and how the team treats open positions. Keep a known test case with expected volume, margin and monetary fields for reconciliation.

Turn the brief into acceptance criteria

List the deliverables, owners and observable acceptance steps. Include support and rollback procedures, tested export paths, and documented configuration baselines. Define measurable checks for quotes, execution records and account provisioning. Ask TSG to review the scope before scheduling production cutover.

Discuss your requirements on Telegram ↗