Prop Trading Firms Dealing & trading ops
Challenge accounts created and graded by written rules
How a prop trading firm moved challenge accounts, phase grading and funded-account moves from tickets and spreadsheets onto written rules.
The starting point
A client has trading challenges running on MT5. The team created every evaluation account by hand, tracked drawdown and profit targets in spreadsheets, and moved passing traders to funded accounts one ticket at a time.
What they needed
- Create the account the moment a challenge is bought
- Judge every phase by the same written rules
- Move passing traders on automatically
- Let traders follow their own status
What FYNXT delivered
FYNXT set up the challenge lifecycle in Financial CRM. A purchase creates the account in the right MT5 group through TradeOps Control Center, each phase is judged against its written rules, and a pass moves the trader on with a new account.
What changed
- Accounts exist the moment a challenge is bought
- Every phase is judged by the same rules
- Traders follow their status in the client area
- Payments & treasury
Profit-split payouts funded traders can follow
Payment Orchestration · Financial CRMRead the use case - Partners & introducers
Affiliates paid on every challenge they sell
Incentive ManagementRead the use case - Sales & retention
Trading competitions that feed the challenge funnel
Contest Management · Financial CRMRead the use case
Next step
See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.