A forex CRM migration runbook has seven phases: scope, data mapping, compliance sign-off, build, parallel run, cutover, and rollback with hypercare. Compliance approves before cutover, not after. Each phase needs one named owner and one approval gate, and the parallel run should cover at least one full statement cycle so every client balance reconciles to the cent.
Dynamic leverage adjusts a client's maximum leverage automatically based on a rule such as account equity, exposure, or time, instead of one fixed ratio. MT4/MT5 brokers use it to keep risk in proportion to account size, stay under retail caps of 30:1 to 2:1 in the EU, UK, and Australia, and cut leverage before news without manual edits.
An IB management system is at its ceiling when payouts, hierarchy changes, and reporting still need manual work as your partner network grows. The 8 warning signs below each come with a test and a threshold. FYNXT IB Manager runs unlimited N-level hierarchies and reflects IB mapping changes within 60 minutes.
