A platform purchase should follow the operating model, not define it. Start with the countries, client types, products and execution model you intend to support. Then map account opening, funding, trading, risk, reporting and support as one customer journey.
Discuss this topicAsk vendors to demonstrate your actual flows: onboarding, deposit reconciliation, IB attribution, account changes and withdrawals. Compare contractual rights, migration options, support responsibilities and total operating costs. Treat platform approval, liquidity and payment underwriting as separate dependencies.
Every project needs its own commercial, legal and technical assessment. We can turn these questions into a scoped review for your business.
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