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EXTENT-2016: Retail Brokers On-Boarding Process

EXTENT-2016: Retail Brokers On-Boarding Process

EXTENT-2016: Software Testing & Trading Technology Trends
22 June, 2016, 10 Paternoster Square, London

Retail Brokers On-Boarding Process
Alex Makhnitskyi, Head of Technical Support, PFSOFT

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June 27, 2016

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  1. PRESENTER 6 years experience in software development managing platform implementation

    managing on-boarding process Alex Makhnitskyi Head of Technical Support
  2. India Ukraine China Poland Trading software developer Protrader multi-asset solution

    For banks and brokers In business since 2003 80 employees in 4 offices PFSOFT
  3. On-Boarding Process 1. Discuss deployment architecture 2. Server side deployment

    3. System Configuration 4. Testing of failover & disaster recovery 5. Integrating with 3rd party systems 6. Front-End configuration, publishing (iOS/Android/Web/Win/Mac) 7. Testing application 8. Performance testing 9. Live Testing 10. Additional development
  4. How many environments do we need? Live Demo UAT (Beta

    Testing) UAT (Production Acceptance Testing)
  5. Do we really need 2 UAT environments? Software Provider does

    not have access to Production Environment Complicated structure of Production Environment Client does not «like» frequent updates
  6. 3. System configuration 1. Connection with Liquidity/Market Data/News providers 2.

    Trading Rules (Order Types, TIFs) 3. Instruments, Assets, Cross rates, Trading Sessions 4. Default User Group settings, Permissions 5. Commissions, Spreads, Swaps, Markups, Interest on Balance, Margin, Market Data Charging,... 6. Monitoring (hardware, app. services) 7. Emails, SMS and more..
  7. SUM UP Brokers do not have technical skills (usually) Consider

    proper number of environments Initial proper configuration is important Configuration affects performance Use technology for process automation Control on-boarding process