IND // Industry · Prop Trading Firms

Systems for evaluation-based prop firms.

Challenge flows, funded-trader lifecycle, payout automation and risk controls — for the modern prop firm economy.

Firms in this categoryFTMO-style firmsThe5%ersMyForexFunds-styleFundedNext-style

Where firms in this vertical hurt

The specific reality of running this business.

Challenge economics are opaque

Nobody has a live picture of expected-value per challenge cohort, per rule-set, per marketing source.

Funded traders need a very different journey

The moment a trader passes, the relationship inverts. Most firms keep sending the same emails.

Payout fraud is quietly expensive

Coordinated groups extract payouts across accounts; rule-based detection catches the loud ones only.

Financial Intelligence — for this vertical

Live client-book risk engine, VaR, margin-call prediction and correlation clustering across symbols, venues and clients.

AI monitoring for chargeback fraud, bonus abuse, IB collusion and transaction-monitoring for AML across jurisdictions.

Real-time exposure, hedging recommendations, A-book / B-book routing intelligence and toxic-flow detection for the dealing desk.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

Customer Journey CRM — for this vertical

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

The single most important brokerage flow — registered, verified, funded, first-traded — with drop-off recovery at every step.

Educational drip, demo-to-live conversion, platform tutorials and behaviourally-timed first-trade nudges.

30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.

Tiering by volume and equity, dedicated relationship-manager triggers, event and hospitality journeys for whales.

Deposit-attributed marketing, campaign-to-mandate tracking and real-time budget reallocation across channels.

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