White-label scope
Define exactly what is branded and operated under the arrangement and which responsibilities remain with other vendors or the brokerage.
Platform layer
Specify platform configuration, account structures, environments, operational permissions and support boundaries.
Customer layer
Connect CRM and client-cabinet workflows for onboarding, account management and customer operations.
Execution layer
Choose connectivity based on counterparties and the platform architecture. MT5 now includes native liquidity options in addition to other integration patterns.
Infrastructure
Document hosting, monitoring, backups and production access.
Deployment
Use requirements, configuration, integration, UAT and controlled launch milestones.
Due diligence
Confirm commercial, technical and applicable legal/regulatory responsibilities independently rather than inferring them from the term 'white label'.