An established retail broker was paying rising licence fees for an ageing trading platform and wanted to move its live client base to a modern, fully hosted setup without interrupting trading.
Challenge
Thousands of live accounts, open positions and pending orders had to move across, along with client balances, trading history and group settings. Clients could not be asked to re-register, and trading could not stop during market hours.
Solution
We mapped the broker’s groups, symbols and pricing settings onto the new platform, imported accounts, balances and history, and ran both systems side by side during testing. The switch-over was scheduled for the weekend market close, and clients received their new branded apps and login details before the Monday open.
Result
Clients logged in on Monday and kept trading, with their balances and history in place. The broker gained better reporting from the back office and lower running costs than its previous provider.
Key highlight: A full platform migration completed over a single weekend, with no trading downtime.