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EXTENT-2016: Retail Brokers On-Boarding Process

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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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EXTENT-2016: Retail Brokers On-Boarding Process

  1. 1. „Retail Brokers On-Boarding Process” Alex Makhnitskyi, PFSOFT
  2. 2. PRESENTER 6 years experience in software development managing platform implementation managing on-boarding process Alex Makhnitskyi Head of Technical Support
  3. 3. 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
  4. 4. Type of brokers
  5. 5. 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
  6. 6. 1. Deployment architecture
  7. 7. How many environments do we need? Live Demo UAT (Beta Testing) UAT (Production Acceptance Testing)
  8. 8. 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
  9. 9. 2. Server deployment
  10. 10. 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..
  11. 11. 4. Failover & Disaster Recovery Testing
  12. 12. 5. Third Party Integration
  13. 13. 6. Front-End configuration, publishing
  14. 14. 7. Application testing
  15. 15. 8. Performance Testing
  16. 16. Commission Settings 1 commission 5 commissions
  17. 17. Orders Execution Time
  18. 18. 9. Live Testing
  19. 19. 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
  20. 20. Questions? Thank you! I would be happy to answer your questions.

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