Prop Firm Software Onboarding Checklist

Fast implementation depends on buyer readiness as much as vendor speed. This checklist collects the inputs and acceptance tests that commonly sit between contract signature and production launch.

Brand and domains

• Logo/brand files.
• Colors/fonts/style rules.
• Primary domain/subdomains.
• DNS owner/access plan.
• Transactional email domain/sender.

Products and rules

• Account sizes and prices.
• Phase count and targets.
• Daily/max/trailing loss definitions.
• Minimum days/consistency/news/weekend rules.
• Reset/retry/refund policies.
• Funded rules/profit split.

Trading environment

• Required platform.
• Credentials/agreements.
• Symbols/account groups.
• Market-data/connectivity responsibility.
• Provisioning test account.

Payments and KYC

• PSP account/credentials.
• Webhook/return URLs.
• KYC provider/account.
• Verification timing.
• Payout method/workflow.

Customer operations

• Email templates.
• Certificates/notifications.
• Affiliate/coupon configuration.
• Support/admin users.
• Roles and permissions.

Analytics and API

• Analytics/tagging requirements.
• API keys/webhook endpoints.
• Event test plan.
• Data export/reporting needs.

Acceptance tests

1. Complete purchase.
2. Provision account.
3. Receive credentials.
4. Pass one phase.
5. Breach another account.
6. Run KYC.
7. Create payout request.
8. Test affiliate attribution.
9. Test failed payment/provisioning.
10. Verify export/admin audit.

Do not let launch claims skip acceptance

Providers currently publish implementation claims ranging from a few days to two weeks or more. The relevant question is whether your required production workflow passes acceptance, not whether a branded dashboard exists by day three.

Use our timeline guide, demo tests and requirements template.

FAQ

What delays prop firm software onboarding?

Missing buyer inputs, third-party credentials, unclear rules, custom integrations and incomplete acceptance testing can all extend a vendor's standard timeline.

Should we configure every future product before launch?

Usually not. Validate the core launch products and ensure the platform can support planned variations without unnecessarily expanding initial scope.