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 Would like to know more? Visit our website: extentconf.com Follow us: https://www.linkedin.com/company/exactpro-systems-llc?trk=biz-companies-cym https://twitter.com/exactpro #extent2016 #exactpro

Technologie

„Retail Brokers
On-Boarding Process”
Alex Makhnitskyi, PFSOFT

PRESENTER
6 years experience in
software development
managing platform
implementation
managing on-boarding
process
Alex Makhnitskyi
Head of Technical Support

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

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

How many environments do we need?
Live
Demo
UAT (Beta Testing)
UAT (Production Acceptance Testing)

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

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..

Commission Settings
1 commission 5 commissions

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

Questions?
Thank you!
I would be happy to answer your
questions.

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EXTENT-2016: Retail Brokers On-Boarding Process

1. „Retail Brokers On-Boarding Process” Alex Makhnitskyi, PFSOFT

2. PRESENTER 6 years experience in software development managing platform implementation managing on-boarding process Alex Makhnitskyi Head of Technical Support

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. Type of brokers

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. 1. Deployment architecture

7. How many environments do we need? Live Demo UAT (Beta Testing) UAT (Production Acceptance Testing)

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. 2. Server deployment

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. 4. Failover & Disaster Recovery Testing

12. 5. Third Party Integration

13. 6. Front-End configuration, publishing

14. 7. Application testing

15. 8. Performance Testing

16. Commission Settings 1 commission 5 commissions

17. Orders Execution Time

18. 9. Live Testing

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. Questions? Thank you! I would be happy to answer your questions.

EXTENT-2016: Retail Brokers On-Boarding Process

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