1
Challenge setup
Define account sizes, profit targets, drawdown rules, timelines, resets, and evaluation stages.
Evaluation and funded trader operations
A prop trading business needs evaluation rules, account lifecycle controls, trader analytics, breach monitoring, payouts, and support workflows. This platform definition organizes those moving parts into one operational model.
Rules
challenge logic
Live
risk review
Payout
workflow ready
Trader lifecycle
1
Define account sizes, profit targets, drawdown rules, timelines, resets, and evaluation stages.
2
Track activity, breaches, risk behavior, status changes, and review queues.
3
Move qualified traders into funded accounts with controls for payouts, reporting, and support.
4
Connect tickets, account questions, document requests, and internal notes to trader records.
Prop firms need repeatable processes, not spreadsheets. The platform creates a consistent lifecycle from challenge purchase to funded review.
Rules, risk checks, permissions, and payout status should be visible to the right teams without exposing private operational data.
As trader volume grows, teams can add automation, analytics, and structured handoffs without rebuilding the workflow.
Challenge operations flow
Define challenge products, rules, pricing, and account tiers.
Bind trader records to account status, risk checks, and evaluation stages.
Process breaches, pass conditions, resets, and funded approvals.
Manage payout requests, compliance review, and support communication.