Key takeaways
- Program design comes before platform configuration — rules you have not defined cannot be enforced consistently.
- Market-data licensing and identity verification have external lead times, so they belong early in the sequence rather than at launch.
- Launch readiness is demonstrated with acceptance scenarios against your own rules, not with a feature checklist.
The workstreams Nexus maps with you
- 01
Define the program
Account sizes, evaluation structure, drawdown model, daily and maximum loss, consistency rules, minimum days, scaling and payout policy. This is the document everything downstream is configured from.
- 02
Design the trader journey
Signup, identity verification, purchase, account provisioning, evaluation, funding, payout and reset. Each transition needs an owner, a trigger and a communication.
- 03
Configure risk and operations
Translate the program document into enforced rules, operator permissions and breach workflow, then confirm that what fires can also be explained. See risk management.
- 04
Connect required services
Payments, payouts, identity verification, market data and email. These carry external approval timelines and should not be discovered late.
- 05
Prepare the brand
Domain, brand system, trader-facing copy, legal documents and support persona, applied across the dashboard, trading workspace and communications.
- 06
Validate launch readiness
Run acceptance scenarios end to end: a trader who passes, one who breaches, one who disputes, one who requests a payout, one who charges back.
Launch scope is specific to the firm
There is no universal timeline, and any vendor quoting one before seeing your program design is guessing. What varies most is not the software — it is how settled your rules are, how quickly external providers approve you, and how much brand and legal work you already have in hand.
What we can commit to is the sequence and what each stage must produce. That is what makes a date meaningful rather than aspirational.
Before your first call
- The account sizes and evaluation structure you intend to sell
- Your drawdown model, and whether it trails equity or balance
- Which markets traders will access, and in which jurisdictions you intend to operate
- Whether you already hold payment, payout and identity provider relationships
- Any launch date you are committed to publicly, and what it is anchored to