Migrate a platform
Migrate without losing your accounts or your history.
Key takeaways
- The hard part is rarely the new platform; it is establishing which system currently holds the authoritative version of each record.
- Parallel validation against real data is what makes a cutover decision defensible rather than hopeful.
- Rollback criteria have to be defined before cutover, at a point when nobody is under pressure.
The workstreams Nexus maps with you
- 01
Inventory the current stack
Every system holding customer, account, order, agreement or payout data — including the spreadsheets, which are almost always load-bearing.
- 02
Map canonical records
Decide which source is authoritative for each field, and where two systems disagree today. This step routinely surfaces problems that predate the migration.
- 03
Close integration gaps
Identify what the current stack does that has no equivalent yet, and decide explicitly whether it is rebuilt, replaced or retired.
- 04
Validate in parallel
Run the new platform against real data alongside the existing one and reconcile balances, evaluation states and payout eligibility before anything is switched.
- 05
Plan cutover and rollback
Define the sequence, the freeze window, who decides, and the specific conditions that would trigger a rollback — agreed in advance.
- 06
Reconcile after launch
Verify post-cutover that account state, history and payout eligibility match expectations, and keep the comparison available while confidence is established.
What has to survive a migration
| Record | Why it is difficult | What good looks like |
|---|---|---|
| Customer identity | Duplicates and merged accounts accumulate over years | One customer record with historical aliases retained |
| Account state | Evaluation progress is often derived, not stored | Explicit state with the evidence that produced it |
| Balances and P&L | Recomputation can disagree with what the trader was shown | Reconciled to the figure the trader saw, with differences explained |
| Trading history | Volume is large and formats differ per provider | Complete history, queryable, attributable to the right account |
| Agreements | Consent and version matter legally | Signed version and timestamp preserved per customer |
| Payout history | Drives eligibility and tax reporting | Full record, reconciled against financial systems |
Keep reading
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Solutions
Choose a path: launch a new funded-trader firm, migrate off a fragmented vendor stack, or build proprietary trading infrastructure on the Nexus core.
ReadRelated
Launch a prop firm
Plan the technology and operations required to launch a funded-trader firm, from branded trading and risk rules to CRM, identity, payouts and support.
ReadRelated
Platform migration
Plan a platform migration that preserves accounts, balances, trading history and payout records, with a cutover sequence and rollback criteria.
ReadNext step
Contact
Talk with Nexus about launching, migrating or building a funded-trader platform, and get a scoped view of deployment, integrations and operating support.
ReadTurn the framework into a scoped plan.
Bring an inventory of what you run today, including the spreadsheets. That is usually where the real constraints are.