Prop firm CRM and challenge platform
Run the whole
challenge lifecycle.
Running a prop firm on spreadsheets and plugins means manual checks, missed breaches and slow payouts. relioops runs the whole challenge business on one record per trader: purchase, onboarding, account creation, live rule checks, breaches, phase upgrades, funded accounts and payouts.
The whole trader journey in one place
Purchase, evaluation, pass or breach, funded account and payout on one trader record. No reconciling four tools at month-end.
New programmes without developers
Drawdown, daily loss, profit target and trading-day rules are settings per challenge. Launching or changing a programme is configuration, not development.
Breaches caught live
Rules are checked against live account data, so a breach is caught while the position is open, and the numbers are there if a trader disputes it.
Every account, checked against its rules.
Each account is measured live against its programme, and every breach is saved with the numbers behind it.
Challenge programmes
Define the products you sell. Each challenge model has its own phases, objectives, account size, pricing and rules, so a two-phase evaluation and an instant-funding product can run side by side under one brand.
- Multiple challenge models running in parallel
- One-phase, two-phase and custom evaluation structures
- Account sizes, pricing, coupons and campaign codes
- Trading objectives set per phase
- Multi-brand configuration under one back office
Rules and objectives
Your rule set is what you sell and what you are held to. Each rule is configured per programme and checked against the trader's live account, so the desk and the trader always get the same answer to "was this a breach?"
- Maximum drawdown, absolute or trailing
- Daily loss limits with a defined reset time
- Maximum overall loss
- Profit targets per phase
- Minimum trading days and activity requirements
- Consistency and behaviour indicators for review
Monitoring and breach handling
Accounts are watched continuously against their programme's rules. When a rule is breached, the account status changes, the trader is notified and the event is saved with the exact numbers — so every decision can be shown later.
- Continuous rule evaluation against live account data
- Automated breach detection and account state change
- Breach record with the figures it was decided on
- Trader and admin notification
- Manual review and override with an author and a reason
Accounts and phase progression
The system creates, configures and moves trading accounts for you. A trader who passes a phase gets the next account under the right rules; a funded trader moves to the funded setup without anyone retyping anything.
- Automated account creation on purchase
- Platform group and leverage applied per phase
- Phase progression on objectives met
- Funded account provisioning
- Retry, reset and repurchase workflows
- Account history kept across every phase
Payouts for funded traders
Payout eligibility comes from the same record the evaluation ran on: profit split, minimum period and account standing. Request, approval and payment form one trail, not an email thread and a bank screenshot.
- Payout eligibility from live account state
- Profit split and cycle configuration
- Request, review and approval workflow
- Payment provider integration for settlement
- Payout history on the trader record
Trader dashboard and admin panel
Traders see their own objectives, progress and account status; your team sees every programme, account and breach. Both read the same data, so support conversations are about solutions, not about whose number is right.
- Trader dashboard with objectives and progress
- Admin dashboard across programmes and brands
- KYC and identity verification on the trader record
- Affiliate and IB structures for trader acquisition
- Reporting across sales, evaluation and payouts
- API access for your own site and tooling
One record per trader.
Purchase, evaluation, breach, funding and payout live on the same record, not in separate systems.
What the programme is made of
- Challenge models
- One-phase, two-phase and custom structures under one brand.
- Configured
- Rule set
- Drawdown, daily loss, maximum loss, profit target, trading days.
- Per programme
- Evaluation
- Continuous against live account state from the trading platform.
- Live
- Account creation
- Platform accounts opened and grouped on purchase and progression.
- Automated
- Payouts
- Eligibility, approval and settlement through your payment providers.
- Workflow
- Access
- Trader dashboard, admin back office and API for your own front end.
- Read / write
What it connects.
Reached through each system’s own interface, so nothing has to be replaced to be included.
Trading platforms
Accounts, groups, symbols and execution through the platform's own manager interface.
Payments
Deposits, withdrawals and settlement reconciled against the client record, not a provider dashboard.
Identity & compliance
Verification results land on the client record, so onboarding state is one value rather than three.
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