By use case

One trader record, two business models.

Run evaluations and a live brokerage from the same platform, with one identity per trader, shared KYC, unified reporting and a clean line between the two books where regulation requires it.

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One trader · two modelsLinked

PROP100k challengePhase 2 · on track

BROKERLive CFD account$12,400 equity

Shared KYC & walletverified once

What changes

Shared where it helps, separate where it must be.

Capability06 included

One identity

A trader holds evaluation and live accounts under a single record with a combined history.

KYC once

Verification and documents completed once and reused, subject to the requirements of each side.

Graduation flow

Move a funded trader to a live account in a few clicks, without re-onboarding.

Separated books

Evaluation and brokerage revenue, balances and reporting kept distinct and separately auditable.

Shared rails

One payment and payout layer serving both sides, with routing rules per book.

Combined LTV

See what a trader is actually worth across both models rather than per system.

Server-side enforcement41 ms median latencyEvery change audit-loggedIncluded on every plan

The problem

Two systems, one confused trader.

Duplicate onboarding

A funded trader moving to your live offering re-registers and re-verifies, and a meaningful share simply don't.

No combined view

The same person is two customers in two systems, so nobody can see their real value to the firm.

Blurred books

Regulators expect a clear separation between evaluation revenue and client money. Bolted-together systems make that hard to evidence.

Hybrid model

What's included

Standard on every firm running on the platform. No add-on tier, no per-seat unlock.

06capabilities
included by default

01Single identity across prop and live
02KYC completed once, used by both
03Graduation flow from funded to live
04Separated books and reporting
05Shared payment and payout rails
06One wallet across both books

Keep exploring

Related in this family

Launch a Challenge Flow

From rules to live checkout, same week

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Migrate Off Legacy CRM

Move every trader without losing history

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Expand to New Regions

New language, currency and PSP as config

Explore

Questions

Questions operators ask

Does this satisfy the separation regulators expect?

The platform keeps the books, balances and reporting distinct and separately auditable, which is what supports your case. The regulatory position itself depends on your entities and licences — we'll work with your compliance counsel on the configuration.

Can traders hold both account types at once?

Yes. A trader can be running an evaluation and trading a live account simultaneously, with both visible in one client area and both reported under one identity.

Do we need separate PSP relationships?

Often yes, for regulatory reasons, and the routing layer supports it — you can pin each book to its own providers while operating one payments integration.

Let's talk

Design the hybrid model with us.

We'll map your entities and show where the two books share and where they separate.

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