Start with two end-to-end journeys
Follow a client account from approval to platform access. Then follow a trading instruction from the client-facing environment to its final recorded state. Mark every system and handoff involved. Add the reporting and support view that lets an operator explain the result.
These journeys establish the useful boundary of the infrastructure project. A list of product names cannot show whether an account is provisioned twice, a rejected request is retried safely or an unavailable feed reaches the right operator.
Define the architecture deliverables
| Deliverable | What it records |
|---|---|
| Component map | Platform, hosting, data, execution and business systems with their owners |
| Interface register | Supported actions, authentication boundary, dependencies and failure response |
| Operating model | Access roles, configuration changes, monitoring and escalation |
| Acceptance pack | Representative workflows, test evidence and unresolved launch blockers |
TSG Server can scope the infrastructure review around a MT4 environment, an MT5 project or an existing stack. The proposal identifies the implementation work and external services separately.
Make changes visible across the whole stack
Illustrative architecture review: a brokerage adds a new account type. The review follows its group assignment, permitted instruments, CRM provisioning, reporting classification and support procedures. The objective is to identify affected systems before configuration reaches production.
Ask each supplier to mark its responsibility on the same map. Then review a dependency outage and a planned change using named operating roles. The final handover should let another qualified operator understand where a workflow starts, what can fail and who can act. This is a stronger basis for expansion than buying isolated services and discovering the connections afterwards.