Prop Firm Software Buyer Checklist 2026

This checklist condenses the recurring issues found across our provider, pricing, migration and contract research into one pre-purchase control list.

Commercial

• Setup fee and refund trigger recorded.
• Monthly minimum recorded.
• Billing unit defined in writing.
• Overage/tier transition modeled.
• Revenue/profit share base defined.
• Mandatory third-party costs listed.
• 12- and 24-month scenarios calculated.

Product and risk

• Actual challenge rules configured in demo.
• Account provisioning demonstrated.
• Daily/max drawdown tested.
• Rule versioning understood.
• Breach audit evidence inspected.
• Funded/payout workflow tested.

Trading integrations

• Required platform production-ready.
• Licence/bridge/data responsibility identified.
• Failure/retry behavior tested.
• Future platform roadmap priced.

KYC, payments and affiliates

• KYC provider and data flow known.
• Payment processing vs integration costs separated.
• Payout review controls demonstrated.
• Affiliate attribution and commission state tested if required.

API and architecture

• API/webhook scope documented.
• Plan gating and limits recorded.
• Sandbox available where required.
• Webhook signing/retry/idempotency understood.

Reliability and support

• Uptime claim separated from contractual SLA.
• P1 response/escalation defined.
• Third-party outage ownership understood.
• Support level for purchased tier confirmed.

Migration and data

• Source-system inventory complete.
• Authoritative records defined.
• Migration objects enumerated.
• Parallel validation/rollback designed.
• Machine-readable export tested.
• Retention/deletion terms recorded.

Contract

• Minimum term/renewal/notice reviewed.
• Price-change rights reviewed.
• Material sales promises written into scope.
• IP/custom-work rights reviewed.
• Exit/migration assistance reviewed.
• Appropriate legal review obtained.

Evidence

• Every high-weight claim has source/date.
• Provider claim is not labeled independently tested.
• Roadmap is separated from current capability.
• Public discrepancies are resolved in writing.

For implementation, start at our procurement hub. For market data use the public pricing table and technology benchmark.

Methodology

This checklist is our synthesis of recurring procurement issues identified while researching prop-tech vendors. It is not legal, investment or compliance advice.