Getting Started
Platform Overview
Introduction to Propriotec and its core features
Platform Overview
Propriotec is a complete back-office platform for proprietary trading firms. If you're running a prop firm — evaluations, funded accounts, payouts, the whole thing — this is the system that makes it work.
What Propriotec Handles
Evaluations & Challenges
The core of any prop firm. Propriotec manages:
- Challenge configuration — set up 1-step, 2-step, or 3-step evaluations with custom rules
- Rule monitoring — drawdown limits, profit targets, trading days, and dozens more
- Automatic progression — traders move through phases when they hit targets
- Failure handling — breach detection and account closure
Funded Accounts
Once traders pass, Propriotec handles the live side:
- Account provisioning — create live accounts on your trading platform
- Payout management — track profit, apply splits, process withdrawals
- Ongoing monitoring — same rule engine applies to funded accounts
Risk Management
Protecting your firm from bad actors:
- Copy trading detection — catches traders sharing signals
- Hedging detection — identifies cross-account opposite positions
- IP monitoring — flags multiple accounts from the same IP
- AI-powered review — analyses trading behaviour for red flags
Growth Tools
Scaling your business:
- Marketing automation — email flows, push notifications, segmentation
- Affiliate system — track referrals, manage commissions
- Competitions — run trading contests with prizes
- Education — create courses for your traders
Core Concepts
Before diving in, understand these fundamentals.
Navigation
The sidebar shows available features, but it's conditional — you'll only see what's enabled for your firm. The main sections are:
| Section | What It's For |
|---|---|
| Tasks | Your daily work queue |
| Accounts | Manage trading accounts |
| Users | Manage customers |
| Risk Management | Fraud detection |
| Sales & Payouts | Orders, products, configuration |
| Marketing | Automation and campaigns |
| Support | Customer tickets |
| Settings | Platform configuration |