Clear scope before implementation.
A custom engagement should state what is included, what is excluded, how many strategies or revisions are covered, the acceptance process, timeline and any recurring charges. Custom scope does not imply unlimited work unless the written agreement says so.
Ask a scope question ↗- 01Share requirements and existing documentation.
- 02Confirm feasibility, integrations and dependencies.
- 03Receive a written deliverables and fee breakdown.
- 04Approve the scope before implementation starts.
Questions to settle in writing
What is supported?
Confirm the broker, account, instruments, APIs, permissions and dependencies for your specific setup.
What will be delivered?
Agree the included functionality, testing, revisions, handover and acceptance criteria before purchase.
What continues after setup?
Confirm maintenance, support hours, renewals, taxes and any third-party charges in writing.