Clear scope before implementation.
Trustigo can help implement a customer-defined strategy as software. The strategy logic, supported instruments, expected inputs, outputs and change limits should be agreed in writing before work begins.
Ask a scope question ↗- 01Document entry, exit and exception rules.
- 02Confirm instruments, timeframe and data requirements.
- 03Agree test cases, deliverables and revision limits.
- 04Review the configured workflow before activation.
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.