Service
Back Office Management
Full back-office operations for your prop firm — KYC, onboarding, payout processing, account management, dispute resolution, and reporting. All handled by a dedicated team embedded in your business.
Your Back Office, Fully Managed
Back-office errors cost prop firms money, trader trust, and operational credibility. ROTEX runs your back office with the precision of an embedded operations team — processing KYC queues, managing payouts, handling disputes, and producing accurate reports daily so you can focus on growing your trader base.
What We Manage
Everything Your Back Office Needs
KYC & Trader Onboarding
Full management of the trader verification and onboarding workflow — ID verification coordination, account approval, challenge enrollment, and welcome communications.
Account Management
Day-to-day management of trader accounts including status updates, level changes, account resets, and all account lifecycle events according to your firm's rules.
Payout Processing
End-to-end handling of funded account payout requests — eligibility verification, processing, payment coordination, and reconciliation across all payment methods.
Operational Reporting
Weekly and monthly back-office reports covering volumes processed, account statuses, payout summaries, and key operational metrics in your preferred format.
Dispute Resolution
Managing trader disputes, account queries, and escalation cases — with clear policies and documented resolution workflows that protect your firm.
Data & Record Management
Maintaining accurate records of all trader accounts, transactions, and operational events — ensuring clean data for reporting, compliance, and auditing.
How We Work
Our Back-Office Process
Step 01
Audit & Onboarding
We review your current back-office setup, tools, and workflows — then build a transition plan with zero disruption to live operations.
Step 02
Workflow Design
We design and document all back-office workflows specific to your prop firm rules — challenge logic, payout rules, account lifecycle, and escalation paths.
Step 03
Team Deployment
We deploy a trained back-office team experienced in prop firm operations — ready to execute from day one with your SOPs in hand.
Step 04
Daily Operations
We process your back-office volume daily — KYC queues, payout requests, account updates, dispute cases — with SLA commitments on turnaround times.
Step 05
Reporting & Optimization
Weekly reports plus regular reviews to identify bottlenecks, reduce errors, and improve processing speed as your volume scales.
Ready to hand off your back office?
Let ROTEX manage your back-office operations so your team can focus on building your prop firm's growth engine.
Book a Free Consultation