Risk management and trade surveillance
Rule design, A-book and B-book logic, exposure limits, and detection of toxic flow across accounts.
Risk · Platforms · Liquidity · Payouts
Risk and platform operations for prop firms, run by a team that has run the desk.
We help prop trading firms and FX/CFD brokers scale without losing control of risk, liquidity and margins. Risk rules, trade surveillance, platform and bridge setup, payout economics and payments, under one team, so nothing falls between vendors.
No commitmentNo system access neededNDA before any data
18+years in trading risk management
$500M+FX and metals portfolios managed
200K+accounts migrated in 7 days
30–50%lower execution and payout costs
Figures reflect past roles and engagements. Past results do not guarantee future results; outcomes vary firm by firm. Details
Risk managementΩTrade surveillanceΩPlatform operationsΩBridge and LPΩA-book / B-bookΩPayout managementΩProgram designΩPSP and registrationΩPlatform migrationsΩ
Platforms and infrastructure we operate
MetaTrader 4
MetaTrader 5
How we fit
Two ways to work with us
Some firms need someone to run the function. Others already have a team and need senior capacity on the hard parts. We do both.
Managed operations
Run it with us
We act as your risk and platform team, day to day, across risk, dealing, platforms, bridge and payouts.
- Daily risk and exposure review
- A-book and B-book oversight
- Platform administration
- Bridge and LP management
- Payout reviews and approvals
- Weekly reporting with numbers
Specialist support
Strengthen your team
Keep your people. Add senior expertise for the problems that cost the most when they go wrong.
- Diagnostic audits
- Abuse and cluster investigations
- Program and pricing design
- Execution quality analysis
- Platform migrations
- Second review on large payouts
Start with the problem
Where is it hurting right now?
Pick the closest match. Each one shows what we check first and what you get at the end.
Services
The whole chain, one team
Most firms hire a risk consultant, a platform vendor, a bridge provider and a payments contact, then spend their time making them talk to each other. We cover all of it.
Platform setup and maintenance
New builds, day-to-day administration and migrations across MT4, MT5, Match-Trader, cTrader, DXtrade and TradeLocker.
Bridge and LP management
Bridge configuration, routing rules, LP selection and symbol mapping, with ongoing execution review.
Payout management
Payout review against your rules with account-level evidence, payout policy design, and liability forecasting before it lands.
Program design and pricing
Challenge structure, drawdown and consistency rules, pricing, timed and instant products, benchmarked against your competitors.
Registration and payments
Entity setup, AML and KYB policy, and PSP and crypto integration, so you can take payments and pay traders without frozen accounts.
Why this is different
Most consultants advise. We also configure.
A strategy deck does not fix a bridge route. Here is the difference in practice.
| Area | Typical risk consultant | OmegaRatio Advisors |
|---|---|---|
| Risk rules and surveillance | Yes | Yes, plus the queries and alerts to run it |
| Platform configuration | Refers you to a vendor | Hands-on across six platforms |
| Bridge and LP routing | Out of scope | Setup, mapping and execution review |
| Payout economics | High level | Modeled per program and per cohort |
| Registration, AML and PSPs | Out of scope | Entity, policy and payment integration |
| Scope and pricing | Often quoted after several calls | Fixed scope and price agreed before work starts |
How we work
Three steps. Stop after any of them.
01
Intro call
We talk through your setup, your numbers and what is going wrong. No system access and no NDA needed yet.
02
Diagnostic audit
Under NDA with read-only access, we review your rules, platform config, flow and payouts, then hand you a short report ranked by money at risk.
03
Fix and run
We implement the fixes with your team, then stay on as your risk and platform team on a monthly retainer if you want that.
Pricing
Simple engagements, no lock-in
Start small with an audit. Most clients move to a retainer only after they see the report. Every engagement is scoped and priced before work starts.
Diagnostic audit
Fixed fee
A one-time review that shows exactly where money is leaking and what to fix first.
- Rules, program and payout review
- Platform and bridge config check
- Toxic flow scan on your history
- Written report, ranked by impact
Most common
Focused retainer
Monthly retainer
One or two areas handled every week, such as risk and payouts, or platform and bridge.
- Weekly risk and payout review
- Rule and config changes
- Monthly report with numbers
- Direct line by email and chat
Full stack
Custom scope
We act as your outsourced risk and platform team across the whole operation.
- Risk, platforms, bridge and LPs
- Payout policy and approvals
- Vendor and PSP management
- Launch or migration projects
Insights
What we publish
Op-eds in Finance Magnates on the problems we work on every day.
Finance Magnates
Prop Firms Are Becoming Brokers. The Real Advantage Is What Comes After the Payout
Why vertical integration builds the risk discipline the challenge model never required.
Read → Finance MagnatesThe Prop Trading Challenge Pass Means Little Once Real Execution Starts
Slippage and depth of market are inputs to your payout model, and most firms price them wrong.
Read → Finance MagnatesProp Firms Are Watching Traders. Who's Watching the Payouts?
The accountability gap on the payout side of the business.
Read → Finance MagnatesThe Systemic Cost of Copy Trading in Prop Trading Firms
How copied strategies concentrate risk across accounts, and what to do about it.
Read →Also: a three-part series on prop firm platform architecture for JoinProp.
SA
Leadership
Shervin Arian
Founder and CEO
Shervin has managed trading risk for 18 years. He started as a risk manager and chief dealer, running FX and precious metals portfolios of more than $500M, and has spent the last five years inside prop trading with mid-size and large firms.
As Director of Risk and Platforms at a prop firm, he owned every platform, the bridge, the LP relationships and the review of flagged and abusive trading, and led the team behind it. Most recently he was Chief Strategy Officer at a prop technology company, owning trading platform, risk and CRM strategy end to end. He has designed two trading platforms and built a risk system from the ground up.
The problems we fix are rarely obvious: payout leakage, correlated strategies across accounts, and liquidity pressure that only shows up at scale. There is usually a structural fix.
- 30–50%lower execution and payout costs for client firms
- 94%fewer rule breaches after building a violation detection system
- 200K+accounts migrated to a new platform in 7 days, no downtime
Results shown come from past roles and client engagements and are not a promise of future results. Every firm is different: outcomes depend on the firm's programs, rules, trader base, platform and liquidity setup, and market conditions, and are assessed case by case.
We know where prop firms lose money because we have sat in the seat that has to catch it.
EducationMBA in Finance · BS in Software Engineering
PlatformsMT4, MT5, Match-Trader, cTrader, DXtrade, TradeLocker, bridges, CRM, risk tools
ComplianceAML and KYB policy, entity setup, PSP onboarding
TradingFutures and options, personally traded
FAQ
Common questions
Do you need access to our systems?
Not for the first call. For an audit we ask for read-only access after an NDA is signed. Any wider permissions for hands-on work are agreed in writing first and limited to that scope.
Do you replace our risk team?
Only if you want that. Most clients keep their team and use us for the parts they do not have in house, or as a senior second pair of eyes on payouts and flagged accounts.
Can you help launch a new prop firm?
Yes. Program design, platform and bridge choice, risk rules, entity setup, AML policy and payment providers. Getting these right before launch is far cheaper than fixing them after.
Which platforms do you work with?
MT4, MT5, Match-Trader, cTrader, DXtrade and TradeLocker, the bridges that connect them to liquidity, and the CRMs around them. We also handle migrations between platforms, including symbol and contract-size mapping.
Do you work with brokers too?
Yes. The same work applies to FX and CFD brokers: A-book and B-book routing, exposure, execution quality and toxic flow.
How long until we see results?
The audit report lands in about two weeks. Rule and config fixes usually show up in your payout and margin numbers within the next one or two payout cycles.
Get started
Tell us what is going wrong. We will tell you if we can fix it.
30 minutes, no cost and no system access. If we are not the right fit, we will say so and point you to someone who is.
hello@omegaratioadvisors.com
Shervin Arian, Founder and CEO · LinkedInOpen
Working with firms worldwide