Use this checklist to prepare for your integration discussions with Amana.
Define Your Product
- Describe the brokerage or trading application you plan to build and the clients it will serve.
- Identify the platforms you will support, such as mobile, web, or both.
- List the client journeys and platform capabilities required for your first release.
Agree the Partnership Scope
- Confirm supported markets, instruments, account types, and client eligibility.
- Agree commercial terms and the responsibilities for onboarding, compliance, funding, and client support.
- Identify business, technical, and operational points of contact on both sides.
Confirm Technical Access
- Obtain the approved API scope, environment URLs, and authentication requirements.
- Confirm whether a non-production environment and suitable test accounts are available.
- Agree any network restrictions, usage limits, or data-handling requirements.
- Store credentials securely and keep them out of source code and client bundles.
Plan Delivery
- Map your integration architecture and test coverage.
- Agree how issues and incidents will be escalated.
- Establish the checks required for production readiness and launch approval.
Continue with environments and access and the go-live checklist. Last modified on October 7, 2026
