Disaster recovery for retail brokerages: a working playbook
If you can't tell us which LP fails over to which, when, and who signs off — you don't have a DR plan. You have a wishlist. This is how we structure DR for the brokers we run.
Administrator
Disaster recovery is one of those topics every broker says they have. Few actually do. Here is the test we run on every new client.
The test
"Walk us through a 4 a.m. primary-site failure. Who is woken? Who decides? Who reconciles?"
If the answer is more than 90 seconds, you don't have a DR plan; you have a wishlist.
What we deliver
- A documented topology (live + backup, with replication boundaries marked)
- A scripted runbook for each of the top 8 failure modes
- Quarterly drills, scheduled and unannounced
- A reconciliation pack that survives the failover
- A roll-back plan for every change (yes, even DR drills)
Why brokers skimp on DR
It is invisible until you need it. Then it is the only thing that matters.
We build DR alongside the launch — not afterwards. By the time the first client trade lands, the DR drills have already been run.
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