The right way to your automated IB partner strategy

|  Partner Management

Partner Management

“Introducing broker programs could help accelerate your forex business fast than you could imagine. Knowing how to cater your IBs is the key to success. Brokers need to take care of their IBs from various aspects – provide them with flexible commission schedules, the right tools to build their business, make it easy for them to monitor their performance, and give them the options they want for payouts. While traditional brokers are doing this all on spreadsheets, modern brokers are automating their partner management. ”

administration-adult-alone-1056549

“Introducing broker programs could help accelerate your forex business fast than you could imagine. Knowing how to cater your IBs is the key to success. Brokers need to take care of their IBs from various aspects – provide them with flexible commission schedules, the right tools to build their business, make it easy for them to monitor their performance, and give them the options they want for payouts. While traditional brokers are doing this all on spreadsheets, modern brokers are automating their partner management. ”

administration-adult-alone-1056549

Let your IB mind their own business

Managing your partner program and commissions can be a challenging and resource intensive task but with our module Partner Manager with multi-level support, the system takes care of all that for you. Offering multiple commission plans, signup links functionality, marketing materials and tracking, automatic commission allocation for all levels and types and built-in payout system it gives you a complete system to successfully manage and grow your IB business.

  • null

    IB adds a sub IB

    IB adds sub-IB in the Partner Management Module or sub-IB signs up via IB’s link.

  • null

    Sub-IB set up a tracking link

    Sub-IB logins to Partner Room, creating a custom link with the right trading conditions, i.e, instrument list, commission and spreading group.

  • Trader creates a trader profile

    Trader uses the link from the sub-IB, fills in the form and creates a trading account. Trader is automatically added to the group selected by the sub-IB with the right commission and spread setting.

  • null

    Sub-IB monitor trader's performance

    When a trader starts to trade, sub-IB can monitor trader’s trading activities. Commissions for sub-IB and IB are automatically calculated.

  • null

    Sub-IB get paid

    When the accumulated commission reaches the minimum payout level, Sub-IB can cash out the commission, either to a trading account or via wire transfer or third party payment provider.

  • null

    IB get paid

    IB can monitor the indirect trader’s commission with a limited view. IB can monitor the commissions generated by the sub-IB. IB can cash out with the preferred payment option as well.

Brokers can manage their IBs on the following aspects:

  • Introducer links and signup methods
  • Flexible commissions settings (traditional & multi-layer marketing)
  • Payouts
  • Administrative settings
  • Share materials (promotional content, banners, logos, etc.)
  • Marketing tools and reporting
  • And more…

A platform specially designed for IBs

Our Partner’s Room offers IB an easy access to:

  • Commission earned
  • Signup configuration
  • Resources
  • Files
  • Sub-IBs

Learn how your IBs can build their business

What else is included in the Partner Management module?

Learn how Partner Management Module help you grow your business

Learn more about our fantastic modules

Download a product sheet

Download a full list of features to get a better understanding of how our Partner Management module can help you operate your daily tasks.