Run your partner programme on rules, not spreadsheets
Approve introducing brokers, give each one a referral link, structure sub-IB tiers and let commissions calculate per lot from MT5 trade data — while partners follow their own clients and earnings in the partner area.
Partner disputes start with unclear numbers
When referrals, rates and volumes live in different places, every month-end becomes a reconciliation exercise — and every partner question becomes a manual lookup.
Manual IB programmes
- Referral attribution tracked by hand or by email
- Commission rates kept in a spreadsheet
- Sub-IB payouts calculated separately
- Partners asking support for their numbers
With IB management
- Referral links attach clients to the right IB automatically
- Per-lot rates configured per IB and tier
- Multi-tier commissions calculated from trade volume
- Partners see their own dashboard
Everything a partner programme needs
IB applications
Pending, approved and rejected applications in separate queues, with approval from the back office.
Referral links
A unique referral link is generated for every approved IB; clients who register through it are attached automatically.
Multi-tier structures
Build IB, sub-IB and further levels, each with its own per-lot rate.
Commission calculation
Commissions calculate per lot from MT5 trade data, with a ledger per partner and period.
IB withdrawals
Partners request commission withdrawals into a dedicated queue, kept apart from client withdrawals.
Client reassignment
Move a client to a different IB in a couple of clicks when your programme rules require it.
From application to first payout
- ApplyThe partner applies from the partner area or is invited by your team.
- ApproveYour partnerships team approves and sets the tier and per-lot rate.
- ReferThe IB shares their referral link; registrations attach to them automatically.
- EarnClient trading volume on MT5 generates commission across the partner tree.
- WithdrawThe IB requests a payout; finance approves it from the IB withdrawal queue.
What IB management relies on
- Us
Forex CRM & partner area
IB management runs inside the CRM and the partner area, included on both plans.
- Us
MT5 trade data
Volumes come from your MT5 server through the Open API Bridge.
- You
Programme rules
Your tiers, per-lot rates, payout schedule and any eligibility rules.
- You
Partner agreements
Your contractual terms with introducing brokers remain your responsibility.
Controls around partner money
- Separate withdrawal queueIB payouts are reviewed separately from client withdrawals.
- Role-limited approvalOnly roles you authorise can approve IBs, change rates or release payouts.
- Traceable changesApprovals and client reassignments are recorded in the audit trail.
- Partner data isolationEach IB sees only their own referred clients and earnings.
Why partnership teams use it
Partnerships
Onboard new IBs quickly and give them a link they can use the same day.
Finance
Commission ledgers and payout queues replace month-end spreadsheet work.
Support
Fewer "where is my commission?" tickets, because partners can see it themselves.
IB management questions
How many IB levels can we configure?
The IB module supports multi-tier partner structures with a separate rate per tier. Tell us the depth of your programme in the demo and we'll configure it with you.
How are commissions calculated?
Commissions are calculated per lot from MT5 trade volume of referred clients, using the per-lot rate set for each IB and tier.
Can partners see their own performance?
Yes. The partner area shows each IB their referred clients, volume and commission. It is included on both plans.
Can a client be moved to another IB?
Yes. Authorised staff can reassign a client to a different IB from the back office; the change is logged.
Works alongside
Put your partner programme on autopilot.
Share how your IB programme works today — tiers, rates and payouts — and we'll show you the same structure running in the CRM.