IB Management CRM

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Introducing broker relationships can get messy fast without the right structure. Our IB Management CRM tracks referrals, trading volume, and commissions in real time, with full support for multi-level IB hierarchies and automatic sub-IB compensation.

Flexible commission models — per-lot, spread-based, or hybrid — mean you're never forced into a one-size-fits-all structure, and automated calculations eliminate the disputes that come with manual math. Real-time dashboards let IBs track their referred clients' activity without ever exposing sensitive account details.

Rank-based incentives reward your top-performing IBs automatically, dispute resolution workflows keep disagreements structured and fair, and detailed audit trails mean every commission decision is fully documented.

This is how growing brokerages manage IB relationships at scale — transparently, automatically, and without the constant back-and-forth.

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Introducing broker relationships can get messy fast without the right structure. Our IB Management CRM tracks referrals, trading volume, and commissions in real time, with full support for multi-level IB hierarchies and automatic sub-IB compensation.

Flexible commission models — per-lot, spread-based, or hybrid — mean you're never forced into a one-size-fits-all structure, and automated calculations eliminate the disputes that come with manual math. Real-time dashboards let IBs track their referred clients' activity without ever exposing sensitive account details.

Rank-based incentives reward your top-performing IBs automatically, dispute resolution workflows keep disagreements structured and fair, and detailed audit trails mean every commission decision is fully documented.

This is how growing brokerages manage IB relationships at scale — transparently, automatically, and without the constant back-and-forth.

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Category CRM Solutions
Product type Digital
Product code X2NWY8

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