Introducing brokers and affiliates are how many brokerages grow. The IB / Affiliate system models your partner hierarchy, attributes trading activity to the right partner, and calculates commission against that activity — with reporting your partners can trust.
From broker down to individual referral: every relationship and the activity it drives in one tree.
| Relationship | Attribution | Commission |
|---|---|---|
| Broker → Master partner | Direct | Tracked |
| Master → Partner A | Tiered | Tracked |
| Partner A → Traders | Referral-linked | Accrued |
| Partner B → Traders | Referral-linked | Accrued |
What it is: the partner-management layer of the platform: onboarding, hierarchy, attribution, commission and partner reporting.
What it solves: partner programs that run on spreadsheets break the moment the hierarchy deepens or attribution gets disputed. A system that owns the model keeps it auditable.
How it works: partners are organized in a hierarchy; each trader is attributed to a partner; commission is calculated on the activity that partner drives; partners see their own numbers.
The structure and the commission rules are yours to define; the system holds the model so it stays consistent.
Concrete, grouped by the job it does — not a wall of buzzwords.
Conceptual — the exact topology is scoped to your deployment.
Client, account, partner and finance operations in one system.
FOREXAA CRM →The depth and the commission rules of your hierarchy are defined by your program. We do not state a fixed maximum; the structure is confirmed during implementation.
Commission is calculated against the trading activity attributed to each partner, on the schedule and rules you define. Partners see the figures that affect them.
Yes. Each partner has a view of the numbers that affect them — referrals, activity and commission — which reduces disputes and support load.