Introducing Broker
for FX Brokers
An Introducing Broker (IB) System is designed to empower IBs with tools to manage their referred clients, track performance, and maximize their commission earnings.
Introducing Broker
for FX Brokers
Features
IB System’s main features
IB Dashboard
Provide an overview of key metrics like referred clients, trading volume, and earned commissions, with real-time updates on activity and customizable dashboards tailored for IBs.
Client Management
Access a detailed client list with account status and activity, track trading volume and deposits, and segment clients by activity levels or trading tiers for better management.
Commission Management
Track IB commissions in real-time based on trading volume, spreads, or deposits, support multi-tier and custom commission structures, and monitor payouts with detailed histories and upcoming schedules.
Reporting and Analytics
Generate performance reports on client trading activity, deposits, and revenue, provide detailed commission breakdowns by client or time period, and analyze growth trends, acquisition rates, and retention metrics.
Marketing Tools
Generate unique referral links for IBs, offer marketing materials like banners and videos, track campaign performance, and enable seamless sharing of promotional content to social media platforms.
Multi-Tier IB Management
Enable IBs to onboard and manage sub-IBs, track their performance and commissions, and visualize multi-tier networks with clear hierarchical relationships.
Multi-Language and Multi-Currency Support
Support international IBs with multi-currency earnings and trading activity displays, and offer a localized interface in multiple languages to serve a global network effectively.
Payout Management
Allow IBs to request commission payouts directly, automate payments via bank transfers, e-wallets, or crypto, and provide a detailed history of past payments and current payout statuses.
Custom Branding and Personalization
Offer a white-labeled portal for IBs to customize with their branding and enable personalized communication for sending tailored messages or promotions to their referred clients.
Client Onboarding
Track referred clients' onboarding progress, including document submission and account activation, equip IBs with tools to assist in registration, and ensure compliance with KYC/AML requirements.
Scalability and Customization
Leverage scalable infrastructure to support growing IB and sub-IB networks, while offering customizable features that align with the broker's unique business model and goals.
Notifications & Alerts
Notify IBs about new commissions, pending payments, and rate updates, alert them to significant client activities like trades or deposits, and celebrate performance milestones when referral or earnings targets are achieved.
Integration with Trading Platforms
Sync client trading data with MT4/MT5 for tracking trading volume and commission generation, and offer APIs for IBs to seamlessly integrate data into their own systems or applications.
Tools for IB Growth
Equip IBs with training materials on the FX market and client acquisition, enable goal tracking to monitor performance, and offer client retention tools and strategies to boost trading activity.
Security and Compliance
Maintain transparency with detailed audit logs, detect fraud with real-time alerts, and ensure compliance with AML/KYC regulations, GDPR, and other jurisdiction-specific requirements.
Support Tools
Enable IBs to raise support tickets for account, commission, or client issues, provide access to a knowledge base with FAQs and guides, and offer real-time assistance through live chat support.
