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Complete guide to Introducing Broker management software. Learn how to set up multi-tier commission structures, partner portals, and automated rebate systems to grow your brokerage through IBs and affiliates.
Introducing Brokers (IBs) are the backbone of forex broker client acquisition. Industry data shows that 40-60% of retail forex clients come through IB and affiliate channels. Without proper IB management software, brokers struggle to scale their partner networks effectively.
of broker clients come through IBs
lower CAC vs. direct marketing
tier levels in advanced structures
Modern IB management software automates commission calculations across complex multi-tier structures, provides partners with real-time dashboards, handles automated withdrawals, and gives brokers complete visibility into their partner network's performance. It's a critical component of any forex CRM system.
Forex IB management software is a specialized system—typically integrated into a forex CRM—that handles all aspects of managing Introducing Brokers, affiliates, and referral partners. It automates the complex calculations required for commission structures and provides tools for both brokers and their partners.
| Level | Partner | Commission | Source |
|---|---|---|---|
| Level 1 | Master IB | $5/lot + 10% override | Direct clients + Sub-IB volume |
| Level 2 | Sub-IB | $4/lot + 5% override | Direct clients + Level 3 volume |
| Level 3 | Affiliate | $3/lot | Direct referrals only |
This cascading structure automatically calculates commissions at each level. When a Level 3 client trades 100 lots, the system pays: Affiliate $300, Sub-IB $50 override, Master IB $50 override.
The features that make or break an IB management system.
Support for unlimited IB levels with cascading commissions, override percentages, and volume-based tier upgrades.
Real-time commission calculations based on spread, lots, or fixed amounts. Supports per-symbol and per-group configurations.
White-label partner portal showing real-time stats, client lists, commission reports, referral links, and withdrawal options.
Unique tracking links with UTM parameters, click analytics, conversion tracking, and campaign attribution.
Scheduled commission payouts with minimum thresholds, multiple payment methods, and automatic wallet crediting.
IB performance reports, client activity tracking, conversion funnels, and commission forecasting dashboards.
Compare IB management capabilities across leading forex CRM providers.
| Provider | Multi-Tier | IB Portal | Auto Rebates | Sub-IB Mgmt | Max Tiers | Rating |
|---|---|---|---|---|---|---|
| Brokeret | ✓ | ✓ | ✓ | ✓ | Unlimited | 4.9/5 |
| B2Core | ✓ | ✓ | ✓ | ✓ | 10+ | 4.5/5 |
| FXBO | ✓ | ✓ | ✓ | ✓ | 5 | 4.2/5 |
| UpTrader | ✓ | ✓ | ✓ | ✓ | 10 | 4.3/5 |
| CurrentDesk | ✓ | ✓ | ✓ | Limited | 5 | 4.4/5 |
| Syntellicore | ✓ | ✓ | ✓ | ✓ | 8 | 4.2/5 |
*IB management features are typically included in full CRM packages. Standalone IB solutions may have different capabilities.
Different commission structures to incentivize your IB network.
Fixed $ amount per lot traded. Example: $3/lot on forex, $5/lot on indices.
Most CommonPercentage of spread earned. Example: IB gets 30% of spread on each trade.
Revenue ShareOne-time payment per acquisition. Example: $200 per funded account, $20 per lead.
AffiliatesCPA + ongoing rebate. Example: $100 CPA + $2/lot for 12 months.
Best ValueCommon questions about forex IB management software.
Brokeret's IB management module supports unlimited tiers, automated rebates, and white-label partner portals. See how we can help you grow through partnerships.