1. IB Program Overview
The Introducing Broker (IB) Program is a scalable client acquisition channel for brokerages. It enables partners to refer traders while the brokerage retains full control over pricing, commissions, and compliance.
This model supports rapid market expansion without increasing internal sales overhead.
2. IB Dashboard (Administrative Perspective)
The IB Dashboard enables brokerage managers to supervise partner performance and referral quality.
Administrative Features:
- IB onboarding and status management
- Client referral tracking
- Commission structure configuration
- Performance analytics by region or partner
- Marketing material control
This ensures IB activities align with brokerage growth and compliance strategies.
3. IB Clients Management
Brokerages can monitor all clients acquired through IB channels from a centralized interface.
Management Capabilities:
- View referred client lifecycle (registered, funded, active)
- Analyze trading volume and retention metrics
- Detect fraudulent or low-quality traffic
- Support multi-level IB hierarchies (if enabled)
This approach protects broker margins while maintaining partner transparency.
4. IB Rewards & Commission Management
IB rewards are fully configurable by the brokerage based on business goals.
Commission Models:
- Lot-based commission plans
- Revenue-sharing agreements
- Tiered and performance-based incentives
- Time-bound promotional rewards
Automated calculations reduce manual errors and ensure accurate payouts.
5. IB Transactions & Payout Oversight
The Transactions module allows brokerages to manage all IB-related financial flows.
Oversight Features:
- Real-time commission accrual tracking
- Approval workflows for payouts
- Detailed transaction logs and invoices
- Support for multiple payout methods
This ensures financial transparency, audit readiness, and operational efficiency.