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IB and partner management

Grow partner networks with clearer attribution, commissions and service.

Operate IB programmes from the Broker Back Office and give each partner a focused portal for performance, networks, campaigns, earnings, payouts and support.

partners.demo-broker.com/portal
Dashboard
Campaigns
Network
Commissions
Wallet
Payouts2
Reports
Marketing assets
Support
Engagement
Partner overview
IB Portal
Search clients and campaigns
VP
Payable balance
$18,940
Settled to 31 Jul
Attributed clients
312
▲ 18 this month
Commission · 30d
$6,420
▲ 9.1%
Conversion rate
34.2%
Link to funded
Attributed volume
Lots · 12 months
Commission by plan
Settled
Tier 2 rebate52%
CPA31%
Sub-IB share17%
Network and sub-IBs
3 levels
Vantage PartnersMaster IB312 clients
Atlas ReferralsSub-IB118
K. OseiSub-IB41
Meridian GroupSub-IB86
Campaign performance
Broker-issued
CampaignMarketClicksFunded
NL-07 · SummerEU4,120148
NL-11 · WebinarEU1,86062
NL-14 · ReferralRestricted94027

The proof narrative

Follow one referral from link to payout.

A dashboard montage is not persuasive. The useful question is whether a partner can see how a number was produced — and whether your team can defend it.

partners.demo-broker.com/portal/commissions
Dashboard
Campaigns
Network
Commissions
Wallet
Payouts2
Commissions
Statement · August
Search records
VP
Commission records
August
ClientAccountLotsAccruedStatus
M. Karlsen884011218.4$128.80Settled
L. Moreau88403449.1$63.70Settled
S. Reyes884090131.6$221.20Accrued
D. Ferreira88410204.2$29.40Disputed
How this figure was produced
Traceable
  • Campaign linkNL-07 issued by broker
  • AttributionAnchored to CRM client record
  • Deal volume18.4 lots normalised
  • Plan appliedTier 2 rebate · $7.00 / lot
  • Accrual$128.80 recorded
  • SettlementIncluded in 31 Jul statement

Broker-side programme

What your team controls.

Partner directory
Status and type management across introducing brokers, master IBs, sub-IBs and hybrid structures.
Attribution
Identity-anchored attribution with governed hierarchy changes, never taken from trader-supplied input.
Commission plans
Draft, simulate, approve, settle and evidence — with shadow simulation before a plan goes near a partner.
Group mappings
General IB and individual-IB MT5 group mappings by trader account type.
Partner engagement
Separate IB challenges, rewards, points and games with broker-defined schedules and controls.

Partner Portal

Ten workspaces built for the partner's questions.

Dashboard

Role-relevant KPIs and trend views for clients, volume, funding and commissions where connected source data is available.

IB Portal

Campaigns and attribution

Broker-issued campaign links, restricted-market controls and disclosure-aware attribution evidence.

IB Portal

Commissions

Traceable accrual and settlement records, statements, disputes and exports.

IB Portal

Network and sub-IB

Hierarchy view, invitations and arrangements under broker approval.

IB Portal

Wallet and payouts

Payable balance, masked destinations, governed payout requests and history. Execution remains broker-controlled.

IB Portal

Reports

Summary charts, export requests and controlled artifact download.

IB Portal

Marketing assets

Compliance-stamped broker materials by format, market, locale and expiry once the production asset store is connected.

Pilot dependency

Profile and KYB

Partner profile, agreement, standing and renewal workflow.

IB Portal

Support

Announcements, ticket history, threads and partner-visible resolution states.

IB Portal

See the partner programme you actually run.

Bring your commission structures and hierarchy rules. We will model them against the platform before talking about a pilot.

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