Build stronger partnerships with a technology-driven approach to brokerage growth. Explore solutions for Introducing Brokers, Affiliates, and Institutional Partners with connected referral workflows, flexible commission structures, and transparent reporting.
A connected approach to managing partnership operations.
Flexible partnership structures designed around your business objectives. Whether you're an individual introducer, an affiliate marketer, or an established financial institution, explore a model that fits your growth strategy.
Develop long-term client relationships through a structured introducing broker program, with referral management and volume-linked commission arrangements.
Connect your marketing channels with a performance-based acquisition model. Build campaigns around defined qualification requirements and measurable referrals.
Explore the technology and operational components for launching or expanding your own brokerage brand, with a deployment scope tailored to your needs.
Support your partner acquisition strategy with a connected marketing framework. From referral attribution to branded campaign assets, reporting, and integrations — bring your marketing operations together.
Organize referral links, campaign identifiers, and server-side attribution options to improve visibility across your partner acquisition channels.
Create reusable branded banners, promotional materials, and campaign experiences. Data-driven content can be supported through compatible integrations.
Review referral activity, conversion trends, and commission information through a structured reporting workspace using connected data.
Plan data exchange between your CRM, marketing funnels, and partner workflows through available API endpoints and supported integration methods.
Explore the marketing and integration requirements for your partnership program.
Available capabilities, tracking methods, reporting frequency, and integrations depend on the agreed deployment scope and connected systems.
Strong partnerships are built on clarity. Explore a centralized partner environment designed to bring together referral networks, commission information, and performance reporting in one connected workspace.
Understand your Master IB and Sub-IB relationships through a structured, configurable partner hierarchy.
Review commission calculations, settlement periods, and partner payment records through organized reporting workflows.
Examine referral sources, conversions, trading activity, and rebate-related performance with reporting and export options where available.
A connected view of partner operations
Introducing Brokers (IBs) typically work with ongoing client referrals and may receive trading-volume-based rebates under an agreed commission structure.
CPA Affiliates generally receive a fixed commission when a referred client meets defined qualification criteria. The rates and eligibility conditions depend on the individual partnership agreement.
Commission calculation and settlement schedules vary according to the partnership model and commercial terms. IB rebates and CPA commissions may have different validation and settlement requirements.
The applicable payment schedule, minimum thresholds, and settlement method are established during the partnership agreement process.
Marketing support can be discussed as part of the partnership arrangement. Depending on the program, available resources may include branded campaign assets, referral links, landing page materials, and promotional guidance.
The exact resources and customization options are confirmed for each partnership program.
A connected partner reporting environment can provide visibility into referral activity, client relationships, commission information, and relevant performance metrics.
The data available, level of detail, refresh frequency, and export capabilities depend on the configured integrations and the permissions assigned to each partner.
Developers and Independent Software Vendors (ISVs) can discuss integration requirements for CRM systems, partner workflows, and other supported technology solutions.
API access, available endpoints, authentication methods, documentation, and permitted use cases are subject to technical assessment and the agreed integration scope.