Industries · IB Networks & Affiliates

Partner growth without partner chaos.

When half your volume comes through partners, commission clarity is a business model. CRMX computes multi-tier commissions per trade and shows every partner their own live numbers.

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∞IB tiers with per-level plans

Real timecommission visibility for partners

1,842clients under a single master IB (mock)

Why CRMX

The network, mapped and measured.

Every referred client, every tier, every payout — attributable and auditable.

Network structure

Master IBs, sub-IBs, and affiliates in one tree with per-level commission plans and per-partner overrides.

Visual tree with client counts

Effective-dated plan changes

Attribution that sticks

Referred clients stay attributed through reassignments, desk moves, and re-registrations.

Conversion by partner and campaign

Volume and NMI per partner

Payouts at scale

Batch payout runs with maker-checker approvals — hundreds of partners, one controlled process.

Batch approval workflow

Partner-visible statements

We onboarded a 300-partner network in a month. Every partner sees live numbers, and our finance team runs one payout batch instead of three hundred conversations.

Hala ChidiacHead of Partnerships (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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