CRMX

Products · IBs & IB Operations

IB commissions without the spreadsheet.

Multi-tier IB trees with per-trade commission calculation, referred-client conversion views, and payout requests that route straight to Finance with an SLA attached.

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sub-IB tiers supported
Per tradecommission calculation — not month-end
−90%commission disputes after go-live (mock)

Capabilities

Partners see what you see.

Disputes end when the numbers are computed per trade and visible in real time.

01

Sub-IB trees

Corporate and individual IBs with unlimited tiers, per-level commission plans, and overrides per partner.

Per-symbol or per-group rates
Plan changes with effective dates
02

Referred clients

Every referred client tied to its IB with conversion, volume, and net-money-in visible per partner.

Conversion by IB and campaign
Attribution survives reassignment
03

Payouts to Finance

Payout requests carry the calculation behind them and route to Finance with an SLA and an approval chain.

Maker-checker approval
Full audit trail per payout

Month-end used to mean a week of spreadsheet archaeology and angry partner calls. Now IBs watch their commissions accrue per trade and payout day is just… a day.

Omar RashidPartnerships Manager (mock)

See your brokerage with clarity.

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

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