Missing trading activity
Compare the commission entry against platform data before approval. Resolve the gap, then recalculate or record an adjustment.
IB Management
IB Management Software for Forex Brokers
Manage introducing brokers, track referred clients and review commissions in one platform. Broking Bridge connects your partner hierarchy, configurable commission rules and eligible trading activity from supported platform integrations, so your team can trace each commission from client attribution to payout approval. In your demo, you’ll see that workflow with your own commission structure.
Multi-level partner tracking
Configurable commission rules
Partner performance reports
Self-service partner portal
Trace each commissionAttribution to payout approval
crm.yourbrokerage.com
IB Management · Commission workflow
M
Master IBWith sub-partners
Hierarchy
S
Sub-IBReferred client attributed
Attributed
C
Commission entryCalculated from your rules
Calculated
P
PayoutApproved commissions
Approved
PartnersOne hierarchy
CommissionsYour rules
PayoutsApproval flow
Partner portalSelf-service for IBs
Month-end
Still Managing IB Commissions in Spreadsheets?
Picture month-end. Several IBs are on different rates, Master IBs have their own sub-partners, and one partner questions last month’s statement. Your team compares trade reports against spreadsheets to find where figures differ. Centralized attribution, rules and records give your team one place to review calculations and investigate partner queries.
IB software
What Is IB Management Software?
IB management software helps forex and CFD brokers manage introducing brokers, track referred clients, calculate commissions from eligible trading activity and review partner performance. It’s also called IB software or introducing broker software. For programs with direct affiliates, it can work as forex affiliate software.
PartnerIntroducing broker or affiliate
Referred clientLinked to the partner
Trading activityWhat their clients generate
CommissionReviewed and approved
Basic affiliate tools usually stop at clicks and leads. IB management links each partner to the trading activity their clients generate.
Workflow
How IB Commission Tracking Works
| Step | Input | Action | Resulting record |
|---|---|---|---|
| 1. Attribute | Referral link or assigned IB | Link client to partner | Client–partner record |
| 2. Retrieve activity | Trade data from connected platform | Identify eligible activity | Activity log |
| 3. Calculate | Eligible activity and your rules | Apply commission rules | Commission entry |
| 4. Review adjustments | Reassignments, corrections, mismatches | Review under program rules | Adjustment record |
| 5. Process payout | Approved commissions | Follow approval workflow | Payout record |
When something doesn’t match
Client reassigned
The change is recorded with its date. Your program rules decide whether earlier commissions stay with the original partner.
Commission doesn’t reconcile
Check eligible activity, the rule applied and any adjustments, then record a correction with a reason.
Review and correction options depend on your integration, supported functionality and your program rules. We confirm them in the demo.
Hierarchy
Multi-Level IB Management
Manage Master IBs, direct IBs and sub-IBs in one hierarchy.
In this example, a referred client’s activity is attributed to a sub-IB, who sits under a Master IB. Commission allocation between the two depends on the rules you configure. Hierarchy changes and client reassignments follow your program’s rules, with records kept for review.
Master IBsDirect IBsSub-IBs
Commission models
Commission Models for Every Partner
| Model | Calculation basis | Typical use |
|---|---|---|
| Per lot | Agreed rate per eligible lot | Volume-based deals |
| Pip-based | Rate applied to eligible pip activity | Pip rebates |
| Spread share | Defined share of eligible spread revenue | Spread agreements |
| Revenue share | Percentage of a specified revenue base | Ongoing partnerships |
| CPA | Fixed reward once qualifying conditions are met | Client acquisition |
| Hybrid | Mix of supported models | Custom agreements |
Eligibility criteria and the revenue base are set per agreement. For example, a Master IB could earn a spread share while their sub-IBs earn a per-lot rate.
Example
How a Commission Is Calculated
| Step | Example value |
|---|---|
| Eligible trading volume | 100 lots |
| Agreed rate | $6 per lot |
| Calculated commission | $600 |
| Example adjustment | −$20 |
| Payable amount | $580 |
Illustration only, not actual Broking Bridge output. It assumes all 100 lots qualify and the adjustment applies to the same balance.
Reporting
Broker Commission Tracking and Reporting
Use reporting to review calculations, not just view totals. Your team can:
1Open commission statements by partner, with available filters
2Compare calculated commissions against eligible activity
3Investigate discrepancies using transaction and adjustment history
4Check historical records when partners ask questions
Partner portal
Self-Service IB Portal
Partners get a dashboard showing what their permissions allow. Depending on those permissions, they can:
Review referred clients and eligible activity
Check volume, commission and payout status
Get referral links and approved marketing material
View and manage eligible sub-IBs
Log in from desktop and mobile browsers
Partners can find routine answers themselves, which may reduce repeat requests to your team.
CRM
IB CRM Integration
An IB CRM keeps partner relationships linked to client records and commission reports.
Partner recordShows who referred whom
Client recordShows status
Commission reportShows the resulting earnings
The partner record shows who referred whom, the client record shows status, and the commission report shows the resulting earnings. Where supported, Broking Bridge works alongside your forex CRM.
Onboarding
Setup, Integrations and Support
Migration
We review which partner records can be moved and note any limitations.
Testing
Sample calculations and attribution checks run before launch.
Responsibilities and support
Your team’s tasks, our tasks and onboarding channels are agreed before launch.
Get started
Get Started in 4 Steps
1
Connect
Platform compatibility confirmed and integration verified
2
Configure
Partner hierarchy and commission rules set up
3
Test
Calculations and attribution validated against sample data
4
Launch
Partners invited and first reports monitored
Why us
Why Broking Bridge?
Broker-focused workflows for IBs, hierarchies and commissions
Configurable rules for the agreements your setup supports
One reporting view of partner activity and commission records
Defined onboarding responsibilities before launch
FAQ
IB Management Software FAQs
It helps brokers manage introducing brokers, track referred clients, calculate commissions and review partner reports.
It connects partner attribution with eligible trading activity, Master IBs and sub-IBs. Basic affiliate tools often focus on clicks and leads.
Compare eligible activity, applied rules and adjustments in commission statements and transaction records.
Review hierarchy, client attribution, agreed rates and historical data. Our team reviews your records and explains what can be moved.
Check platform compatibility, hierarchy depth, supported commission models, audit trails and partner reporting.
Get started
See How Broking Bridge Works
Bring your partner structure, commission agreements and platform requirements. In the demo, we’ll review your commission rules, walk through your partner hierarchy and discuss integration compatibility.