Multi-level hierarchy
Master IBs recruit sub-IBs, who can expand the network further.
IB & Affiliate Management
Grow through partners, with commissions that pay themselves.
A multi-level introducing broker network with referral tracking, automated commission calculation and branded IB dashboards.
A partner area your IBs will use
Branded dashboards show each IB their clients, earnings and live statistics, with statements and exports generated automatically.
- Unlimited IB network levels
- Commission by volume or lots, with tiered bonuses
- Referral tracking through unique links
IB system features
Commission automation
Automatic commissions based on volume or lots, with tiered bonuses.
Referral tracking
Unique links with full conversion and activity insights.
Reports and payouts
Commission reports by IB, period and client, with payout management.
From referral to payout
- 01
Step 1
An IB shares their unique link and a new client signs up under them.
- 02
Step 2
The client trades, and commission is calculated on every closed lot.
- 03
Step 3
Commission is split across the IB levels and paid out on schedule.
The IB toolkit
- Multiple IB accounts per partner
- Application status for every IB account
- IB agreements stored and easy to find
- Detailed reports and statistics for every IB
- Campaign, click and registration tracking
- Banners for IB campaigns
- Instant notifications of IB actions for faster approval
IB management software for multi-level partner networks
Introducing brokers bring most brokerages their best clients, and they leave when payouts are late or unclear. RedCherry's IB and affiliate management module runs the whole program: IB types and levels, referral links, commission rules, statements and payouts, with a branded partner area where each IB watches their network grow.
The hierarchy has no level limit. A Master IB recruits sub-IBs, who recruit their own, and every closed lot splits commission up the tree by the rules you set for each level, by volume or by lots, with tiered bonuses on top. CPA deals pay a fixed amount for each referred client who verifies and funds, on their own or alongside trade commission.
What the partner area shows an IB
- Referred clients with sign-up, KYC and funding status
- Commission by period, client and level, with a live network tree
- Unique referral links, campaign banners and click and registration tracking
- Monthly statements and exports generated automatically
Approvals and control stay with the brokerage
IB applications, agreements and account requests arrive in the back office with instant notifications, so approvals are fast but never automatic unless you want them to be. Commission reports by IB, period and client feed the reporting dashboard, and payouts are processed from the same screen, with every action logged.
Partners also benefit from the programs you run for traders: bonuses and the tiered loyalty program give an IB more to offer when recruiting clients.
IB & Affiliate Management: questions brokers ask
How many IB levels does RedCherry support?
There is no limit. Master IBs can recruit sub-IBs, who can recruit further, with commission rules defined per level.
How is IB commission calculated?
On every closed lot, by volume or by lots, split across the levels above the client according to your rules. Tiered bonuses and CPA deals can be added on top.
Do IBs get their own dashboard?
Yes. The partner area is branded as yours and shows each IB their clients, earnings, network tree, referral links and statements in real time.
Can an IB have several IB accounts?
Yes. A partner can hold multiple IB accounts, each with its own application status, agreement and reports.
How are payouts handled?
Commission reports and payouts are managed from the back office, with statements generated automatically for each period.
Can we track which campaign a client came from?
Yes. Referral links carry campaign, click and registration tracking through to the funded client.
Modules that work with IB & Affiliate Management
CRM & Lead Management
Client & lead management, scoring and segmentation
Explore CRM & Lead Management
Reporting & Analytics
Real-time dashboard and business analytics
Explore Reporting & Analytics
Bonuses & Rewards
Sign-up, deposit and recurring bonus programs
Explore Bonuses & RewardsFrom the blog
IB commission structures explained: per lot, CPA and hybrid
How introducing brokers get paid, the main commission models and how to choose the right one for each kind of partner.
Read the guideBuilding an IB program that scales
Commission rules, campaign tracking and reporting that keep partners growing with you.
Read the guideHow to choose a CRM for your brokerage: a buyer's checklist
Twelve questions to put to any brokerage CRM vendor before you sign, and what a good answer looks like.
Read the guideMap your IB structure in a demo
Tell us your levels and commission rules and we will set them up live.
Book a demo