Partner & Client Management
- Full client profiles with personal details, financial data, KYC status, trading accounts, and password management
- Search, filter, and manage all clients linked to each IB
- Onboard new IBs with hierarchy setup, payout preferences, and status controls
Commission & Payout Control
- Review and approve or reject trade commissions per IB
- Manage CPA, PIP, and revenue share models with flexible payout rules
- Approve or reject IB commission withdrawal requests
- Track all payout transactions with amount, status, and payment method
Performance Tracking & Analytics
- Dashboard KPIs: deposits, withdrawals, trading volume, top currency pairs, and commission breakdown
- View IB hierarchy and monitor individual and Sub IB performance
- Track referrals, FTDs, deposits, and client acquisition rates
- CPA reporting with conversion rates, CPA paid, and registration data
Rebates, Bonuses & Fee Structures
- Assign and manage rebate plans with detailed commission breakdowns
- Add and manage IB bonuses by amount, date, and user
- Configure and adjust fee structures for CPA, PIP, and revenue share models
Reporting & Audit Trails
- Export-ready reports for administration, finance, and compliance
- Role-based approval controls for secure payouts and commission adjustments
- Complete audit trails for all IB actions
