One System for Your Entire IB Network
Manage IB networks, referral structures, and commission models with flexible direct, level-based, offer-based, differential, group, pair, and lot-based distribution.
What actually goes wrong
Seven Ways to Lose control of your IB network
Disconnected IB processes can make partner management harder, slower and less transparent.
THE CHALLENGE
Partner requests, referral links, team activity and commission records often sit across different places.
THE IMPACT
Without one connected view, brokerage teams spend more time checking the IB structure and less time managing it.
IB requests
lacked a
complete record.
Keep experience, affiliate background, client-base details, status and review information together.
Referral links
were difficult
to track.
Keep IB referral connections visible and share links through WhatsApp, Telegram, Twitter and Facebook.
The downline
was difficult
to follow.
View members, ranks, downline relationships and team activity through a structured IB tree.
One commission
model could
not fit.
Support direct, level-based, offer-based, differential, group, pair and lot-based commission structures.
IB activities
were spread
across records.
Bring team size, IB activity, trading volume and commission information into one connected view.
Commission
transfers became
a manual task.
Keep IB commission activity connected to wallet and transaction records through the same CRM environment.
The network could not be viewed as one structure.
Connect partner records, referrals, downlines, trading volume and commissions in one IB management module.
What is in it
Bring Your IB Operations into One Connected View
Four connected parts that help brokerage teams manage IB structures, commissions and partner activity from one CRM.
-
Part one
The IB tree
See how IBs, members and referrals are connected through a structured network view. The IB tree gives brokerage teams a clearer picture of ranks, downlines, team activity and the relationships across the network.
- Member and referral relationships
- IB ranks and downline structure
- Team activity visibility
- IB network overview
- Referral structure tracking
- Team volume visibility
- Commission information
-
Part two
Commission plans
Set up commission structures around the way the brokerage works. Different IB models can be supported so commission rules can match different partner programmes and trading activity.
- Direct IB distribution
- Level-based distribution
- Offer-based distribution
- Differential commission models
- Group and pair-based models
- Lot-based IB distribution
- Profit-sharing and activity-based models
-
Part three
The IB dashboard
Give brokerage teams one place to review IB activity and performance. The dashboard brings key network information together so teams can track volume, commissions and partner activity more clearly.
- Total IB members
- Active IBs and team growth
- Total trading volume
- Commission visibility
- Team performance
- Referral activity
- Network-level insights
-
Part four
Wallet transfers
Keep IB commission movement connected with the brokerage's wallet and transaction workflows. Transfer activity can be reviewed alongside the relevant records for clearer operational control.
- IB commission transfers
- Wallet-based movement
- Transfer request records
- Manual or automated transfer flow
- Requested and received amounts
- Transfer status tracking
- Transaction history and records
Who uses it
Built for The Teams Behind The Brokerage
Give every team a clearer role in the IB management process without moving between disconnected systems.
- Partnerships. Work from a consistent process for handling IB relationships instead of relying on scattered conversations, files and separate records.
- Operations. Keep day-to-day IB administration within the same CRM environment used for the brokerage's wider operations.
- Finance. Access the information needed to review IB-related financial activity without rebuilding figures from separate sources.
- Management. Get a consolidated view of the brokerage's IB programme and the information supporting its ongoing decisions.
- Regional Teams. Work with the same structured CRM process across branches while keeping each team's operational responsibilities clear.
- Brokerage Admins. Control the IB module from the same admin panel, with the records and workflows needed for everyday management.
Give Your Brokerage A Clearer Way to Manage every IB relationship.
Questions about the IB module
Before You Setup Your IB Management
Common questions about managing IB requests, structures, commissions and transfers through VAST CRM.
-
Yes. VAST CRM supports different IB distribution structures, including direct, level-based and offer-based models. Additional models include differential, group, pair and lot-based IB distribution, allowing the brokerage to configure its partner programme around its operating requirements.
-
Yes. The IB Tree provides a structured view of members, ranks, referral relationships, downlines and team activity. Brokerage teams can use the network view to understand how the different parts of the IB structure are connected.
-
Yes. VAST CRM supports commission tracking based on trading activity and volume, including lot-based distribution. Commission information can be viewed alongside IB activity and team volume to give the brokerage a clearer picture of partner earnings.
-
Yes. Approved IB records can have referral links that can be copied or shared through WhatsApp, Telegram, Twitter and Facebook. This keeps referral access connected to the relevant IB record within the CRM.
-
Yes. IB transfer requests can be handled through the CRM with information such as transfer type, requested amount, received amount, status and reason. The system supports both manual and automated transfer workflows where configured.
-
VAST CRM provides the IB management environment for maintaining IB records, network structures, referral relationships, trading volume and commission information. Existing brokerage requirements can be reviewed to determine the appropriate CRM configuration and implementation approach.