Introducing brokers and partners
Review partner networks, client attribution, commission policies and reporting within the CRM scope.
Commission rules
The agreement records commission type, levels, eligibility and reversal conditions. Preview, reporting and ledger results must agree on specified acceptance scenarios.
Partner visibility
Permissions define the partner’s client and reporting visibility without exposing other businesses or networks. Settlement and payouts follow the brokerage’s approved procedures.
Agree the scope before contracting
Review the base subscription and discuss required expansions and integrations with the team.