IB Manager
Your Nxt-Gen
IB Manager
A Global Leader in Introducing Broker Management. Empower your IB’s with a Robust tool to Automate, Analyze & Reward.
- Rebranded IB portal
- Intuitive dashboards & reports
- Create customized N-Level fee structures to fit your most complex IB rebate requirements
- Built-In rebate engine for automated calculations and fee settlements
- Integrated with Managed Accounts module
- Integrated with MT4/MT5 and other trading platforms
Product Features for IBs
Login
Options
Easy access to existing MT4/MT5 accounts or compliant digital onboarding.
Intuitive
Dashboards & Reports
Intelligent near real-time Dashboard to monitor your business KPIs. Built-in analytics includes daily transactions, deposits, volumes, and rebates accrued from direct clients or clients of sub-IBs.
Manage
your Clients
Enables IBs to view and stay updated with daily transactions, deposits, volumes, and rebates accrued from direct clients or clients of sub-IBs.
Referral
Links
Based on User Groups
- Create referral links based on MT4/MTS5 user groups to automate the client account opening process and fee calculations according to the mapped fee structure.
Banner
Widget
Marketing tool for IBs
- Empower your IBs to consume your marketing promotions 100% digitally.
- The platform enables IBs to download the promotion images, create dynamic code snippets, and download QR codes to be added to their posts/pages.
Reports
& Statements
It Includes IB & sub IBs monthly performance reports, strategy and execution fee reports. For easy usability, IBs can also export transaction data in PDF and CSV format for reporting and reconciliation purposes.
Fund
Withdrawals
Enable fund withdrawal from the built-in wallets or MT4/MT5 accounts.
Launch Your IB Portal
In Just 4 Steps
Add your Trading Server
Add your trading server credentials to get started.
Configure IB
Manager
Rebrand your Client Portal
your brand details.
Manage Your
IBs
Seamlessly manage your IB’s with our build in Client Manager module.
Product Features for Brokers
Rebranded
IB Portal
with easy login options
- A rebranded IB Portal specifically designed to provide a unified and intuitive client experience for your IBs.
- You can continue your onboarding process with your legacy system and allow your IBs to log in into our platform using their trading accounts.
Intuitive
Dashboards & Reports
Intelligent real-time dashboard to monitor your business KPIs. Built-in analytics includes client registrations, deposits/withdrawals, volume traded, commission/rebates generated and more.
N-Level Rebate
Management
with automated settlements
- The platform allows you to digitally create the most complex N-Level fee/rebate structure for both trading and managed accounts. It supports all four units ($,%, pips, and points) to configure the rebates.
Reconciliation
Reports
Built-In exclusively for Brokers
- It provides a comprehensive view of all the settlement accounts and allows you to compare and resolve all the settlement issues.
Managed
Account
Integrated to promote Strategies
- Your fund managers can pair with IBs and promote their published strategies. Configurable fee structures to share fees/rebates between fund managers and their IBs.
Integrated with MT4/MT5 and
Other trading platforms
Our trading platform, web API allows a seamless and robust connection to your trading environment.
Multi-Tier
Reward Program
Performance-based incentives
- This module enables you to set goals based on NTC, volume, and deposits and allows you to map the following types of rewards: gift vouchers, fee structures, and any other physical rewards.
Coupon
Module
for IBs to reward their clients
- Enable the coupons module for IBs to allow them to provide cashback rewards to their clients.
- Our platform allows you to configure all the parameters to match your business requirements.
Why Us
| Conventional IB Platform | FYNXT IB Portal |
|---|---|
| Manual onboarding and KYC verifications. | Easy to get started with digital onboarding |
| No integration with Managed Accounts Systems. | "Managed Accounts" IB program is specifically designed for Fund Management offerings. Seamless integration with our Managed Accounts. |
| Trading accounts are used as rebate accounts, which limits settlement in one currency. | Multi Currency Wallet to support currency wise rebate settlements. |
| Supports MT4/MT5 Platform. | Supports multiple trading platforms. |
| Manual calculations and settlements which requires lot of resources to support the program. | Automated rebate calculations and settlements. |
| Web Applications. | Responsive web application: IBs can access information anytime, anywhere. |
| Requires a development cycle to add languages which you support. | Comes with in-built language editor to offer multilingual solutions. |
| Typically, brokers must create multiple fee structure to meet IB's fees requirement. | Brokers can manage multiple fees requirement with one fee structure by creating coupons. |
Secure, Scalable & Easy To Integrate
Client Portal
Digital – Onboarding or MT4/MT5 Login
Dashboard
Client360 View
Sub IB & Tree View
Statements & Reports
Referral URL With Tracking ID
Withdrawal/Transfer to Trading Account
API Based Architecture
OPERATIONS
(Managed Brokers)
- Sales
- Operations
- Marketing
- CRM
- Regulatory Compliance
- IBs
- Mark Ups
- Fee Management
Integration With MT4/MT5 Trading System
Configure Settings For Allocations
Configure IB Portal: Add Your Branding
Automated Fee Calculations
Support, Now Simplified
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