A multi‑tier partner programme paid from one record
How a Multi-Asset Broker moved master partners, sub-partners and introducers off spreadsheets and onto configured plans, with a portal for every partner.
The starting point
A client has a network of master partners, sub-partners and introducers across several regions, each on a negotiated deal. Commissions were rebuilt in spreadsheets every month, clients were attributed by hand, and partners disputed numbers they could not see.
What they needed
- Hold multi-tier hierarchies, each with its own plan
- Attribute every client and trade to the right partner
- Pay rebates and commissions on a schedule
- Give partners the same figures finance sees
What FYNXT delivered
FYNXT moved the programme to Incentive Management. Each deal is a configured plan, clients are attributed through links and codes, commissions roll up the hierarchy automatically, and every partner follows clients and earnings in their own portal.
What changed
- New deals are configured, not rebuilt
- Partners see the numbers finance sees
- Month end no longer depends on spreadsheets
- Dealing & trading ops
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See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.