Multi-Asset Brokers Partners & introducers

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.

Solutions used

What changed

  • New deals are configured, not rebuilt
  • Partners see the numbers finance sees
  • Month end no longer depends on spreadsheets
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Next step

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