Incentive Management

Every partner and client incentive on one engine, with a 0% take rate.

Commissions and rebates for partners and introducers, affiliate and referral programmes, bonuses, credits, contests, loyalty and prop trading all run live on one engine, natively inside your CRM. And none of your reward budget goes to us: we keep no share of what you pay out.

Every programme liveMT4 · MT5 · cTrader · DXtrade · Sirix0% take rate
Rebate ledgerLive
14:36:11XAUUSD · open 2.00open ½P-20417Master+$2.00
14:36:11XAUUSD · open 2.00open ½P-31052Level 2+$2.00
14:35:52US500 · close 1.00close ½P-20417Master+$1.00
14:35:52US500 · close 1.00close ½P-58830Level 4+$2.00
14:35:40BTCUSD · partial close 0.40close ½P-44810Level 3+$0.40
Sample data · $10.00/lot pool
Cascade · P-20417 network
Masterkeeps
$2.00
allocates $8.00
Level 2keeps$2.00allocates $6.00
Level 3keeps$2.00allocates $4.00
Level 4keeps$4.00
Pool $10.00 / lotBalanced
  • 0%
    take rate on what you pay out
    Platform fees are a subscription. How we define it
  • 100+
    regulated financial institutions
    Run their operations on FYNXT.
  • 5
    trading platforms, read natively
    MT4, MT5, cTrader, DXtrade and Sirix.
  • 6–8
    weeks to production
    With a sandbox, public docs and a forward-deployed engineer.

TRUSTED ON THE FYNXT PLATFORM

The problem

Your incentive stack is costing you more than your incentives.

Most firms pay partners through one tool, bonuses through another and rewards through a third – then reconcile the lot in a spreadsheet. Every seam between those tools is a place where money leaks and nobody is looking.

A different tool for every reward

An affiliate platform for CPA, a CRM module for rebates, a spreadsheet for bonuses, a contest microsite, a gift-card vendor – and a BI tool to try to reconcile them.

Nothing talks to anything

The CPA platform doesn't know the client also claimed a deposit bonus. The bonus module doesn't know that client's introducer is claiming a rebate. Nobody catches the collision until finance does, a month later.

Every new campaign is an engineering ticket

Marketing wants a Diwali promotion with a tiered deposit match. The answer is “next quarter.”

Your vendors take a cut of your spend

Many incentive and affiliate platforms charge a percentage of the rewards and rebates you pay. On a meaningful budget, that is a six-figure transfer from your clients' pockets to a vendor's.

Leakage is invisible

Overpaid rebates, duplicate CPA claims, self-referrals, wash trading in contests. Without one view across every programme, none of it surfaces.

Compliance can't get a straight answer

“Show me every reward paid to this client across every programme in the last two years” shouldn't be a week of work. Today, it usually is.

Your incentive stack
Affiliate platformCPA
CRM moduleRebates
SpreadsheetBonuses
MicrositeContests
Gift-card vendorRewards
BI toolReconciliation

Six contracts. Six copies of the client. No shared view.

Every programme is live on the same engine, from partner commissions and rebates to loyalty and prop trading.

Take rate

What is your take rate actually costing you?

A take rate is the percentage of what you pay out that an incentive or affiliate vendor keeps as its fee. If yours charges one, your reward budget is funding their growth. Put in your annual spend and your current rate.

Your reward budget goes to your clients, not your vendor.

What 0% means
  • FYNXT takes no percentage of the commissions, rebates or rewards you pay through the engine.
  • Platform fees are a subscription, agreed up front. They don't rise when your reward budget does.
  • How 0% applies to rewards marketplace fulfilment is set out in your proposal.

Why no percentage? A vendor whose revenue grows with your reward budget has a reason to want it bigger. That's a conflict of interest, so we don't take one.

What it's costing you

Your take rate, costed.

Set your annual spend and your vendor's rate, or start from a profile.

Over
$250,000 paid to your vendor every year. $750,000 over 3 years. FYNXT take: $0.
Vendor take per year
$250,000
FYNXT take per year
$0
Kept in your budget over 3 years
$750,000
Vendor5%
FYNXT0%

Illustrative arithmetic: annual spend × take rate. Platform subscription fees are quoted separately and aren't included. Not a quote.

How it works

One engine. Two planes. Six programmes.

Affiliate platforms handle partners. Loyalty platforms handle customers. Industry CRMs bolt a shallow version of both onto the side. FYNXT Incentive Management runs every programme on one engine – wired to your trade feed and your client lifecycle, and settled through one path.

Partners and customers on the same engine.

  • 01Live

    Commissions & rebates

    Per-lot, per-pip, %-of-spread and %-of-commission rebates across unlimited partner levels.

  • 02Live

    Affiliate & referral

    Affiliate CPA on a first deposit or a qualified client; refer-a-partner and refer-a-customer.

  1. Evaluate
  2. Promote
  3. Process
  4. Settle
  • 03Live

    Acquisition bonuses

    Sign-up, welcome and first-deposit incentives, configurable to what your regulator permits.

  • 04Live

    Promotional credits

    Deposit-match and trading credits, cashback, and spread or commission rebates back to the trader.

  • 05Live

    Contests & SPIFs

    Tournaments and leaderboards for traders, partners and sales teams.

  • 06Live

    Loyalty & rewards

    Points, tier ladders, VIP programmes and a redemption store.

07Live

Prop trading

Multi-phase evaluations with automated payouts.

One settlement path
  1. Approve
  2. Settle
  3. Audit
Trade closed · XAUUSD 2.00 lots · evaluating rebate structure

01 Native to the trade feed

Reads trades executed, closed, partially closed and closed-by on MT4, MT5, cTrader, DXtrade and Sirix. A retail loyalty engine doesn't know what a lot is. This one does.

02 Inside the CRM

Runs natively inside Financial CRM, or connects to your existing stack through APIs. Partners, clients and accounts are the records your team already works in.

03 One settlement path

Every payout, whichever programme it comes from, goes through the same approval, settlement and audit trail.

See how a programme is configured
The programmes

Every programme type, one engine.

Partner and introducer commissions, rebates, affiliate and referral, bonus, credit, contest and loyalty programmes, plus prop trading as an add-on, all run live on the same engine and settle through the same approval and audit trail.

01 · Commissions & rebatesLive

Grow with your top partners.

Pay-per-flow commissions and rebates for partners and introducers, configured per symbol group, account type and server – with the same engine handling commission share, trailing commission and residuals for other partner models.

Partner portal · P-20417MP
  • P-20417Master partner48 sub-partners1,212 clients
  • P-31052Level 214 sub-partners386 clients
  • P-44810Level 33 sub-partners92 clients
  • P-31077Level 29 sub-partners241 clients
Sample data
Rebate models
$ per lot · pips per lot · % of spread · % of commission · dual components
Hierarchy
Unlimited depth, with retention at every level
Trading platforms
MT4 · MT5 · cTrader · DXtrade · Sirix
Trade capture
Streaming, with polling as a safety net
Currencies
Multi-currency, with dynamic currency conversion
Fraud screening
Nine anomaly patterns, screened in real time
Settlement
Invoices per cycle, released on manual or automatic approval
Take rate
0%
02 · Affiliate & referralLive

Pay only when a partner delivers.

One-off CPA payouts on a first-time deposit or a qualified client, with refer-a-partner and refer-a-customer links tracked from click to deposit.

Illustrative layout
What it covers
  • Fixed amount, % of deposits, % of trade volume, or both combined
  • Different rates by country
  • Duplicate-KYC, self-referral and geo-mismatch checks
  • Server-to-server postbacks to the affiliate platform you already use
03 · Acquisition bonusesLive

Drive deposits without leaking margin.

Registration bonuses, first-deposit matches and non-withdrawable trading credit – configurable to what your regulator permits, with the disclosure regime built in.

Trading bonuses for retail clients are restricted or prohibited in several jurisdictions. The engine enforces eligibility by jurisdiction; what you offer is your compliance team's decision.

Illustrative layout
What it covers
  • Caps and expiry per programme
  • Withdrawal unlock by volume, time or tier
  • Eligibility enforced by jurisdiction
  • Multi-currency
04 · Promotional creditsLive

Reward engagement, not just acquisition.

Deposit-match and trading credits, cashback, and spread or commission rebates back to the trader – recurring, and tied to how clients actually trade.

Illustrative layout
What it covers
  • Recurring credits at engagement, not one-off
  • Cashback and spread or commission rebates to the trader
  • Configurable to what your regulator permits
05 · Contests & SPIFsLive

Turn trading into a competition.

Tournaments and leaderboards for traders, branded contests your top partners run themselves, and sales SPIFs for your own desk – one mechanism, three audiences.

Illustrative layout
What it covers
  • Scoring by % return, net P&L, lots or deposits
  • Real-money, virtual or pure-glory prizes
  • Wash-cluster detection with automatic disqualification
  • Leaderboards embeddable on your own site
06 · Loyalty & rewardsLive

Every active trader feels like a VIP.

A points currency in your own brand, tier ladders and missions, one wallet for points earned in any programme, and a redemption store for cash, trading credit, vouchers, goods and travel.

Illustrative layout
What it covers
  • Bronze to Platinum tiering, with tier boosts
  • Different point rates by asset class
  • Missions with unlockable rewards
  • One catalogue and one monthly invoice for fulfilment
07 · Prop tradingLive

Run a prop trading programme on the same engine.

Multi-phase evaluations with profit-target, daily-loss, drawdown and consistency rules enforced at the trading-platform layer, with configurable profit splits.

Illustrative layout
What it covers
  • Two-phase, one-step, scaling and instant challenges
  • Copy-trading, latency-arbitrage and news-trading detection
  • KYC-aware automatic payouts
  • Multi-brand from one instance
Partners, affiliates and introducers

Every partner type and every programme, in one network.

Master partners, sub-partners, affiliates and introducers sit in one hierarchy, and each takes part in the programmes that fit them. Who a partner is and what they earn live in the same record, so nobody reconciles two systems at month end.

Programme types
Partner networkSample data
  • Your firmProgramme owner
  • Master partnerP-20417CommissionsRebatesContests
  • Sub-partnerP-31052CommissionsRebates
  • IntroducerP-44810CommissionsReferral
  • IntroducerP-58830CommissionsReferralContests
  • AffiliateA-7731Affiliate CPA
  • ClientsDirect and referredLoyaltyContestsBonusesReferral

Pick a programme type to see who in the network earns it.

Partner management

Onboard, organise and equip every partner.

The partner side of the programme runs on the same foundation: from the first application to the monthly statement.

Partner onboarding

Applications, document checks and approval routing for every partner type, with welcome messages sent automatically.

Unlimited hierarchy

Multi-level structures with roles, ownership and per-level rules. Move a partner and their network follows.

Tracking and attribution

Tracking links, UTM parameters and QR codes attribute every client from click to deposit, across tiers.

Partner portal

Statements, network performance, referrals, payouts and requests in a portal that carries your brand.

Marketing resource centre

Branded banners, landing pages and campaign links your partners can use without raising a ticket.

Payouts and statements

Calculation, approval and payout on your schedule, with a reviewable record behind every amount.

Partner records, documents and approvals share the audit trail described under governance below.

The commission engine

The commission engine your competitors can't describe.

Every vendor claims flexible commission models. Ask how they split a rebate between open and close, override a decaying multi-level rate, or pay a regional manager on a whole network's volume. Specificity is the proof.

  • RebateLive
  • Add-onLive
  • CPALive

Paid on open and on close.

The commission splits 50/50 between the open and the close, on every component type. Partial closes pay proportionally, and MT4/MT5 close-by operations are handled correctly. Most engines pay only on close.

RUN IT YOURSELF
Step through one position at $10.00 per lot.
Ready
  1. 01Client opens EURUSD · 1.00 lot+$5.00 · open half
  2. 02Partial close · 0.40 lot+$2.00
  3. 03Closed by an opposite position · 0.30 lot+$1.50
  4. 04Final close · 0.30 lot+$1.50
Paid so far $0.00 of $10.00
Open halfClose half
Illustrative figures.

Four component types, combined

$ per lot, pips per lot, % of spread and % of commission – or two components in one structure.

Scoped the way you trade

Configure per symbol group, per account type and per server.

PAMM and copy trading too

Rebate structures also run on PAMM, MAM and copy-trading accounts, with performance-fee distribution.

PAMM / Copy Trading
Master partner self-service

Let your top partners run their own networks.

A top partner choosing between firms picks the one where they can manage their own network without filing tickets – and where growing deeper still pays them the same per lot. Give them two ways to do it.

You stop being their back office.

THE $10.00 POOL, CASCADING

A client of the deepest partner trades 1.00 lot: $4.00 · $2.00 · $2.00 · Master $2.00.

P-20417Masterkeeps $2.00
Master$2.00
allocates $8.00Fixed at every depth
P-31052Level 2keeps $2.00
$2.00
allocates $6.00
P-44810Level 3keeps $2.00
$2.00
allocates $4.00
P-58830Level 4keeps $4.00
$4.00
allocates $2.00
A client of the deepest partner trades 1.00 lot
Pool $10.00 · allocated $10.00 · balanced

Illustrative configuration at a $10.00 per lot pool.

Pool inheritance

A sub-partner's pool is automatically the allocation their parent gives them.

Cascade revalidation

If a parent reduces an allocation, affected structures are flagged, those partners are emailed and settlement waits until they reconfigure.

Guardrails built in

Sub-levels can't exceed the pool, every level keeps a minimum, editable structures go only to top-level master partners, and no partner can hold two structures on the same group and server.

Every change on the record

Assignment history is kept for recalculation and dispute investigation – including every self-service change a master partner makes.

Book a demoTalk to sales
The decision pipeline

Configuration, not development.

Every programme is built from the same nine stages, run in the same order. Changing a programme means changing a stage – not raising a ticket.

STAGE 1 OF 9

Business objective

What the programme is for.

Example programme
In “Q4 gold partner rebate”
Business objective
Grow active partner networks in Q4
  1. STAGE 1 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Business objective
    Grow active partner networks in Q4
  2. STAGE 2 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Eligibility
    Master partners on MT5 Live · index and metals groups
  3. STAGE 3 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Behaviour
    Client trades: open, close, partial close, close-by
  4. STAGE 4 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Measurement
    Lots per symbol group, per server
  5. STAGE 5 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Reward
    $10.00 per lot pool · bidirectional · cascading
  6. STAGE 6 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Approval
    Manual approval on every settlement invoice
  7. STAGE 7 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Settlement
    Weekly cycle · credited to partner accounts
  8. STAGE 8 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Analytics
    Volume, payout and cost by network and level
  9. STAGE 9 OF 9
    Example programme
    In “Q4 gold partner rebate”
    Optimisation
    Adjust metals rates for the next cycle

The trigger is no longer just the trade.

The engine reads your trading platforms natively, with no change needed on the platform side – and it listens to your client lifecycle too.

TRADE EVENTSLive
  • Trade executed
  • Trade closed
  • Partially closed
  • Closed-by
STAGE 3 OF 9Behaviour
LIFECYCLE EVENTSLive
  • Client approved
  • First deposit
  • First futures trade
  • Cross-product adoption
  • Revenue milestone
  • Options usage detected
  • Corporate account opened
  • Retention threshold hit
Attribution & tracking

Every partner link is a measurable campaign.

A referral link knows the partner, the programme and the campaign. It lands on the approved domain for the visitor's jurisdiction, and every registration, KYC approval, first deposit and first trade is attributed back to the click that started it.

Referral links apply to rebate and CPA programmes. Bonus, contest and rewards programmes don't use referral links.

Regional domain, landing page, partner ID, programme ID and UTM parameters – previewed live as you build, created one at a time or in bulk from CSV, with QR codes that carry their UTMs.

An approved domain for each regulatory jurisdiction, geo-matched with a default fallback – plus universal intermediary domains to route around ISP-level blocking.

Route by device, country, time of day or traffic source, weight destinations for A/B tests, and simulate a rule before it goes live.

From impressions to active traders, with the drop-off and the time between every stage.

Partner IDs open or AES-256 encrypted, per link

Click-fraud checks: bots, IP reputation, velocity, duplicate clicks

Layered tracking: first-party cookie, session, server-side, fingerprint

First-click attribution, system-wide

Governance & compliance

Built for the regulator's question.

“Show me every reward paid to this client, and who approved it” should take a filter, not a week. Every structure change, every settlement and every payout carries its evidence with it.

Seven-year immutable audit log

Every configuration change, approval and payout – including master partner self-service actions.

Approval-gated settlement

Invoices are released on manual or automatic approval, and can be verified against the rebate audit trail.

GDPR and CCPA

Data-subject access exports and right to erasure.

Bonus disclosure regimes

MiFID II, FCA, CFTC and MAS disclosure handling, built into bonus programmes.

Validation
Structure GOLD-CASCADE-10checking
Pool $10.00 · allocated $10.00ok
Minimum kept at every levelok
P-31077 already holds MT5-LIVE / Indicesblocked
Editable structure on a top-level master partnerok
Nothing is assigned until every check passes.

Structures are checked as they're built: sub-levels within the pool, a minimum kept at every level, and no duplicate structures on the same group and server.

Validation
Structure GOLD-CASCADE-10checking
Pool $10.00 · allocated $10.00ok
Minimum kept at every levelok
P-31077 already holds MT5-LIVE / Indicesblocked
Editable structure on a top-level master partnerok
Nothing is assigned until every check passes.

Audit log

214 ENTRIES · 2026.09.01 → 2026.09.17EXPORT CSV
TIME
ACTION
OBJECT
BEFORE
AFTER
USER
14:36:11
Settlement approved
INV-2026-09-W2
Awaiting approval
Approved
l.santos
14:12:45
Downstream structure flagged
P-44810 · cascade
Active
Needs reconfiguration
system
14:12:44
Allocation changed (self-service)
P-31052 · cascade
keeps $2.00
keeps $3.00
P-31052
11:05:02
Structure assigned
GOLD-CASCADE-10 → P-20417
Cascading
r.mehta
09:41:30
Rate changed
Indices · $ per lot
$9.00
$10.00
r.mehta
08:12:55
Anomaly resolved
P-31077 network
Held
Released
a.okoye
Before and after value on every entryIMMUTABLE & EXPORTABLE
Platform & deployment

Your team configures it. Not ours.

Programmes are configured in no-code builders on the FYNXT platform, connected to the trading platforms and systems you already run, and in production in weeks.

Incentive programme builder

Set up a programme stage by stage – eligibility, reward, approval and settlement – without writing code.

Nine stages

Object builder

Model partners, programmes and payouts as your own records, with your own fields and relationships.

Your data model

Workflow builder

Automate approvals, routing and escalation around every programme.

Approvals

Client experience builder

Put partner and trader views into your client portal without a release.

Client portal
Explore the no-code factory

Trading platforms

  • MT4
  • MT5
  • cTrader
  • DXtrade
  • Sirix
Incentive Management

Where it lands

  • Financial CRM & client portal
  • Your existing CRM, via API
  • Affiliate platforms, via postbacks
  • Reward fulfilment providers

100+ integrations across the FYNXT platform.

Financial CRM

Live in six to eight weeks.

  1. 01

    Sandbox & docs

    Public documentation and a sandbox environment from day one.

  2. 02

    Connect & configure

    Trading servers and CRM connected; your structures configured with your team.

  3. 03

    Pilot

    Run the programme with selected partner networks before you switch everything over.

  4. 046–8 weeks

    Production

    Go live with a forward-deployed engineer alongside your team.

How we compare

How FYNXT compares.

Incentive tooling comes from three directions – CRM incentive modules, affiliate platforms and loyalty engines. Each is strong in its own slice. These are the rows where they stop.

FYNXT Incentive Management compared with CRM incentive modules, affiliate platforms and loyalty engines
CapabilityFYNXT Incentive ManagementCRM incentive modulesAffiliate platformsLoyalty engines
Partner-side programmes (rebates, CPA)
Rebates and CPA
Yes, varying depth
Yes
No
Customer-side programmes (bonus, credits, contests, loyalty)
Yes
Partial, as separate modules
No
Yes
Partners and customers on one engine
Yes, one engine
No
No
No
Cross-programme deconfliction
Yes
No
No
No
Take rate on reward spend
0%
Varies
Often a % of spend
Varies
Native trade-event listening (MT4/MT5/cTrader/DXtrade/Sirix)
Yes
Partial
No
No
Lifecycle-event triggers
Yes
Limited
No
Yes, but not trading events
Bidirectional rebates (open + close split)
Yes
Rare
N/A
N/A
Add-on override structures for indirect referrals
Yes
No
No
N/A
Master partner self-service (full control / cascading)
Two modes
Rare
No
N/A
Integrated fulfilment, single invoice
Yes
No
No
Usually via a separate vendor
Contest engine with anti-collusion detection
Yes
Basic or none
No
No
Prop-trading challenges
Yes, as an add-on
Via partner integration
No
No
Regional domain routing / anti-blocking
Yes
No
Rare
No
No-code configuration
No-code builders
Vendor tickets common
Partial
Yes
Audit retention
7-year immutable
Varies
Varies
Varies

Categories describe the common shape of each type of product in 2026. Capabilities vary by vendor and release; we're happy to walk through a specific comparison in a demo.

Questions

The questions firms actually ask.

It's the system that decides what you pay partners, affiliates, introducers and clients, why, and how it settles. FYNXT Incentive Management runs every programme on one engine, natively inside your CRM: partner and introducer commissions and rebates, affiliate and referral programmes, acquisition bonuses, promotional credits, contests, loyalty and prop trading.

Ready when you are

Ready to run your incentives on one engine?

Bring your rebate structures, your partner hierarchy and your current take rate. We'll model them on the engine – and show you what 0% looks like on your own numbers.

  • Every programme · live
  • Bidirectional rebates
  • Master partner self-service
  • Five trading platforms
  • 0% take rate