Advanced Forex IB System & Partner Management
Multi-Tier IB & Partner Management Software for Brokers
Equip partners
with their own IB CRM and other tools that drive more revenue
Attract Forex IBs
Effortlessly manage
See immediate results
by monitoring partner performance and earnings via a real-time IB portal back office
Complete Transparency for Introducing Brokers
An Integrated IB Portal for Lead Tracking & Automated Rebate Payouts
Our features
All-in-One Forex IB Portal with built-in IB CRM and Marketing Empowering your Partners
Automated Referral Tracking
Provide partners with automated referral links to track sign-ups and ensure accurate, on-time commission payments in their own IB Portal granting them their own CRM to manage their business.
Performance Reporting Tools
Use detailed reporting to identify top-performing partners and strengthen loyalty through data-driven insights.
Managed Program Access
Allow account managers to seamlessly assign traders to multiple managed programs within your system.
Simplified Fee & Agreement
Automatically track high-water marks, calculate management and performance fees, and generate digital LPOA agreements—all in one tool.
Built-In & Compatible MAM Tools
Use the built-in universal MAM tool for quick setup, or integrate any third-party MAM plugin—CurrentDesk supports both.
Multi-Tier IB Network
Enable self-registration for partners, manage commissions, and configure unlimited multi-tier IB partnerships to grow your network efficiently. Compatible with a variety of trading platforms, be it MetaTrader 4, MetaTrader 5, ShiftTrader, etc.
Real-Time IB Alerts
Provide instant alerts for financial, performance, and KYC document uploads, helping partners quickly resolve processing issues.
Client Activity Monitoring
Receive automated alerts that highlight high-value or inactive traders so partners can re-engage and retain clients effectively.
Live Data & Centralized Insights
Reduce admin overhead with real-time data access—partners can view key performance metrics in one dashboard.
Scalable Broker Partner Software
Empower Your Affiliate Network to Drive Brokerage Growth
Maximize Lead Generatio
Help Partners and IBs to manage their entire lead generation process in one tool so they can spend more time selling and less time on admin.
Optimize IB Conversions
Focus partner efforts with pre-made marketing resources that help your IBs use your highest converting assets for their campaigns.
Automate Multi-Level Rebates
Automated commission calculation means you can reward thousands of IBs accurately and on time, across multiple IB network levels.
Optimize your brokerage business today
Frequently Asked Questions
Does CurrentDesk have a Forex IB portal and partner management system?
Yes, CurrentDesk features a fully integrated Forex IB portal and partner management system. This acts as a specialized mini-CRM where your Introducing Brokers (IB) and Asset Managers (AM) can seamlessly manage their networks and help you grow your business.
What types of multi-level IB and partner management programs are supported?
CurrentDesk has three different partner models built in to allow you to cater to your Introducing Brokers (IB) and Asset Managers (AM). You can set the rebates based on groups trading accounts are in. You can split rebates from a trading account between partners in a very simple way, or you can build complex hierarchies of rebate allocations, like a rebate allocation tree.
Does the broker partner software include built-in MAM or PAMM tools?
Yes, CurrentDesk comes with its own industry-leading built-in MAM for MT4, which allocates down to the cent. For MT5, you can use Goldi, for example.
Can you integrate with additional products?
Yes, every integration request is reviewed to verify that it meets the minimum technical and security standards. If the service meets the requirements, we can integrate with it.
Do you support white labeling in case we have multiple brands?
Yes, CurrentDesk supports multiple brands with different logos and colors.
Does your system have a loyalty or bonus program?
Yes, CurrentDesk offers such a solution. Clients can get bonuses for quick onboarding, making deposits, and referring other clients. For more info, please read about our bonus module.
Is CurrentDesk integrated with payment providers (PSP) and payment gateways?
Yes, CurrentDesk is integrated with many PSPs and also with a payment gateway, giving you access to hundreds of PSPs. Additional PSPs can be integrated upon request. CurrentDesk also has a flexible secure API that allows you to integrate with any PSP you choose.