Forex Partner Management Software and IB Portal
Everything needed to succeed all from one dashboard
Equip partners
With their own IB CRM and other tools that drive more revenue
Attract more
Account managers with flexible managed programs
Effortlessly manage
And reward multi-level IB partnerships
See immediate results
Via real-time dashboard
Partners can access their own portal to manage
Incoming leads, review their performance, and receive 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 Partner 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 Partner 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.
Our innovative services
Building and crafting your digital future
Drive results
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.
Get more conversions
Focus partner efforts with pre-made marketing resources that help your IBs use your highest converting assets for their campaigns.
Automate growth
Automated commission calculation means you can reward thousands of IBs accurately and on time, across multiple IB network levels.
Optimize your brokerage business today
FAQ
Q: Does CurrentDesk have a partner portal?
A: Yes, the CurrentDesk system offers a partner portal. This partner portal is like a mini-sales person CRM, where your Introducing Brokers (IB) and Asset Managers (AM) will be able to manage their business and help you grow.
Q: What type of Partner (IB or AM) programs does CurrentDesk offer?
A: CurrentDesk has three different partner morels 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.
Q: Does CurrentDesk provide a MAM or a PAMM?
Yes, CurrentDesk comes with its own industry leading built in MAM for MT4 which allocates down toe the cent, and you can use Goldi for example for MT5.
Q: Can you integrate to additional products?
A: Yes, every integration request is reviewed to verify that it meets the minimum technical and security standards (It would not be beneficial for you that we integrate with an insecure system for example). If the service meets the requirements then we can integrate to it.
Q: Do you support white labeling in case we have multiple brands?
A: Yes, this is not a problem
Q: Does your system have a loyalty or bonus program?
A: Yes, CurrentDesk offers such a solution. Clients can get bonuses for quick on-boarding, making deposits, and referring other clients. For more info please read about our bonus module.
Q: Is CurrentDesk integrated with payment providers (PSP) and payment gateways ?
A: Yes CurrentDesk is integrated with many PSPs and also with a payment gate way. You can access to hundreds of PSP. As per request, we can integrate to additional PSP.
In addition CiurrentDesk has a flexible secure API which allows you to integrate to any PSP you choose.