Partner Management and IB Portal
Everything needed to succeed all from one dashboard
Equip partners
With 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 CRM Platform Built for Forex Success
Automated Referral Tracking
Provide partners with automated referral links to track sign-ups and ensure accurate, on-time commission payments.
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 trees to grow your network efficiently.
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.
