Broker CRM
Turn Your Partner Network Into a Scalable Distribution Channel.
A portal your partners will actually use, and commission rules your finance team can trust.
Dashboard
LOLayla OkonkwoCommission, last 30 days
Referral link
https://portal.clarivon-markets.demo/r/LAYLA-7Q2- Clicks
- 2,914
- Sign-ups
- 311
- Funded
- 146
- Conversion
- 5.0%
Clarivon Markets Ltd is a fictional entity used for demonstration. Trading leveraged products carries a high level of risk.
Built for partner programmes.
Referral links
Tracked links and campaign codes with click, sign-up and funding attribution.
Client tree
Every partner sees their own clients and sub-partners, nothing else.
Sub-IB hierarchy
Multi-level structures with tier shares defined per plan.
Commission plans
Per-lot, spread-share or custom logic by account type and instrument group.
Earnings
Accrued commission visible as trades close.
Payouts
Request, approve and pay with a full audit trail.
Reporting
Statements for partners, summaries for management.
Performance analytics
Conversion, activity and volume by partner and campaign.
A hierarchy you can read at a glance.
Master IBs, sub-IBs and direct clients in one tree, with volumes and commission rolling up through each level.
- Layla OkonkwoMaster IB
- Noor Al-SayedSub-IB, 41 clients
- Gulf Traders DeskSub-IB, 18 clients
- Direct clients23 accounts
- Aiko TanabeSub-IB, 27 clients
- Direct clients27 accounts
- Direct clients78 accounts
Request a CRM Demo.
We will walk your team through the client portal, IB portal and back office, using your own workflows as the script.