Lite
$1,500 setup + $400/month
Forex IB CRM · Own-brand broker technology
Forex IB CRM & Partner Management Software
Specific forex IB CRM solution, integrating relationship management with partner financial calculations.
Client lifecycle
Permissions & control
Platform integrations
Reports & data
Forex IB CRM · pricing and contractual scope
Forex CRM packages — price context
Compare the recurring software cost before choosing your exact Trader Room, IB, Back Office or integration workflow.
PRO
$3,500 setup + $499/month
ULTRA
$15,000 setup + separate hosting/support
Published software references; contract controls source-code rights, hosting, third-party integrations and account limits. Request an exact written scope.
Forex IB CRM · implementation and commercial evidence
What successful Forex IB CRM delivery actually looks like
Your IB/affiliate programme needs deterministic parent-child attribution, commission versioning, reversals and a partner-access boundary. An ordinary sales CRM can display referrals yet still fail to calculate money owed after swaps, corrected executions or IB reassignment.
A multilevel partner wallet is a financial sub-ledger, not simply a marketing attribution field. Decide whether commission is earned on deposits, executed volume, spread or approved events before selecting a module.
Topic-specific requirements to put in the statement of work
Forex IB sales pipeline
Capture partners and affiliate onboarding.. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
IB payout approvals
Review bank/PSP status and settlements.. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Multi-level commission tiers
Calculate hierarchies and exception adjustments.. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Dedicated IB login
Expose only permitted referrals and reports.. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Broker CRM linking
Associate referred clients, trades and support history.. Include the exact integration boundary, responsible system, operator permission, exception response and exportable acceptance evidence for this requirement.
Acceptance tests before launch
Evidence 1
Reassign an existing referral
Move a client after trades and ensure past periods retain their original commercial owner while future rebates follow policy.
Evidence 2
Replay corrected executions
Send duplicate and reversed trades into a two-level rebate tree; ensure no double commission payout.
Evidence 3
Export partner statements
Prove that the partner's view and the finance team's payable and adjustments agree, including tax or currency conversion.
Commercial scope and exclusions
Compare maximum hierarchy depth, commission calculation rules, report exports, IB self-service seats, payment approvals, CRM integration and historical data migration.
Published package reference does not grant MetaQuotes broker licence, regulated permissions, PSP merchant approval, source-code rights or guaranteed financial results.
Vendor-owned primary capability evidence is not independent performance certification. Confirm exact rights, feature availability and commercial terms in a written dated proposal.
B2CORE broker portal vendor example ↗Forex IB CRM buying checklist
Validate forex ib crm against these delivery requirements.
1
Forex IB sales pipeline
Capture partners and affiliate onboarding.
2
IB payout approvals
Review bank/PSP status and settlements.
3
Multi-level commission tiers
Calculate hierarchies and exception adjustments.
4
Dedicated IB login
Expose only permitted referrals and reports.
5
Broker CRM linking
Associate referred clients, trades and support history.
Is Forex IB CRM separately licensed?
The base CRM and IB portal rights depend on selected tier and written scope. Special custom rebate, multi-brand or partner tools may incur separately quoted work.
Buy the right forex ib crm package.
Get a written scope for software, modules, support, usage and third-party dependencies before purchasing.
MT5 Broker Setup · Fin Node Software Solutions
MT5 broker setup, Forex CRM and integration experience.
Operated by FIN NODE SOFTWARE SOLUTIONS CO. LLC, Dubai, UAE. Our team supports MT5 platform implementation, Forex CRM and Trader Room, prop firm systems, liquidity connections, integrations and delivery support for global B2B clients. We are a software provider, not a broker or financial institution.
8+
Team experience
40+
Clients served*
500,000+
End users reached*
UAE
Operating company
*Experience and reach figures are company-reported across the team's technology projects, not independently audited MT5 Broker Setup customer or active trading-account counts. No brokerage, financial-services, MetaQuotes partner, ISO or uptime certification is implied. Read our disclosure.