Starter
$1,000/month
Affiliate/IB workflow
Prop Firm Affiliate CRM: IB Rooms, Coupons & Referral Payouts
Track partner leads, referral attribution, discount coupons, multi-level agents, earned commission, adjustments and settlement under defined source rules.
Affiliate/IB workflow · pricing and contractual scope
Prop CRM plans — package comparison
Match evaluation/risk monitoring, trader accounts, payout workflows and integrations to the specific use case on this page.
Standard
$2,000/month
Enterprise
Written quotation
These are our stated CRM software references. TRADE OS trading access, third-party MT5 rights, hosting, payment provider and market data may be separate. Request an exact written scope.
Evidence-led software procurement
A realistic acceptance test for Affiliate/IB workflow
This is a test to request from the vendor, not a claim that every provider passes. Require permission to run it against properly licensed demo systems before you sign a delivery or support agreement.
What to simulate
Refund a referred challenge after a commission is accrued and change the affiliate owner.
What evidence to keep
Prove an auditable clawback, corrected partner ledger and maker-checker payout controls.
Affiliate/IB workflow workflow
Five implementation and verification stages
Define affiliate hierarchy
Model one or more IB/affiliate levels and the rule for attribution to a trader checkout.
Link checkout and coupon codes
Track coupon discount, commission rate, refund, chargeback and promo expiration effects.
Capture immutable referral source
Prevent one event from earning duplicate commissions after webhook retries or campaign updates.
Reconcile chargebacks and fees
Compare partner-facing balances and claims with finance-approved payout account details.
Provide IB statements and disputes
Provide exportable statements and operator adjustments with recorded reasons and permissions.
Can referral payouts be automated without finance review?
They can be calculated automatically, but operator/finance controls should verify eligibility, returns, fraud flags and settlement before payment.
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Written pricing, third-party dependencies, acceptance milestones and support responsibilities.
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.