Which IBs bring clients who actually trade?
Each partner is ranked by net value: the trading revenue their clients bring, minus the rebates you pay.
Partner Intelligence
Know which partners grow your book, and which only grow their rebates.
Partner Intelligence scores every IB and affiliate on the value their clients really bring, flags rebate abuse before payouts go out and tells you who deserves a better tier.
This morning · example
- Partner IntelligenceReview
IB‑117's six new accounts share one device. Hold rebates for review.
6 sign-ups, 1 deviceNo deposits in 48 hRebates +340%3 sources - Partner IntelligenceWatch
AFF‑22's buyers pass at 3× the average. Move AFF‑22 to the top tier.
41 salesPass rate 3×Low refunds3 sources - Partner IntelligenceReview
IB‑311's clients stop trading after their first deposit. Review the campaign source.
14 clients71% inactiveOne landing page3 sources
01The questions it answers
Five questions, answered every day.
Each used to take an export, a spreadsheet and a meeting. Now each answer arrives with its evidence.
Is anyone gaming the rebate plan?
Self-referrals, shared devices, wash trading and sign-up spikes are flagged before payouts go out.
Who deserves a better tier?
Tier proposals arrive with the numbers behind them, ready for the IB manager to approve.
Which partner trees are growing fastest?
Growth is tracked through the whole tree, from the master IB down.
Which affiliates bring traders who pass challenges?
Pass and refund rates per affiliate show who brings real traders to a prop firm.
02What it watches
Signals from across the brokerage, read together.
No single system holds these signals. The Brokerage Intelligence System connects them, so Partner Intelligence sees the whole picture.
Reads from
IB SystemTrees, referrals, rebates, payouts
Client PortalSign-ups, deposits, devices
Trading serversVolume and patterns per referred client
AltimaCRMClient status and retention
Prop SystemChallenge sales and pass rates
Built inPartner Intelligence
Produces
Partner valueRevenue minus rebates
Rebate holdBefore abuse is paid
Tier proposalWith the evidence attached
Campaign reviewWhen clients stop trading
03Try it
Monitor partner activity, from referrals to rebates.
Sort the board by any column and select a partner to see why the Brokerage Intelligence System scores it the way it does.
6 partners · this monthSelect a row
| Partner | Status |
|---|
IB‑204
Net value is trading revenue from referred clients minus rebates paid.
04Who acts on it
Every decision goes to the desk that owns it.
Each one reaches the person who owns it, in the screen they already use.
| Decision | Goes to | Evidence used |
|---|---|---|
| Hold rebates | IB manager | Devices, deposits, sign-up timing |
| Propose a tier change | IB manager | Net value, growth |
| Review a campaign | Marketing | Retention of referred clients |
| Release a payout | Finance | All checks clean |
See Partner Intelligence on your own data.
We will run it on a sample of your brokerage and show you the first decisions it would make.