Partner trees
Master IBs, sub-IBs and affiliates in one tree. You always know who brought whom.
Product · Signals Intivion's Brokerage Intelligence
Automated IB rebates and payouts that pay for value, not volume.
Intivion's IB System calculates every rebate, pays every partner accurately and manages every IB, sub-IB and affiliate in one system. Built-in Brokerage Intelligence flags IB fraud as it happens, from incorrect payouts to referred traders placing trades just to earn rebates. You grow the network. The system handles the rest.
Every referral traced and every rebate calculated before a payout is approved.
Built to run your entire partner network. If an IB's clients are trading only to earn rebates, the Brokerage Intelligence System holds the payout before it goes out and shows you why.
Commission plans
Pay on CPA, pips, lots or a hybrid. Set different rates by group or instrument.
Automated payouts
Payout runs on your schedule. Suspicious ones are held automatically, with the reason attached.
Partner portal
IBs check their own referrals and earnings, so your team stops answering "where's my rebate?" emails.
Campaigns and promo codes
See exactly which partner, link or promo brought each deposit.
Duplicate detection
Blocks repeat sign-ups across the portal and forms before they can claim a promo.
Reward the IBs who bring real clients, with every payout verified.
Pay IBs on CPA, pip, lot or hybrid plans, sign every agreement through DocuSign, and let partners request payouts from their own portal. AltimaCRM recalculates each request against live rebates, and the Risk Management System and Anomaly Detection flag anything that doesn't add up before it's paid.
Intivion · IB System
Partner tree
Every IB and sub-IB in one view, with a health signal on each.
- IB‑100 · master3 sub-IBs · 60 clients
- IB‑20438 clients · $184K net deposits
- IB‑31114 clients · 71% inactive
- IB‑1176 clients · 1 shared device
Rebate plans
CPA, pip-based, lot-based or hybrid. Mix plans by group and instrument.
| Plan | Basis | Rate | Partners |
|---|---|---|---|
| Standard | Lot-based | $6 FX · $8 Gold | 41 |
| Spread share | Pip-based | 0.4 pip per trade | 12 |
| Affiliate | CPA | $300 per first deposit | 18 |
| Hybrid | Lot + CPA | $4 + $150 | 5 |
IB agreements
Agreements sent and signed through DocuSign, then stored on the IB's record.
| Partner | Agreement | Plan | Status |
|---|---|---|---|
| IB‑204 | Master IB agreement | Hybrid | Signed via DocuSign |
| IB‑152 | Affiliate agreement | CPA | Signed via DocuSign |
| IB‑311 | Sub-IB agreement | Lot-based | Sent for signature |
| IB‑417 | Master IB agreement | Pip-based | Draft |
IB portal
Partners check their rebates and raise a payout request themselves.
- Rebate balance · $14,800IB‑204 · 38 active clients · 412 lots this month
- Payout request · $14,800Raised from the IB portal · 09:42
- Recalculated by AltimaCRMMatches live rebates · ready for the payout run
Payout run
AltimaCRM recalculates every request. Anything unusual is flagged for review, with the reason attached.
| Partner | Amount | Checks | Status |
|---|---|---|---|
| IB‑204 | $14,800 | Clean | Released |
| IB‑152 | $9,200 | Clean | Released |
| IB‑405 | $7,800 | Unusual trading pattern | In review |
| IB‑117 | $2,900 | Shared device | Flagged |
Accurate IB rebates, verified on every payout.
Referrals, rebates and payouts feed the Brokerage Intelligence System, which scores each partner and flags payouts linked to unusual trading patterns, shared devices or duplicate accounts.
IB System sends
Referrals
Rebates
Payouts
Brokerage Intelligence System
IB System receives
Partner scores
Payout review flags
Feeds these intelligences
IB managers, finance and partners, finally working from the same numbers.
Rebate disputes start when every side keeps its own spreadsheet. The IB System gives each role one source of truth, and the Brokerage Intelligence System flags what needs attention.
Example: the IB manager, finance and the partner all see the same IB‑204 payout of $14,800, recalculated by the IB System.
IB manager
IB manager
Sees which partners bring clients who actually deposit and trade, and puts budget behind them. Rebate plans, agreements and promo codes live in one place.
Next: Back this IB →Finance
Finance
Approves payout runs knowing every rebate has been recalculated and every flag comes with a reason. Month-end reconciliation stops being a fire drill.
Next: Approve payout →Partner
Partner
Logs into the IB portal to check referrals and live rebates, and requests a payout without emailing anyone.
Next: Request payout →What is Intivion's IB System?
Intivion's IB System is IB management software for Forex/CFD brokers. It automates multi-tier rebate calculations and payouts, gives partners a self-service portal, and uses the Brokerage Intelligence System to detect IB fraud, such as incorrect payouts and trading done only to earn rebates.
Questions brokers ask about the IB System.
How Intivion handles IB rebates, payouts and partner fraud for Forex/CFD brokers.
Can we see which partner brought each deposit?
Yes. Campaign tracking and promo codes tie every lead and deposit back to the partner, link or offer that brought it, so you can see exactly which IBs and affiliates bring real clients.
Which IB commission plans does the IB System support?
You can pay partners on CPA, pips, lots or a hybrid of these, with different rates by group or instrument. Master IBs, sub-IBs and affiliates sit in one partner tree, so multi-tier rebates are calculated automatically and you always know who referred whom.
How are IB payouts automated?
Payout runs happen on your schedule, and partners can raise payout requests from their own portal. AltimaCRM recalculates every request against live rebates before it is paid, and any payout that looks suspicious is held automatically with the reason attached.
How does the IB System detect IB fraud?
The Brokerage Intelligence System scores each partner and flags payouts linked to unusual trading patterns, shared devices or duplicate accounts, including clients trading only to earn rebates. Duplicate detection also blocks repeat sign-ups across the portal and forms before they can claim a promo.
Is there a self-service portal for IBs?
Yes. IBs check their own referrals, rebates and earnings and request payouts themselves, so your team stops answering “where's my rebate?” emails. IB agreements are signed through DocuSign and stored on each partner's record.
See the IB System on your brokerage.
We'll set it up on a model of your business and show you what the Brokerage Intelligence System adds on day one.