FXBO alternative: map the CRM and partner workflows
A practical guide to comparing client onboarding, IB hierarchies, commission reporting and a scoped migration.
Put the partner operation beside the CRM in your evaluation
When considering an FXBO alternative, map the work your brokerage needs from both the client back office and the IB platform. The result should describe how a client arrives, funds an account, trades and appears in the partner reporting.
Work through a representative partner
Choose a real structure with a master IB and a sub-IB. Document the eligible account types, instruments, rate rules and payment process. In a demo, trace a sample commission from its source trade through the hierarchy to the report the partner sees.
BrokerTech IB offers Basic, Advanced and Enterprise plans at $1,000, $1,500 and $2,000/month. Basic supports up to 3 levels; Advanced adds a 6x6 matrix and supports up to 6 levels; Enterprise offers unlimited depth and API scope. Enterprise CRM includes the full IB system, so that purchase should not be counted twice.
Test the connected client journey
BrokerTech CRM supports configurable onboarding questions, KYC connectivity, branded application PDFs, payments, account administration and support tickets. Sales and retention reporting help staff review the journey after registration. MT5, cTrader and TradeHawk connectivity is configured per deployment.
Compare written proposals
Use the current FXBO quote for its feature inclusions, prices and service terms. Compare it with the required BrokerTech CRM and IB configuration, adding hosting, provider usage and implementation to each side.
The assessment is free. CRM data migration is flat-priced and capped at $4,000; IB data migration is capped at $3,000. Moving both receives one combined quote based on data complexity. Trading-platform, plugin and mobile work is assessed separately.
We map the source records, import into a separate environment, reconcile balances and partner totals, then test the connected workflows. Your team signs off the scope and change window. For a CRM-only move, trading can remain on the existing platform; the plan separately identifies any temporary restrictions on CRM access, wallet transfers or payments.
The useful outcome is a demonstrated workflow and a scoped proposal, with the source exports and acceptance checks understood before the switch.
Review the FXBO comparison or discuss your partner structure.