IB hierarchy software: a practical buyer guide
Evaluate a commission journey from source activity through the hierarchy, partner reporting and the payout workflow.
Evaluate the commission journey, not just the depth of the tree
IB software connects client attribution, trade activity, commission rules and partner reporting. Hierarchy depth is one decision; the more useful demonstration follows a commission through the entire program.
Define the program in plain terms
List the levels, eligible accounts, instrument groups and commission basis. Decide who can change a rate, how changes become effective and what the partner should see. Use a sample with a master IB and at least one sub-IB to expose ambiguities early.
Ask for a traceable calculation
The demo should show the source activity, the applicable rule, each beneficiary and the resulting commission record. Test a configuration change and check how the reporting distinguishes earlier activity from new terms. Confirm how canceled, corrected or delayed source data is reviewed.
Match the plan to the required network
| BrokerTech IB plan | Monthly price | Published scope |
|---|---|---|
| Basic | $1,000 | Up to 3 levels, partner portal and standard reports |
| Advanced | $1,500 | Up to 6 levels, 6x6 matrix and custom commission rules |
| Enterprise | $2,000 | Unlimited depth, API access and custom hierarchy scope |
The full IB system is included with Enterprise CRM. Confirm the required scope once in the proposal to avoid treating that included module as an additional subscription.
Look beyond the commission screen
Review partner access, staff administration, currencies, reporting and payout decisions. Referral attribution should connect to the CRM's actual registration path. Campaign click analytics, geographic link reporting and QR tracking are separate roadmap capabilities rather than part of the live IB offering.
Prepare for a migration
Map the current partner relationships and commission history, then compare sample calculations before cutover. BrokerTech's IB migration assessment is free and the data migration is capped at $3,000. A combined CRM and IB move receives one scoped quote.