We all know, introducing the right tools for Introducing Brokers (IBs) isn’t a nice-to-have thing, it’s a necessity.

Successful IB programs don't happen by chance. They are powered by data, supported by automation, and built on technology that makes growth easy and trackable.

So, what exactly are IBs looking for in 2025?
Here are the top 5 features every modern forex broker portal must offer to attract, retain, and empower IBs. Don't leave it to chance!

 

1. Real-Time Commission Tracking

IBs want transparency. If they can’t track their earnings in real time, they won’t trust the system and they may not stick around. Imagine referring to 15 traders in a week but having no idea how that reflects in your payout. Would you keep promoting that broker?

A modern broker portal should offer a clear, real-time dashboard showing:

  • Number of referred clients
  • Trading volumes
  • Tier-based commission breakdowns
  • Pending vs paid payouts

-Pro Tip: Add exportable reports and email notifications for added convenience.

 

2. Multi-Tier IB Structure with UTM Tracking

IB networks often grow beyond a single level. That’s why a smart broker portal should fully support multi-level IB hierarchies.

Even more importantly, it should allow for:

  • Accurate UTM/source tracking for each referral
  • Automatic commission allocation across tiers
  • Granular reporting for every sub-IB

-This isn’t just about paying commissions, it’s about giving IBs control over how they grow their business.

Don’t forget! The more effectively your provider leverages a multi-level system, the stronger and more scalable your IB management will be.
That’s exactly why we have such strong confidence in our own IB system.


3. Marketing Tools & Lead Management

You’d be surprised how many brokers leave IBs to do all the heavy lifting alone.

A high-performing IB portal should empower partners with:

  • Ready-made marketing banners and landing pages
  • Personalized and multi-option referral links
  • CRM-lite lead tracking for follow-ups
  • Simple campaign performance metrics

-When IBs have the tools to market well, everyone wins.

 

4.Integrate With Various CRM

Speed and visibility are everything in IB onboarding.
A modern broker portal should integrate seamlessly with various CRMs and provide instant updates that keep both you and your partners in the loop.

Here’s what that means in practice:

  • Client onboarding steps synced with your CRM
  • IB visibility into client progress without needing to chase the support team
  • Faster time-to-market thanks to automated workflows

-Bonus points, if the system supports multiple languages, document types, and compliance rules by region.

 

5. Reliable Support & Transparent Communication

IBs are business partners, not just affiliates. Treating them like one makes all the difference.

A modern portal should include:

  • A support ticketing system or live chat
  • Accessible FAQs and guides
  • Regular updates or notifications about payouts, platform changes, or promos

-Open communication builds loyalty. Always. Because when IBs feel supported, they don’t just refer. They stay, scale, and succeed.

 

Today’s IBs are more data-savvy and business-minded than ever. If your broker portal isn’t giving them the tools to succeed, someone else will. Modern IB portals aren’t just dashboards. They’re growth engines.

At ARN Fintech, we build platforms designed for performance, transparency, and scale.

We know we have one of the most advanced partner systems in the industry, and it’s always exciting for us to introduce it to more people. Want to learn how we can help?

Let’s talk. The future of partner portals is already here and we’re building it.