Introduction

Optimize your IB promotion process with automated upgrades based on predefined criteria. This powerful tool enables you to configure tier-specific promotion rules with ease, automatically identify eligible clients, and generate detailed reports to track and manage promotions efficiently. Enhance operational efficiency while driving client engagement and growth.

App Details

Key Features

Brokers will have the capability to configure advanced automated IB tier upgrade settings upon installing the application from the AXIS FX CRM Marketplace.

Configurable Tier Upgrade Requirements
Define deposit thresholds for each IB tier or rank, ensuring IBs meet the necessary criteria for promotion. Reward top-performing IBs with higher commission payouts as they generate more business and foster network growth.
Intelligent Network-Based Criteria
Define deposit requirements not only for the overall referral hierarchy tree but also at the individual branch level. Specify the number of branches to assess and establish deposit thresholds for each. This ensures that IB promotions are based on balanced performance across multiple branches, preventing automatic promotions driven solely by the success of a single dominant branch.

This prevents a strong-performing IB network from triggering automatic promotions for inactive uplines, ensuring brokers maintain cost efficiency by rewarding only those who deliver results.
Manual or Automated Tier Upgrades
Access reports of your clients who meet the upgrade criteria.
Customizable Settlement Schedule
The system automatically executes a weekly settlement every Sunday. You have the flexibility to select a specific time on Sunday that aligns with your business or referral’s time zone, ensuring accurate and timely assessments.
Comprehensive Reports
Access detailed reports of all IBs who meet the promotion criteria. Track performance, analyse qualification trends, and monitor network growth with precision.