About the App

Introduction

Building on the Automated IB Promotion app, this extension brings automated IB tier evaluation into Prop Trading. As prop trading becomes an increasingly effective way for brokers to engage clients with a more dynamic offering, brokers can now automate IB promotions based on Prop Trading participation fees. This allows brokers to extend promotion logic into a new growth area, align IB rewards with prop trading activity, and manage tier movements with greater efficiency and consistency.

App Details

Key Features

1. Flexible Tier Names and Criteria
   Set custom tier names and define promotion criteria based on the total Prop Trading participation fees generated by downline clients. This gives brokers more flexibility to structure performance-driven programs around their own desired branding and incentive model, while rewarding IBs based on meaningful prop trading activity.

2. Automated Promotion and Demotion
   Automatically assess whether IBs qualify for promotion or demotion based on configured Prop Trading participation fee criteria. Specific accounts can also be excluded from the evaluation cycle where demotion should not apply, giving brokers greater control over tier movements while keeping the tier structure clear and performance-led.

3. Flexible Downline Contribution Scope
   Choose whether total participation fees are calculated from direct downlines, indirect downlines, or both. This gives brokers more flexibility to align tier qualification rules with their IB structure and incentive strategy.

4. Rules for Selected Tiers
   Choose which tiers are included in automated evaluation by enabling or disabling the rule for specific levels within the rank structure. This gives brokers more flexibility in how tier movements are managed, while preserving manual control where needed.

5. Manual or Automated Tier Processing
   Support operational governance with flexible processing options. Brokers can allow tier changes to be applied automatically after each evaluation cycle or require administrative review and approval before the changes take effect.

6. Customizable Monthly Evaluation Schedule
   Schedule automated tier assessments based on a preferred date, time, and time zone, ensuring that evaluations align with operational and reporting cycles for accurate and consistent tier management.