Partner Portal & Commission Management
A partner portal and commission engine your partners can trust
CIS combines an internal partner website and portal with built-in commission structure calculations, so partners see their referrals and earnings while your team keeps control of the rules.
$6.00 / lot*
$4.00
$3.50
$2.00
* Sample figures for illustration only.
The challenge
Why it matters
Partner programmes grow faster than the spreadsheets that track them. Disputes over attribution and late commission statements damage relationships with the introducing brokers who bring you clients.
Capabilities
What it provides
Partner portal
A dedicated space where partners follow referred clients and commission information.
Commission rules
Define commission structures that the system calculates for you. Supported rule types are confirmed with CIS against your programme.
Partner hierarchy
Represent relationships between partners and sub-partners. Hierarchy requirements are reviewed during setup.
Multi-agent support
Pair with the MT5 Multi-Agent Commission Plugin where commissions must be shared across several agents.
How it works
The workflow, step by step
- 1
Partner joins
A partner is registered and assigned a commission structure.
- 2
Clients referred
Referred clients are linked to the partner in the CRM.
- 3
Commissions calculated
The engine applies the rules you defined.
- 4
Partner reviews
Partners follow their figures in the portal.
Who it helps
By team
- Partnership managers
- Onboard partners and answer questions with the same figures partners see.
- Finance
- Reduce manual commission spreadsheets.
- Partners & IBs
- Gain transparency over referrals and earnings.
Questions to discuss with CIS
- How are your current commission plans structured?
- How many partner levels does your programme use?
- What should partners be able to see in the portal?
- How and when are commissions settled?
Frequently asked questions
Can the portal handle multi-level partner structures?
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Partner hierarchies are supported conceptually; the exact depth and rules for your programme are confirmed with CIS.
Are the commission figures on this page real?
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No. All figures shown are illustrative examples only.
Is there a free trial?
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Yes, free trials are available on all CIS software products.
Free trials on every CIS software product
Tell us what you want to evaluate. The CIS team confirms trial access, scope and configuration with you directly.
