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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.

Illustrative product preview
Master partner

$6.00 / lot*

Sub-partner A

$4.00

Sub-partner B

$3.50

Agent C

$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

01

Partner portal

A dedicated space where partners follow referred clients and commission information.

02

Commission rules

Define commission structures that the system calculates for you. Supported rule types are confirmed with CIS against your programme.

03

Partner hierarchy

Represent relationships between partners and sub-partners. Hierarchy requirements are reviewed during setup.

04

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. 1

    Partner joins

    A partner is registered and assigned a commission structure.

  2. 2

    Clients referred

    Referred clients are linked to the partner in the CRM.

  3. 3

    Commissions calculated

    The engine applies the rules you defined.

  4. 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.

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Useful reading