A complete IB and affiliate system, built into the platform. Recruit introducing brokers and affiliates, set flexible commissions, track every referral, and pay partners — all from your own branded portal and CRM.
Turn your best clients and marketers into a distribution channel — with the tools to manage and pay them properly.
Introducing brokers with sub-IBs, many levels deep, and commissions that flow up the tree automatically.
Per-lot, CPA, revenue-share or spread mark-up — set the model and the rate per partner or per group.
Unique tracking links and promo codes with full attribution from click to funded account.
Partners see their clients, trading volume and earnings live; you see the whole network in the CRM.
Accrue, review and settle partner commissions with a transparent, auditable ledger.
Branded banners, landing links and assets partners can use to bring in new clients.
Partners sign in to a portal under your brand — your logo, your domain, not ours.
Approve partners, set rates, watch performance and run payouts — all from the OKTA Lab CRM.
The IB & affiliate system is part of the platform — ready to switch on for your brand.
Get pricing →OKTA Lab provides technology and software services only. We do not provide trading, brokerage, investment or financial services; we do not give trading, investment or financial advice or recommendations of any kind; and we do not solicit, receive or hold client funds. Any brokerage operation, trading conditions, market access, licensing and regulatory compliance are the sole responsibility of the client operating the platform.
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