Module
Sub-broker management — Map the client, split the commission, settle the month.
Without it
What this costs you today.
Sub-broker economics get reconciled in a spreadsheet nobody else can read, maintained by one person. When that person is on leave at month end, nothing settles.
What it does
Business rules, not adjectives.
Clients map to sub-brokers, and the mapping is history-aware.
Splits apply on configurable rules rather than a single flat rate.
Each sub-broker sees their own book and nothing else.
Payouts compute alongside your own brokerage, from the same reconciliation.
A mapping change does not rewrite historical splits.
On screen
Sub-broker management, as it ships.
Coverage
Which product classes this covers.
Applies to every revenue line the platform computes.
How it works
Three or four steps, in order.
Map the relationship
Client to sub-broker, with effect from a date.
Set the split
By rule rather than by memory.
Settle the month
Payouts compute from the same reconciled brokerage as your own.
Questions about sub-broker management.
Can sub-brokers log in and see their own book?
Yes, scoped to exactly their own clients and nothing beyond.
What happens if a client is re-mapped?
The change applies from its effective date. Historical splits are not rewritten, because rewriting them would change months that have already settled.