Run your IB network
off real numbers.
Upload the broker's commission and account reports, and get a dashboard of who funded, who went quiet, what every client is worth and what each IB is owed.
IB HubAlready running a network with us?Open IB Hub
The broker sends a spreadsheet. That is where it ends.
Until somebody rebuilds the pivot table, nobody knows which clients stopped trading last month, which sub IB earned what, or whether the period is up or down.
IB Hub takes the same broker reports and turns them into a dashboard your whole network can log into.
What one upload gets you.
Upload the broker report
Drop in the broker's commission and account exports. The hub parses, dedupes and files them, and tells you what changed.
Dashboard that reads at a glance
Deposits, active clients, earnings over the last 30 days, lots, accounts that need attention and low balances.
The full client book
Every account with its status, filterable by IB, sortable and paged.
Earnings, attributed
Dated trend across periods, per IB, per client, with a custom date range and a single day view.
Retention and at risk
Idle, inactive and low balance accounts surfaced before they go quiet for good.
Network hierarchy
An org chart of your IBs and their sub IBs, with the numbers attached to each one.
Analytics
Deposit growth, new clients per month, the client funnel, tier split, top accounts and deposit size spread.
Induction and resources
Onboarding modules with progress tracking, plus a library of material your members can download.
Events and leaderboard
Community events with RSVPs and recurring series, and a ranked table of your IBs.
Leads pipeline
Track people who have not funded yet, with status changes as they move.
Reports out
Period reports built off the imported data, exported to CSV for whoever does your books.
Users, roles and MFA
Invite IBs, set roles, enforce multi factor, and reset access when someone leaves.
Audit and import logs
Who did what, and every import with its file, its date and any anomalies flagged.
Built around the broker's reports.
Reporting periods, funded accounts, lots, sub IBs and multi currency books.
Who can see what.
Row level security
An IB sees their own clients and their own earnings. The database enforces it, not the interface.
Roles and multi factor
Admin, manager and IB roles, with multi factor required before anything loads.
Audit and import logs
Every action and every import recorded, so a number that looks wrong can be traced to the file it came from.
Practical questions.
What community owners ask before they move their reporting over.
Priced on the size of your network.
Hosted, maintained and updated by us. Tell us how many IBs and clients you are running and we will give you a number.
Stop rebuilding the same spreadsheet.
Send us a sample broker export and we will show you what it looks like in the hub.