Operations
A partner who brings a provider brings their whole following
Most programmes only pay for introduced clients. Crediting an introduced strategy provider changes what partners spend their time looking for, and it is the single highest-leverage change available here.
See it live
The same leaderboard tells a partner where to look
A provider climbing the rankings is exactly the introduction a partner is credited for, visible in the same view that ranks return, risk and followers.
Three ways a partner earns
And the second one is the interesting one
For investors introduced
The ordinary arrangement. A partner brings a client who follows a strategy, and earns from that client's activity on the standard terms.
For providers introduced
The one most programmes miss. A partner who brings a strategy provider has effectively brought everybody who subsequently follows them, and crediting that changes what partners go looking for.
Across multiple levels
A partner who introduces another partner earns from the sub-network. Useful in markets where distribution is genuinely tiered, and worth capping before it becomes complicated.
Three things to guard against
All of them are attempted within the first month
Providers introducing themselves
A trader signing up as their own introducer to earn twice is the obvious loophole. Relationships are validated rather than assumed, because this one is attempted early and often.
Attribution disputes
Most partner arguments are really attribution failures. The link between a partner and a client is recorded at signup with the evidence, so the question is answerable rather than negotiable.
Levels that go too deep
Multi-level structures become difficult to explain and difficult to defend beyond two or three tiers. Capping the depth is a decision worth making before somebody builds a network on it.
FAQ
Partner programme: common questions
8 short answers to what teams ask before a demo.
Yes, and it changes partner behaviour more than anything else in the programme. A partner who brings a provider has effectively brought everybody who subsequently follows them, and paying for that is what makes them go looking.
At signup, with the referral evidence attached to the client record. Most partner disputes are attribution failures rather than commercial disagreements, and recording it properly removes the argument.
Not without it being visible. Relationships are validated rather than assumed, because a trader registering as their own referrer to earn twice is the first loophole anyone tries.
Two or three, usually. Deeper structures become difficult to explain to partners and difficult to defend to a regulator, and the incremental revenue rarely justifies either.
BrokerOS handles introducers for the brokerage generally. This is the copy-trading-specific layer, where the thing being introduced can be a strategy provider rather than a client. The commission calculation and payouts run through the same partner infrastructure.
On your regular payout cycle, calculated from the ledger rather than assembled manually. A partner programme that requires a monthly spreadsheet stops being accurate within a quarter.
Yes. A rebate can be calculated automatically from the volume that copied trades generate on a referred client's account, alongside any share of performance fees. Rebate reports name the partner, the client and the transfer reference for each payout.
Yes. A partner share report lists every performance and management fee collected and the portion credited to each partner, so a partner's statement can be traced back to the fees that produced it.
Still have a question?
A specialist will answer it directly, with your set-up in mind.
Ask a specialistWhat are your partners currently looking for?
Clients, because that is what you pay for. Pay for providers as well and they will start bringing you those instead.