All intoducer
TradeSocio NewUX - Broker Admin manual
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TradeSocio NewUX - Broker Admin manual
Last updated
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All introducer is a report of all active introducer users created on the platform and the functionality to manage them.
The report consists of table of contents and a functional toolbar.
You can perform a number of actions from the toolbar:
Export CSV - export the list of users in .csv format and save file on your computer
Search Keywords - search for relevant data in the report by using the keywords. You can look for an introducer by name or email, to a specific client groups used by this specific user. Search is starting automatically once you start typing .
The table of contents includes main information about each introducer.
The information can be sorted by using the arrows next to each column’s header or using the advanced filtration engine.
All management actions regarding introducers can be performed by using the action drop-down menu.
Available actions are available:
Edit introducer – modify the introducer properties and revenue share
View CRM – access the CRM page of the investor user
Introducer domain settings - add specific introducer's branding for advisory platform and customize links
Revenue share model is a settings applicable to distribute the generated revenue between for broker and introducer (advisor). A revenue that is shared includes: trade charges, swaps, rebates and PnL.
The revenue share settings for can be set from Broker Admin - Reports - All Introducers - Action - Edit Introducer
Click on Update introducer and open the settings pop-up:
Risk percentage is a share % that can be set from 0 to 100%
0% Risk percentage means that revenues will not be shared with introducer.
50% Risk percentage means that the revenue will be shared and 50% of the revenue will belong to broker.
In this case advisor will be able to set Risk percentage from 0 to 50% for each of his clients individually.
This table represents the distribution of the revenue:
Risk percentage for Advisor
Risk percentage for Investor
Broker revenue
Advisor revenue
50%
50%
50%
50%
50%
30%
70%
20%
Total Limit (USD) is a limit for total amount deposited for the particular advisor.
For example if Total Limit is set as 100,000 USD, therefore the total sum of all deposits by advisor's clients shall not exceed 100,000 USD. In case advisor reaches the level, his client will not be able to deposit further unless broker changes the limit settings.
Per account deposit (USD) is a limit for a one-time deposit per advisor's client.
For example if the Per account deposit is set to 10,000 USD, therefore a client can make only a 10,000 USD deposit. In case client would like to deposit 30,000 USD he will need to make 3 deposits each worth 10,000 USD.
The advisory platform can be branded individually for each specific introducer.
You can set individual links and branding like logo, loading gif image and favicon which will be applied to this specific introducer once he access the advisory platform.
