Pipeline
Stages that match brokerage sales, from first touch to first deposit.
Sales
A pipeline the IB desk can actually close.
Follow-ups, conversion, and introducing-broker performance in the same place as the client wallet. Built for inside sales, not a generic funnel tool.
On the desk
How the sales desk runs
The work is the next call, the IB split, and whether the lead became a funded account.
Follow-up
A cadence the desk can keep, tied to the lead rather than a side inbox.
IB tracking
Introducers, trees, and the accounts they actually brought.
Conversion
Lead to funded, visible without exporting three sheets.
Rebates
Commission profiles and wallets use the same add / subtract discipline as the client ledger.
Assignments
Sales, ops, and risk can share the record without sharing a login.
Rebate wallets reconcile.
Client wallet, IB rebate, and trade account are one story.