First identify the buyer and the job
“IB software” can mean a platform bought by a brokerage to operate its partner program, or a tool used by an introducing broker to review several existing relationships. The first may calculate commissions and operate a partner portal inside a broker’s system. The second needs permissioned evidence from each relationship and a consistent review process. These are different purchasing decisions.
For example, TradeCore positions its Partners platform for FX/CFD brokerages, including partner hierarchies and commission operations. StatsDrone positions its product around affiliate program reporting. These are vendor descriptions, not hands-on validation or claims that either supports your particular broker. Confirm the exact program, region, account scope and export rights before comparing features.
Ask for evidence instead of a feature checkmark
Evaluate a candidate with two months of anonymized records from the brokers you actually use. Ask the supplier to show missing data, a corrected row, a partial receipt and an unknown commission expectation. A system that displays these limitations clearly can be more useful than a dashboard with an unexplained total.
| Area | Ask to see | Why it matters |
|---|---|---|
| Existing relationships | Use your current partner account and agreement | Changing referral links may change the commercial arrangement |
| Data access | Permission scope and last successful source update | An API label does not prove complete or read-only access |
| Expected commission | Dated terms, eligibility inputs and calculation trace | Reported revenue is not independent entitlement evidence |
| Repeat import | Same data retried, then a corrected record | A retry must not silently duplicate income |
| Partner shares | Chosen base, dated rate and correction history | A percentage alone does not define what is owed |
| Export and exit | Readable records and review evidence outside the app | A dashboard screenshot is a poor handover |
| Privacy | Who can access amounts and how deletion works | Commercial terms should not become broker sales leads |
A balance display is not necessarily a wallet
Ask whether the product only records payments, initiates transfers or actually holds funds. A ledger showing $500 outstanding is a reporting record; it does not demonstrate that $500 is held for you or can be withdrawn. Do not treat a “paid” label as payment-provider confirmation unless a matching receipt exists.
IBDock currently provides operational previews and records payment events; it does not hold funds or execute transfers. Broker receipt matching and partner settlements are separate journals. A local statement review pack is not an audited consolidated account or a payment instruction.
Run a repeatable trial before connecting live data
Use the same dataset across shortlisted tools. Record the manual minutes needed to produce an explainable review, which revenue is covered by an automatic source, what remains missing and whether a second broker or user requires custom work. A demonstration can validate a workflow without proving production reliability.
For IBDock today, you can test anonymized file mapping, source comparisons, agreement assumptions, partner settlement examples and local review exports. Private customer account activation and an authorized live broker connection remain pending. There is no measured connector coverage or paying-customer outcome to infer from the demo.
- Import an anonymized month and check totals
- Retry it and inspect duplicate handling
- Explain at least one unknown or unmatched amount
- Switch to the second month without mixing periods
- Download evidence and identify what is excluded
- Review real access, retention and recovery before live activation
Put the method to work.
Try the sample workspace. No broker password required.
Evaluate the sample workspace →Sources and scope
Editorial scope: product reporting guidance with fictional examples. No paid broker placement, investment recommendation or independent audit claim. Product capabilities are described as of the update date shown above.
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Continue reading
How to map broker commission CSV and Excel statements ↗
Broker API, CSV or MT5: choosing an IB reporting connection ↗
Sub-IB commission splits: choose the base and preserve every cent ↗