Most of our partner posts are about things software cannot do for you: a payment processor that answers the phone, a law chamber that has written your legal opinion before. This one is different. Track360 does something our platform already does — affiliate and IB management — and does it as an entire product rather than a module.
So this is not a case of filling a hole in our stack. It is a case of a specific architecture, common on the broker side, where our affiliate engine simply is not in the picture: a firm running eTrader as its trading platform while keeping a CRM of its own. Those firms still need partner tracking, and Track360 is who we point them to.
First, What Already Ships with Our CRMs
Worth being direct about this, because we are not about to talk our own product down to make room for a partner. The affiliate and IB engine inside the Broker CRM and Prop Firm CRM is a genuine multi-level system, built into the platform rather than bolted on:
- IB programmes for brokers. Tracked share links, deposit-share commissions accruing automatically, and an IB dashboard living inside the client portal your clients already log into — see building an IB programme.
- Five tiers of sub-affiliates. A direct rate set per affiliate, an override rate set per level, and a depth cap you control. Every sale resolves its full upline and credits each tier automatically — the mechanics and economics are in multi-level affiliates.
- Self-serve dashboards at every tier — link, tracked sign-ups, live earnings, payout history — for flagship partners and tier-five newcomers alike.
- Commissions paid through the same reviewed queue as client withdrawals: staff approval, eligibility checks, permanent audit trail. See affiliate payouts.
- The surrounding funnel, wired in — per-partner promo codes, trackable checkout links, tracking pixels and attribution and email-platform sync.
For firms running our CRM, that is the whole answer, at no extra cost and with nothing to integrate. We do not refer those clients to Track360, and Track360 does not expect us to.
The Case That Actually Sends Clients Across: eTrader with Your Own CRM
Here is where the referral is real. A good share of our broker clients do not take the full bundle. They license eTrader as the trading platform and keep the CRM they already run — an in-house build with years of workflow baked in, or a third-party forex CRM their operations team knows inside out. We support that deliberately: eTrader integrates into an external CRM rather than demanding you replace it, which is the opposite of how most platform vendors sell.
But the trade is explicit. Our affiliate and IB engine lives in our CRM. If you are not running our CRM, you are not running our affiliate engine — and a broker without partner tracking is a broker with an IB network managed in spreadsheets, which works until roughly the third IB.
That is the exact shape Track360 is built for. It sits as a layer between the trading platform and whatever CRM you already have, taking the partner business off both of them:
- Broker-native deal types — CPA, CPL, RevShare, hybrid, lot-based and volume-tiered — plus formula-driven logic covering IB rebates, sub-affiliate splits and KPI-triggered payouts. Lot-based rebates in particular are the bread and butter of an IB network, and they are what a generic referral field cannot express.
- Multi-level IB and affiliate structures, with master partners recruiting sub-networks and commission distributed down the chain automatically.
- Attribution that survives your funnel — coupon-code and link tracking with configurable last-click and promo-override rules.
- Automated multi-currency payouts, an affiliate portal with creative management and direct messaging to account managers, and API access so partner numbers reach your BI stack.
- Connectors to the stack you already run — major trading platforms and third-party CRMs — which is precisely why it works in an architecture where our own engine cannot.
Track360 is an independent, bootstrapped company with development teams in Israel and Ukraine, serving iGaming operators, forex brokers and prop firms. Partner management is their entire surface area, with people whose full-time job is that one problem.
The Extra Layer, for Firms That Want It Anyway
The second referral case is smaller but real: a client running our CRM who still prefers a dedicated affiliate platform. That is a legitimate choice in a few situations — several brands to run partner programmes across, a mixed trading and iGaming portfolio, full-time affiliate managers who want a system built for them, deal structures that percentages cannot express, or an existing partner network to migrate with its history and contracted terms attached.
In those cases Track360 is an additional layer rather than a replacement: the CRM keeps doing what it does — accounts, clients, KYC, payments, risk, payouts — and the partner business moves to a system built for it.
| Your architecture | The affiliate answer |
|---|---|
| Singuard CRM + eTrader (the bundle) | Built-in. Five tiers, IB dashboards, reviewed payouts, promo codes and pixels — included, nothing to integrate. |
| eTrader + your own or a third-party CRM | Track360. Our engine is not in this stack; Track360 slots between the platform and your CRM. |
| Singuard CRM, several brands or an existing partner network | Either. Built-in covers most cases; Track360 as an added layer where deal structures, scale or migration justify it. |
| Track360 client shopping for a trading platform | eTrader — web-native, feed included, bridges to seven platforms, live in days. |
The Partnership, Plainly
It is a mutual referral and co-marketing relationship, running in both directions for the same reason — each of us covers ground the other does not:
- We point outward when a client runs eTrader alongside a CRM of their own and needs real affiliate or IB tracking, or when a CRM client's partner programme genuinely justifies a dedicated platform.
- They point back when a Track360 client is looking for a good trading platform — a broker replacing an ageing terminal, or a firm that wants web-native delivery with the data feed included rather than contracted separately.
- Co-marketing: content, events and joint material where both audiences learn something. This article is the first of it.
What this partnership is not: exclusive, contractual on your behalf, or a shipped technical integration. Track360 is an independent company you would contract with directly; Singuard remains software only and never sits in the middle of your agreements. Any work to wire Track360's tracking into a specific firm's platform and CRM is scoped per client. And we still recommend the built-in engine first whenever it fits — a partnership that costs our clients money they did not need to spend is not worth having.
"Our IB and affiliate engine is as good as anything on the market — but it lives in our CRM. When a broker runs eTrader next to their own CRM, that layer is missing, and Track360 is who we send them to."
— Roman Onta, Executive Director, Broker CRM & UI/UX
How to Tell Which One You Need
Three questions settle it in about a minute:
- Whose CRM are you running? Ours — the affiliate and IB engine is already there, switched on, included. Somebody else's — you need a partner layer, and this is the referral.
- Can you express your deals as percentages? A direct rate plus per-level overrides covers the large majority of programmes. Lot-based rebates, CPL with revenue-share tails and KPI triggers are where percentages run out.
- Are you building a network or importing one? Building — built-in wins on simplicity. Importing partners with history and contracted terms — that is migration work a specialist platform is designed for.
Whichever way it lands, the commercial discipline is unchanged: total stacked commission across all tiers has to sit comfortably inside your margin, and overrides must decay steeply with depth. Better tracking makes a bad commission structure fail faster, not slower. The wider growth stack is mapped in the complete marketing guide.
Key Takeaways
- Singuard's Broker CRM and Prop Firm CRM already ship a full affiliate and IB engine — 5 tiers, per-affiliate rates, IB dashboards in the client portal, reviewed payouts. Clients on our CRM are not referred away from it.
- The referral case is architectural: firms that license eTrader but keep their own or a third-party CRM have no Singuard affiliate engine in the stack — Track360 slots between the platform and their CRM.
- Track360 also works as an extra layer for multi-brand operators, lot-based IB rebates and formula-driven deals, full-time affiliate teams, or migrating a partner network with its history intact.
- It runs both ways: Track360 refers firms looking for a good trading platform to eTrader. Mutual referrals and co-marketing — not exclusivity, and not a shipped integration.
Frequently Asked Questions
Does the Singuard CRM Need a Third-Party Affiliate Platform?
No. The Broker CRM and Prop Firm CRM ship a multi-level affiliate and IB engine with up to five tiers, per-affiliate direct rates, per-level overrides, partner dashboards inside the client portal and commissions paid through the same reviewed queue as client withdrawals. For firms on our CRM that is the complete answer, at no extra cost.
We Use eTrader with Our Own CRM — How Do We Track Affiliates and IBs?
This is exactly the case we refer to Track360. Our affiliate engine lives inside our CRM, so a firm running eTrader alongside an in-house or third-party CRM does not have it. Track360 sits as a layer between the trading platform and the CRM you already run, handling IB rebates, multi-level structures, attribution and partner payouts.
Is Track360 Technically Integrated with Singuard?
The relationship today is mutual referrals and co-marketing, not a shipped integration. Track360 connects to major trading platforms and third-party CRMs, and wiring for a specific firm is scoped as its own piece of work. Singuard remains software-only and is never a party to your contract with Track360.