Business Introduction

Overview

The Broker Management Module provides functionality for managing broker–client relationships as well as broker and team administration. The following is an overview of these modules:

1. Broker–Client Relationship Management:

   • This module is used to establish, manage, and maintain relationships between brokers and clients.
   • Broker accounts can be created and associated with corresponding clients.
   • Relationships between brokers and clients can be viewed and managed, including associated client lists, clients' investment statuses, and transaction histories.

2. Broker and Team Management:

   • This module manages information and organizational structures for brokers and teams.
   • Broker accounts and team accounts can be created and managed.
   • Broker roles and permissions, as well as team hierarchies and management relationships, can be configured.

3. Revenue-Sharing Management:

   • This module is used to manage revenue-sharing rules and calculations between brokers and clients.
   • Broker revenue-sharing percentages can be set, and corresponding share amounts can be calculated based on clients' trading volumes or investment returns.
   • Clients' billing plans and revenue-sharing plans can be managed.

The Broker Management Module provides functionality for managing broker–client relationships, broker and team administration, and revenue-sharing management.