Lead and Client Management

Enjoy enhanced transparency with client information, trade operations and account opening processes with the OEC IB Portal. The IB Portal allows IBs to view and update all kinds of information including: daily payouts, update customer information, update commissions, manage client software subscriptions and more.

One of the major benefits of the IB Portal is the ability for IBs to track the account opening process for each client - answering the age-old question, "is that account opened yet?"

Another time saving benefit of the portal is the ability to update and adjust commissions. At most firms, this can be a tedious back office phone call for each client account. At OEC, you not only have full access to update commissions through the portal but you can create commission templates that can automatically be applied to new accounts when they open - this saves you the time it would take to setup each client individually.