Several brokers, one book, and a number at the end of the quarter
For desks where more than one person originates: shared counterparties, visible pipeline, splits recorded rather than remembered, and a commission figure that is not a spreadsheet somebody rebuilds each month.
Free. No card, no password — we email you a link.
Who this is for
Trading and brokerage desks with two or more people working the same book.
Two brokers, one counterparty, and nobody knew
Two people at the same desk work the same refinery without knowing it, because the record of who spoke to whom is in two inboxes.
At the end of the quarter somebody rebuilds the commission in a spreadsheet from memory and email, and the introducer's share is settled by argument.
What changes
One book, visible to the desk
Counterparties, opportunities and deals are the desk's, not an individual's, and the activity trail says who did what.
Splits recorded when they are agreed
An introducer's share goes on the deal at the time, checked against a hundred per cent, so the invoice is arithmetic rather than a negotiation.
A pipeline you can count
Stages with timestamps, so "what has been sitting in qualified for a fortnight" is a question with an answer — and commission is separated from gross, because they are not the same number.
What it costs
Priced per seat, with the counterparties you deal with never paying anything to receive or answer your briefs.
Questions
- Can I see what my team is working without reading over their shoulder?
- The pipeline and the activity trail are the desk's. Everything a broker does against a record is on that record.
- How do splits work when a deal has an introducer and a mandate holder?
- Each participant carries a role and a percentage, the percentages are checked against a hundred, and what is left after them is the house share.
Open a desk and try it against your own flow
It takes a minute, costs nothing, and your counterparties never pay to deal with you.
Free. No card, no password — we email you a link.