FX and CFD brokers grow through partners — IBs, payment providers, KYC providers, trading platforms and liquidity providers. Each one has steps, sign-offs and compliance checks, and with a big team things quietly stall. SHŌ gives every partner a checklist and a live link, and turns onboarding into progress your whole team can see and wants to finish.
Start your free trialIBs, payment providers, KYC providers, platform providers and liquidity providers each start from their own checklist. Rename steps, reorder them, and choose who signs off.
Each partner gets a private link showing their progress. They confirm the steps that are theirs — no login, and no chasing emails asking “where are we?”.
Partnership managers and compliance work from the same live view. Compliance steps are signed off inside the checklist, so nothing is approved off to the side.
SHŌ flags partners that have gone idle, so your team can nudge them before a go-live slips.
Streaks, starred milestones, team goals and a leaderboard turn onboarding into visible progress. For a big team, that keeps everyone moving. For your IBs and partners, a progress bar that fills up makes finishing their part feel good — which is exactly what gets partners live faster.
Gamification is one of the most well-documented levers in behavioral science for getting people to finish what they started.
SHŌ builds that same principle into every deal — for your reps, and for the person on the other end of the link.
Typically an intro call, commercial terms, an agreement, IB documents and a compliance check, agreeing the commission plan, setting up referral links and the IB code, a tracking test, then live. SHŌ includes this as an editable starting checklist.
IB (introducing broker) onboarding is the process of bringing a new IB from first conversation to live: agreeing terms, signing, compliance checks, setting up referral links and the IB code, testing and go-live.
Typically an intro call, commercial terms, an agreement, due diligence documents and review, connectivity, test trades, then live. SHŌ includes this as an editable starting checklist.
Usually an intro call, commercial terms, an agreement, KYB documents and review, integration, test transactions, go-live approval, then live. SHŌ includes this as an editable starting checklist.
IB management software (IB portals) typically handles tracking links, trade data and commission payouts. SHŌ tracks the onboarding itself — the steps, sign-offs and progress to get an IB, payment provider, KYC provider, platform provider or liquidity provider live — so the two work side by side.
No. SHŌ tracks onboarding steps, sign-offs and progress alongside whatever CRM you already use.
No. SHŌ doesn't collect documents on the platform. It helps you track deals and onboardings with your partners: the steps, who signs off, and where everything stands.
3 days, and no card is required to start.
£25.99/month
One person, flat rate.
£19.99/month per person
2 or more people, billed to one entity.
Try everything free for 3 days. Your data stays exactly as you left it — subscribe whenever you're ready.
Set up your first partner checklist and share a link in minutes.
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