Managed Account Solutions
End-to-end MAM and PAMM configuration covering plugin deployment, allocation logic, performance fee automation, and integration with your brokerage back-office and CRM systems.
MAM Setup
Complete Multi-Account Manager deployment including plugin installation, master account configuration, sub-account grouping, and allocation method setup on your MetaTrader platform.
PAMM Configuration
Full PAMM system configuration with proportional equity allocation, investor share calculation, and automated profit/loss distribution across pooled accounts.
Allocation Methods
Configuration of multiple allocation methods to suit different fund management strategies including lot-based, percentage, and equity-based allocation with advanced options for partial close and pending order distribution.
Performance Fee Calculation
Automated performance fee engine that calculates and distributes fund manager compensation based on configurable fee structures, high-water mark tracking, and billing periods.
Fund Manager Tools
Professional-grade tools that give fund managers full visibility into their managed accounts, risk exposure, and investor performance.
Real-Time Dashboard
Comprehensive management dashboard providing fund managers with live overview of all managed accounts, aggregate equity, open positions, unrealized P&L, and allocation status.
Risk Controls
Built-in risk management tools that protect both fund managers and investors from excessive drawdowns. Includes maximum drawdown limits, position size caps, and automatic stop-out mechanisms.
Investor Reporting
Automated investor reporting with professional performance statements, fee summaries, and portfolio analytics on configurable schedules. Reports are branded with your brokerage identity.