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Trading technology

MAM accounts for professional money managers

Managers trade one master account and allocate to many investor accounts, with fair allocation, clear reports and automatic fees.

What is included

  • One master account for many investor accounts
  • Lot, percentage, equity and balance allocation
  • Performance and management fees
  • Investor reports and statements
  • Portals for managers and investors
  • Works with your trading platform and CRM

Why brokers choose it

Fair allocation

Allocate trades by lot, percentage, equity or balance, without rounding gaps.

Automatic fees

Performance, management and high-water mark fees, calculated without spreadsheets.

Clear reports

Investors see their own results. Managers see the full picture.

Controlled access

Investors approve the manager and can stop at any time under your terms.

How it works

  1. 1

    Enable

    We turn on MAM for your trading platform.

  2. 2

    Rules

    We set allocation methods and fee terms.

  3. 3

    Onboard

    Managers invite investors through their portal.

  4. 4

    Operate

    Trades, fees and reports run automatically.

Common questions

How is MAM different from copy trading?

In MAM, a manager trades for investors from one master account. In copy trading, followers choose public strategies and copy them to their own accounts.

Can investors see the trades?

Yes. You decide how much detail investors see in their reports.

Which allocation methods are available?

Lot, percentage, equity and balance. Each manager can use a different method.

Ready to launch your brokerage?

Book a call with our team. We map your plan, timeline and costs in one conversation.