Core brokerage stack
Launch managed accounts without building from scratch.
PAMM provides managed-account infrastructure for brokers that want to offer pooled investment products or strategy-led account management.
forexcrm.org/pamm
PAMM
Core brokerage stack
Allocation model
Automated
Investor workflows
Built-in
Auditability
Full history
Master account management and investor linkingLive
Automated trade-share calculations and allocation logicLive
Rollover handling and investor contribution workflowsProcessing
Fee processing and reporting supportQueued
Activity
PAMM
Institutional fund management infrastructure for every broker.
Automated
Allocation model
Built-in
Investor workflows
Full history
Auditability
Core capabilities
Master account management and investor linking
Automated trade-share calculations and allocation logic
Rollover handling and investor contribution workflows
Fee processing and reporting support
Withdrawal requests and audit-friendly records
Performance visibility for masters and investors
Business outcomes
Launch higher-value managed offerings faster
Reduce operational risk in allocation and fee workflows
Give investors structured visibility into managed performance
Roadmap depth
Strategy marketplace
Advanced fee models
Copy-trading mode
Live preview
PAMM in action
A representative view of the workflows, metrics, and connected data you get with PAMM.
PAMM Dashboard
Live operational mock panel
Automated
Allocation model
Built-in
Investor workflows
Full history
Auditability
Workflow pipeline
Updated just now
Master account management and investor linking
01
Automated trade-share calculations and allocation logic
02
Rollover handling and investor contribution workflows
03
Fee processing and reporting support
04
Performance snapshot
Allocation modelAutomated
Investor workflowsBuilt-in
AuditabilityFull history
Recent actions
Launch higher-value managed offerings faster
Sync1h ago
Reduce operational risk in allocation and fee workflows
Approval2h ago
Give investors structured visibility into managed performance
Automation3h ago
Connected apps
Trading SuiteClient PortalPayments HubCompliance Desk
Operational table
Workflow
Owner
Status
Load
Master account management and investor linking
Ops team
Live
24%
Automated trade-share calculations and allocation logic
Compliance
Stable
36%
Rollover handling and investor contribution workflows
Finance
Monitored
48%
Fee processing and reporting support
Support
Optimized
60%
Withdrawal requests and audit-friendly records
Growth
Ready
72%
Who uses it
Investment desk
Operations
Finance
Typical use cases
Launch managed-account offerings
Track master-investor allocations
Support fee and rollover processing
Connected workflows
Trading Suite
Client Portal
Payments Hub
Compliance Desk
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Client Portal
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