PAMM (Percentage Allocation Management Module) Solution
Enterprise Scaling
Manage thousands of investors through a single Master account.
Instant Allocation
Real-time trade distribution based on equity percentage.
Automated Billing
Built-in performance and management fee calculations.
The Percentage Allocation Management Module (PAMM) is the gold standard for brokers and investment firms looking to offer managed account services. Unlike traditional copy trading, PAMM allows a Money Manager to trade a single "Main" account that pools the equity of various investors. The results—both profits and losses—are then distributed among the investors according to their percentage share in the total pool.
This solution is designed for fintech founders and established brokers who want to attract professional fund managers. By providing a transparent and automated environment, you remove the operational headache of manual profit calculations. The PAMM module handles everything from high-water mark tracking to the automatic deduction of performance fees, ensuring that managers get paid accurately and investors receive their fair share.
- Unified Pool Execution: Master account trades are treated as a single block, ensuring no price disparity between investors.
- Automated Performance Fees: System-wide tracking of High-Water Marks to ensure fees are only charged on new profits.
- Scalable Investor Management: Add or remove investors without disrupting active trading positions or requiring account resets.
- Risk-Managed Environment: Master-level risk controls that protect the entire pool from catastrophic equity drawdowns.
Platform Overview
Our PAMM infrastructure is built for precision, ensuring that even micro-lot allocations are handled correctly across the entire investor base.
Why PAMM?
Efficiency
No need to manage multiple individual accounts; managers focus solely on the Master account.
Precise Sharing
Percentage-based allocation ensures that every investor, regardless of their deposit size, gets an equitable return.
Performance
Automated fee structures (Performance, Management, Volume) incentivize managers to deliver results.
Transparency
Dedicated portals allow investors to view their equity, PnL, and historical growth in real-time.
Flexible Funding
Investors can deposit or withdraw funds during specified "open windows" without affecting open trades.
Analytics
Deep-dive into Master account performance with Sharpe ratios, drawdown analysis, and win rates.
Compliance
Clear audit trails for every trade and fee deduction simplify your reporting obligations.
White Label Branding
Our PAMM solution is fully customizable, ensuring that your investment platform remains a consistent part of your brand identity.
Manager & Investor Portals
A fully white-labeled web interface where managers can view their pool and investors can track their portfolio growth.
Custom Reporting
Branded PDF performance statements and daily reports sent automatically to your clients under your firm's name.
Marketing Leaderboards
Display your top-performing PAMM managers on your website with branded widgets to attract new capital.
Mobile Access
Responsive dashboard branding that ensures investors can monitor their funds securely from any mobile device.
Server Hosting & Infrastructure
Managed investment accounts require a stable environment to ensure that allocation logic is always in sync with the trading server.
Data Center Locations
London, UK
Equinix LD4 (Primary Node)
New York, USA
Equinix NY4
Singapore
Equinix SG1
Dubai, UAE
Regional Financial Hub
Infrastructure Specifications
Zero Latency
Server-side plugin architecture for zero-latency trade distribution.
Clusters
High-availability database clusters for historical fee and trade tracking.
Security
Tier-1 security with hardware-level DDoS protection.
Backups
Encrypted backups of investor equity data and manager configurations.
Monitoring
Proactive monitoring of server health and connectivity status.
Uptime Statement: We guarantee a [99.9%] uptime for the PAMM allocation engine. Our infrastructure utilizes failover nodes to ensure that profit distributions are never delayed or missed.
Platform Features
Comprehensive tools to manage every aspect of your managed account business.
Management & Allocation
Equity Based
Equity-based percentage allocation.
Multi-Currency
Support for multiple base currencies within one pool.
Open Windows
"Open Window" management for deposits and withdrawals.
Risk Control
Master account hard-stop and equity protection settings.
Minimums
Ability to set "Minimum Investment" thresholds per pool.
Fee & Billing Tools
Performance
Automated Performance Fee (with High-Water Mark support).
Management
Management Fee (Annualized/Monthly).
Commission
Volume-based commission fees.
Penalty
Penalty fee logic for early investor withdrawals.
Analytics & Tools
Health
Real-time Master account "Health" dashboard.
Charts
Historical equity and balance charts for all participants.
Comparative
Comparative analytics for different manager strategies.
Journal
Integrated trade journal for Master accounts.
API & Integration
The PAMM module is designed to integrate seamlessly into your existing brokerage tech stack.
Manager / Admin API
Create Accounts
Programmatically create Master accounts and investor sub-accounts.
Update Fees
Update fee structures and manager permissions via external CRM.
Real-time Data
Extract real-time pool data for custom website leaderboards.
Gateway & Connectivity API
MetaTrader 4/5
Full server-side integration via Manager API.
cTrader
Native support for managed account environments.
Web API
RESTful endpoints for building custom mobile apps or investor cabinets.
Web API / SDK
We provide a comprehensive SDK for brokers who wish to build a bespoke investor experience. This allows you to pull "Live Pool Data" directly into your main website, allowing prospective investors to see real-time ROI and drawdown stats before they sign up.
Pricing & Setup
Our pricing is designed to grow with your AUM (Assets Under Management), typically featuring a base license plus a volume or account-based component.
What’s Included
Dashboard
Full PAMM Manager & Investor Dashboard license.
Plugin
Server-side allocation plugin for MT4/MT5.
Engine
Standard fee calculation and distribution engine.
Branding
Initial branding and UI styling.
Support
[24/7] Technical support for Master account monitoring.
Updates
Monthly software and security updates.
Optional Add-Ons
Leaderboard
Advanced "Social Ranking" leaderboard widgets.
Multi-Server
Multi-server support for global brokerages.
Mobile App
Custom mobile application for investors.
Reporting
Specialized regulatory reporting modules for fund managers.
Setup Timeline
01Mapping
Requirement Mapping: Defining fee structures and allocation types (Days 1-2).
02Install
Server Integration: Installing the PAMM plugin on your trading server (Days 3-5).
03Style
UI/UX Customization: Styling the manager and investor portals (Days 5-7).
04Test
UAT & Verification: Testing fee deductions and allocation accuracy (Days 7-9).
05Live
Go-Live: Production launch and manager onboarding (Day 10).
Frequently Asked Questions
In a PAMM, the Master and Investors' funds are pooled into a single account. Trades are executed once for the total volume, and profits are distributed based on percentage of equity. This eliminates slippage and ensures all participants get the exact same entry and exit prices.
You can configure "Open Windows" or withdrawal request periods. While the platform supports real-time withdrawals, managers usually set specific times to prevent sudden equity drops that could affect open trades and margin requirements.
Yes. Our PAMM module includes a robust High-Water Mark engine. This ensures that Money Managers are only paid performance fees when the investor's equity exceeds its previous peak, protecting the investor's interests.
The system is designed to be highly scalable and can support unlimited investor accounts under a single Master. Our infrastructure is optimized to ensure that even with thousands of investors, allocation remains instantaneous.
You need an active MT4/MT5 or cTrader server with Manager API access. We recommend a professional fund management plan for firms looking to handle more than [X] active pools.
The system automatically calculates and deducts the performance fees from the investor's profit at the end of each "trading period" (Weekly, Monthly, or Quarterly) and transfers them to the Manager’s commission account.