Wealth Management Portfolio & investment
Pooled strategies without month‑end spreadsheets
How a money manager moved pooled strategies onto PAMM allocation, with fees above the high-water mark and statements investors read themselves.
The starting point
A client has money managers running pooled strategies for investors. Allocations, performance fees and statements were worked out in spreadsheets after each period, and every new investor added more manual work.
What they needed
- Allocate every trade to investors automatically
- Charge performance fees only above the high-water mark
- Let investors see their own share and statements
- Add investors without adding work
What FYNXT delivered
FYNXT deployed PAMM / Copy Trading. Trades on the master account are allocated to investors on every close, performance fees apply only above the high-water mark, and investors follow their own share in the portal.
What changed
- Allocation happens on every close
- Fees settle by the written rules
- Investors see their own statements
- Onboarding & compliance
Suitability built into the investor journey
Digital Onboarding · Financial CRMRead the use case - Partners & introducers
Introducers paid on the fees their investors generate
Incentive Management · PAMM / Copy TradingRead the use case - Client service
Investor requests and reporting handled from one adviser workspace
Financial CRM · Client experience · Data & intelligenceRead the use case
Next step
See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.