Your Nxt-Gen Managed Accounts 
Scale your business with an intuitive Platform to attract more Fund Managers & Investors.
- Rebranded cutting-edge portal for Fund Managers & Investors.
- Plugin-free, Automated fee calculations and settlements.
- No MT4/5 Accounts required for Investors.
- Attract investors with transparency and 100% Allocation accuracy (min 0.00001 lots).
- Attract Fund Managers with multiple fee options (Performance, Upfront, Management, Subscription, Penalty Fees).
- Built-in coupon module for Fund Managers to attract more Investors.
- Integrated with IB Manager module.
Product Features for Investors
Login
Options
Easy access using existing MT4/MT5 accounts or compliant digital onboarding. 
Leaderboard
Widget
can be embedded anywhere
- This displays all the published Strategies by the Fund Managers. investors can view detailed performance stats and subscribe directly within this page.
- It can be embedded anywhere – on a landing page or a blog to provide maximum coverage for Fund Managers.
Subscribed
Strategies
A Comprehensive view
- Investors can unsubscribe, withdraw, partially withdraw, and top up their strategies.
- View detailed performance stats and list of Trades (configurable option).
Automated
Statements
Built-in statements with intuitive insights and details on the performance, fees, highwater mark and much more.
Investor
Portal
Intuitively designed for Trust
- Direct login using existing trading accounts or compliant digital onboarding.
- Subscribe to strategies & manage investments seamlessly.
- Transparent fee calculations and automated settlement.
- Virtual Accounts protects Investors by ensuring no slippage and transparent reporting.
- Automated Daily & Monthly Statements for Investors and Masters.
Product Features for Fund Managers
Supports Various
Types of Fees
- Performance Fees
- Upfront Fees
- Subscription Fees
- Management Fees
- Penalty Fees
Publish
Strategies
Fund Managers can easily create / manage strategies and customize it based on their business requirements.
Manage Investor's
Accounts and Orders
Platform provides the Fund Manager with all the required stats, for all the investor accounts which is associated with the strategy.
Profile
Page
A public page for Fund Manager to share his strategies and performance to attract more Investors.
Automated
Statements
Monthly account statements and detailed quarterly performance reports, are sent to all managed account clients. It includes both, their earnings and payables.
Fund Manager
Portal
A comprehensive approach
- Direct login using existing trading accounts or compliant digital onboarding.
- Publish strategies & manage Investors seamlessly online.
- Transparent fee calculations and automated daily settlement.
- Ensures Investors cannot copy Fund Manager’s strategies via EAs on the Trading terminal.
- Dedicated Public profile page for all Fund Managers to share proprietary strategies with their prospective investors.
Launch Your Managed Accounts
In Just 4 Steps
Unleash a new, industry defining Managed Accounts platform in just four steps – enhanced client acquisition, increased lifetime value of clients, profitable, highly engaged, stickier clients.
Add your Trading Server
Add your MT4/MT5 server credentials to get started.
Configure Managed Accounts
Configure your Managed Accounts offerings based on your business requirements, rules.
Rebrand your Client Portal
Customize
your brand details.
your brand details.
Manage Your
Clients
Seamlessly manage your Fund Managers and Investors with our built in Client Manager.
Product Features for Brokers
Easy
Configurations
As per your business needs
- Automated fee calculations and settlements.
- Turn On / Off functions and features from our Back-office settings page.
- Brokers and Fund Managers enjoy user interface that allow them to configure strategy settings, funding flow, and privacy settings.
Rebranded
Portal
For Investors & Fund Managers
- Maximize brand awareness by applying corporate design to the platform’s frontend components.
- Allow your Fund Managers and Investors to login to the Fund Management Software using their existing trading accounts.
Configure
Managed Accounts
Configure the settings/features for your Managed Account offering in an easy-to-use interface for the operations team.
Integrated
with IB Manager
The Platform integrates seamlessly with our IB Management module to automate the rebates and boost the Investor network.
Client
360 View
A Comprehensive view
- Client360 is a unified view of an individual client! Everything your client do is available in a 360 -view.
- The built-in access compliance ensures that the right person/team has specific access at a field level.
Intuitive
Dashboards & Reports
Intelligent real-time Dashboard to monitor your business KPIs.
Built-in analytics includes Client & Account distributions, Wallet transactions, Trade volumes, Operations & Sales activities, and much more.
Managed Accounts Benefits
Attract Fund Managers with a feature-rich Fund Manager Platform.
Hassle-free Integrations, we handle all the technical aspects.
Boost your volume and income.
100% Digitally configurable.
Launch the platform in just few hours.
Why Us
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Secure, Scalable & Easy To Integrate
Client Portal
Digital – Onboarding or MT4/MT5 Login
Leaderboard: Find A Money Manager
Manage Investment Accounts
Manage Master Accounts
Leaderboard: Publish Strategy
Dashboards / Reports / Statements
Your Own Public Page
API Based Architecture
OPERATIONS
(Managed Brokers)
- Sales
- Operations
- Marketing
- CRM
- Regulatory Compliance
- IBs
- Mark Ups
- Fee Management
Integration With MT4/MT5 Trading System
Configure Settings For Allocations
Configure Client Portal: Add Your Branding
Automated Fee Calculations
Automated Fee Settlements
Support, Now Simplified
Take a Personalized
Platform Demo
The Technology Provider to the Global Financial Services Industry.
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