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)
- 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/li>
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
Add your Trading Server
Configure Managed Accounts
Rebrand your Client Portal
your brand details.
Manage Your
Clients
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.
With hassle-free integrations, we handle all the technical aspects.
Boost your volume and income.
Launch the platform in just a few hours.
Why Us
Traditional Managed Accounts | FYNXT Managed Accounts |
|
---|---|---|
Investors | Limited with MT4/MT5 Accounts for investors | Flexible virtual accounts overcoming the challenges of MT4/5 accounts for investors |
Trade | Trade to 0.01 lots; unable to engage in US30/Cash CFD trades, higher margin requirements. | Trade as low as 0.0001 lots, with infinitely flexible leverage allocation. Precise lot size allocation - greater precision in trade allocation, profit attribution and access to different instruments. |
Strategy | Investors can run their own EA's to copy Master's trades, outside the strategy. | Protects the Fund Manager, by ensuring investors are not copying their strategies via EA’s on the MT4/MT5 terminal. |
Introducing | Thick clients/primitive user experience. | Cutting edge web & always available, native mobile interface. |
Transparency | Additional overhead for Fund Managers, to administer and lack of transparency for underlying investors. | Since SSM communicates all allocation settings directly to your MT4/MT5 server, Fund Managers simply need to trade through the MT4/MT5 Master. |
Settlement | Manual/semi-automated fee calculation and settlement. | Automation of configurable fee calculation and settlement parameters. |
Types | Typically performance fee only based on remuneration. | Supports multiple fee types to include upfront, subscription, management, performance & execution or any combination. |
Discount Coupons | Typically Fund Managers, must create multiple strategies to meet their investor’s fee requirements. | Fund Managers can manage multiple fees requirement with one strategy by creating coupons. |
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