MAM / PAMM for Brokerages - FirmForge
EUR/USD 1.08421 GBP/USD 1.27180 XAU/USD 2,318.10 BTC/USD 67,238.00 US30 38,940.00 USD/JPY 156.210 ETH/USD 3,481.20 NAS100 18,204.50 WTI/USD 78.320 EUR/USD 1.08421 GBP/USD 1.27180 XAU/USD 2,318.10 BTC/USD 67,238.00 US30 38,940.00 USD/JPY 156.210 ETH/USD 3,481.20 NAS100 18,204.50 WTI/USD 78.320

MAM/PAMM Platform

Run managed trading, properly.

MAM and PAMM accounts, pooled allocation, performance fees with high-water mark, investor statements, and manager approval. The full managed-trading stack, on your domain.

Launch managed accounts without rebuilding infrastructure.

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Real FirmForge trade room
Pooled Allocation High-Water Mark Performance Fees Investor Statements Manager Approval Live Reports

How it works

Managed trading from end to end

Three capabilities that have to work together or managed accounts are dangerous: pooled allocation, fair fee math, and investor-grade reporting.

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Real FirmForge client portal dashboard

Built for managers and investors

Fair to both sides from day one, not retrofitted later.

For money managers

Trade on one master account. Investor allocations happen automatically on your fills. Set your management and performance fee schedule and the platform collects on close.

For investors

See every allocated trade, your real PnL after fees, and the high-water mark that protects you. Withdraw during defined windows, approve or revoke the manager anytime.

Pooled Allocation

Every investor fill allocates automatically

The manager opens one trade on the master account. Pro-rata allocation distributes it across all investors by equity weight, instantly, at the same fill price.

  • Lot-based or percentage-based allocation
  • Zero-slippage split so all investors get the master fill
  • Partial-fill handling built in
  • Works across every asset class you offer

Pro-rata

40+

Equity-weighted

50+

Balance-based

80+

Percent-based

20+

Hybrid

15+

Lot-based

10+

Fee Structures

Management and performance fees, with high-water mark

Set a management fee, a performance fee percentage, and a high-water mark that stops you charging twice for the same gains. Fees debit on close with auto-reinvest or auto-pay.

  • Flat or tiered management fee, annualized
  • Performance fee calculated on PnL above HWM
  • Fee period: monthly, quarterly, or on withdrawal
  • Investor sees the fee math before every allocation
Fee ticket preview · EUR/USD
Period 0.50
Perf Fee
100,000
High-Water Mark
0.50
Investor Net
9,458
Mgmt Fee
1:100
Approve
Dispute

Investor Statements

PDF statements, generated automatically

Investor-grade statement showing every allocated trade, the master fill price, their proportional share, fees charged, and running PnL versus high-water mark.

  • Monthly PDF and CSV export, operator-branded
  • Daily online view with transaction detail
  • Includes HWM reset events and withdrawal lines
Statement preview · XAU/USD
XAU/USD October 2026
Opening Equity
2,318.10
Period PnL
2,341.00
Fees Charged
2,305.50

23 allocated trades, 71% win rate. HWM moved from 10,000 to 10,342 after fees.

Manager Approval

Investors stay in control, always

Investors approve the manager before any allocation starts. Revoke anytime. Per-investor max drawdown stop that liquidates their allocation if a manager runs hot.

  • Per-investor hard drawdown cutoff
  • Investor approval required before any new strategy
  • Revoke manager anytime with one click
Investor safeguards · Standard 25k
Approval Required6.2% / 8%
Max Daily DD0.8% / 5%
Overall DD Cutoff2.1% / 10%

Live Reports

Real-time dashboards for managers and investors

Managers see AUM, allocated open positions, period PnL, and investor-level breakdown. Investors see their own live PnL, fee accrual, and HWM progress.

  • Manager AUM and per-investor equity in one view
  • Investor view: live PnL, fees, and HWM
  • Operator view: total managed AUM across every manager
Live dashboard
Live Manager View
14:22:07 UTC
Allocation Active

Common questions

Managed accounts, honestly explained

No vague answers.

MAM allocates by lot size, with each investor's position sized by lots proportional to their equity weight. PAMM allocates by percentage of the pool, which is easier for very small or very large investors. Both are supported and the manager picks per account.

Automatically on close, from the investor's realized PnL above the current high-water mark. Period schedule is set by the manager and can be monthly, quarterly, or on withdrawal. The investor sees the math before every allocation.

Yes. On withdrawal, performance fees crystallize against the current HWM. If their account is below HWM they pay nothing. Their remaining equity continues participating in subsequent allocations.

Yes. Each investor has a segregated client sub-account. The manager never touches investor funds directly, trading on a master account while allocations distribute automatically.

Only on live-funded sub-accounts. Evaluation accounts during a challenge phase do not participate in managed allocations by design, since challenge accounts are the trader's own evaluation.

No platform cap. Managers can scale to hundreds of investors on one master account. The allocation engine is built for this and has been tested at over 500 investors on a single master open fill.

Launch managed accounts

Ship a MAM and PAMM product this week

Pooled allocation, fair fees, investor statements, manager approval, all configured in your admin. Not a bolt-on but built into the core platform.

Managed trading, under your brand.