PAMM MAM plugin and Multi-Account Terminal: buyer guide.
Fund management tools look similar in demos and differ in the details that matter to investors. Compare allocation, fees and controls, and check regulation before you buy.
Allocation methods
Check whether the plugin allocates by equity, balance, lot or percentage, and how it rounds. Small rounding differences become investor complaints. Ask for a worked example with real numbers.
Fees and investor controls
Performance and management fee models, high-water mark handling and payout timing must match your product. Ask what investors can do to limit risk, such as loss limits or exits.
Regulation and cost
Managing client funds is regulated in many places. Confirm that your activity is allowed before you invest, and see our forex license overview. Then price the plugin, a Multi-Account Terminal and support together.
Fund management economics
Decide how fund management will earn money: performance fees, management fees, spreads or a share. Model costs for software, support, compliance and investor reporting. A fund management product should be priced as a business, not added as a feature.
Support and training costs
Fund management tools need training for managers and clear guides for investors. Ask whether training, documentation and ongoing support are included. Budget also for investor reporting, which is often overlooked in early quotes but quickly becomes a daily need.
Questions we hear
Is a Multi-Account Terminal separate from PAMM?
It can be. It gives managers one view of many accounts, with or without a pooled structure.
Will a gray label support PAMM or MAM?
It depends on plugin and access support. Confirm before you design the product.