MAM and PAMM tooling built into the platform — let approved strategists on your brokerage manage client capital by lot allocation or pooled equity, with the reporting and controls handled for you.
Two allocation models, one toolset. Give the strategists on your platform the model that fits your clients' capital and control preferences.
A master manager trades a block account, and trades are mirrored to each client's sub-account by lot allocation. The module enforces trade-only permissions, so managers can place trades but never initiate withdrawals.
Client capital is pooled into a master strategy, and gains and losses are credited to each sub-account in proportion to its equity share. Simpler operations, lower entry minimum — all tracked by the module.
“If you don’t find a way to make money while you sleep, you will work until you die.”
Performance-only fee logic with a high-water mark is built in — fees apply only when an account reaches a new equity peak. The example rates below are yours to configure.
| Fee Type | PAMM | MAM |
|---|---|---|
| Minimum deposit | $1,000 | $5,000 |
| Management fee | 0% | 0% |
| Performance fee | 20% | 25% |
| High-water mark | ✓ | ✓ |
| Withdrawal frequency | Monthly | Anytime |
| Lock-up period | 30 days | None |
| Reporting | Daily NAV | Live + Monthly statement |
Set listing requirements — such as a minimum live track record — before a strategist can be offered to clients.
The module enforces role-based access — managers can place trades but can never initiate withdrawals or move client money.
Clients can allocate across several managers to diversify by style, asset class, and volatility regime.
Equity, drawdown, fees, and attribution tracked in real time, with CSV export for reconciliation.
Built-in flows walk clients through manager selection, risk profiling, and allocation.
Managers earn only on profit above the prior peak — no fee on flat or losing periods.
Clients deposit through the payment methods you enable. Example minimums: $1,000 for PAMM, $5,000 for MAM.
Clients filter managers by style, AUM, and drawdown, review the prospectus, then allocate.
Clients e-sign a limited power of attorney granting trading-only rights to the manager.
Clients track performance daily and withdraw on the schedule you set — anytime for MAM, monthly for PAMM.
Book a demo to see how MAM and PAMM are configured, controlled, and reported inside the JBM Market platform.