Managers
They earn fees from their strategy in a simple, structured way.
Managed accounts
PAMM Software for Forex Brokers
Your best trader just got the same question again: “Can you manage my money?” If your brokerage can’t offer managed accounts, that trader may look elsewhere.
Broking Bridge CRM is PAMM account software that handles investor allocations, manager fees, requests, and reporting in one workflow. It connects to supported MT4 and MT5 servers and can run under your own brand. In a demo, you can review the investor workflow, fee setup, supported integrations, and reports. Whether you run a new brokerage or an established one, you can offer managed accounts without building the tools yourself.
High-water markWhere supported
pamm.yourbrokerage.com
Master account
M
Manager poolManager trades the master account
Active
Allocation by share
Investor A45%
Investor B35%
Investor C20%
FeesPer your rules
RequestsAdmin approval
StatementsInvestor view
Rollover windowsConfigured by your team
Managed accounts
What Is PAMM Software?
PAMM stands for Percentage Allocation Management Module. In forex, PAMM software lets a money manager trade one master account while profits and losses are shared among investors by their pool shares. Depending on the arrangement, the manager may earn a performance fee. Some call it a PAMM account management system.
The manager makes the trading decisions. Investors add funds and follow results. The broker sets the rules, approves requests, and keeps records.
Example: Suppose a PAMM pool holds $100,000, and one investor owns 40% of the pool. If the pool earns $10,000 in profit, that investor receives a $4,000 allocation before applicable fees and adjustments, assuming proportional allocation. Losses are allocated according to the applicable pool rules.
Why it matters
Why Brokers Offer Managed Accounts
Managed accounts give each group a good reason to stay with you.
Investors
They take part in the market hands-off, with clear statements and support when needed.
Operations teams
They can review allocation records and withdrawal requests together in one place, where the product supports it.
The flow
How a PAMM Account Works
1
Request
An investor asks to put money into the pool, and your team says yes.
2
Sharing
When the money arrives, the system works out each investor’s share using your rules.
3
Trading
Only the manager trades. Investors do not trade; they fully trust the manager’s choices.
4
Fees
Gains and losses are saved, and fees are charged on the dates you pick.
5
Rollover
Adding or taking out money may happen on fixed dates that your team sets.
6
Payout and checking
Approved money is paid out, and records are matched with platform data.
Features
PAMM Software Features That Save Your Team Time
Manager and Investor Portals
Managers see pool results and all requests. Investors see their balance, share, fees, and history, and send requests. Admins set roles and approve requests. This means fewer long email chains.
Automated Profit Allocation and Fee Management
The system splits results by each investor’s share, then applies your fees. Where supported, it remembers the highest balance, so the same profit isn’t charged twice. Rules depend on setup.
Rollover and Withdrawal Controls
Set rollover dates, minimum deposits, and approval steps. You choose how often rollover happens and who approves. Your team checks requests in one place, keeping payouts and rules in order.
MT4 and MT5 Integration
Connect the tool to your supported MetaTrader servers for account and trading data. What data syncs depends on your setup, confirmed in technical review. This links shares to real trades.
Reporting and Manager Performance
Investors get statements and performance stats to compare managers. Where supported, they can track each deposit or withdrawal. Admins can check records for audits. Clear reports also reduce support questions.
Payments, KYC, and Access Controls
Link requests to supported payment and KYC services, and give each user the right access for their role. Software helps your process but doesn’t promise compliance. Your team stays responsible.
IB and Partner Commission Management
Track eligible partner referrals and work out supported commissions in the same system. Finance teams can check every referral payout against one set of records, saving time and avoiding mistakes.
White-Label Options and API Integration
Show the investor portal under your own brand, and use the API to connect supported systems. What the API can do is confirmed early, so you know before you start.
At a glance
Features and Benefits at a Glance
| Operational need | Software output | Responsible team |
|---|---|---|
| Fee records | Allocations and fees from configured rules | Finance |
| Request handling | Rollover and approval steps | Operations |
| Account oversight | Connected server data | Risk team |
| Investor transparency | Balances, fees and history | Support |
| Manager comparison | Performance metrics | Investors |
| Partner payouts | Referral and commission records | Finance |
| Brand and workflow | White-label and API options | Tech team |
Audience
Who Is This Service For?
New Brokerages
Plan managed accounts from day one, once your licence allows it. Start with the right setup and grow with confidence.
Established Brokers
Add managed accounts to your current setup, with reports shown inside your supported systems. No need to build everything again.
Money Managers
Run your trading strategies, track how your pool is doing, and earn fees based on the rules you agree on.
IBs
Bring in new clients and earn referral commissions. Referrals are tracked, so you can clearly see what you have earned.
Prop Firms
In this trading their own money doesn't handle client funds. Use this only for managing investor money, after checking rules.
Before you launch
Regulatory Considerations Before Launch
Managed-account services, including pooled, multi-account, and copy-trading models, can face different rules depending on how they operate and where you offer them. Providing PAMM software does not automatically give a brokerage permission to carry out regulated activities. Investors can lose money, so explain the risks clearly.
Before launch, settle these points:
Ask a qualified legal adviser in each target market to review your setup. Avoid compliance guarantees. This page offers general information, not legal advice.
1Who makes the trading decisions?
2Who holds client funds?
3Which entity contracts with investors?
4What permissions does each target market require?
Why Broking Bridge
Why Choose Broking Bridge CRM for PAMM Software?
Connected data flow
Managed accounts connect with the client portal, KYC, IB, and payment tools you use. Where supported, investor requests pass payment and KYC checks, get team approval, then appear in reports.
Integration support
Our team connects the module to your supported MT4 or MT5 servers, then tests it together with you. You stay responsible for your licences and how you run your business.
Your brand and API
Give investors a portal that shows your own name and logo, not ours. Use the API to link the module with your other supported systems, so everything works together smoothly.
Implementation
How We Take You From Plan to Live
1
Plan
2
Connect
3
Configure
4
Test
5
Go live
FAQ
Frequently Asked Questions
One manager trades for several investors; profits and losses are shared by pool share. Performance fees vary by setup.
PAMM shares one master account’s results by pool share. MAM spreads trades across managed accounts. Copy trading replicates trades by investor settings.
MT4 and MT5. Server versions are confirmed in a technical review.
Fees follow your configured rules, such as a performance fee with an optional high-water mark, on your chosen schedule.
Investors submit a request, usually processed in a rollover window. Approval and provider timing can add delay.
It depends on where you operate and how the service is structured. Ask a legal adviser.
Both depend on your setup and custom work. A written quote follows a technical review.
Get started
Ready to Launch Your PAMM Solution?
Book a demo to review the investor workflow, fee configuration, supported integrations, and reporting available for your brokerage.