VAST CRM

PAMM & MAM Solution for Forex & CFD Brokers

Manage managed accounts, allocations, performance and profit sharing through one connected brokerage CRM.

What brokers need

Bring Managed Accounts into One Connected CRM

PAMM and MAM operations become easier to manage when accounts, allocation, performance and reporting work together.

PAMM and MAM can involve multiple accounts, allocation rules, manager activity and performance information. When these processes are handled across separate systems, your operations team has to move between different records and workflows.

VAST CRM brings the managed-account module into the brokerage environment, giving your team a connected way to configure, manage and monitor PAMM and MAM activity alongside your wider CRM operations.

  1. 01

    Set up managed accounts with a clear structure.

    Create and manage the account structure required for your PAMM or MAM model, with manager and investor accounts organised within the brokerage CRM.

  2. 02

    Keep allocation connected to account activity.

    Manage fund allocation through the managed-account workflow instead of keeping allocation information in separate records. This gives your operations team a clearer view of how accounts are structured.

  3. 03

    Keep manager and investor information organised.

    Bring the relevant manager and investor account information into one connected environment, making everyday PAMM and MAM administration easier to follow.

  4. 04

    Make profit sharing easier to manage.

    Configure profit-sharing workflows within the PAMM environment and keep the related account and performance information connected for clearer operational handling.

  5. 05

    See performance without switching between systems.

    Track managed-account performance and related activity from the CRM, giving your team a more direct view of how PAMM and MAM accounts are performing.

  6. 06

    Keep rollovers part of the same workflow.

    Handle rollover-related processes within the managed-account setup while keeping account information and operational records connected to the wider brokerage system.

  7. 07

    Give your brokerage one view of managed-account operations.

    Bring PAMM and MAM administration, account information, performance and reporting into the same CRM environment your brokerage already uses for its wider operations.

Inside the module

Core Components of Managed PAMM & MAM

Bring account setup, allocation, performance, and reporting into one connected PAMM & MAM workflow.

  1. Part one

    Manager & investor accounts

    Keep manager and investor accounts organised within the managed-account module, with the account relationships and information your brokerage needs for everyday PAMM and MAM administration.

    • Manager account management
    • Investor account management
    • PAMM account structure
    • MAM account structure
    • Account relationship visibility
    • Managed-account information
    • Centralized account administration
  2. Part two

    Allocation & distribution

    Manage how funds and trading activity are distributed across managed accounts according to the PAMM or MAM structure configured by the brokerage.

    • Fund allocation
    • Account-level allocation
    • Managed account distribution
    • Allocation based on configured rules
    • Investor allocation visibility
    • Allocation records
    • Centralized distribution management
  3. Part three

    Performance & profit sharing

    Keep managed-account performance and profit-sharing information connected to the same CRM environment, giving brokerage teams a clearer view of results and related calculations.

    • Manager performance tracking
    • Investor performance visibility
    • Profit-sharing workflows
    • Performance-based calculations
    • Account performance records
    • Profit distribution information
    • Performance reporting
  4. Part four

    Rollover & reporting

    Keep rollover activity and managed-account reporting within the same workflow, so your operations team can review account activity and performance without relying on separate records.

    • Rollover management
    • Subscription and redemption activity
    • Managed-account statements
    • Manager performance reports
    • Investor account reports
    • Account activity records
    • Centralized PAMM & MAM reporting

Who Uses the Module

A Complete Framework for Managed Accounts

Give every brokerage team the right view of PAMM and MAM operations without moving between separate systems.

  • Brokerage Admins. Configure PAMM and MAM structures, manage account relationships and keep the overall setup organised from the admin portal.
  • Operations Teams. Manage manager and investor accounts, allocation activity, account changes and day-to-day managed-account workflows.
  • Finance Teams. Track profit-sharing information, account movements and the financial records connected with managed-account activity.
  • Managers. Access relevant account and performance information through the setup provided by the brokerage, with their managed activity kept within the defined PAMM or MAM structure.
  • Investors. View relevant account, allocation and performance information through the client-facing experience configured by the brokerage.
  • Management. Get a broader view of PAMM and MAM activity, performance and operational records to support brokerage-level oversight and reporting.

Give Your Brokerage a Clearer Way to Manage PAMM & MAM Operations.

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Questions about PAMM & MAM

Everything You Need to Know About PAMM/MAM

Common questions brokers ask when adding PAMM and MAM capabilities to their CRM.

  • PAMM and MAM are different managed-account models. PAMM uses a pooled structure where investor funds are allocated within a managed account, while MAM supports multiple investor accounts within the managed setup. VAST CRM provides the module so brokers can configure and manage the model that fits their brokerage.

  • Yes. PAMM and MAM can be managed as part of the same brokerage CRM environment. Your team can work with the relevant account structures, allocation information, performance data and reporting without maintaining separate operational workflows.

  • Yes. The PAMM and MAM module can work as part of your connected brokerage technology stack. VAST CRM supports integrations with trading platforms such as MT5, cTrader, Match-Trader, Leverate and Vertex FX, depending on the required setup.

  • Yes. The module supports the account relationships required for PAMM and MAM operations. Brokerage teams can organise manager and investor information within the configured managed-account structure and keep related activity connected to the CRM.

  • Yes. Profit-sharing workflows can be configured within the PAMM and MAM setup according to the brokerage's operating model. Related performance and account information can remain connected for calculation, tracking and reporting.

  • Yes. The CRM can provide visibility into managed-account performance and related activity. This helps brokerage teams review performance information, maintain operational records and support reporting from the same PAMM and MAM environment.