Copy trading & PAMM
Connect strategies, clients and your back office.
Add copy-trading and PAMM workflows to the client experience you already manage. Give clients a place to discover providers and manage participation, with the account and fee records your operations team needs.
A scoped proposal around your requirements.
From provider to participation.
- 01
Strategy provider or manager
Provider profile and configured program
- 02
Client portal
Discover · subscribe or invest · review
- 03
Trading connection
Copying or managed-account workflow
- 04
Broker administration
Account records · fees · operational review
- Provider and client workflows
- Connected account administration
- Fee and participation oversight
Part of the client relationship
More connected services for your clients.
Copy trading and PAMM each need a clear journey for clients and a manageable process behind the scenes. Bring provider access, account activity and administration into your broker environment.
Provider discovery and subscriptions
Support strategy-provider profiles and client subscription workflows through the portal. Connect participation with the client accounts and permissions managed in your CRM.
Connected copy-trading operations
Bring provider and follower activity into the trading integration. Scope the account model, trade-copying behavior and supported platform around the service you intend to offer.
PAMM investment workflows
Manage investor participation, deposits and investment records alongside manager accounts. Configure the program’s participation and withdrawal conditions for your operating model.
Fee administration
Work with performance-fee and settlement workflows, including high-water-mark accounting where applicable. Give administrators the records needed to review fees and handle operational exceptions.
Client and administrator visibility
Connect participation records, account information and administrative controls. Keep the client journey close to the CRM that already handles profiles, verification and funding.
Adapt the service model
Need a different fee structure, provider onboarding process or reporting view? We review the requirement and scope the implementation with the underlying CRM and trading connection in mind.
From requirements to rollout
Start with your operation.
Walk through the relevant workflow, agree the scope, and define the path to launch.
- 01
Choose the program model
Define whether you need follower-account copy trading, a PAMM investment program or both. Map provider eligibility, client participation and fees.
- 02
Review the full journey
Walk through provider discovery, a subscription or investment, account activity and administrative fee review. Confirm the platform and integration scope.
- 03
Configure and validate
Validate the agreed account behavior, participation lifecycle and fee calculations with representative scenarios before introducing the service to clients.
Before we talk
The practical questions.
What is the difference between copy trading and PAMM?
Copy trading follows a provider’s trading activity in follower accounts. A PAMM program manages investor participation in a managed-account arrangement. They have different account, allocation and fee workflows, so we scope them separately even when both sit in the same client portal.
Can these workflows sit inside our broker CRM?
Yes. BrokerTech CRM includes copy-trading and PAMM services. If you use another CRM, we first assess the integration work and the account, funding and identity connections needed.
Which trading platforms are supported?
The existing copy-trading implementation includes MT5 connectivity. Platform support for your selected copy or PAMM workflow is confirmed during scoping; the CRM’s broader platform integrations should not be assumed to provide identical support for every investment feature.
Can we configure provider fees?
We review the fee model, high-water-mark behavior where applicable, settlement schedule and administrative controls your program requires. Existing settings and any additional development are identified in the proposal.
Can you build a different provider or investor journey?
Yes. Provider onboarding, participation rules and reporting can be scoped as custom work. We define the intended behavior and validation scenarios before quoting the implementation.
Design the program your clients will use.
Tell us how providers, investors and your operations team should work together.