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Forex CRM / PAMM/Masters

Masters

Manage PAMM master accounts, performance tracking, and strategy sharing.

Overview

Master accounts are the core of the PAMM system. A master is an experienced trader who manages investor funds and trades on their behalf.

Master Application Flow

+----------------+     +--------------+     +----------+     +------------------+     +------------------+
|  User Applies  | --> | Admin Reviews| --> | Approved | --> | Master Account   | --> | Accepts Investors|
|  to be Master  |     |  Application |     |          |     |    Created       |     |                  |
+----------------+     +--------------+     +----------+     +------------------+     +------------------+
                              |
                              v
                        +-----------+
                        | Rejected  |
                        +-----------+

Key Features

  • Application Workflow: Users apply to become masters, admin reviews and approves
  • Performance Tracking: Monitor ROI, total AUM, and investor count
  • Strategy Sharing: Masters can publish their trading strategy
  • Suspension Control: Admins can suspend masters if needed

Master Statuses

  • Active: Trading and accepting new investors
  • Suspended: Cannot accept new investors, existing investments continue
  • Closed: Permanently closed, all funds returned to investors

Performance Fee

📧
NoteThe performance fee only applies to profits — masters never earn a fee on investor losses. This ensures that masters are incentivized to generate positive returns.

The master earns a percentage of investor profits (e.g., 20%). No fee is charged on losses.

Example: If investor profits $1,000 with 20% fee:

  • Master receives: $200
  • Investor keeps: $800
💡
TipMonitor master performance metrics (ROI, drawdown, AUM growth) regularly. Underperforming masters can erode investor trust in your entire PAMM offering — consider suspension if performance drops significantly.
  • View all masters: Masters > All Masters
  • View applications: Masters > Applications
  • Master details: Click on any master to view profile

Next Steps

  • Investors — Manage investor allocations and equity
  • Rollovers — Configure profit/loss distribution schedules
  • Withdrawals — Handle investor withdrawal requests