Stop invoicing your clients
Your management and performance fees calculated at the end of every month against a high-water mark, debited automatically, and paid across to you.
You trade. Our software does the rest.
85% of brokers offer no way to calculate or collect a performance fee, Tradeview does
If you're still invoicing clients by hand at the end of every month, that is as much of a gap in your process as it is on the platform you use. Most retail brokers offer no performance-fee engine at all, no calculation, no settlement, nothing.
Automatic
The fee calculates itself. Fees are calculated at the end of every calendar month, against a high-water mark, debited from the client's account and paid across to you. No spreadsheet. No invoice.
Built-In-house
Not a plugin we license from someone else. It's our own software, which is why we can change it, support it, and stand behind how it works.
Open to you
No long qualification. Three funded clients is the minimum. Live in 1-2 business days. No required track record, no minimum AUM.
The tools you already use were never built to pay you, ours is.
Built in-house, not licensed, not a plugin, which is the only reason we can run it the way you're about to see.
Four steps, then it runs
Equity
Each account takes a share of the trade sized by its share of total equity. A 5-lot master order across 6,000 / 7,000 / 3,000 lands as 1.89 / 2.19 / 0.94 lots
Balance
The same split, weighted by balance rather than equity, so open profit and loss does not shift the allocation underneath you.
Cash Balance
As Cash Equity, distributed by share of balance instead. Rounding is reconciled back to the master automatically.
Cash Equity
No position sits in the client account at all. When your master trade closes, the realised result is distributed by share of equity.
One trade.
Four allocation methods
Equity
Each account takes a share of the trade sized by its share of total equity. A 5-lot master order across 6,000 / 7,000 / 3,000 lands as 1.89 / 2.19 / 0.94 lots
You place a single order on the master. It lands across every linked account by a defined, documented calculation, and your client can see which one applies to them.
One trade.
Four allocation methods
You place a single order on the master. It lands across every linked account by a defined, documented calculation, and your client can see which one applies to them.
Equity
Each account takes a share of the trade sized by its share of total equity. A 5-lot master order across 6,000 / 7,000 / 3,000 lands as 1.89 / 2.19 / 0.94 lots
Complete transparency for your clients
MAM Viewer, your client's portal, refreshes every 10 seconds. Your client logs in and sees only their own account.
Browser-based and mobile-first, so you can check your book from a phone between meetings.
Runs by asset class
Platforms:
MT4
MT5
Platforms:
MT5 for CME products
Platforms:
MT5
Common questions
How is our MAM solution different:
Is a high-water mark applied?
It's up to you. You can charge based on a high-water mark or a fixed fee.
Time to go live
1-2 business days
How often is the fee taken?
Every calendar month
Minimum to start
3 funded clients
Do you collect it from the client account?
Yes, automatically
Do you calculate the performance fee?
Yes, our proprietary software
Allocation methods
Four, named and documented
The software is ours
Most brokers offering this at all are licensing somebody else's plugin. Ours is proprietary, which is why we can change how it allocates, how it reports and how your fees are structured, instead of waiting on a vendor.
Your clients can watch:
Each client logs in and sees their own account, their allocation type and their results, live. Nothing is editable by anyone, so the record is the record.
Custom LPOAs:
The authority your clients sign can be tailored to your arrangement rather than forced into a template.
MAM Viewer:
Every linked account in one view: orders, volumes, commission, swap and live profit and loss, refreshed every ten seconds. Search down to a single ticket. Browser-based and mobile-first.
The fee is not a conversation. It is a calculation your client can watch
High-water mark or fixed fee. You set the terms.
A monthly cycle your clients can see coming. A statement that reconciles itself. Disputes disappear when the math is clear to everyone.
Regulated in five jurisdictions
Money managers onboard through Tradeview Financial Markets S.A.C., our Peru entity, alongside the partner programme. The wider group holds licences in Cayman (CIMA), Labuan (LFSA), the EU, Peru and Mauritius (FSC).
INSTANT LIQUIDITY CONNECTOR
INSTANT LIQUIDITY CONNECTOR
INSTANT LIQUIDITY CONNECTOR