Two methods of allocation are available; Percent and Lot.

Percent allocation refers to the percent of equity that a sub-account holds relative to the whole portfolio. In percent allocation mode, a sub-account with an equity balance of $20,000 would receive 20% of all master account trades if the portfolio equity of all sub-accounts were $100,000. This mode is particularly helpful when the equity balances are similar among the sub-accounts.

In Lot allocation mode, each sub-account can have a distinct lot allocation defined. For example, if two sub-accounts were set for 3 lots each, and three sub-accounts were set for 1 lot each, then the total number of lots that the master account should trade would be 9 (3+3+1+1+1). This mode is generally used when a client wishes to have unique risk exposure in every trade

Our Multi Terminal provides you with the ability to trade multiple accounts with 1 click. It is a powerful tool that was designed specifically for fund managers. It allows you to customize fund allocation for your entire portfolio of customers.

You can also give your clients the ability to log into their individual account and view, in real time, all of the open positions and get historical statements