Doc 03 · PAMM · Money manager flow

Running a managed PAMM strategy.

End-to-end setup for money managers, from registration through offer creation, performance fees, management fees, agent commissions, and join-link generation.

9 steps Money managers · Support · Ops Portal: pamm.marketsvox.com

A money manager publishes an Offer. The offer carries the commercials, trading interval, performance fee, management fee, agent commissions. Investors subscribe to the offer and trades replicate proportionally. Fees flow back to the manager (and any configured agents) at each trading-interval rollover.

01

Investor capital

Pooled across investors who join the offer.

02

Manager trades

Allocated proportionally to each investor's stake.

03

Rollover & fees

Manager + agents paid per offer commercial terms.

Audience

Money managers & their ops

  • Money managers setting up their first or additional PAMM offer
  • 10X ops staff configuring agent commission destinations
  • Support guiding managers through offer fields and fee mechanics
Levers per offer

What the manager configures

  • Trading interval (days / weeks / months)
  • Minimum deposit / withdrawal / initial investment
  • Performance fee % (mode: Equity)
  • Management fee % or flat per month
  • Agent commission split scheme
  • Join links for direct invitation
!

Critical · agent commission setup must happen BEFORE going live

Agent accounts are set by MarketsVox staff in admin. Manager must inform their account manager (or contact support) with the account number where fees should be paid. If this is not done, fees will be paid into the manager account. Cannot be retroactively changed for past investor commitments.

PAMM client area

https://pamm.marketsvox.com/app/auth

The flow · 9 manager-side steps
01
Entry · Account-type selection

Choose 'Money Manager'

Open the PAMM client area. From the account-type selector, pick Money Manager.

PAMM client area

https://pamm.marketsvox.com/app/auth

Account type selector Money Manager option
02
Entry · Registration & account binding

Register and log in

From the PAMM Manager login screen, click Money Manager Registration, then log in using an existing MarketsVox account and name the new PAMM.

Click 'Money Manager Registration'

The login screen shows the MTAccount + Password form for returning managers. Below that sits the Money Manager Registration link, this is the path for first-time setup.

PAMM Manager login screen with Registration link
Log in & name the PAMM

The registration form binds to an existing MarketsVox trading account. Provide:

  • MTAccount: the live MarketsVox account that will be the master account
  • Password: that account's trading password
  • Name of the PAMM account: public-facing name (e.g. PAMM DEMO)
  • Description: optional public text shown to investors

Click Register to submit.

PAMM Money Manager Registration form
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The PAMM name is what investors see

This name appears in the public Manager list when investors browse for a PAMM to join, and you use it to log in to the money management of the PAMM on the webpage. Pick wisely, changing it later is awkward.

03
Manager dashboard · Navigation

Once logged in, go to 'Offers'

Once logged in to the PAMM Manager dashboard, navigate to the Offers tab to start creating the commercial terms.

What the dashboard shows
  • Top nav: Money Managers · Investments · History
  • PAMM Account # and PAMM name (Public/Private indicator)
  • Tabs: Info · Investments · Offers · History
  • Summary card with Trading Account, Created date, Open/Closed Trades Profit, Trade results, Investor funds, Total funds
  • Deposits & Withdrawals summary
PAMM Manager dashboard with Offers tab
04
Offer creation · Start

Select 'Create'

Inside the Offers tab, click Create (top-left, with the + icon) to open the new offer form. An offer named Default may already be present with a 1 Calendar Month trading interval, you can edit it or create alongside.

Offers tab with Create button
05
Offer creation · Information & configuration

Fill in the offer fields

The New Offer panel asks for the public-facing details and the trading mechanics. All these are visible to potential investors.

Information
  • Name: public offer name (e.g. Demo Offer)
  • Public: checkbox controlling visibility in the Manager list
  • Description: optional text shown alongside the offer
Configuration
  • Trading Interval: number + unit (days / weeks / months)
  • Min. Deposit: minimum investor deposit (base currency)
  • Min. Withdrawal: minimum withdrawal amount
  • Min. Initial Investment: minimum first-time investor commitment
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Trading interval drives everything downstream

Performance fees calculate at each interval close. A 1-week interval means fees compute weekly; 1-month means monthly. Pick this deliberately, it determines investor cash-flow cadence.

New Offer form Information & Configuration
06
Offer creation · Performance fees

Specify the performance fee

Expand the Performance Fees section. Set the percentage charged to investors based on profit performance. The example shown in source documentation sets this to 50%.

How it's configured
  • Performance Fee Mode: Equity (default)
  • Equity from: threshold value (set to 0 to apply to all profit, or set a high-water mark)
  • Performance Fee: percentage (the example shows 50%)
%

This is what investors will see

The performance fee % is publicly visible in the offer panel before investors join. They explicitly agree to this when they accept PAMM terms. Setting it competitively for your strategy is part of how you attract investor capital.

Performance Fees section Equity mode
07
Offer creation · Management fees (optional)

Set management fees if you wish

Expand the Management Fees section if the manager wants to charge a periodic management fee separate from performance. The source documentation example sets this to 0.

How it's configured
  • Equity from: threshold equity (0 = applies from the first dollar)
  • Fee: either a percentage OR a money amount per month (toggle between % and money)

Leave at 0 to charge performance fee only. Add a non-zero value to layer a periodic fee on top of performance.

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Management fee runs in parallel to performance fee

The two fees stack, management charges every month regardless of performance, performance charges at interval close on profit. Most retail offers leave management at 0 and rely entirely on performance fee; institutional offers more often include both.

Management Fees section
08
Offer creation · Agent commissions

Configure agent commissions

Agent commissions need to be set if the manager wants fees paid to designated accounts outside the PAMM account (e.g. agents, sub-IBs, partners).

How it's configured
  • Agent commission rate (%): what % of fees flow to agents (rest stays with manager). Source example: 100%.
  • Custom agent commission rates: separate rates for Performance Fees and Management Fees
  • Multi-level agent commission distribution schemes: split format when multiple agents in the chain
  • Apply Distribution Chains: activates the multi-level scheme
Multi-level split scheme format
Example value: 100, 70/30, if 1 agent receives 100%; if 2 agents, split 70% / 30%.
!

Critical · agent accounts must be set in admin BEFORE offering to investors

Agent accounts are set by MarketsVox staff in admin. Please inform your account manager or contact support and inform them the account number you wish to have fees paid into. If you do not do so, fees will be paid into the manager account. This must be done before offering to your investors.

Agent commissions section with multi-level distribution scheme
09
Publish · Join links + Create

Create join links & publish

Optional but recommended: generate Join Links that connect investors directly to this specific offer. Then publish.

Join Links
  1. Expand the Join Links section
  2. Click Add to generate a unique link
  3. Share the link with investors, clicking it routes them straight to this offer's investor join screen
Finalize

Push the Create button at the bottom of the form. The offer is now live and (if Public was ticked) appears in the investor-facing Manager list.

Join links are the cleanest distribution channel

Direct join links bypass the marketplace browsing step entirely, investor clicks the link, lands on the join screen for this specific offer, enters MT5 credentials, accepts terms, done. Use these in IB outreach, manager websites, and email campaigns rather than telling investors to "find me in the list."

Join Links section and final Create button
Definition of done · five signals the offer is live

All five must be true for the PAMM offer to be considered fully operational. Missing any one will either block investors from joining, or route fees to the wrong destination.

Money Manager identity registered & bound to MarketsVox account

PAMM-side identity created using existing MT5 credentials. PAMM Name is public and finalized.

Offer configuration complete, trading interval & minimums set

Interval drives fee rollover cadence. Min deposit / withdrawal / initial investment all defined.

Fees configured, performance + (optional) management

Performance fee % set with Equity mode. Management fee at 0 or non-zero per offer strategy.

Agent commissions configured & admin accounts set via MV staff

Multi-level split scheme in place if applicable. Designated payout accounts confirmed with MarketsVox admin before investors join.

Offer published (Public ticked) + join links distributed

Offer appears in investor-facing manager list. Direct join links generated and shared through IB / outreach channels.

Need the investor flow?

For the investor-side of joining a PAMM (discover, connect, fund, track), see Doc 02, PAMM Investor.

Open Doc 02 →