Four components sit on one spectrum: somebody else does the trading. What separates them is where
the money sits and who controls it. Copy trading replicates a published strategy into the investor's
own account. MAM leaves the money in the investor's account but hands trading authority to a manager.
PAMM pools the money into one master account and gives each investor a share. Social trading is the
discovery layer that feeds all three.
Brokers usually buy these as four products from three vendors, then find that the track record in
the social feed disagrees with the statement produced by the fee engine. These four run on one MT5
server, against one set of trading history, under the broker's brand.
ComponentCopy Trading
A complete trade-copying service under the broker's brand. Traders publish their accounts as
strategies with performance track records; investors subscribe, and every trade replicates to
their own account with volume scaling, risk limits and symbol filters. Market, pending and partial
operations all replicate, not just simple market fills — a strategy built on pending orders is
otherwise copied wrongly from day one.
Replication is driven by the server's own trade events rather than by a terminal polling for
changes, and every master operation is journalled before any follower account is touched. Strategy
ratings, subscription management and automated settlement of performance and management fees ship
with it.
What it solves
- Turns passive clients into active volume — investors trade without trading themselves
- Gives inactive or unprofitable clients a reason to stay funded instead of withdrawing
- Successful traders become an acquisition channel and bring their own audience with them
- A revenue stream from copy commissions and a share of performance fees
ComponentSocial Trading
A social layer over the trading environment: public trader profiles with performance statistics,
activity feeds, followers and subscriptions, discussions, groups with live chat, and leaderboards.
The broker's client base becomes a community where good traders build an audience, and copy
relationships form out of it rather than out of an advertising budget.
It ships white-label — the broker's branding on the broker's own domain — with premium creator
subscriptions, tips, a moderation desk for the compliance team, and delivery as an installable web
app. The point is not engagement for its own sake: session frequency and time in platform are the
leading indicators of client lifetime.
What it solves
- Retention through community — clients stay for the network, not only for the spread
- An organic discovery funnel into copy trading, PAMM and MAM
- Public track records and user content work as credible marketing the broker does not pay for
ComponentPAMM
Percentage allocation money management. Investors deposit into a manager's pool, the manager trades
the combined capital from a single master account, and every trade with its profit and loss is
allocated to each investor in proportion to their share. Investment offers carry their own fee
schedule — management, performance and entry fees — with a high-water mark on performance.
The mechanics that decide whether a pooled scheme survives contact with real investors are the
boring ones: trading intervals with rollover processing, so deposits and withdrawals enter and leave
at a defined point rather than diluting an open position; the manager's own capital in the pool as
visible skin in the game; and an investor cabinet with statements. Run by hand, allocation and
rollover arithmetic is unworkable.
What it solves
- Attracts professional money managers and the investor capital they arrive with
- Converts passive clients into long-lived depositors who invest without trading
- Allocation, rollovers and fee settlement run end to end without back-office involvement
ComponentMAM
Multi-account management without pooling. The manager trades one master interface and every trade
is multiplied instantly across the individual accounts of their clients, using a configurable
allocation method: proportional by equity or by balance, fixed lot, or percentage. Funds never leave
the client's own account — the client grants trading authority, sees every trade, and can detach at
any time.
Each account carries its own parameters: a risk multiplier, instrument exclusions, and its own fee
calculation. That is what matters commercially: a large share of investors will accept a manager
but will not transfer money into anyone's pool.
What it solves
- Serves investors who want professional management but refuse to fund a pool
- Gives managers with individual mandates institutional-grade multi-account execution
- Per-account transparency removes the trust disputes typical of pooled schemes
- Scales allocation across hundreds of accounts with individual risk settings
How it ships. Server-side execution against the broker's existing MT5 installation, plus
the client-facing surfaces: a strategy and manager showcase, an investor cabinet with statements,
and an admin console for approving managers, setting fee ceilings and reading settlement.
What has to be right
Investment services fail on arithmetic and on ordering, not on features.
Volume scaling must respect the follower's account, not the master's. Proportional sizing
against equity, a minimum and maximum lot, and a hard stop when the follower has no margin. A copy
that silently rounds to the minimum lot turns a conservative strategy into a leveraged one.
Fees have to be provable line by line. High-water mark accrual, a defined settlement period,
and a statement the investor can read against their own trade history. Fee disputes are the most
common reason investment products get switched off again.
Track records must be computed, never self-reported. Performance on a public profile or in a
manager showcase is derived from server trading history. A fabricated track record on a broker's own
site is a regulatory problem the broker owns, not the trader.