Manager Portal
Monitor pooled capital, investor allocations, portfolio performance and earnings from a dedicated manager workspace.
PAM System
Managed accounts with investor transparency.
Connect investors with professional managers, handle allocations and performance fees automatically, and keep the entire programme connected to your brokerage CRM.
Manager PortalInvestor PortalPAM AdminAllocation Engine
One Connected Programme
Three views. One PAM system.
Give managers, investors and broker operations the right view of the same managed-account programme.
Investor Portal
Let investors review managers, allocate funds and follow performance, profit share and account history.
PAM Admin
Onboard managers, configure programme controls, review allocations, fees and settlement activity from one place.
Core Capabilities
Everything your managed-account programme needs.
PAM runs as a connected module of the Fiboniq Tech CRM, keeping managed-account operations close to the rest of the brokerage workflow.
Manager Onboarding
Controlled application and approval flow for managers, with broker oversight before they enter the programme.
Investor Allocation
Allocate investor capital according to configured rules and maintain a clear record of every allocation event.
Performance & Fees
Calculate performance fees and distribute the resulting amounts automatically with transparent records.
Investor Transparency
Give investors a dedicated view of balances, performance, allocations, profit share and history.
Wallet & Approvals
Connect deposits and withdrawals to the same CRM wallet and approval workflow used across the brokerage.
Policy Controls
Control where the PAM product is visible and how it is rolled out across clients, brands and operating rules.
Allocation & Distribution
Manager activity, allocated clearly.
The PAM workflow connects manager activity with investor allocations, performance and fee distribution while keeping a complete history behind each event.
- ✓Investor allocation handled by the platform instead of manual processing.
- ✓Performance fees calculated and distributed automatically.
- ✓Full history behind every allocation and fee event.
- ✓Deposits and withdrawals flow through CRM wallets and approvals.
ManagerPortfolio activity
Allocation EngineRules & calculations
InvestorsPerformance & share
Fee distributionCompleted
Native CRM Module
Managed accounts without a separate stack.
PAM uses the same core infrastructure and back-office environment as the rest of the Fiboniq Tech platform.
Connected operations from onboarding to settlement
Keep investor KYC, wallets, deposits, withdrawals and managed-account activity connected inside the same operating environment.
✓ Manager approval workflow
✓ Investor account history
✓ Allocation records
✓ Performance fee records
✓ Wallet & withdrawal flow
✓ Broker-level programme controls
See PAM In Action
Ready to build your managed-account programme?
See the manager, investor and broker views, allocation workflow and performance-fee operations in a live walkthrough.
One Ecosystem