Highlights
Early withdrawal fee in PAMM
Problem. PAMM is designed around an investment horizon: the master trader allocates capital on the assumption that funds stay in the pool until the end of the period. An early exit can disrupt that model and affect the other participants, and the broker had no built-in tool to regulate the behavior.
What we changed. An Early Withdrawal Fee block has been added to the PAMM fee plan with two parameters: a holding period in days that defines how long a withdrawal is considered early, and a percentage fee applied to the withdrawal amount. Investors see the terms before subscribing and in their subscription details.
Example. With a 30-day holding period and a 5% fee, an investor who withdraws $10,000 on day 10 has $500 withheld. Had they waited until day 31, no fee would apply.
Key point for brokers. The feature is disabled by default. A broker enables Early Withdrawal Lock-in in PAMM Web UI Settings and sets the maximum permitted lock-in period. A master trader then sets the lock-in period and percentage fee in the PAMM fee plan. Turning visibility off does not erase terms that were already saved. For setup and fee behavior, refer to Configure Early Withdrawal Fee and Early Withdrawal Fee for PAMM.
Partner share report for performance fees
Problem. A common commercial model gives a partner a share of the performance fee collected from the investors they brought in, rather than a fixed rate. This had to be calculated manually through database exports and custom spreadsheets — slow, hard to verify, and unusable as an official statement.
What we changed. A dedicated report page in the Admin panel shows how much performance fee was collected and how much of it is allocated to partners, with four views of the same data: by partner, by master account, by month, and by source account. The reporting period and account set are configured at the top, and one report can combine several independent commercial arrangements.
Example. The agreement is 10% of the performance fee collected from a partner’s investor group. Over the period $100,000 in performance fees are collected, so the partner is entitled to $10,000 — and the report shows which accounts and months produced it, making the number defensible in a partner discussion.
- Only fees that were actually withheld and successfully paid are counted; profit “on paper” is not.
- Several independent agreements are supported at once: different account groups, periods, and percentages.
- Fees collected before an agreement’s start date are excluded.
Key point for brokers. This is not the same mechanism as IB rebates. Rebates are paid from the broker’s wallet on volume in lots, while this report covers a partner’s share of performance fees already collected — the two should be described separately in sales materials.
Social links in the strategy profile
Problem. Investors choose people as well as numbers, and a master trader with a public channel can look more credible than an anonymous line in a ranking. There was nowhere to add links, so traffic moved off-platform without any structured support.
What we changed. A Social Media section in account settings lets master traders add links to their channels, which appear as clickable icons on the strategy statistics page. URLs are validated for correctness and against a list of allowed domains.
Key point for brokers. The section can be hidden with a single setting if the broker does not want to direct clients to external resources. For details, refer to Configure Social media links.
Terms acceptance on the login screen
Problem. Some brokers need to capture consent not only at account creation but also at login — for example after terms have been updated, or for specific jurisdictions.
What we changed. A mandatory consent checkbox with broker-defined text can be enabled on the login screen, blocking login until it is selected. The setting is broker-specific, so brokers that do not need it see no change to the login flow.
IB rebate reporting
Problem. Payouts may be calculated automatically, but a finance team still needs an auditable explanation of who was paid, for which trade, to which account, and through which transfer. Without it, month-end reconciliation and partner disputes still required engineering support.
What we changed. The rebate report now includes the IB partner (email and identifier), the destination account, and the transfer identifier, plus partner level, rate in USD per lot, volume, amount, instrument, status, and calculation and payment dates. A report tab is also available directly on the master trader’s page, so a broker can review payouts for one strategy rather than only from the global list.
Example. A partner asks why last month’s payout was lower than expected. The finance specialist opens the report for that strategy, filters the period, and traces every accrual down to the actual transfer — answering with specifics in minutes instead of escalating to development. For details, refer to Broker IB rebates.
Also released
- Master traders can limit which of their positions are visible to investors, so a strategy can be marketed by performance without disclosing the trading logic.
- Brokers can hide the master trader’s balance and equity from investors, and configure how the master trader’s name, contact details, and partner-information block are displayed.
- The country flag on the statistics page now follows the general geography-visibility setting.
- Administrators can see the High Water Mark (HWM) used for performance-fee calculations, with current values and a change history per investor–master relationship; the fee report and export now include HWM, financial result, and assets-under-management columns.
- PAMM balance-operation tables now show which investor is behind each operation, and search and alphabetical sorting were added to currency and platform-group reference lists.
- Trading volume in lots is shown for each subscriber, so a master trader can tell active investors from those who subscribed but never funded the account.
- Leverage now appears directly on the account card in the dashboard without opening settings.
- Direct links to pages inside a broker-hidden menu section no longer return a 404, and trading servers hidden by the broker no longer appear in the selector.
- Brokers can enable a warning and confirmation when a user selects a trading server during account creation, reducing accidental accounts on the wrong server.
- Empty dashboard sections are hidden when account creation is disabled, loss-limit errors show the actual limit value, and when subscribing to PAMM only accounts in a compatible currency are offered.
- Password changes are not offered for platforms where they are unsupported, assets under management in external embedded widgets are normalized to a single currency, and general visual improvements were made to account cards, navigation, and mobile layouts.
