Master Account
Central account or strategy source for allocation logic.
Multi-account allocation architecture for broker and asset-management workflows.
[MASTER]
│
[ALLOCATION ENGINE]
┌────┼────┐
[A01][A02][A03]
│
[REPORTING]Central account or strategy source for allocation logic.
Rules for distributing activity across linked accounts.
Multi-account structure for broker or manager workflows.
Performance and allocation visibility.
Designed for MT4/MT5-connected environments.
Operational parameters for account groups and allocations.
Understand the component, its dependencies and the checks to agree before production.
MAM and PAMM workflows involve allocation across multiple accounts or participation structures. The required model must be specified for the actual platform and permitted business activity. Account eligibility, authorisations and client disclosures are distinct from installing the allocation technology.
Document the supported allocation method, rounding, balance changes and the treatment of accounts that cannot participate in an operation. Fee calculations and reports should be reconciled with the approved operating model. Do not assume that the same configuration applies unchanged to every platform or jurisdiction.
Acceptance should include representative allocations, insufficient account resources, disconnected accounts and reporting comparisons. Record the operational approval process and the evidence needed to investigate a discrepancy. This service concerns the technology workflow and does not promise investment performance or suitability.
The allocation component, platform compatibility, account structure, reports and integration work define scope. Any asset-management permissions and provider agreements must be confirmed independently.
Request a written scope with deliverables, exclusions, acceptance checks, one-time costs and recurring charges. Deployment dates and service levels are confirmed for the agreed project.
> DISCUSS_THIS_PROJECTArchitecture can combine platform, bridge, liquidity, hosting and operational modules.