SlidePerformance Fee Calculator The Performance Fee Calculator provides brokers an automated and error-free tool to calculate management and/or performance fees for money managers and social trading leaders across their entire brokerage in a matter of seconds, saving time, and eliminating mistakes.

 MONEY MANAGER CALCULATIONS MADE SIMPLE

Money managers and social trading leaders are often a great source of new clients and revenue for brokers.  But the task of calculating management and performance fees owed to these traders is time-consuming, manual, and wrought with mistakes.  The Performance Fee Calculator automates this process, saving time and building trust with clients.

PERFORMANCE FEE CALCULATOR FEATURES

1

Calculate management and performance fees across all money managers with one click of a button using our Performance Fee Calculator.

2

The calculator accounts for previous high-water markest and mid-month deposits and withdrawals on an investor-by-investor basis.

3

Offers money managers and brokers the ability to customize management and performance fee levels for each investor.

4

Full integration of the calculator allows brokers to debit investor accounts and credit manager accounts with fees earned instantly with a full audit trail for transparency and record keeping.

5

Saves brokers time, money and liability from errors in the calculation and processing of management and performance fees.

6

Update management and performance fee rates quickly and easily to accommodate changes in fee schedules offered by your money manager clients and social trading leaders.

AUTOMATE PERFORMANCE FEE CALCULATIONS

Most brokerage operations are already automated.  The calculation of management and performance fees should be, also.  There is no need to spend the time and risk mistakes with manual calculations.

Eliminate the hours spent painstakingly calculating monthly management and performance fees and, more importantly, remove the liability of calculating these fees improperly with the Performance Fee Calculator.


Designed to be as flexible as the unique fee structures offered by your money manager clients and social trading leaders, taking into account high-water marks, management and/or performance fees, and mid-month deposits and withdrawals.


Attract and retain money managers seeking to offer customized fee schedules to different clients on the same Multi-Account Manager (MAM).


Forex Performance Fees

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Contact us for more information on the risk management tool calculator.