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Money Manager
(MM) Console

% or Lot Allocation

Multiple Managed Groups

Built in CRM

Real time MM reports

Manage Clients from different IBs

Segregated Commissions

UniTrader offers to MMs an unprecedented way to manage all their managed customers in the most efficient and logical manner.

Single window Money Management display

The Money Manager Console is a sophisticated tool allowing MMs to comprehensively manage all their clients from one trading window. The MMs can see all managed accounts as they are being added by the back office operator in real time.

Create multiple managed groups

UniTrader offers a comprehensive solution to Money Managers with either a dozen or hundreds of managed accounts. The MMs can create multiple groups, offering different trading strategies to different clients.

Managing clients from different IB and real time commissions allocations

Unlike other platforms, UniTrader allows different IBs to use the same MM while keeping the integrity of receiving rebates, commissions and spread widening as per initial setting. At the same time the MM is receiving separate commissions that are not comingled with the commissions of IBs.

Lot or Percentage Allocation Management

The MMs can manage accounts or groups utilizing either a Lot or Percentage Allocation. The added flexibility gives MMs a chance to offer different choices to a diverse group of managed accounts.