A workspace tied to your own funds
The PAMM manager tab is available when the authenticated client is assigned as a manager of a fund on the selected broker connection. It shows that manager’s funds; changing a URL or fund identifier does not grant access to another manager’s records.
The fund view includes participation shares, capital, contributions, withdrawals and personal net results. Investor records are paginated and searchable. Other personal accounts, passwords and server secrets are outside the manager workspace.
Requests and settlement windows
The workspace shows contributions, withdrawals and commission requests, with recorded states and financial-stage outcomes. It also provides the available windows and access to their recorded batches.
The manager can inspect the status of a request. Financial staff perform approval, execution and reconciliation under the CRM’s permission rules. An unknown transfer result is not a reason for a manager to send the same financial operation again.
Read the commission ledger correctly
Accrued commission, commission awaiting approval, approved commission, paid commission and amounts reserved by pending requests are separate figures. The amount available to request is approved commission minus completed payouts and outstanding request reservations.
Submitting a payout request does not automatically transfer the commission. The receiving account must be an eligible separate personal account in the fund’s currency, and the financial workflow handles the confirmed stages.
Start in the authenticated CRM
The link below opens the PAMM manager tab. Existing CRM sign-in and fund assignment are required. This website does not create a fund, grant a role or replace the financial approval desk.
The website’s workspace illustration is explicitly a demo. Actual investor names, balances and commission records remain in the CRM rather than being exposed to public visitors.