Command Capital Across
Every Account Simultaneously.
RTX5's Multi-Account Manager infrastructure delivers the complete suite of PAMM, MAM, and copy trading allocation tools that professional capital managers require to operate across unlimited sub-accounts with institutional execution precision, configurable risk controls, and full audit transparency. From boutique fund allocation desks to institutional portfolio management operations, RTX5 provides the execution quality and risk oversight infrastructure that makes it the preferred terminal for professional managers operating at every scale.
A Complete Professional Capital Management Ecosystem
RTX5 For Managers encompasses the full suite of Multi-Account Manager tools — including PAMM and MAM structures, a configurable allocation engine, individual sub-account risk management controls, automated client reporting infrastructure, and comprehensive performance analytics — allowing a professional manager to operate across any number of sub-accounts with the same execution precision, analytical depth, and compliance auditability they would expect from institutional-grade portfolio management software. Every capability is integrated within the same terminal environment used for active trading, eliminating the need for separate portfolio management platforms or manual reconciliation between systems.
Execute Across All Accounts Simultaneously
RTX5's master order system replicates every trade decision across all connected sub-accounts in a single action — eliminating manual order-by-order duplication entirely.
Allocate with Mathematical Precision
The RTX5 allocation engine applies your chosen distribution method — percentage, lot multiplier, risk-based, or custom weight — calculating exact position sizes for every sub-account in milliseconds.
Monitor Every Position in Real Time
RTX5's manager dashboard provides real-time visibility into every sub-account position, P&L, margin utilisation, and risk parameter — aggregated and individually — from a single unified view.
Report with Institutional Transparency
RTX5's automated client reporting infrastructure generates branded performance statements, fee summaries, and risk reports — delivered to every sub-account holder on a configurable schedule.
One Decision. Hundreds of Accounts. Instant Allocation.
RTX5's Multi-Account Manager infrastructure allows professional managers to place a single master order that is simultaneously replicated and allocated across all connected sub-accounts — with the allocation engine distributing position size according to the manager's chosen allocation method in milliseconds — so that every client account receives their proportional share of every trade at the same execution price without any manual order-by-order duplication.
Master Account to Sub-Account Order Replication
Every order placed on the master account is automatically replicated to all connected sub-accounts — with the allocation engine calculating each sub-account's proportional position size before dispatching individual orders to the execution layer. The manager places one trade; hundreds of client accounts receive their allocated share without any manual intervention.
Simultaneous Multi-Account Order Execution
All sub-account orders generated from a single master trade are dispatched to the execution layer simultaneously — ensuring every client account enters and exits at the same market conditions. RTX5's parallel order dispatch architecture eliminates the sequential delay that would cause later accounts to receive inferior fills.
Allocation Engine with Configurable Distribution Logic
The manager selects from seven allocation methods — percentage of balance, equity-based, lot multiplier, equal distribution, risk percentage, free margin, or custom weight — and the allocation engine applies the chosen method to every master order automatically. Allocation methods can be changed at any time without interrupting operational continuity.
Sub-Account Performance Isolation
Each sub-account maintains an independent performance record — including its own equity curve, drawdown history, trade log, and fee calculations — even though all accounts participate in the same master trading strategy. This isolation ensures that each investor receives an accurate, individualised performance statement.
Master Account Risk Parameter Override
The manager can override default risk parameters on the master account level — adjusting maximum position size, daily loss limits, and instrument restrictions that apply uniformly across all sub-accounts in the MAM group. These overrides take effect immediately and apply to all subsequent master orders.
Sub-Account Individual Stop Loss & Take Profit
Each sub-account can have individual stop loss and take profit levels that differ from the master account — allowing the manager to honour specific risk mandates for individual clients without abandoning the unified trading strategy. Individual SL/TP levels are enforced independently at the sub-account execution layer.
MAM Activity Log with Full Audit Trail
Every master order, allocation calculation, sub-account execution, modification, and closure event is recorded in an immutable activity log with microsecond timestamps. The audit trail covers the complete lifecycle of every trade from master order placement through final sub-account settlement.
Technical Note — Partial Fill Handling: When a master order receives a partial fill, RTX5's MAM infrastructure distributes the filled quantity across sub-accounts proportionally according to the active allocation method — ensuring fair distribution even when the full requested volume is not available at the target price. Remaining unfilled quantities are either re-queued for execution at the next available price or cancelled according to the manager's configured partial fill policy.
Pooled Capital. Proportional Returns. Fund-Like Precision.
RTX5's PAMM structure allows professional managers to operate a pooled investment account where multiple investors contribute capital that is managed as a single unified portfolio — with profits and losses distributed to investor sub-accounts proportionally based on each investor's percentage share of the total pool — creating a fund-like management structure that allows managers to scale their strategy across significant combined capital without managing each investor account individually.
Pooled Capital Management Environment
Multiple investors contribute capital into a single managed pool that the manager trades as a unified portfolio — eliminating the need to place separate trades for each investor account. The pooled structure allows managers to achieve optimal position sizing based on the combined capital rather than being limited by individual investor account sizes.
Percentage-Based Profit & Loss Distribution
Profits and losses from every trade are distributed to each investor sub-account proportionally based on their percentage ownership of the total pool. If an investor contributes 5% of the total pool capital, they receive exactly 5% of every profit and absorb 5% of every loss — calculated and applied automatically at the end of each trading period.
Investor Capital Contribution & Withdrawal Management
RTX5 manages the complete lifecycle of investor capital movements — processing new contributions that increase the investor's pool share and handling withdrawal requests through a structured settlement queue. Each capital movement automatically recalculates all investor ownership percentages to maintain accurate proportional distribution.
Manager Performance Fee Calculation Engine
RTX5 automates the calculation and deduction of manager performance fees based on the configured fee schedule — charging only on net new profits above the previous high-water mark. The fee engine generates a detailed calculation log documenting the fee period, gross return, applicable high-water mark, and net fee deducted from each investor sub-account.
High-Water Mark Enforcement
The high-water mark mechanism ensures no performance fee is charged until the pool's net asset value exceeds its previous peak — preventing managers from collecting performance fees on recovered losses. RTX5 tracks the high-water mark across fee periods with no manual reset or intervention required.
PAMM Performance Statistics Page for Investors
Each PAMM account generates a public-facing performance statistics page showing the manager's track record — including cumulative return, monthly performance breakdown, drawdown history, and risk metrics — accessible to existing investors for monitoring and to prospective investors evaluating allocation opportunities.
Withdrawal During Active Trading: RTX5's PAMM structure handles investor withdrawals through a managed queue mechanism — withdrawal requests submitted during an active trading period are queued and processed at the end-of-period settlement, preventing mid-trade liquidity disruption. Partial withdrawals automatically recalculate the investor's pool share and the manager's aggregate position sizing is adjusted at the next rebalancing event.
Seven Methods. Millisecond Distribution. Mathematical Precision.
RTX5's allocation engine is the computational core of the manager infrastructure — processing every master order and applying the manager's selected allocation method to calculate the precise position size, entry price, and risk parameters for each individual sub-account in the allocation group — completing the entire distribution calculation and order dispatch in milliseconds to ensure all sub-accounts receive execution at the same market conditions as the master trade.
Percentage of Balance Allocation
Each sub-account receives a position sized proportionally to its account balance as a percentage of total group balance — so a sub-account holding 10% of the group's total balance receives 10% of the master order's lot size. Optimal for PAMM structures where all accounts should maintain proportional exposure relative to their capital contribution.
Percentage of Equity Allocation
Allocation based on current account equity including floating P&L — adjusting proportions dynamically as open positions move in or out of profit. This method ensures that sub-accounts with unrealised gains or losses receive appropriately scaled allocations reflecting their real-time equity rather than static deposit balance.
Lot Multiplier Allocation
Each sub-account receives a fixed multiplier of the master lot size — for example, if the multiplier is 2.0x and the master trades 1.0 lot, the sub-account receives 2.0 lots. Optimal for MAM structures where each client has a fixed leverage tier or a pre-agreed position size relationship to the master account.
Equal Lot Distribution
Each sub-account receives an identical lot size regardless of account size — the master order volume is divided equally among all active sub-accounts in the allocation group. Suitable for fixed-risk strategy deployments where uniform position sizing is required across all participants.
Risk Percentage Allocation
Each sub-account receives a position sized to risk a defined percentage of that account's equity — maintaining consistent risk-adjusted exposure across all accounts regardless of their absolute capital size. This method ensures that a $10,000 account and a $1,000,000 account both risk the same percentage per trade.
Free Margin Allocation
Position size determined by each account's available free margin — so accounts with more available margin receive proportionally larger allocations while accounts near their margin limits receive smaller or no allocations. Optimal for accounts operating at varying leverage levels or with different existing position loads.
Custom Weight Allocation
Manager assigns custom weighting coefficients to individual sub-accounts — enabling bespoke allocation structures for tiered client relationships, preferred investor arrangements, or strategy-specific distribution logic. Weights can be adjusted at any time through the manager portal without interrupting live operations.
Quantify Every Dimension of Your Track Record
RTX5's manager performance analytics dashboard aggregates trading data across all managed sub-accounts — generating a comprehensive suite of risk-adjusted performance metrics, drawdown analysis, trade attribution reports, and consistency statistics that give managers the quantitative evidence needed to demonstrate their track record to prospective investors and satisfy institutional due diligence requirements.
Total Return (Gross & Net of Fees)
Measures the cumulative return generated across all managed sub-accounts — displayed both before and after management and performance fee deductions — providing the definitive top-line performance measure for investor reporting and marketing.
Sharpe Ratio & Risk-Adjusted Return
Calculates the excess return per unit of portfolio risk — demonstrating whether the manager's returns compensate adequately for the volatility and drawdown experienced by investor capital.
Maximum Drawdown & Recovery Period
Records the largest peak-to-trough decline in portfolio equity and the number of trading days required to recover to the previous high-water mark — the single most scrutinised risk metric in institutional due diligence.
Win Rate & Profit Factor
Tracks the percentage of trades closed at a profit and the ratio of gross profits to gross losses — quantifying the manager's trade selection accuracy and reward-to-risk efficiency.
Average Risk-Reward Ratio per Trade
Measures the average potential reward relative to the risk taken on each trade — revealing whether the manager consistently targets asymmetric payoff profiles that generate positive expectancy.
Consistency Score Across Rolling Periods
Evaluates the stability of returns across consecutive rolling periods (weekly, monthly, quarterly) — a high consistency score indicates a repeatable, systematic strategy rather than returns driven by a few outsized winners.
Calmar Ratio (Return to Max Drawdown)
Measures the annualised return relative to the maximum drawdown experienced — providing a capital-efficiency metric that investors use to compare managers who operate at different risk levels.
Strategy Correlation Across Sub-Accounts
Analyses the correlation of returns across individual sub-accounts within the managed group — identifying whether allocation method differences or individual account risk parameters are causing meaningful performance divergence from the master strategy.
Performance Data Verification: Managers can request an independent verification of their RTX5 performance statistics through the manager portal — RTX5's verification team audits the trade history, fee calculations, and performance metric derivations to produce a verified performance report suitable for investor marketing materials, regulatory disclosures, and institutional due diligence submissions.
Institutional-Quality Reports. Delivered Automatically.
RTX5's client reporting infrastructure allows managers to generate, customise, and distribute professional performance statements to all sub-account holders — covering account equity history, trade-by-trade activity logs, fee deductions, risk metrics, and benchmark comparisons — with reports automatically generated on a configurable schedule and delivered directly to each client's preferred communication channel without requiring manual preparation by the manager.
Automated Scheduled Report Generation
Reports are generated automatically on a daily, weekly, monthly, or custom schedule — delivered to each sub-account holder's preferred communication channel without requiring manual preparation by the manager.
Customisable Report Template with Manager Branding
Managers apply their own brand identity, logo, colour scheme, and contact information to all client-facing reports — creating a fully branded reporting experience consistent with their professional identity.
Trade-by-Trade Activity Statement
A detailed log of every trade executed in the sub-account during the reporting period — including entry and exit prices, position size, holding period, and individual trade P&L.
Fee Deduction & Net Performance Report
Itemises all management fees, performance fees, and administrative charges deducted during the reporting period — showing gross performance, total fees, and the net return delivered to the investor.
Risk Metric Summary per Client Account
Each client report includes a risk metric section covering maximum drawdown, current margin utilisation, position concentration, and risk limit proximity for the individual sub-account.
Benchmark Comparison Report
Compares the sub-account's performance against configurable benchmarks — including market indices, peer manager averages, and custom return targets — providing investors with relative performance context.
PDF & CSV Report Format Export
All reports can be exported in professional PDF format for client distribution or in CSV format for data import into external accounting, compliance, or portfolio management systems.
White-Label Reporting: Managers can apply their own brand identity, logo, and contact information to all client-facing reports through the RTX5 manager portal. The branded report template configuration takes less than 15 minutes and applies automatically to all future report generations — ensuring every client receives professionally branded documentation consistent with the manager's business identity.
Automate Every Fee. Audit Every Deduction.
RTX5's fee management engine automates the calculation and deduction of all fee types across the managed account structure — including management fees, performance fees, and administrative charges — with every fee calculation based on the manager's configured fee schedule, applied at the configured calculation period, and logged with a full audit trail that documents the calculation methodology, the period covered, the gross performance achieved, and the net amount deducted from each sub-account.
Management Fee Calculation & Deduction
A configurable flat percentage of AUM charged monthly, quarterly, or annually — automatically calculated and deducted from each sub-account at the end of the fee period. The fee amount is based on the average AUM during the calculation period, not a single point-in-time snapshot, ensuring fair billing across capital fluctuations.
Performance Fee Engine with High-Water Mark
Performance fee charged only on new equity highs above the previous high-water mark — preventing managers from charging performance fees on recovered losses. The engine tracks per-sub-account high-water marks independently, ensuring each investor is billed correctly based on their individual capital journey.
Hurdle Rate Configuration
Performance fees only charged on returns exceeding a configured hurdle rate — aligning manager incentives with a minimum acceptable return threshold for investors. Hurdle rates can be set as absolute percentages or linked to a benchmark index return, and are configurable per sub-account tier.
Fee Schedule by Sub-Account Tier
Different fee structures applicable to different client tiers within the same managed group — enabling tiered pricing for institutional versus retail investor sub-accounts. Managers can configure unlimited fee tiers, each with independent management fee rates, performance fee percentages, and hurdle rate thresholds.
Fee Calculation Audit Trail
Immutable log of every fee calculation event with full methodology documentation — suitable for regulatory audit and investor transparency requirements. Each audit entry records the calculation period, starting and ending equity, high-water mark value, gross return, fee percentage applied, and net amount deducted.
Automated Fee Statement for Investors
Fee deduction notification and statement sent automatically to each sub-account holder at every fee calculation event. The statement includes a clear breakdown of the fee type, calculation methodology, period covered, and the impact on the investor's net equity — maintaining transparency without requiring manual communication.
Protect Every Client with Individualised Risk Controls
RTX5 gives managers the ability to configure individual risk parameters for every sub-account in the managed group — so that a single master trade decision that is appropriate for one client's risk profile can be automatically scaled, modified, or restricted for another client's account based on their individual maximum drawdown tolerance, position size limit, or asset class restriction — ensuring the manager can run a single strategy while honouring the different risk mandates of each client relationship.
Per-Sub-Account Maximum Drawdown Limit
Set an independent maximum drawdown threshold for each sub-account — when the account's equity declines by the configured percentage from its peak, trading is automatically suspended for that account.
Individual Account Position Size Cap
Define the maximum position size any individual sub-account can hold — preventing the allocation engine from assigning a position that exceeds the client's agreed-upon risk mandate.
Asset Class Restriction per Sub-Account
Restrict specific asset classes, instruments, or symbol groups for individual sub-accounts — ensuring that a master trade in a restricted instrument is excluded from that client's allocation.
Aggregate Group Exposure Monitor
A real-time dashboard showing the combined exposure of all sub-accounts in the managed group — aggregated by instrument, asset class, direction, and margin utilisation to identify concentration risk.
Automatic Sub-Account Trade Suspension on Limit Breach
When a sub-account breaches any configured risk limit, RTX5 automatically suspends further trade allocation to that account — preventing additional exposure while alerting the manager to review the situation.
Manager-Level Emergency Close All Positions
A single-action emergency control that closes all open positions across every sub-account in the managed group — providing immediate risk intervention when market conditions require instant de-leveraging.
Daily Group Risk Summary Report
An automated daily report summarising the managed group's risk profile — including aggregate exposure, largest individual positions, margin utilisation rates, and risk limit proximity across all sub-accounts.
Risk & Allocation Sequence: RTX5's individual account risk checks are applied to allocated orders before they reach the execution layer — the allocation engine first calculates each sub-account's position size, then the risk validation module verifies the proposed position against all configured risk limits for that account, and only orders that pass all risk checks are dispatched for execution.
Every Investor. One Unified Manager Portal.
RTX5's manager portal provides a centralised sub-account management environment where managers can onboard new investor accounts, configure individual account parameters, monitor account-level performance and risk metrics, process capital contributions and withdrawals, manage fee schedules, and communicate with investors — all from within the same terminal workspace used for active trading and market analysis.
Sub-Account Onboarding & Configuration Panel
A streamlined onboarding workflow for adding new investor sub-accounts to the managed group — covering identity verification, agreement acceptance, risk profile configuration, and allocation group assignment.
Individual Account Parameter Customisation
Each sub-account can be independently configured with custom leverage limits, risk parameters, allocation weights, fee schedules, and instrument restrictions — without affecting any other account in the managed group.
Capital Contribution & Withdrawal Processing
Managers process investor capital contributions and withdrawal requests directly from the manager portal — with automated equity recalculation, pool share adjustment, and settlement queue management.
Per-Account Performance Dashboard
Each sub-account has an individual performance dashboard showing its equity curve, trade history, fee deductions, risk metrics, and benchmark comparison — accessible to both the manager and the investor.
Investor Communication Portal
A built-in communication channel for manager-to-investor messaging — supporting market commentary distribution, performance update announcements, and individual investor correspondence with full message archiving.
Sub-Account Audit Trail & Activity Log
Every action performed on each sub-account is recorded in an immutable audit trail — including configuration changes, capital movements, allocation events, risk interventions, and fee calculations.
Bulk Sub-Account Configuration Update Tool
Apply configuration changes — such as leverage adjustments, fee schedule updates, or risk parameter modifications — across multiple sub-accounts simultaneously using the bulk configuration tool.
Sub-Account Capacity: RTX5 supports up to 500 sub-accounts on the Professional manager licence and up to 2,500 sub-accounts on the Institutional licence tier. Additional capacity beyond the licence tier limit can be added through the RTX5 institutional desk. The allocation engine maintains sub-8ms order dispatch speed at all supported sub-account volumes.
Immutable Audit Trail. Every Decision Documented.
RTX5 generates a comprehensive and tamper-proof audit trail for every event in the managed account environment — from master order placement and allocation calculation through sub-account execution, fee deduction, and capital movement — providing the complete documentation trail required for regulatory compliance, investor due diligence, and dispute resolution in any professional managed account operation.
Master Order to Sub-Account Allocation Log
Every master order is linked to a detailed allocation log showing exactly how the position was distributed across each sub-account — including the allocation method used, the calculated lot size, and the resulting fill for every account.
Execution Timestamp per Sub-Account
Each sub-account execution is timestamped independently with microsecond precision — enabling verification that all accounts received fills at the same market conditions and allowing latency auditing between master order placement and sub-account execution completion.
Fee Calculation & Deduction Record
Every fee calculation event is recorded with the complete methodology — including the fee type, calculation period, starting equity, ending equity, high-water mark reference, applicable rate, and final amount deducted from each sub-account.
Capital Contribution & Withdrawal History
A complete record of every capital movement — including contribution amounts, withdrawal requests, settlement dates, pool share recalculations, and the impact of each capital movement on the investor's ownership percentage.
Risk Control Intervention Log
Every risk control intervention is logged — including limit breaches, automatic trade suspensions, position modifications, and emergency close-all events — with the triggering condition, the action taken, and the affected sub-accounts documented.
Investor Communication Archive
All manager-to-investor communications sent through the RTX5 portal are archived with timestamps and delivery confirmation — creating a complete record of all client communications for compliance and dispute resolution purposes.
Audit Trail Export: Audit trail data can be exported in CSV, JSON, and FIX-compliant formats suitable for regulatory submission in all major jurisdictions. The standard data retention period is 7 years, and managers can request historical audit data beyond the dashboard's 12-month display window through the RTX5 compliance team.
Full Manager Control. From Any Device.
The RTX5 mobile app delivers a full-featured manager control interface on iOS and Android — giving managers real-time visibility of all sub-account positions, P&L, and risk levels, the ability to place or close master trades that instantly allocate across all sub-accounts, and emergency risk intervention controls that can halt trading or close all positions across the entire managed group from a mobile device in seconds.
Real-Time Sub-Account Dashboard on Mobile
View all sub-account positions, P&L, margin utilisation, and risk parameter status from a single unified mobile dashboard — updated in real-time with the same data feeds powering the desktop terminal.
Master Trade Placement from Mobile Terminal
Place master orders directly from the mobile app that are instantly allocated across all connected sub-accounts using the configured allocation method — with the same allocation precision as the desktop terminal.
Emergency Close All Positions Button
A single-tap emergency control that immediately closes all open positions across every sub-account in the managed group — providing instant risk intervention from any location.
Risk Limit Breach Push Notification
Receive instant push notifications when any sub-account breaches a configured risk limit — including the specific limit breached, the account affected, and the automatic intervention taken.
Client Report Download & Share from Mobile
Download and share client performance reports directly from the mobile app — distributing branded PDF statements to investors via email, messenger, or any sharing channel available on the device.
Sub-Account Performance Summary View
A condensed performance summary for each sub-account — showing key metrics including total return, current drawdown, margin utilisation, and fee status in a mobile-optimised card layout.
Publish Your Verified Track Record. Attract Investors.
RTX5 allows professional managers to create a public-facing manager profile page — displaying their verified performance statistics, risk metrics, strategy description, fee schedule, and minimum investment requirement — within the RTX5 manager directory, making their track record discoverable to the millions of traders and investors using the RTX5 platform who are actively looking for professional managers to allocate capital to.
Verified Performance Statistics Display
Publicly display verified performance metrics including cumulative return, monthly performance breakdown, and annual performance comparison — with an RTX5 verification badge confirming data authenticity.
Risk-Adjusted Return Metrics Public Page
Show risk-adjusted metrics including Sharpe ratio, Calmar ratio, maximum drawdown, and consistency score — giving prospective investors the quantitative evidence to evaluate the manager's risk management quality.
Strategy Description & Trading Style
A dedicated section for the manager to describe their trading strategy, methodology, preferred instruments, trade frequency, and target return profile in their own words.
Fee Schedule & Minimum Investment
Transparent display of the manager's fee structure — including management fee rate, performance fee percentage, hurdle rate, and minimum capital contribution — so investors can evaluate costs before requesting allocation.
Drawdown History & Recovery Chart
A visual chart showing every drawdown event in the manager's history — including the depth, duration, and recovery period of each decline — giving investors a clear picture of the capital protection experience.
Manager Verification Badge
A verification badge awarded to managers who have completed RTX5's identity verification, performance audit, and compliance documentation requirements — signalling credibility to prospective investors.
Investor Enquiry & Allocation Request Form
Prospective investors can submit an allocation enquiry directly from the manager's profile page — providing their investment amount, risk tolerance, and contact information for the manager to review.
Profile Verification Process: To receive a Verified badge, managers must complete identity verification, provide a minimum 6-month auditable trading history on the RTX5 platform, and maintain compliance with RTX5's manager conduct standards. Verified status is subject to ongoing monitoring — including regular performance audit reviews, client complaint tracking, and adherence to disclosure requirements.
Infrastructure Scaled for Institutional Capital Complexity
RTX5's manager infrastructure is designed to scale from individual introducing broker account managers to institutional-grade operations managing hundreds of millions in allocated capital across thousands of sub-accounts — with dedicated server allocation, priority execution queue positioning, FIX protocol connectivity for programmatic order management, compliance-grade reporting, and a named institutional relationship manager providing dedicated support to the operation.
Dedicated High-Performance Server Allocation
Institutional manager operations receive dedicated server infrastructure with guaranteed compute resources — eliminating contention and ensuring consistent allocation engine performance at any sub-account volume.
Priority Execution Queue for Master Orders
Institutional manager master orders receive priority positioning in the execution queue — reducing latency between order placement and sub-account allocation completion for time-sensitive trading strategies.
FIX Protocol Programmatic Order Management
Full FIX protocol connectivity enables institutional managers to submit master orders, receive fill confirmations, and query sub-account status programmatically through their existing order management systems.
Institutional Compliance Reporting Package
A comprehensive compliance reporting package covering all regulatory reporting requirements — including best execution analysis, order handling reports, and transaction reporting formatted for major regulatory jurisdictions.
Multi-Manager Desk Configuration
Support for multiple portfolio managers operating under a single institutional licence — each with independent allocation groups, risk parameters, and performance tracking while sharing a unified institutional infrastructure.
Named Institutional Relationship Manager
Every institutional manager operation is assigned a dedicated RTX5 relationship manager — providing a single point of contact for infrastructure configuration, technical support, and operational escalation.
Managing Institutional Capital?
Contact the RTX5 institutional desk for a bespoke infrastructure evaluation and custom MAM configuration proposal tailored to your operation's scale, compliance requirements, and execution specifications.
A Verified Marketplace for Manager Discovery
RTX5 operates a dedicated manager marketplace — a curated directory of verified professional managers with publicly audited performance statistics — where investors can browse, compare, and submit allocation enquiries to managers whose track record, strategy, and fee structure matches their investment objectives, and where managers can grow their assets under management by making their verified performance history discoverable to RTX5's global trader and investor community.
Verified Manager Directory with Performance Rankings
A curated directory of verified professional managers ranked by risk-adjusted performance — giving investors a transparent, data-driven starting point for their allocation research.
Advanced Manager Filter & Comparison Tool
Filter managers by strategy type, asset class focus, minimum track record length, maximum drawdown, fee structure, and minimum investment — and compare up to five managers side-by-side on all key metrics.
Investor Allocation Request Submission
Investors submit allocation enquiries directly to managers through the marketplace — specifying their intended investment amount, risk tolerance, and preferred allocation structure.
Manager Response & Onboarding Portal
Managers receive and respond to investor allocation requests through a dedicated onboarding portal — reviewing investor details, sending agreement documents, and initiating sub-account setup.
Marketplace Performance Leaderboard
A live leaderboard ranking managers by monthly, quarterly, and annual performance — with separate leaderboards for different strategy categories and risk profiles.
Marketplace Eligibility: Managers must maintain a minimum 6-month verified track record, complete identity and compliance verification, and pass RTX5's performance audit before listing. Listed managers are subject to ongoing compliance monitoring including regular risk metric reviews, client complaint tracking, and adherence to RTX5's marketplace conduct standards.
Build the Discipline to Run a Professional Programme
RTX5 provides a structured educational curriculum specifically designed for professional managers — covering the technical operation of the MAM and PAMM infrastructure, allocation method selection, risk management best practices, client reporting standards, and the regulatory and compliance framework governing managed account operations in major jurisdictions.
Setting Up Your First MAM Group in RTX5
A step-by-step technical guide to configuring a Multi-Account Manager group — covering sub-account onboarding, allocation method selection, risk parameter configuration, and the first master order placement and allocation verification process. Designed for managers who are new to RTX5 and want to be operational within their first session.
Choosing the Right Allocation Method for Your Strategy
A decision framework for selecting between percentage balance, lot multiplier, risk percentage, and custom weight allocation methods — with worked examples showing how each method distributes a sample master trade across sub-accounts of different sizes. Includes a comparison matrix matching each allocation method to common strategy types.
Building a Compliant Managed Account Operation
A regulatory framework guide covering the key compliance obligations that apply to managed account operators in major jurisdictions — including client agreement requirements, risk disclosure standards, and performance reporting obligations. Includes compliance checklist templates for UK, EU, US, and APAC regulatory environments.
Client Communication and Reporting Best Practices
A guide to using RTX5's automated reporting tools to maintain transparent, professional, and regular client communication — covering report scheduling, customisation, and how to present performance data clearly to non-professional investors. Includes examples of effective monthly performance commentary templates.
Scaling a Managed Account Programme from 10 to 1,000 Sub-Accounts
An operational guide to the infrastructure, risk management, and client communication challenges that arise as a managed account programme grows — and how RTX5's scalable manager infrastructure handles each challenge. Covers the transition points where workflow automation, tiered fee structures, and dedicated support resources become essential.
Every Question Answered Before You Start
Expand any question below for a detailed answer about setting up a managed account programme on RTX5.
Launch Your Manager Programme. Start Accepting Allocations Today.
The complete manager infrastructure — MAM and PAMM structures, configurable allocation engine, automated fee management, institutional-grade client reporting, and the RTX5 manager marketplace for investor discovery — all accessible under a professional manager licence with a dedicated RTX5 success manager assigned from day one.