Traders Allied developed a wide range of service applications for Money Managers, Introducing Brokers and Brokers. All have the ability to charge their clients for services rendered based on a fee-per-trade unit for each asset class (e.g. stocks, options, etc.), exchange and currency (1). The trade unit is determined by the unit Traders Allied uses for its commissions charges and can be on a per share, per contract, or % of trade value basis.

Specify all commission, fees, advisory service markups on the Client Fees page in Profile Management.

CLIENT FEE GROUP TEMPLATE

Client fee schedules can be applied to accounts individually or can be stored in Groups also called Templates. As a broker, you can configure fees for one or more client accounts, or set up client fee schedules in templates, then assign the templates to client accounts. The use of templates allows you to easily maintain different fee schedules for multiple client accounts.

Fees & Commissions Settings

Brokers can setup the minimum amount to charge per trade, lot or leveraged amount. They can also set limit the minimum and maximum amount client can trade at once or throughout a period of time using specialized algorithms Traders Allied offer as part of the solution.

Margin Requirements Settings

Broker may preemptively adjust margin requirements quickly and easily so to avoid negative account exposure or margin call requirement. Also, it is possible to define different risk levels below the ones Traders Allied would normally allow for its clients in order to ensure there is least risk passed to broker’s clients through the Business Introducer program.

Detailed View of your Clients and Books

Dedicated Platforms for Money Managers and Brokers

Through use of specific platforms (MMD and MMD-IB), Money Managers and Brokers have 360 degrees access, view and control over the clients and books. At all time, they are able to step in a client’s account and take whatever action they deem necessary or as per the client’s request and agreement with the broker/Money Manager.

Rules for Broker Client Fees

The following general rules apply to broker client fee schedules:

  • If a broker has not created a fee schedule for an individual account, then the default client fee template will automatically apply to that account.
  • If a broker has not created any fee schedule at all, either a client fee template or fee schedules for individual accounts, then Traders Allied’ standard commissions will be charged with no markup for the broker.
  • Broker client markups are limited to 15 times Traders Allied’ standard commissions.
  • For accounts with less than USD 28,000 (or non-USD equivalent), the markups will be limited to three times Traders Allied standard commissions.
  • A fixed fee of $10 per trade will be applied if the client calls Traders Allied to close a trade.
  • Brokers can also specify fees per trade for specific products and exchanges.
  • Fees and markups owed to fully disclosed and non-disclosed brokers are sent to the master account and then swept to the broker’s Proprietary Account for Broker-Dealers every night.