PARTNERSHIPS • MONEY MANAGER

Build a track record.
Manage with structure.

SedoFX Money Manager tools are designed for experienced traders who want to scale a strategy, manage external capital and build a sustainable professional operation. The process combines a verifiable trading history, account verification, structured revenue models and transparent client reporting.

BUILD YOUR MANAGER PROFILE

A structured path from personal trading to external capital.

Experienced traders can build a professional manager profile by demonstrating consistent performance, meeting verification requirements and communicating clearly with connected investors.

STEP 01

Build a track record

Establish a proven, verifiable trading history. The guide recommends a consistent record over a minimum of 3–6 months with disciplined drawdown and risk-to-reward management.

STEP 02

Open & verify

Use an active Master Trading Account, complete standard KYC and ensure the account is funded and configured for active market execution.

STEP 03

Apply on SedoFX

Submit the Money Manager request through the account dashboard for review, verification and approval.

STEP 04

Choose revenue model

Use a profit-sharing model based on a High Water-Mark principle, or a fixed monthly subscription structure as agreed with SedoFX.

STEP 05

Report performance

Maintain transparent communication with performance summaries and clear reporting so connected clients can follow the strategy.

STEP 06

Grow your client base

Use investor links, verified performance widgets and referral networks to introduce your strategy to potential clients.

WHAT CLIENTS NEED TO SEE

Consistency, transparency and disciplined risk.

A strong manager profile is more than a return figure. A clear history, controlled drawdown, consistent execution and understandable reporting can help prospective clients evaluate a strategy with greater context.

  • Verifiable trading history and consistent execution
  • Clear approach to drawdown and risk management
  • Transparent performance reporting
  • Defined revenue and fee structure
HIGH WATER-MARK

Performance fees focus on new net profits.

Under the High Water-Mark principle described in the guide, after a loss, no performance fee is charged until the previous high-water mark is recovered and the account exceeds its prior peak.

READ THE DETAILED GUIDE →
PROFESSIONAL READINESS

More than performance: build a complete manager profile.

Managing external capital requires a clear operating approach alongside a trading record. A professional presentation should make the strategy, risk approach, reporting process and commercial model easy for prospective clients to understand.

01

Define the strategy

Explain the trading approach, expected market conditions and the risk controls used to manage positions and drawdown.

02

Keep reporting clear

Use consistent performance summaries so connected clients can understand results, changes in risk and the current strategy.

03

Grow responsibly

Build the client base progressively and maintain the same disciplined execution and communication standards as assets grow.

MANAGER OPERATING PRINCIPLES

Build a professional process around the strategy.

A credible manager profile combines a trading record with clear communication, defined risk controls and consistent reporting. These elements help prospective clients understand what they are following and how the strategy is managed.

01

Define expectations

Explain the strategy, markets traded, typical risk and the conditions that can affect performance.

02

Protect consistency

Keep position sizing, drawdown controls and execution discipline aligned with the approach represented by the track record.

03

Communicate clearly

Provide understandable performance updates so connected clients can evaluate results with appropriate context.

GROWTH & REPORTING

Build confidence through clear communication.

Once approved, a Money Manager can focus on maintaining the strategy, communicating performance and developing a client base. Investor links, performance widgets and referral channels can support client onboarding while transparent reporting keeps connected investors informed.