Keep control of your portfolios
Assess your portfolios with our tools and analyze your strategies.
All your clients in one place
Track your clients live 24 hours a day, with details of their performance, positions, and much more.
Manage your positions 24/7
Monitor and manage the positions of your portfolios, as well as those of your clients, in real time.
Scale your payments
Choose your business model and charge based on profits with the conditions and timelines you prefer.
You received reports every month.
Analyze your performance with the monthly reports and share them with your clients.
- Performance reports.
- Reports of your collections.
- Reports of your clients.
Save time with automated client management.
Monitor your clients:
- Manage your portfolios.
- Manage the positions of your clients and portfolios.
- Monetize your portfolios.
- Analyze reports of your performance, profits, and clients.
Create your portfolios with rebalancer in simple steps:
Effortlessly optimize returns and manage risk by keeping your investments perfectly balanced with our tools.
Quick solutions just a chat away:
Connect your Asset Management with Telegram and WhatsApp for quick and efficient management from your phone, anytime and anywhere.
With our AI Chatbot, you will receive personalized assistance to perform multiple actions such as consulting, operating, and analyzing. All through a simple integration with Telegram and WhatsApp. You can also create alerts and operate automatically from TradingView.
With the AI Chatbot you will be able to:
Request information about your client's performance.
Operate from a unique and personalized chat.
Generate reports and performance analysis in seconds.
Create and manage your client's positions.
And much more!
Monetize your portfolios in 3 steps
With MoonyPRO, you can create as many portfolios as you want and monetize them in a scalable and simple way.
Create portfolio
Choose payment method
Manage payments effortlessly.