Trade Managed Accounts?

Managed accounts are the new reality for alternative investment managers who want large allocations. Managed accounts mean block trades, fill price allocation, multiple clearing relationships, give-up reporting, additional counter-parties, and additional complications trading a fund does not have.

Your Backoffice as a differentiator

The ironic thing about a CTA is they are selling one of the most basic of commodities; Risk Adjusted Returns. There is no difference between a risk adjusted return of 10% from advisor A and a risk adjusted return of 10% from advisor B. What differentiates advisors are the intangibles such as how clients are handled when the returns are not there.

Why Advisors Choose TheBooks®

We surveyed our customers to identify the reasons why firms use TheBooks as the core of their operating software environment. Find out what they had to say.

TheBooks Application Summary

Unlike a traditional accounting system, TheBooks® has been designed with the trader in mind. Rather than being built independent of trading, TheBooks integrates accounting and performance reporting into the trading process.

TheBooks includes the following components

DMAXX is a sponsor of CTA Expo Chicago - September 12-13, 2018

CTAExpo Chicago is designed to provide CTA's and FX Traders the foundation of knowledge they need from both an operational and marketing perspective to raise AUM, and the opportunity to network with Family Offices, Professional Capital Raisers, Individual Investors, Allocators and IRA's looking to identify trading talent as a source of Alpha. Managers can reserve a table in the networking area to discuss their strategy with interested investors. Use the Online Public Registration list to set-up meetings in advance of the conference and meet other industry professionals to build relationships. CTA Expo also offers speakers on how managers can grow their business, gain access to capital sources, and how allocators can more effectively manage their portfolios

To learn more about this event, visit their web site at http://www.ctaexpo.com/.

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