July 24, 2020
From the feedback we have received, we see needs from different users for sub-account functionality. We see two main requirements:
An institution needing to grant customized permissions to different employees/departments with the firm. e.g. a Fund with multiple portfolio managers. Each separate group should have their own accounts and permissions (trading/viewing)
A user running multiple strategies looking to ringfence risks or ‘isolate margin’ to that one strategy.
These require different functionality (one is about permissions, the other is more about multiple independent instances with the same risk controls). Our solution is to separate sub-accounts from logins and manage them separately.