3Commas

Effortlessly manage client accounts using the 3Commas Asset Manager Plan (AM Plan)—streamlining onboarding, trading, and reporting.

Overview: Manage Multiple Accounts with Ease on 3Commas

A guide for Asset Managers to onboard clients, connect accounts, and manage portfolios using the 3Commas Asset Manager dashboard.

Onboarding Clients

Explore the AM Dashboard: Manage positions, track client stats, view equity, PnL, and access trading tools for seamless account management.

Dashboard and Manual Position Management

Basket Trading lets Asset Managers trade DCA or SmartTrade across multiple accounts on shared exchanges, simplifying client management.

Basket Trading

Generate and export client reports easily with custom details like period, profit share, and settlement date via dashboard or email

Reporting and Invoice Management

Explore resources for managing multiple client accounts, including onboarding, trading strategies, performance reporting, and billing.

Asset Manager

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