White-Label & Professional Research

Broker Services

Managed Futures research, broker-branded reporting, and white-label research tools for FCMs, introducing brokers, advisory firms, and other industry professionals.

Broker-Ready CTA Research & Reporting

Autumn Gold provides brokerage firms, introducing brokers, FCMs, and other industry professionals with independent Managed Futures research, performance analytics, and broker-branded reporting and research platforms.

From professional research access to fully branded platforms, our services help firms present CTA information, evaluate manager performance, and support client research without the expense of developing and maintaining a separate research infrastructure. Autumn Gold supplies the analytical tools while the brokerage firm maintains its own client relationships.

White-Label Managed Futures Research Platform

Build a broker-branded research experience around the CTA programs your firm chooses to feature. Control which programs appear on your firm's public CTA list, direct information inquiries to your firm, and provide authorized brokerage personnel with restricted access to expanded reports, rankings, portfolio tools, and manager research.

Service Tiers

Choose the level of access, branding, and technology that best fits your firm's research and reporting needs.

Leaf Service for Industry Professionals

Professional Autumn Gold access for brokers, advisors, and industry participants who need expanded research and reporting tools.

CTA and fund profiles
Statistical reports
Omega and comparative risk reports
Rankings
Portfolio Builder
Historical performance data

Reports remain Autumn Gold branded. Broker-specific branding, white-label pages, custom report formats, and platform configuration are not included.

$795 per year

Order Professional Leaf

Broker-Branded Reporting

Branded reporting and presentation tools for firms that want client-facing materials without a complete white-label website platform.

Includes Professional Leaf access
Custom tear sheets for CTAs or funds
Broker-branded Gold and Leaf reports
Rankings and Portfolio Builder
Monthly updates to available CTA and fund performance records
Private or broker-specific programs

$150 per month$300 setup fee

Order Broker-Branded Reporting

White-Label Research Platform

A broker-branded research platform for firms that want control over public program visibility together with restricted professional research access.

Includes Professional Leaf and Broker-Branded Reporting
Broker-branded public CTA profiles
Broker-selected public CTA program list and visibility controls
Self-service manager-list administration
Broker-directed investor inquiries and requests for program information
Restricted broker access to Gold and Leaf reports
Rankings and Portfolio Builder
Private or broker-specific programs

Public inquiry forms can be configured so a visitor knowingly requests additional information from your firm. Contact information submitted through that request can then be provided to the designated recipient in accordance with the applicable Autumn Gold privacy disclosures.

$295 per month$750 setup fee

Contact Autumn Gold

Optional Add-On Service — Separately Priced

Portfolio Monitoring & Custom Reporting

Brokerage firms and introducing brokers may require more specialized reporting for client accounts, individual trading programs, and multi-manager portfolios.

Autumn Gold is introducing customized portfolio monitoring arrangements that may incorporate daily account information, performance tracking, trading allocations, margin and exposure reviews, and periodic portfolio reporting, depending on the data available and the agreed scope.

Flexible Data Management Options

Portfolio data may be maintained in several ways, depending on the needs and resources of each organization:

Client-Managed: Clients enter and maintain their own account and trading information using Autumn Gold's reporting platform.
Broker-Managed: Brokerage firms or introducing brokers maintain portfolio data on behalf of their clients, allowing them to provide ongoing reporting and portfolio analytics as an additional client service.
Autumn Gold-Managed: Autumn Gold receives authorized brokerage information and handles the agreed data-entry and reporting responsibilities.

Portfolio Monitoring is a separate service and is not included in the three standard Broker Services packages. It may also be arranged independently of those packages.

Daily data-entry and expanded reporting capabilities are being finalized. Availability, reporting frequency, and fees depend on each engagement's requirements.

Explore Portfolio Monitoring Services

Custom Broker & FCM Solutions

Brokerage firms differ in the programs they represent, their reporting requirements, internal resources, and client relationships. Autumn Gold can configure services around firm-specific program lists, branding, reporting formats, restricted research access, and customized analytical requirements.

Contact Autumn Gold to discuss an arrangement tailored to your firm's needs. Account-specific daily data processing and portfolio monitoring are scoped separately from the standard monthly performance updates included with Broker-Branded Reporting.

Discuss Broker Services

For professional access, branded reporting, or a white-label implementation, contact Kim Avery.
719-685-6183 | kim@autumngold.com