Connected Manager Account Services — Overview

Modified on Mon, 17 Aug at 11:58 PM

Overview

Xtrm Connected Manager Account Services allow parent companies, enterprise managers, and administrative users to centralize oversight across multiple connected Xtrm accounts. Designed for organizations managing multi-tiered networks, franchises, global subsidiaries, or partner programs, Manager Accounts simplify fund distribution, reporting, compliance monitoring, and access control.

Core Key Features

Centralized Dashboard Oversight: View balances, transactions, and user statuses across all connected child or sub-accounts from a single administrative interface.
Bulk & Automated Disbursements: Schedule, approve, or execute batch payments across multiple connected accounts instantly.
Unified Reporting & Analytics: Export consolidated financial statements, audit logs, and tax reports spanning your entire connected account network.
Granular Role & Permission Management: Assign specific user roles, approval workflows, and access limits for internal team members managing sub-accounts.
Shared Compliance & Identity Verification: Streamline KYC/KYB identity collection and sanction screening across managed entities.

How Connected Manager Accounts Work

1. Establish Manager Account Structure:

Set up or convert an existing Xtrm Company Account into a primary Manager Account through your account administrator, Xtrm onboarding team or email [email protected].

2. Link Sub-Accounts or Invite Users:

Connect existing sub-accounts or invite new entities via email/API to join your managed network structure.

3. Assign Permission Roles & Workflows:

Configure multi-user administrative permissions, transaction limits, and payout approval chains for internal staff.

4. Fund & Manage Connected Disbursements:

Fund the primary Manager Wallet and seamlessly transfer, distribute, or reconcile funds across connected accounts in real time.

Please note that manager services will only be activated if you are Connected to the company. For more information on how to Connect please click HERE.

Optional Manager Features to Support Your Customers

To tailor account management to your specific business model and customer support needs, the following Connected Manager Services can be enabled:

White-Label Branding & Portals: Customize sign-up pages, email notifications, and user dashboards with your corporate logo, custom domain, and brand styling.
Customer Support Delegation & Proxy Access: Grant designated support personnel read-only or administrative access to assist sub-account holders with identity verification, payment tracing, and account updates.
Custom Payout & Fee Configurations: Set up custom payout rules, fee structures, or commission split percentages across connected accounts automatically.
Automated API Webhooks & Notifications: Receive real-time event triggers and webhooks for account registration, status updates, identity approvals, and payout confirmations across all sub-accounts.
Multi-Currency Treasury Management: Maintain multi-currency balances (USD, EUR, GBP, CAD, etc.) within the manager wallet to optimize foreign exchange (FX) rates before distributing funds locally.