New CTA Questions

Thanks for the replies.

The main thing that I am after at this point is a software package to handle all back office needs, such as client statements, performance records, etc.

I would much rather handle this admin myself rather than outsource.

Is there a software package out there that I can buy for these tasks?

My advice would be to outsource the compliance and back office functions. Trading and marketing are where you need to focus your attention. The CTA business is simply too difficult to manage alone. I recommend you contact Turnkey Trading Partners for a consultation... http://www.turnkeytradingpartners.com/
 
Don't try to raise without a compliant track record or disclosure document.

It will only get you into trouble with the NFA.

Friends and family should be your first choice to establish your track record if you don't have one and especially if you have no ddoc.

Agreed... an exempt pool might be a good way to start too
 
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