[ANN] Finestel - SMA & Trading Bots for Crypto Professionals & Asset Managers

[Finestel]

[GxSTxV]

Welcome here. I have something to ask about, since multi exchange part looks aimed at operational use. So are these tools something a solo trader can reasonably run or does it assume multiple accounts from the start?

[ARTOIS]

Welcome on forum.

Just to clarify my understanding here, so is the SMA component mainly a technical framework for trade replication and client account segregation or does it also include workflow elements like client onboarding, reporting, and invoicing out of the box?

Iam just trying to see whether it’s more of a modular toolkit or a fully opinionated SMA stack. Thanks in advance.

[Wakate]

You are welcome to the forum! I have gone through your telegram community and I noticed is like you don't have a X handle on your telegram group description which is quite easy to communicate with large audience.

How profitable is your trading bot and what centralized exchanges can it be used on?
I can see copy trading bot also which I am surprised how it works for traders that don't have idea about the setup or have knowledge about programming.

[Mr Reporter]

Is this more than just a trading bot service? I apologise for my lack of knowledge, but I'm attempting to get the fundamental offering here. Is Finestel a platform that allows me to replicate transactions made by experts or is it a fully automated trading bot that carries out strategies on my behalf? I wanted to ask if we get some human control over the trades or if users simply punch in API keys and let it run. It would be wonderful to have a little more insight into the inner workings of the system.

[GxSTxV]

How profitable is your trading bot and what centralized exchanges can it be used on?
I can see copy trading bot also which I am surprised how it works for traders that don't have idea about the setup or have knowledge about programming.

After discussing few things with the team, I believe it’s not really about promising profits using their bots or any of their services. The bot is more an execution and management tool than a money making, your results still depend totally on how you trade or the strategies applied.

Correct me if I am mistaken but these tools are built for professional traders managing multiple accounts. The trade copier part just simplifies following execution for non technical users, while the trader controls the strategy, it makes it easier with API connect across multiple crypto platforms.

[Finestel]

Welcome on forum.

Just to clarify my understanding here, so is the SMA component mainly a technical framework for trade replication and client account segregation or does it also include workflow elements like client onboarding, reporting, and invoicing out of the box?

Iam just trying to see whether it’s more of a modular toolkit or a fully opinionated SMA stack. Thanks in advance.

Hey, thanks for the question!
Finestel's SMA is a fully integrated, opinionated end-to-end stack, not just a modular toolkit. It handles non-custodial trade replication across separated client exchange accounts (proportional execution via API, client funds stay on their exchanges), and includes built-in workflows: streamlined onboarding (invites, API linking, white-label setup), automated reporting (real-time P&L, risk metrics, performance dashboards, compliance tracking), and invoicing/billing (subscriptions, performance fees, crypto/fiat payments, automated cycles).

Everything is connected in the software with white-label client dashboards and management tools, no need for extra software. It's highly customizable but optimized for professional SMA/trade automation and copy trading ops, so it feels more ""complete solution"" than pure DIY pieces. Check our SMA guide on the blog for full details! Let me know if you need more info: https://finestel.com/blog/separately-managed-accounts-explained/

[Finestel]

You are welcome to the forum! I have gone through your telegram community and I noticed is like you don't have a X handle on your telegram group description which is quite easy to communicate with large audience.

How profitable is your trading bot and what centralized exchanges can it be used on?
I can see copy trading bot also which I am surprised how it works for traders that don't have idea about the setup or have knowledge about programming.

Hey, thanks for checking out our Telegram community!
You're right; we're active primarily on Telegram (with dedicated support groups and alerts via our Telegram bot), but we do have an official X handle: https://x.com/Finestel_com (feel free to follow for updates, spaces, and quick comms. 

Our bots (TradingView/signal/Telegram/copy trading) don't offer profits; We provide the softrware for pro traders and asset managers to use them the way they wish. Also keep in mind that crypto is volatile, and results depend on your strategy, risk settings, and market conditions. We prioritize reliable execution (sub-500ms latency, 100% uptime, billions in volume processed), but always backtest and manage risk properly.

[Finestel]

Welcome here. I have something to ask about, since multi exchange part looks aimed at operational use. So are these tools something a solo trader can reasonably run or does it assume multiple accounts from the start?

Yes, a solo trader can reasonably run Finestel. It's not locked to teams or managers with clients. You can connect your own API keys from exchanges, use the trading terminal for multi-exchange management, run TradingView/signal/Telegram bots for automation, track your portfolio, and even replicate your own strategies across your personal exchange (even friends and family's) accounts with the trade copier bot.

You can simply use our "pro plan" for solo use. https://finestel.com/pricing/

[Wakate]

Correct me if I am mistaken but these tools are built for professional traders managing multiple accounts. The trade copier part just simplifies following execution for non technical users, while the trader controls the strategy, it makes it easier with API connect across multiple crypto platforms.

I will like to understand the perception of the word "professional traders" here because when it comes to trading, their can be different levels of professional traders depending on how much they are using to trade.

 Do you mean scalper and swing traders are out of the word professional because they uses smaller capital to trade? Does position and portfolio traders only fit in to use their bots for trading alone...I will like to know more about the operation for this bot.

[ARTOIS]

I wonder how complex the initial setup is for someone coming from manual trading.

[ARTOIS]

Just to make sure I’m understanding this correctly,

Can a trading team or individual trader use Finestel to manage multiple third party accounts without holding an asset management license, assuming they not custodian funds and everything runs via API

And does Finestel provide any guidance or boundaries on how clients should structure this legally in different regions or is that fully left to the user?

BTW I'm still waiting for reply to my first question OP

[Wakate]

I wonder how complex the initial setup is for someone coming from manual trading.

This might not be a very easy setup and since the bot is meant for professional traders, you should expect to see some sophisticated setups like the one that used by institutional traders to clear profits from your stoploss.
There are crazy setups that are being used by some big traders to get insider information about the fundamental aspect of the market before the general public know what's going on beneath the chart.

[Mr Reporter]

Finestel is closer to an infrastructure layer for traders rather than a strategy provider.
That actually makes sense, because many tools fail when traders try to scale from one exchange or one account to several.

One thing I am curious about is risk handling across copied or automated trades. For example, if the master account enters a trade with a specific stop loss and take profit, does the system enforce those levels on follower accounts automatically, or can each follower define their own risk rules on top of the master trade?

Also, how does it behave when exchanges differ in liquidity or order size limits. Does the system skip trades that cannot be placed correctly or does it adjust position size automatically?

I think these operational details are what will matter most for traders who want to use this in a serious way rather than as a simple bot.