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

[Finestel]

The white label part looks like more than just branding, with client onboarding, billing, and strategy management included.
How isolated is each white label setup in practice when it comes to users, strategies and APIs. Also if possible, what are the main limits around number of clients or accounts or the NAV?

You're absolutely right. The white label solution is far more than branding. Actually, we call it a business suite, including billing, client management, wallet management, MLM, white label app, etc., plus the branding.

There is no high limit to the number of connected accounts or NAV (aka AUM or total invested assets). Depending on how much resources you need and how much AUM you have, the pricing changes. You can manage millions of dollars on hundreds and thousands of accounts easily using our business suite. We also dedicate eclusive servers to bigger clients to run more scalable and faster. And about the isolation, no one has the access to see in your branded platforms data, users...

You can see that here on the pricing page:
https://finestel.com/pricing/

[Finestel]

I am curious about the white label side. Any successful platforms already launched and using your solution

it would be good to see some real examples or case studies if possible

Since most of the users prefer to stay lowkey and they have their private business run on our infrastructure, most of them are not available to see. However you can see see this demo: https://demo.finestel.com/a/auth/login/

You can register and see what an end-user (client-side) of a business will see. Your white labeld platform will look like this and you can customize every logo, color, terminology,...

[Mr Reporter]

Trust is always the main factor here, especially if your system is meant to handle large amounts of money through APIs. How should users build confidence in the safety of the setup? Are there security audits, permission limits, or real examples of long term use with funds already managed? cheers

[ARTOIS]

One import thing that often gets overlooked is reporting. Beyond basic PnL what level of reporting is available per client account?

Things like drawdown history, fee attribution, and strategy level breakdowns tend to matter more than raw performance. Is this something built into the platform, or expected to be handled externally?

[Wakate]

I’m curious about is exchange behavior. APIs change often or get restricted without much warning. How does your system react if an exchange suddenly updates rules or rate limits?

Also during high volatility, partial fills usually happen a lot.
How are those handled across many linked accounts so execution stays fair?

In the past, I had incoperated my Binance API to the trading bot I was using to trade and things was cool without any issues until I noticed a cut out which disconnected my access to the exchange through the bot. All these happens almost often which I know that most of the exchanges we are using are trying to protect us from third party access to our account.

During high volatility, your buy order might not even execute due to jump in price at the shortest intervals and exchanges uses this to reduce the possibility of making consistent profits from them, trying to increase the spread to make you pay higher fee.

[Finestel]

One import thing that often gets overlooked is reporting. Beyond basic PnL what level of reporting is available per client account?

Things like drawdown history, fee attribution, and strategy level breakdowns tend to matter more than raw performance. Is this something built into the platform, or expected to be handled externally?

Very good question! All of it is available and even exportable. PNL of each day. PNL on each assets. Live positions, position history, order history, failed orders log, all the partialy filled. To put it another way, we report the aggregated and expanded of more than everything the exchanges show on their dashboard all in one place.

AND If you need anything more that we are not already showing, we'll develop and add it for you.

[crypto mania]

demo: https://demo.finestel.com/a/auth/login/

Thank you for sharing the demo link. It is very helpful to see how a white labeled platform looks from user perspective. The level of customization for logos, colors, and terminology seems very flexible.

I am curious about the administrative side of the white label setup. For example, can platform owners define different permission levels for staff or admins?

Another question relates to scalability. How does the infrastructure handle a growing number of end users/accounts while keeping performance smooth?
Are there monitoring tools or analytics for platform owners available to track usage and activity across all client accounts?

These details will give better understanding of how adaptable white label solution is for businesses of different sizes.

[ARTOIS]

Thank you for this detailed explanation OP. It is impressive to see how much reporting and data export is built directly into Finestel. Having granular PNL, order history, and failed order tracking all in one place is certainly useful for multi account management.

I have a few additional questions focusing on other aspects of the platform:

For the bulk order execution feature, how does Finestel handle extremely large order batches in practice. Are there mechanisms to reduce slippage or distribute orders intelligently across accounts using the “limit as market” or TWAP options?

Regarding trading groups, can each group have independent settings for strategies, risk limits, or connected exchanges? How flexible is the system in managing multiple groups simultaneously?

[GxSTxV]

I am curious about the white label side. Any successful platforms already launched and using your solution

it would be good to see some real examples or case studies if possible

Since most of the users prefer to stay lowkey and they have their private business run on our infrastructure, most of them are not available to see. However you can see see this demo: https://demo.finestel.com/a/auth/login/

You can register and see what an end-user (client-side) of a business will see. Your white labeld platform will look like this and you can customize every logo, color, terminology,...

I took a look at the demo and it is actually very helpful to see the client side perspective directly and being able to explore the interface from an end user view.

I also feel that it's important for potential partners to see that you are active and transparent as a team. Even if most businesses prefer to stay private when it comes to trading or when it's a business that involves good amount of money, showing a working demo reflects confidence in the infrastructure and shows that you really care about the customer experience. what comes behind the white label is something more technical and requires better experience in tools, hopefully we will see more people of this kind to rate the service and why to help upgrade what's needed in the future.

[Itz-prisigold]

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/

Thanks for the breakdown. I honestly love the fact that the SMA is not just a tool but it also acts as an end to end system for the managers. That is crucial for people when handling multiple clients. Also,  the SMA being non custodial and keeping client funds on their respective exchanges is a nice touch and that gives me more confidence in security.

The Onboarding and streamlined reporting is another big bonus, and having P&L, risk,  and performance consolidated in one spot will be a huge relief of headache. Automated billing for subscriptions and the performance fees will be a great benefit for any white label users.

In my opinion,  the service is great for asset managers and pro traders that want some level of manual oversight and decision making rather than full automation,  I am intrigued to see how effective the copy trading features works in real life.

[crypto mania]

I keep checking the tools and have few more questions OP (please check also my previous post)

I would like to ask about some additional capabilities of the platform beyond signal execution. For example, does the bot support simultaneous deployment across multiple exchanges for the same strategy, and can different accounts be grouped together to run the strategy with separate settings?

Regarding risk management, are there some safeguards available like account limits, stop loss propagation, or trade scaling to prevent overexposure when multiple accounts are running the same strategy at once?

[Finestel]

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.

Finestel is an All-In-One Crypto Asset Management & Automation solution, built for professional traders and asset managers, Finestel provides A-Z automation—from a variety of trading bots to a unified terminal and more. Manage single or multiple accounts and clients, and place bulk orders. All services are also available as a white-label solution.

So basically, it's a SaaS and it offers infrastructure for the professionals who want to manage one to multiple accounts. It's not for those retailers looking to follow a master. We are also not a social trading.

[Finestel]

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

Sure! A trading team or individual trader can use Finestel to manage multiple third-party accounts without holding an asset management license. We don't requirre users to have licenses. The only thing they should have to be able to use our software, is "accounts on our supported venues (supported exchanges like Binance, Bybit, OKX...)

We can provide some information we know, based on other users' concerns and experiences. We can also connect you with our legal partners. But in the end, that's on the user side if anything is needed; as it depends on lots of factors like jurisdiction, which services and how you use our software systems.

[Itz-prisigold]

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

Sure! A trading team or individual trader can use Finestel to manage multiple third-party accounts without holding an asset management license. We don't requirre users to have licenses. The only thing they should have to be able to use our software, is "accounts on our supported venues (supported exchanges like Binance, Bybit, OKX...)

We can provide some information we know, based on other users' concerns and experiences. We can also connect you with our legal partners. But in the end, that's on the user side if anything is needed; as it depends on lots of factors like jurisdiction, which services and how you use our software systems.

It is really good how you clearly explained things here. I think it makes alot of sense that the responsibility ultimately lies with the user's jurisdiction since the regulations can vary a lot between countries. Even if the platform does not require a license, how the user engages with the platform could determine whether a local license is required.

I appreciate that you are willing to connect your users with legal partners when needed, which shows that you understand the magnitude of regulatory compliance as a part of business scaling, but one thing I would like to know is, do most teams using Finestel operate more as signal providers, copy trading management, or a full discretionary account management role? I would guess that the organizational structure would influence how the different regions' regulations would apply.

[crypto mania]

I took a look at the demo and it is actually very helpful to see the client side perspective directly and being able to explore the interface from an end user view.

I also tried the demo myself and it is great ways to understand what the white label solution actually looks like for real clients. Seeing the interface from the client side makes it much easier to judge whether it is suitable for serious use and not just an MVP concept.

What stood out to me is that it feels like a complete platform rather than a simple tool. One can clearly see how users would monitor performance, manage connections, and interact with their account. This is important because most users will never see the backend side, they only care about how clear and reliable the client dashboard is.

Even if real business users prefer to stay private, having a public demo like this shows confidence in the product. It allows potential partners to test the workflow and user experience before committing, which in my opinion is much better than marketing claims.
I have seen also big collection of tutorials on their YT channel which makes the use of all tools much easier.

[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

Sure! A trading team or individual trader can use Finestel to manage multiple third-party accounts without holding an asset management license. We don't requirre users to have licenses. The only thing they should have to be able to use our software, is "accounts on our supported venues (supported exchanges like Binance, Bybit, OKX...)

We can provide some information we know, based on other users' concerns and experiences. We can also connect you with our legal partners. But in the end, that's on the user side if anything is needed; as it depends on lots of factors like jurisdiction, which services and how you use our software systems.

Thanks for the clarification, that helps.

So from what I understand, Finestel itself is neutral infrastructure and does not impose licensing requirements because it never touches user funds and only operates through exchange APIs. That part makes sense from a technical standpoint.

I think this also highlights that users need to be very clear about their own role. Using the software as a tool is one thing, but how you present your service to clients and how you structure fees or profit sharing is where regulation usually becomes relevant, and that will differ a lot depending on the country.

It is good to hear that you can at least share general experiences from other users and point people toward legal partners, because for asset managers this is usually one of the biggest uncertainties when choosing this type of platform.

In practice, this seems more like a responsibility split. Finestel provides the execution and management layer, while the trader or team remains fully responsible for legal structure, client agreements, and compliance in their own jurisdiction. That is probably the only realistic way such a system can work globally.

[Wakate]

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.

Finestel is an All-In-One Crypto Asset Management & Automation solution, built for professional traders and asset managers, Finestel provides A-Z automation—from a variety of trading bots to a unified terminal and more. Manage single or multiple accounts and clients, and place bulk orders. All services are also available as a white-label solution.

So basically, it's a SaaS and it offers infrastructure for the professionals who want to manage one to multiple accounts. It's not for those retailers looking to follow a master. We are also not a social trading.

This means that those that are not strongly trading inclined can not use your product if since they will find it very difficult to manage your trading software. Do you also provide a kind of trading management service where someone that have the money but don't really know how to trade can come in to offer is capital to be traded on the financial market for a percentage ratio on return probably monthly or biyearly? I will like to know if you don't mind!

[Itz-prisigold]

Today I was trying to figure out how the exchange connection process works on the platform and the steps I had to do to link my Bybit account with the API integration thing. I also noticed that the platform supports other exchanges like Binance, KuCoin, etc, which is a good thing because every traders can use the exchanges they want depending on their preference.

While completing the set up process, I noticed that in order to establish an API connection, users are required to generate API Keys and whitelist specific IP address before connecting their exchange. For safety reasons this is a great feature, as it helps to minimize the potential of unauthorized access by limiting IP whitelist to only trusted IPs,

And trust me the entire process was very confusing and not straightforward. I am just imagining how difficult it will be for someone new to API stuff. From generating API Key, copying the key and secret as well as the whitelist of IP address. At some stage I was even frustrated and gave up.

If you have already made connections to your exchanges, how did your API setup process go and were you required to perform any specific actions or configuration options during the setup?

[crypto mania]

Today I was trying to figure out how the exchange connection process works on the platform and the steps I had to do to link my Bybit account with the API integration thing. I also noticed that the platform supports other exchanges like Binance, KuCoin, etc, which is a good thing because every traders can use the exchanges they want depending on their preference.

While completing the set up process, I noticed that in order to establish an API connection, users are required to generate API Keys and whitelist specific IP address before connecting their exchange. For safety reasons this is a great feature, as it helps to minimize the potential of unauthorized access by limiting IP whitelist to only trusted IPs,

And trust me the entire process was very confusing and not straightforward. I am just imagining how difficult it will be for someone new to API stuff. From generating API Key, copying the key and secret as well as the whitelist of IP address. At some stage I was even frustrated and gave up.

If you have already made connections to your exchanges, how did your API setup process go and were you required to perform any specific actions or configuration options during the setup?

I went through a similar process recently when connecting one of my exchange accounts, and I can relate to what you described. The API setup can definitely feel a bit overwhelming at first, especially for users who are not familiar with how exchange APIs work.

From my experience, the most confusing part was on the exchange side rather than Finestel platform itself. Each exchange has slightly different steps for generating API keys, setting permissions, and adding IP whitelist addresses. For someone new to this, it can take a bit of time to understand what each field means and which permissions should actually be enabled.

That said, the IP whitelist requirement is actually a very good security practice. It limits access so that the API keys can only be used from specific trusted servers, which reduces the risk of misuse if the keys were ever exposed. Once everything is set correctly, the connection process becomes much more straightforward.

After finishing the setup, the integration worked quite smoothly in my case. What helped me was clear step by step guides and tutorials for supported exchange like Binance on Finestel YouTube channel, here link: https://www.youtube.com/channel/UCLfPpq1rJW8XxbPzeg_PsEw

Overall the initial setup might take a bit of patience, but once the API connection is in place it becomes much easier to manage accounts and automation from a single interface.

[Bushdark]

Today I was trying to figure out how the exchange connection process works on the platform and the steps I had to do to link my Bybit account with the API integration thing. I also noticed that the platform supports other exchanges like Binance, KuCoin, etc, which is a good thing because every traders can use the exchanges they want depending on their preference.

And trust me the entire process was very confusing and not straightforward. I am just imagining how difficult it will be for someone new to API stuff. From generating API Key, copying the key and secret as well as the whitelist of IP address. At some stage I was even frustrated and gave up.

If you have already made connections to your exchanges, how did your API setup process go and were you required to perform any specific actions or configuration options during the setup?

That said, the IP whitelist requirement is actually a very good security practice. It limits access so that the API keys can only be used from specific trusted servers, which reduces the risk of misuse if the keys were ever exposed. Once everything is set correctly, the connection process becomes much more straightforward.

After finishing the setup, the integration worked quite smoothly in my case. What helped me was clear step by step guides and tutorials for supported exchange like Binance on Finestel YouTube channel, here link: https://www.youtube.com/channel/UCLfPpq1rJW8XxbPzeg_PsEw

Overall the initial setup might take a bit of patience, but once the API connection is in place it becomes much easier to manage accounts and automation from a single interface.

I have once thought about this that there should be enough videos online to help whoever want to connect their API to the finestel bot and try the boy to how it works. This will not be easy for s beginner that have never traded before, either the spot market or the future market. Anyone that will want to do this will have to be patient and learn every steps that is necessary gradually before going live.