[ANN] Finestel - SMA Provider + White label for Professionals & Asset Managers

[Finestel]

... Some of these features can be activated via reaching our to our support:
https://t.me/finestel_support_team/

What are the main limits/differences between subscriptions?

Things like number of accounts, bots, or strategies, please share detailed info or point me to some link, can't find it on the website

The main differences between plans, are:

- The number of connected exchange accounts
- Allowed AUM (Asset under management) or total invested capital
- Available Services are different on each plan
- Business suite
- Rate limit
- Customizations

You can see the full detailed pricing here: https://finestel.com/pricing/

[Finestel]

Interesting approach here overall, especially with both spot and futures supported in crypto. So, does the system treat spot and derivatives as completely separate environments or can strategies span both while respecting different margin and risk models? Im thinking of cases where spot exposure is paired with futures hedging which get messy if not handled well.

That's a very good question. Since this service might sometimes be philosophically impossible, we don't offer it on all of our servics, but we do offer it on certain circumstances to our bigger clients. Pls reach out to our support (https://t.me/finestel_support_team , and we'll satisfy your "bundling" need as you need it.

[lina2018]

does the platform allow bulk actions like closing or adjusting positions across selected accounts only?

also curious if leverage and margin settings can be controlled per group instead of per account?

[crypto mania]

Is this tool more optimized for small private groups or for desks managing many clients at once?
Some platforms try to do both and it ends up in bad setups.

[ARTOIS]

These products are looking useful, especially the unified terminal and copy trade stuff. But I wana see more on risk management tools. Does Finestel have stop loss propagation or conditional orders across subaccounts? And how is position sizing calculated when copying trades if markets have different price precision or leverage limits?

[Finestel]

Do you provide any guidance on the legal side for teams launching SMA style setups, or is that fully handled by the client…

Some users handle their SMA business on our infrastructure without any legal issues. Some ask some Qs about jurisdictions and common legal Qs and we connect them with the teams and resources that can be helpful to them.

But what Finestel offers is the whole software system. This is our part. Legal affairs is not on our side, but we sometimes still help with that too.

[Finestel]

These products are looking useful, especially the unified terminal and copy trade stuff. But I wana see more on risk management tools. Does Finestel have stop loss propagation or conditional orders across subaccounts? And how is position sizing calculated when copying trades if markets have different price precision or leverage limits?

THanks for your good Qs & good feedback!
we're adding more and more risk management and portfolio management tools, especially in our unified trading terminal. Yes we have conditional orders and trailing stop on each and all accounts and subaccounts.

Position sizing is calcualted based on the service you're using. If it's the copy trading software, everything is proportional to the balance of each account. If it's bot (signal bot) or the terminal, proportional, conditional, and absolute all are all available.

[Gentle_Soul]

I have checked most of your tools and threads here. I really recommend a try for anyone whos interested in your services .
One small question though, about the trading terminal itself, is it a downloadable software for Windows or Linux, or a web based app. I guess the free trial or demo one let us test the terminal features

Very importantly at least a free demo account that could probably be used to familiarize with the software or website or whatever the case may be. I think it's recommended mostly if you have the know how and also are a professional then it could be recommended.
For someone who is not a professional trader I don't know o but I feel like you may have to get a certain level of  knowledge for you to be able to use there trading bot.

[Promocodeudo]

Very importantly at least a free demo account that could probably be used to familiarize with the software or website or whatever the case may be. I think it's recommended mostly if you have the know how and also are a professional then it could be recommended.
For someone who is not a professional trader I don't know o but I feel like you may have to get a certain level of  knowledge for you to be able to use there trading bot.

Once it comes to unprofessional traders at there preliminary stage of getting more skills, more knowledge is definitely needed by persons that fall within that category to actually master how to make use of their bot.
Yea a Demo account is supposed to be in their site for some users that got no or with limited idea on how to navigate through their site but it would have been very good if you put this as a question to them, since it has do with potential users getting to know what they might not be conversant with.

[Agbamoni]

My first question was not responded, so I'll just ask another one.
I am curious about how automation is customized for easy operation. Is it possible to receive trades execution, and slippage control notifications directly to a collaboration application like Slack, Discord, Lark and Telegram?

[ARTOIS]

Position sizing is calcualted based on the service you're using. If it's the copy trading software, everything is proportional to the balance of each account. If it's bot (signal bot) or the terminal, proportional, conditional, and absolute all are all available.

Thank you for the detailed response and explaining how risk management and position sizing are handled. It is good to see that conditional orders and trailing stops are already available.

I would like to ask a few questions about other parts of the ecosystem.

Regarding the unified trading terminal, how does the bulk order execution work in practice when managing a large number of accounts. Is it possible to send one order that executes simultaneously on hundreds of linked accounts, and how is this organized through the trading groups feature?

White label solution, is it mainly focused on brokers and asset managers who want their own branded terminal and copy trading system, or can smaller teams also deploy a customized version?

Thank you again for the clarifications.

[lina2018]

Finestel platform depend fully on exchange APIs for every action, or is there internal buffering/queue logic when many accounts execute at once? API rate limits can become a serious bottleneck.

[crypto mania]

demo account that could probably be used to familiarize with the software...

here link to demo account: https://demo.finestel.com/a/auth/login/

check it out

[Finestel]

Let me get this clear. You mean I can integrate Finestel bot in my own app trading software so that my client can automate their trading instead of creating my own bot?. If I'm not mistaken, Finestel serves as a a third party service provider, linking both the clients and the service providers in a single platform.

I would also like to know how Finestel benefit for the service they render? Is it a one-time payment or a subscription?

Completely correct!
We have a subscription plan and also a one-time fee for those bigger clients needing a white label solution.
Check out on our pricing page:
https://finestel.com/pricing/

[Gentle_Soul]

demo account that could probably be used to familiarize with the software...

here link to demo account: https://demo.finestel.com/a/auth/login/

check it out

Wow this is really interesting didn't come across this while taking a lot at the site, I think this can enable even one who is not all that of a professional but has a little knowledge to be able to familiarize himself with your site and your trading options and be able to do something reasonable.
And thank you for bringing this to my knowledge it's a very useful and resourceful piece of information.

[Barikui1]

Completely correct!
We have a subscription plan and also a one-time fee for those bigger clients needing a white label solution.
Check out on our pricing page:
https://finestel.com/pricing/

It seems like you guys are more active in this your thread on the service board, that's why I came here to bring to the attention of you guys of a question I ask in the trading board that has not been attended to, so I don't know what you guys have to say about this?

  Do Finestel provide insightful information and the necessary software needed for those trading the futures market?
Or it's only the spot market they focus on?
Am asking this because all my trading activities is focused on futures and derivative trading, not the spot market.