Finestel Reviews

Summary: As an asset manager, I'm absolutely delighted with Finestel's white-label solution, which has become an indispensable asset to our firm, significantly enhancing service and streamlining operations. Its effortless integration allowed us to seamlessly brand the platform, creating a professional client experience. We can now onboard all clients in a unified dashboard seamlessly, manage multiple client accounts in different exchanges simultaneously, and benefit from efficient profit sharing. The platform's intuitive tools for portfolio tracking, trade execution, and performance reporting have dramatically improved our operational efficiency. This has freed up valuable time for strategic decision-making and deepening client relationships. Moreover, the transparent, real-time access it provides visibly enhances client satisfaction. Finestel has proven to be a true partner in our growth, offering great support from a responsive and knowledgeable team genuinely committed to our success, making their solution a strategic advantage for any asset management firm.

Positive: Excels in offering a robust white-label solution for asset managers, enabling seamless client onboarding to a unified dashboard and the ability to manage multiple client accounts across different exchanges simultaneously. It provides efficient profit sharing mechanisms and offers intuitive tools for portfolio tracking, trade execution, and performance reporting, which significantly boost operational efficiency and client satisfaction through transparent, real-time access. Furthermore, Finestel provides great support from a responsive and knowledgeable team, acting as a genuine partner for growth.

Negative: While highly effective for crypto asset management, a notable limitation of Finestel's current offering is its lack of support for Forex trading, restricting asset managers who operate in or wish to expand into traditional currency markets. Additionally, while the platform offers global capabilities, its primary focus and user base might not be optimally tailored for the US community, which could potentially lead to specific regulatory or market-fit challenges for US-based asset managers and their clients.

Summary: I’ve been using Finestel since late 2023—managing all client portfolios via customized, branded tools. It’s been a game-changer. The automation reliably mirrors trades across multiple exchanges; the dashboards for billing, reporting, and client oversight are intuitive; and the 24/7 support is excellent. I've saved countless work hours onboarding clients, tracking performance, and handling support. With these efficiencies, I grew my AUM from a modest level in 2023 to a consistently expanding portfolio today.

Positive: High-quality service over 3+ years; fast, reliable copy-trading; advanced bots; 24/7 support; flexible white-labeling; significant time savings; enterprise reliability

Negative: Exchange support could improve (awaiting Kraken, Coinbase)