Crypto markets demand precision, scale, and trust—qualities top asset managers have perfected to manage billions in assets under management (AUM). With crypto AUM projected to hit $5 trillion by 2025 (PwC), master traders face a critical choice: evolve into systematic professionals or remain capped by solo limitations.
This article brings together the shared knowledge of some of the top asset managers and professional traders using Finestel as the technical backbone of their business and known as a leading service provider in crypto (and soon forex) asset management and professional trading. These money managers have AUM ranging from $50K to $20M.
Finestel is a premier SaaS provider of advanced trading automation tools and services. It equips asset managers and professional crypto (and soon forex) traders with white-label trading software solutions (copy trading, signal bot, TradingView bot, etc.) for automation and scalability.
Top 5 Insights for Traders from Asset Managers’ Playbook
This section shares five key tips from top asset managers who handle thousands to millions in crypto funds. It gives traders clear, tested ideas—based on real experience—to boost results, lower risks, and grow their business.
1. Automated Trading for Consistent Returns
Asset managers use automation to achieve consistent returns in volatile crypto markets. Automated systems react quickly to market dips, securing profits. For instance, a manager with $3M–$5M AUM earned $800K during a 15% dip using automated risk management and execution.
Key Components:
- Defined Strategies: Fixed approaches (e.g., momentum, arbitrage) with clear parameters (e.g., enter at 2% above 50-day EMA).
- Data Validation: Backtest strategies with 12 months of data, aiming for a 60%+ win rate and Sharpe ratio >1.5.
- Automated Execution: Use bots for quick, high-frequency trades (e.g., 20 trades/day on Binance futures).
2. Brand Building for Market Presence
Developing a professional image is essential for asset managers. Relying on social trading platforms limits control over operations and client data. A better option is creating a branded trade automation platform with companies like Finestel, allowing full control over business and client interactions.
Key Components:
- Brand Identity: Customize logos, domains, and designs.
- Client Management Tools: Use real-time analytics, portfolio trackers, and automated billing.
- Sales and Marketing: Implement referral systems, support features, and notification tools.
3. Trust-Building for Capital Retention
Non-custodial management using secure API trading helps build client trust by keeping funds with clients. This approach reduces risks from hacks while enabling precise, automated execution.
Key Components:
- Non-Custodial Management: Clients control funds; managers only access trade permissions via secure APIs.
- API Trading Precision: APIs ensure accurate, real-time execution.
- Transparent Operations: Share performance and fees openly to reinforce reliability.
4. Risk Management for Resilience
Top asset managers protect capital while capturing upside by using multi-layered risk strategies like hedging and liquidity management. These systems outperform during volatility, ensuring capital preservation and recovery.
Key Components:
- Hedging: Use short futures or puts to limit downside risk.
- Liquidity: Hold 10-20% in stablecoins to buy dips.
- Dynamic Controls: Use stop-losses, trailing stops, and risk per trade limits.
5. Discretion Over Disclosure
Successful managers protect strategy transparency to maintain alpha, preventing strategy commoditization in the fast-moving crypto market.
Key Components:
- Social Trading Strategy: Keep public strategies separate from private alpha-generating systems.
- Private Strategy Marketplaces: Monetize exclusive strategies to prevent alpha decay.
Top 2025 Set of Tools and Services for Asset Managers and Master Traders: Their Suggestion
These asset managers and master traders mentioned multiple necessary tools and services needed to run and scale their asset management and crypto trading automation businesses. Fortunately, there’s no need to search through different tools for each need, as Finestel offers an all-in-one software that meets the requirements of asset managers.
Below is a short breakdown of all the tools and features they mentioned:
- Multi-Exchange Account Management Dashboard: A unified interface for managing unlimited exchange accounts (of traders and their copiers and clients), tracking positions, orders, and analytics in real-time.
- Copy Trading Bot: This flagship engine is needed to replicate trading strategies across multiple exchange accounts with pinpoint accuracy and minimal slippage.
- Signal Bot: It connects to external signal sources—such as custom indicators, breakout patterns, or algorithmic triggers—and executes orders across spot and futures markets in milliseconds. This bot normally works with webhooks.
- TradingView Bot: Asset managers use this service to execute strategies (e.g., RSI crossovers, EMA breakouts) across multiple exchanges via webhooks, ensuring consistent, low-latency trade execution.
- Branded Dashboard for Your Clients: An enterprise-grade solution that allows you to launch your branded platforms overnight. It should include:
- Portfolio Tracker: Real-time insights into your own and your clients’ assets, P&L, and performance metrics across exchanges.
- Billing & Accounting: Automated invoicing with flexible fee structures (e.g., 20% performance, $50/month subscriptions).
- Sales & Marketing Tools: Referral and MLM systems for commission tracking and client acquisition.
- Customization Options: Logos, domains, and UI themes tailored to your brand.
Fully integrated with Binance, KuCoin, Bybit, OKX, and Gate, it’s a turnkey package for scaling client bases securely.
- Private Strategy Marketplace: Mentioned by asset managers as a game-changer, this unique service from Finestel connects top trading strategies with community owners, enabling strategy sharing. Community owners enhance offerings, clients access proven strategies, and traders earn additional revenue, creating a win-win ecosystem.
- Non-Custodial Security: All these tools should work non-custodial and based on APIs, ensuring clients retain asset control on their exchange accounts, so no burden of accepting their funds is your responsibility.
Conclusion
Top asset managers excel in crypto’s growing $5 trillion AUM market through sharp execution, steady growth, strong branding, and smart risk controls. These lessons help traders transition from solo trading to professional success. All the tools they need are accessible through Finestel, a trusted software provider offering reliable automation, trading bots, and white-label solutions. With a 4.7/5 Trustpilot rating, Finestel’s all-in-one service and secure setup make it the top choice for professionals.
Always remember that this article is not financial advice, and always remember to DYOR and learn to implement what is best for you.
