Smarter Crypto Management for Your Clients
As a wealth manager, you’re constantly seeking innovative tools to deliver better returns and reduce risk for your clients.
With Idatco’s automated trading bot, you can now offer a powerful, technology-driven solution that simplifies crypto investing while maintaining full transparency and control.
Why Wealth Managers Use Idatco
1. Automated Trading Made Simple
Our intelligent trading bot is designed to monitor and execute crypto trades 24/7, reacting to market movements in real time. Wealth managers can configure trading strategies aligned with their clients’ risk profiles — or let the bot’s default, back-tested strategy do the work.
2. Custody and Control Remain With the Client
Clients retain full custody of their crypto assets on their preferred exchanges. The bot connects securely via read-and-trade-only API keys — ensuring peace of mind and eliminating counterparty risk.
3. Streamlined Oversight
Access centralized dashboards to manage multiple client accounts, track performance, and generate easy-to-understand reports. Whether you’re overseeing a few high-net-worth portfolios or a large client base, Idatco simplifies portfolio visibility and reporting.
4. Scalable for Growth
Whether you manage a few clients or hundreds, the Idatco solution scales with you. We offer flexible sub-account support, custom branding for your advisory business, and dedicated support to get you up and running.
5. Transparent Fees and Competitive Pricing
Idatco’s fee structure is simple and competitive, with no hidden costs. Our automated trading bot is designed to optimize returns while keeping fees minimal — so your clients can keep more of what they earn.
Idatco Trading Bot Benefits
Execute Advanced Strategies Seamlessly at Scale
Design winning strategies and deploy them across unlimited clients with batch execution. Tailor bots to align with each client’s risk profile.
Streamlined and Secure Client Onboarding
Link client exchange accounts securely while retaining full control over API keys.
Comprehensive Reporting
Comprehensive insights to manage your clients portfolio, wherever the funds are held.
