How Zignaly Helps Clients Grow AUM: A Blueprint for Modern Wealth Managers

In today’s competitive investment landscape, wealth managers face an increasingly complex challenge: scaling Assets Under Management (AUM) while maintaining operational efficiency and ensuring consistent performance across all client accounts.

Zignaly has revolutionized this growth equation, empowering over 550,000 users and managing over $150 million in combined AUM through our innovative profit-sharing marketplace that transforms how capital is deployed and managed.

By converting sophisticated institutional strategies into retail-ready opportunities, we enable wealth managers to unlock previously inaccessible sources of AUM while delivering identical results for all participants through our pioneering pooled account structure.

In this article, we’ll reveal the proven blueprint forward-thinking wealth managers use to overcome traditional growth barriers and scale their AUM effectively with Zignaly’s technology.

The Evolution of Asset Management

The wealth management landscape is undergoing a profound transformation. The traditional model, with its siloed accounts and execution discrepancies, is giving way to more democratized and transparent investment structures.

Modern investors increasingly seek access to sophisticated strategies previously available only to institutional clients. This democratization represents both a challenge and a remarkable opportunity for wealth managers willing to evolve.

Zignaly stands at the forefront of this evolution, pioneering a new approach that bridges institutional-grade trading with retail accessibility. Our technology eliminates the traditional barriers that have limited AUM growth.

By embracing this evolution, forward-thinking wealth managers can tap into vast new capital pools while delivering the consistency and transparency that today’s investors demand.

Customizable B2B Solutions: Your Brand, Your Rules

Successful wealth managers know that brand identity and user experience are crucial for attracting and retaining AUM. Zignaly’s B2B solution enables you to create a fully customized, branded profit-sharing marketplace that reflects your unique value proposition.

Consider Lastra, built for Brazil’s largest crypto community, Criptomaniacos. Their traditional copy-trading platform struggled with 5-minute delays between signals and trade executions, causing inconsistent results and frustrated users. Through Zignaly’s white-label solution, they launched a fully branded marketplace that eliminated these challenges.

The transformation was remarkable: Lastra now manages over $5 million in assets, has tripled their revenue, and significantly reduced support tickets through consistent trade execution. Their success demonstrates how our customizable platform can turn operational challenges into competitive advantages while maintaining your brand’s unique identity and control.

With Zignaly’s white-label solution, you maintain complete control over your user experience, profit-sharing structure, and business model — all while leveraging our enterprise-grade infrastructure for flawless execution.

Scaling Through Innovation: The Power of Pooled Accounts

At the heart of Zignaly’s solution is an innovative pooled account structure, solving one of the biggest challenges in copy trading: execution discrepancies. Consolidating all users’ investments into a single managed account ensures every participant receives identical results — no more delays, no more price differences, and no more frustrated clients.

The sophisticated system automatically handles the complex backend operations, from trade execution to position management, allowing you to focus on strategy and growth rather than technical operations.

The results speak for themselves: partners have experienced a 60% increase in platform revenue through improved client satisfaction and retention. This success stems from eliminating the common pain points of traditional copy trading platforms, where execution delays can lead to different results across accounts.

Performance-Based Revenue: Aligning Success with Growth

Zignaly’s success-based revenue model ensures perfect alignment between wealth managers and their clients. Through daily profit realization and a high-watermark model, you only profit when your clients do.

This transparent approach allows you to generate revenue without disrupting active positions, creating a steady cash flow while maintaining long-term trading strategies. Our 12-decimal precision tracking system accurately calculates and distributes every profit, ensuring managers and clients have complete visibility into performance and earnings.

Managers can customize their profit-sharing structure to match their business model, whether a fixed percentage or a sliding scale based on performance. This flexibility allows you to create competitive offerings while maintaining healthy margins.

Operational Excellence & User Experience

Zignaly’s platform handles the complex technical aspects of fund management, allowing you to focus on what matters most — growing your business and serving your clients. Our system provides enterprise-grade fund management with 12-decimal precision tracking, ensuring every transaction is accurately recorded and easily auditable.

Clients enjoy a seamless experience with intuitive interfaces for fund allocation and withdrawal, while managers benefit from comprehensive API integrations and real-time performance tracking. We’ve eliminated the traditional operational headaches of managing multiple accounts by automating key processes like trade execution, position management, and profit distribution.

Our comprehensive support infrastructure includes a dedicated team for technical issues and customization requests, ensuring your platform runs smoothly while you focus on strategy and growth.

Building Trust Through Compliance and Security

Compliance isn’t optional in today’s regulatory environment — it’s essential for sustainable growth. Zignaly provides a fully compliant infrastructure that meets global standards, with our platform being MiCA-compliant and holding a Category II License. This gives you the confidence to operate in evolving regulatory landscapes while protecting you and your clients.

Strategic partnerships with industry leaders like Binance and Bybit ensure deep liquidity and stable trading infrastructure. Our robust security measures, including encryption and multi-factor authentication, protect user funds and data while built-in KYC and legal compliance tools streamline the onboarding process.

Future-Proofing Your Business

Zignaly’s platform bridges traditional finance (CeFi) and decentralized finance (DeFi), positioning your business at the forefront of market innovation. By integrating both ecosystems, you can tap into deep liquidity from centralized exchanges while capturing the explosive growth potential of DeFi markets.

Scalable infrastructure grows with your business, eliminating technical barriers to expansion. Whether you’re managing thousands or millions in AUM, the platform maintains consistent performance and reliability. The profit-sharing model continues to evolve with market demands, ensuring your business stays competitive and relevant.

Our commitment to continuous innovation means you’re always equipped with cutting-edge features and capabilities. We’re constantly expanding our offering to support your growth journey from new trading pairs to enhanced reporting tools.

Ready to Unlock New Sources of AUM?

As the wealth management landscape transforms from siloed accounts to democratized investment structures, forward-thinking managers must evolve or risk being left behind. Zignaly’s platform — now trusted with over $150 million across 550,000+ users globally — provides the technological bridge to this new paradigm.

By eliminating traditional barriers between institutional-grade strategies and retail accessibility, we’ve created a powerful ecosystem where wealth managers can tap into vast new capital pools. Our technology delivers the consistency and transparency modern investors demand while providing managers with unprecedented scalability.

Ready to explore how Zignaly can help you unlock new sources of AUM? Contact our team to schedule a personalized demo and discover the possibilities for your platform.