Crypto Tools for Financial Advisors
Crypto tools for financial advisors who want to add digital assets without taking custody of client funds. Run your strategy across opted-in client accounts while clients keep self-custody on their own exchange. Reporting and fee billing run automatically.
How It Works
Get started with crypto tools for financial advisors in 5 simple steps
Decide on crypto allocation strategy
Define the crypto allocation approach for interested clients based on their risk profiles.
Clients open exchange accounts
Clients sign up on Binance, Bybit, or Hyperliquid and complete verification on their own.
Clients connect via your branded bot
Clients submit trade-only API keys through your white-label Telegram bot. About 10 minutes.
Execute your strategy once
Trade on the master account. All opted-in client positions sync, scaled to each allocation.
Reports and invoices generate
Performance reports and fee statements generate automatically.
Key Features
Everything you need for crypto tools for financial advisors
No Custody, No Custody Headaches
The biggest barrier for advisors adding crypto is custody. Autowealth removes it. Clients keep their own exchange accounts and grant trade-only API access. You never hold or transfer their crypto, and you do not have withdrawal rights. That can simplify your regulatory posture compared with platforms that take custody.
- No custody of client assets
- Trade-only API permissions, no withdrawal access
- Clients keep full control of their accounts
- Lighter regulatory posture for your practice
Unified Client Portfolio Management
Run your crypto allocation strategy once on a master account and it copies to every opted-in client. Position sizes scale to each client's allocation. 5 clients or 50, the workflow is the same: one trade, automatic replication.
- One trade copies to all opted-in clients
- Sizing scales to each client allocation
- Same workflow at 5 clients or 500
- Sits alongside your existing AUM management
Client Reporting and Fee Documentation
Performance reports cover crypto returns, trade history, and fee calculations. Clients get real-time dashboard access so they can check their allocation without calling your office. Automated invoicing handles fee calculation and collection on the crypto portion of their portfolio.
- Client-ready performance statements
- Real-time client dashboard
- Automated fee calculation and invoicing
- Exportable data for holistic wealth reporting
Fiduciary-Compatible Structure
For advisors operating as fiduciaries, every trade, fee, and client interaction is documented. Clients can verify any item against their own exchange records. There is no black box, and the model has no proprietary product conflicts.
- Full trade transparency and audit trail
- Client-verifiable against exchange records
- Documented fee calculations per trade
- No conflicts from custody or proprietary products
Autowealth vs Traditional Crypto for Advisors
Frequently Asked Questions
How does this fit into my existing advisory practice?
Autowealth handles crypto execution and tracking as an add-on to your existing services. You still make the strategy calls. Clients who want crypto exposure opt in and connect their exchange accounts. Your existing portfolio tools stay in place.
What are the compliance considerations for RIAs?
Self-custody means you do not hold client assets. That can simplify custody rule requirements, but consult your compliance team or counsel for guidance specific to your registration and jurisdiction.
Can I charge advisory fees on the crypto allocation?
Flat advisory fees, percentage of crypto AUM, and performance-based fees are all supported. Automated billing calculates and collects per your config. Fee documentation generates with each client statement.
How do clients onboard for crypto management?
Clients create an account on Binance, Bybit, or Hyperliquid, complete exchange verification, and submit trade-only API keys through your branded Telegram bot. About 10 minutes total. You can walk them through it or send instructions.
Can clients see their crypto performance in real time?
Clients have dashboard access showing positions, performance, and trade history. They can also see everything on their own exchange account. Full transparency by default.
Related Features & Solutions
Crypto Fund Management Software
Crypto fund management software for managers running a strategy across many investor accounts. Autowealth gives you multi-account execution, automated performance billing, and investor reporting without writing any of it yourself.
Manage Multiple Crypto Accounts
Trade once and the same position fills across every connected account. Useful if you run accounts for family, manage capital for a small group, or split strategies across exchanges. No more logging into five exchanges to place the same order.
Self Custody Copy Trading
Copy trades without moving your funds. Connect Binance, Bybit, or Hyperliquid with a trade-only API key. Your money stays on the exchange. Autowealth has no withdrawal permission and never holds your assets.