Crypto Tools for Financial Advisors
Crypto tools for financial advisors that add digital asset management to your services. Execute strategies across client accounts while they maintain self-custody. Professional reporting and automated billing for performance fees.
Key Features
Everything you need for crypto tools for financial advisors
Compliant Self-Custody Model
Clients maintain their own exchange accounts—you never hold client crypto assets. This self-custody model simplifies custody concerns and keeps assets within the client's direct control while you provide professional management.
- No custody requirements
- Clients control their assets
- Simplified compliance
- Direct client ownership
Unified Client Management
Execute your crypto strategy once and have it copy to all opted-in client accounts. Position sizes adjust based on each client's allocation. Manage tens or hundreds of accounts from a single trading interface.
- Single execution point
- Automatic client copying
- Per-client position sizing
- Scalable to many accounts
Professional Reporting
Generate client-ready reports showing crypto performance, trade history, and fee calculations. Integrate crypto performance into holistic wealth reporting. Automated invoicing handles fee collection.
- Client-ready reports
- Performance attribution
- Fee documentation
- Automated invoicing
Frequently Asked Questions
How does this work with my existing practice?
AutoWealth handles the crypto execution and tracking. You continue providing advice and making strategy decisions. Clients who want crypto exposure opt in and connect their exchange accounts.
What are the compliance considerations?
The self-custody model means you don't hold client assets—they remain on the client's own exchange account. This may simplify custody regulations, but consult your compliance team for specific guidance.
Can I charge management fees for crypto?
Yes, AutoWealth supports various fee structures including flat fees, percentage of assets, and performance fees. Automated billing calculates and collects fees based on your configuration.
Related Features & Solutions
Crypto Fund Management Software
Crypto fund management software for professional portfolio management. AutoWealth provides copy trading technology that lets you execute strategies across multiple accounts while clients maintain self-custody. Automated billing handles success fees.
Manage Multiple Crypto Accounts
Manage multiple crypto accounts by trading once and executing everywhere. AutoWealth's copy trading syncs positions across multiple exchange accounts automatically. Ideal for family accounts, client portfolios, or diversified strategies.
Non-Custodial Copy Trading Platform
Non-custodial copy trading platform that connects to your exchange securely. You keep control of your assets. The platform handles the copying.