Onramp Invest provides digital asset solutions allowing advisors to offer crypto investments to clients with access to custodians, SMAs, and ETFs. The platform integrates with popular CRM tools and billing systems.
NOW ON DEMAND: WEBCAST – The Professionalization of Crypto: Why and How to Bring Digital Assets In-house
There’s an industry pivot away from focusing solely on consumer products towards supporting professional opportunities in the digital asset space. As opposed to prioritizing tools for investors, innovators are prioritizing building access solutions for institutions, developers, and especially RIAs.
With a large number of advisors reporting their clients have investments in crypto away from the advisory relationship, these new tools designed for professionals make it easier for firms to access digital asset investments for clients and bring crypto AUM in-house.
We’ll cover how RIAs can:
- Help clients invest with purpose by leveraging the broader crypto ecosystem.
- Access options for broadening your strategy. For example, crypto ETFs, direct asset investment, and SMAs.
- Leverage SMAs to bring together the best characteristics of traditional finance solutions and apply them to this rapidly growing market in a way that lets you invest thoughtfully without needing to be an expert.
- Discuss the benefits of diversification for client portfolios and how SMAs enable this by using an index listed on our platform as an example.
Lastly, we’ll discuss how to approach this topic with your clients and demonstrate how RIAs can use the Onramp platform to gain access to SMAs through multiple custodians for clients.