An Interactive resource for visualizing a cryptoasset allocation

Cryptoassets such as bitcoin (BTC) and ether (ETH) have emerged as an asset class that clients are interested in allocating to as a long term investment. As a trusted confidante and risk manager, advisors should have access to tools and insights that aid them in holistically managing client portfolios.

Understand the ramifications of adding cryptoassets into a client portfolio by analyzing historical risk and return data while being able to optimize it to meet its investment objective.

Access real-time cryptoasset data, including returns, volatility, and correlations with traditional asset classes.

Earn new client business by demonstrating the benefits of a cryptoasset allocation and how it can help meet your client’s financial goals.

Next Step

Powerful tools are just a click away!

Next Step

Powerful tools are just a click away!

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