Platform for Wealth Management
Secure client asset management
Globally trusted since 2013
Manage each step simply and securely
Settle from cold storage
Access deep, multi-venue liquidity aggregated from top-tier exchanges and market makers, and leverage our sophisticated smart order router for Market, Limit, and TWAP order types.
Manage baskets and rebalancing
Create products composed of multiple different assets or pull in third-party indices, set precise allocations, deploy based on a client’s available cash, or rebalance their entire portfolio.
Create access policies
Choose which advisors have access to specific baskets and apply velocity limits or trade restrictions to individual wallets.
Provide a better experience for your clients
Use a purpose built platform
Monitor portfolios, transfer individual assets or baskets of assets, stake to earn additional rewards, and integrate with your existing portfolio software to drive greater efficiencies.
Safeguard your clients’ assets
Depend upon BitGo's industry-leading security and compliance protocols. BitGo protects billions in institutional investments.
Customize your dashboards
Create unique views to better analyze funds, including: uninvested cash, unrealized gain/loss, breakdown of holdings, price action of specific holdings.
The Platform for Wealth Management is provided through our
BitGo Trust Company, Inc. entity.
Learn more.
Own your financial future.
