How it helps
Provide a better experience for your clients.
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Platform for Wealth Management
Securely manage customer assets
Leverage a TAMP built specifically for RIAs to oversee their clients' crypto.
Use a purpose-built platform
Monitor portfolios, transfer individual assets or baskets of assets, and stake to earn additional rewards.
Integrate with your existing portfolio software to drive greater efficiencies.
Safeguard your clients’ funds
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
How it works
Manage each step simply and securely.
Maintain the client relationship
Upload your clients simply – either individually or bulk-add via CSV file.
Client information remains confidential. BitGo does not collect non-essential information from your clients and will not contact them.
Settle from cold storage
Access deep, multi-venue liquidity, aggregated from top-tier exchanges and market makers.
Leverage our sophisticated smart order router for three order types: Market, Limit, and TWAP.
Manage baskets and rebalancing
Create your own baskets or pull in third-party indices. Set precise allocations, deploy based on a client’s available cash, or rebalance their entire portfolio.
Choose which advisors have access to which basket, then add velocity limits or trade restrictions to individual wallets.
Request a demo
Speak with our team to learn more.
The Platform for Wealth Management is provided through our BitGo Trust Company, Inc. entity. Learn more.
Institutional custody, staking, and trading.
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Products
Who We Serve
Resources
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Help
Institutional custody, staking, and trading.
Request DemoKeep up to date with our newsletter.