Platform for Wealth Management

Securely manage customer assets

Leverage a TAMP built specifically for RIAs to oversee their clients' crypto.

How it helps

Provide a better experience for your clients.

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.

The Platform for Wealth Management is provided through our BitGo Trust Company, Inc. entity. Learn more.

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Institutional custody, staking, and trading.
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