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Fully digital onboarding experience for advisors and their clients with API-driven automation and dedicated client support.

Own the Underlying Digital Assets

Tax advantages, No premium risk.

Diverse Selection of Asset Choices from BTC to DeFi

Customize strategies to risk-reward profiles with more than 40 available assets.

Actively Managed Portfolios

On-demand or scheduled rebalancing with BITRIA’s unique lowest-cost-path rebalancing engine.

Institutional Grade Custody and Compliance

Gemini is a fiduciary and qualified custodian under New York Banking Law and is licensed by the State of New York to custody digital assets. Gemini is the first digital asset platform to achieve the SOC 1 Type II and SOC 2 Type II certification.

Fully Integrated Reporting

Firms and their clients can view their crypto portfolios alongside traditional assets in all popular portfolio reporting systems.

Simplified Onboarding

Fully digital onboarding experience for advisors and their clients with API-driven automation and dedicated client support.

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