Digital Asset Investing Solutions for Financial Advisors
Streamlining your path to the growth and diversification potential of digital assets.
Where Are You on Your Digital Asset Journey?
I’m just here to learn about digital assets
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I'm interested in a range of digital assets
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The SMA Network
Expert Subadvisors to Jumpstart your Digital Asset Journey
Our SMA partners are the “easy onramp” to digital asset investing. If you’re looking for the simplicity of investing in a trust or fund with the tax advantages, flexibility, and multiple asset choices of owning the underlying digital assets, this is an attractive option. SMA partners have specific expertise in digital assets and manage all aspects of your clients’ digital asset journey from onboarding through to portfolio management.
The BITRIA Digital Asset TAMP
Where Digital Assets Meet Modern Portfolio Theory
The Blockchange BITRIA Platform brings professional grade portfolio management capabilities to digital asset investing, empowering Advisors, Asset managers and OCIOs alike with distributed access and control of firm accounts, client accounts, and model strategies. Onboard client funds, adopt templated or custom portfolio allocations, rebalance positions and much more.
Manage all client accounts from a single interface
Multi-level allocations and rebalancing
Create and adapt strategies with a wide section of digital assets
Blockchange Benefits
Enjoy the benefits of owning the underlying digital assets together with actively managed strategies and flexible asset choices.
Own the underlying assets
Tax benefits, no premium risk, stake & lend
Wide selection of assets from BTC to DeFi
Customize strategies to risk-reward profiles
Actively Managed Portfolios
On-demand or scheduled rebalancing
Institutional grade security and compliance
Secured by leading digital custodians
Featured Use Case - IRAs
Invest Client IRAs in Digital Assets
Our self-directed IRA partners enable IRA funds & select 401(k) plans to be invested in digital assets, under the management of a financial advisor. This allows investors to leverage the tax-advantaged status of their IRA or 401(k) funds as they diversify into a range of digital assets.
Blockchange Team
Featured Articles
Why Bitcoin and Crypto Makes Sense for Retirement Accounts
Exposure to digital assets through retirement accounts offers opportunities to diversify risk and maximize growth over the course of an investing lifetime.
Crypto Compliance 101 for Financial Advisors
Compliance is a critical but confusing topic for financial advisors choosing to enter the crypto asset ecosystem. Learn from advisors who are experienced and engaged…
Questions to Ask When Choosing a Crypto SMA (For Financial Advisors)
Now that you’ve decided to use a Crypto SMA, how do you evaluate which SMA you should choose to provide the best outcome for your clients?
Five Reasons for Financial Advisers to Outsource to a Crypto SMA
Crypto SMAs allow financial advisers to offer clients the growth and diversification benefits of digital assets. Learn about the benefits and limitations.
What is Decentralized Finance (Defi)?
You may have heard about tech’s newest portmanteau in the last few months: DeFi. This is due to the meteoric …
Grayscale, Bitwise, ETF, SMA or DTAMP – A Comparison for Financial Advisors
Introduction With interest in cryptocurrencies at an all-time high, financial advisors are facing significant pressure from their clients to provide …
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