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Description
Our SMA partners serve as a seamless entry point for those interested in digital asset investments. For those seeking the ease of participating in a trust or fund while enjoying the benefits of tax efficiencies, flexibility, and a variety of asset options akin to direct ownership of digital assets, this pathway is highly appealing. With specialized knowledge in digital assets, SMA partners oversee every phase of your client's investment experience, from initial onboarding to ongoing portfolio management. The BITRIA digital turnkey asset management platform enhances digital asset investing by providing top-tier portfolio management features, granting advisors, asset managers, and CIOs distributed access and control over both firm and client accounts, as well as model strategies. It enables the onboarding of client funds, the adoption of either pre-designed or personalized portfolio allocations, and the rebalancing of positions, among other capabilities. All client accounts can be managed through a unified interface, facilitating multi-tiered allocations and rebalancing tasks, ensuring a streamlined investment process. This integrated approach makes it easier for professionals to navigate the complexities of digital asset management efficiently.
Description
The Ethos Universal Wallet Watchfolio allows users to effortlessly monitor a diverse range of cryptocurrencies, assess their performance, and synchronize their holdings, all through a user-friendly interface. During the setup of your Watchfolio, you can input your initial purchase price, enabling you to calculate your gains or losses based on current market trends relative to your entry point. The Watchfolio offers customization options, is easy to update, and simplifies the management of multiple portfolios, making it a highly efficient tool for investors. Additionally, you can create fantasy portfolios at the touch of a button, providing insights into the performance of various portfolio configurations. Below are the capabilities and advantages of the Watchfolio. We recognize that your digital assets may be stored in various locations; therefore, with Watchfolio, whether your assets reside on an exchange or within a secure paper wallet, you can effectively track everything in one central location. It serves as a portable portfolio tracker, enabling you to analyze, track, and gain insights from an ever-growing collection of cryptocurrencies. This comprehensive tool ensures that managing your digital assets is not only convenient but also educational, empowering you to make informed investment decisions.
API Access
Has API
API Access
Has API
Integrations
Bitcoin
Gemini
Honeycomb
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BITRIA
Country
United States
Website
bitria.io
Vendor Details
Company Name
Ethos
Founded
2017
Website
www.ethos.io/watchfolio-tracking-your-crypto-on-the-blockchain