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BitGo Fall Product Release. Learn more.

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Platform for Wealth Management

Secure client asset management

Leverage a TAMP built specifically for RIAs and asset managers to oversee their clients' crypto.
Hero (lowres test) - Wealth Management

Manage each step simply and securely

  • Settle from cold storage

    Access deep, multi-venue liquidity aggregated from top-tier exchanges and market makers, and leverage our sophisticated smart order router for Market, Limit, and TWAP order types.

  • Manage baskets and rebalancing

    Create products composed of multiple different assets or pull in third-party indices, set precise allocations, deploy based on a client’s available cash, or rebalance their entire portfolio.

  • Create access policies

    Choose which advisors have access to specific baskets and apply velocity limits or trade restrictions to individual wallets.

Provide a better experience for your clients

Use a purpose built platform

Monitor portfolios, transfer individual assets or baskets of assets, stake to earn additional rewards, and integrate with your existing portfolio software to drive greater efficiencies.

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Worldwide support

Safeguard your clients’ assets

Depend upon BitGo's industry-leading security and compliance protocols. BitGo protects billions in institutional investments.

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Safeguard your clients’ funds

Customize your dashboards

Create unique views to better analyze funds, including: uninvested cash, unrealized gain/loss, breakdown of holdings, price action of specific holdings.

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Customize your dashboards

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

Own your financial future.

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