Your Business
The challenge
Clients increasingly hold or want digital assets, but advisor tooling has not kept up. Allocation should not require crypto expertise, new operational risk, or leaving the platforms you already use.
Our Approach
How Coinchange helps
Allocations run through regulated fund structures with active management and reporting. Allocate your clients to crypto yield and investment products as easily as you would any other asset class. One-click recommendations. One-click allocations.
Coinchange integrates with leading RIA platforms, appears in your existing simulation and recommendation workflow, and generates client-ready reporting.
Your Practice
Key benefits
Regulated fund access, actively managed
Works with leading RIA platforms
Client-ready PDFs and reporting built-in
Adds digital assets to your practice
Selection is the start. The portfolio is managed every day.
Connect to Report
How allocation works
Connect your platform
Coinchange works within leading RIA platforms you already use.
Recommend and allocate
Run simulations, make recommendations, and allocate eligible clients in your existing workflow.
Report to clients
Client-ready reporting and documentation are generated for your practice.
Offer digital assets with confidence
Tell us about your practice and platforms; we will show you the allocation workflow.