Digital Asset Trading Solution
AdvisorPeak became the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets, allowing advisors to custody, trade, and rebalance digital assets on behalf of their clients. Customers receive a range of services spanning custody, payment processing, BSA compliance, asset liquidity and transaction settlement.
Advisors canhold a variety of different assets from fiat currencies, to bitcoin (BTC) and other digital assets, to real estate and public and private securities. Additional features AdvisorPeak customers can now leverage include the ability to trade fractional shares between USD and BTC, ETH, and USDT, as well as transfer assets between accounts or to any customer on the network in real-time.