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According to a Cerulli survey from early 2022, 82% of advisors have clients who expressed an interest in exposure to crypto. Yet in today's wealth management space, there exists a gap in access to direct crypto/digital assets for financial professionals. This represents a tremendous opportunity to leverage software that will empower your practice with education, access, and tools to assist with fulfilling this growing client need. The Onramp Invest platform bridges this gap, providing a comprehensive digital/crypto asset solution for RIAs and financial professionals.

Join Onramp Bus. Dev. Director, Beau McBride, as he provides an in-depth demonstration of the Onramp Invest platform. Within this webinar, he will cover:

  • Held Away or View-Only Account Aggregation - access visibility to client's retail or held away accounts, pulling that data into your existing portfolio accounting system
  • Discretionary Account Opening - open discretionary accounts at various integrated exchanges, buy individual coin, or build a model to help scale your operations and practice
  • Billing - learn how you can bill clients for these services using our native billing tool
  • Integrations - Understand how you will be able to harness the data and pass this along to your wealthtech system of choice including Orion, Advyzon, Redtail, Wealthbox, and more