The Turnkey Crypto Platform for Financial Advisors
BlockWealth gives your existing advisory firm the infrastructure to integrate crypto into your practice. Manage crypto alongside traditional assets, for every client, without rebuilding anything.
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From onboarding to execution in minutes
BlockWealth integrates directly into how your firm already operates. Add crypto to your existing client relationships in days, not months.
Add your clients
Onboard clients and organize them into households and accounts.
Select a portfolio model
Choose from your models or build a new one from scratch.
Allocate capital
Set target allocations and deploy across all assigned accounts.
Track and rebalance
Monitor drift and rebalance with a single click when needed.
Everything your firm needs
One platform covering the full lifecycle of crypto asset management for advisors.
Portfolio Model Investing
Build and deploy model portfolios across your entire client base instantly.
Trade Execution
Execute crypto trades directly from the platform with full order management.
Client Management
Manage all your clients, households, and accounts in one place.
Performance Reporting
Real-time dashboards and downloadable reports for every client portfolio.
Rebalancing Tools
Automated drift detection and one-click rebalancing across portfolios.
Audit and Compliance
Full audit logs and role-based access controls for your entire team.
Built for advisors, not end investors
BlockWealth is designed from the ground up for financial advisory firms. Not a crypto exchange. Not a consumer app. A professional platform built around your workflow. Your team manages everything from a single advisor dashboard.
Integrate crypto into your existing practice without building from scratch
Manage models once, deploy to hundreds of client accounts
Manage all your client portfolios from a single advisor dashboard
Control access with role-based permissions for your team
Ready to integrate crypto into your practice?
See BlockWealth in action. Our team will walk you through the platform and answer every question.