Everything you need to integrate crypto
One integrated platform covering portfolio models, trade execution, client management, and reporting. Built specifically for financial advisory firms. Your team manages everything.
Create once, deploy everywhere.
Build model portfolios and apply them across your entire client base with a few clicks. Change the model once and every client account updates automatically. Your team manages everything from a single advisor dashboard.
- Custom model builder with flexible asset allocations
- One-click deployment to all assigned client accounts
- Drift alerts and threshold-based rebalancing triggers
- Full history of model changes and rebalance events
A full trading desk built into the platform.
Execute market and limit orders, manage order flow, and track fills in real time. Block order execution lets you trade across all client accounts in a single action.
- Block order execution across all client accounts
- Market and limit order types supported
- Real-time execution feed with fill confirmations
- Full transaction history and audit trails
Every client, household, and account in one place.
See balances, allocations, and performance at a glance. Onboard new accounts in minutes and manage your entire book without switching between systems.
- Unified client list with real-time portfolio data
- Household and account grouping
- Per-client allocation overrides and notes
- Role-based access for advisor team members
Professional reports generated by your firm.
Generate performance summaries, allocation breakdowns, and transaction histories instantly. Export as PDF or schedule automated delivery. Your advisors own every report.
- Performance dashboards with benchmark comparisons
- One-click PDF export for any client or account
- Scheduled report delivery on your cadence
- Allocation breakdowns and transaction history included
Automated strategies to reduce capital gains liability
Tax-Loss Harvesting
Automatically identify holdings with unrealized losses and harvest them to offset gains. Our system monitors positions continuously and suggests optimal harvest timing.
Cost Basis Tracking
Track every tax lot with acquisition date, cost basis, and holding period. Support for FIFO, LIFO, and specific lot identification methods.
Wash Sale Detection
Built-in wash sale monitoring flags repurchases within the 30-day window, ensuring compliance and accurate cost basis adjustments.
- Unlike a Bitcoin ETF or private fund, BlockWealth finds opportunities to reduce or defer capital gains tax liability for each individual client
- Short-term vs long-term gain classification with estimated tax impact
- Annual tax reporting with 1099-B data export
Seamless connectivity with the tools you already use
Orion Portfolio Solutions
Enterprise portfolio management and reporting platform for advisory firms.
- Portfolio data sync
- Performance reporting
- Automated reconciliation
Addepar
Institutional-grade data aggregation and analytics for wealth management.
- Holdings integration
- Custom report builder
- Multi-asset analytics
SS&C Black Diamond
Comprehensive wealth platform with portfolio reporting and rebalancing tools.
- Real-time data feeds
- Client portal sync
- Billing integration
Morningstar
Industry-leading investment research and portfolio analysis tools.
- Investment analytics
- Risk assessment data
- Performance benchmarks
Seamless Integration
Fully integrated with your portfolio management software system for unified reporting.
Advanced Connectivity
SSO, APIs, and SFTP integration capabilities to fully integrate with your workflow.
Streamlined Billing
Report and bill on your clients' digital asset investments directly through your existing platform.
Ready to see it in action?
Book a 30-minute demo with our team and see how BlockWealth can transform your practice.