Purpose-Built for Advisory Firms
BlockWealth is designed for one type of user: financial advisors who want to add crypto to their practice without the complexity of building custom infrastructure.
For Independent Advisors
Run a full crypto operation for your clients from a single dashboard. Model portfolios, trade execution, reporting, all in one place. No technical setup required.
- Portfolio model deployment
- Client account management
- Real-time reporting
- Trade execution desk
- Automated tax-loss harvesting
For Wealth Management Firms
Give your entire advisor team the tools to manage crypto across all their client books. Role-based access, compliance logging, and firm-wide model deployment.
- Multi-advisor team access
- Role-based permissions
- Audit logs and compliance tools
- Firm-wide model deployment
- Tax optimization and cost basis tracking
- Orion, Addepar, Black Diamond, and Morningstar integrations
What sets BlockWealth apart
Built-in capabilities that go beyond basic portfolio management
Reduce capital gains liability automatically
Unlike a Bitcoin ETF or private fund, BlockWealth finds opportunities to reduce or defer capital gains tax liability for each individual client.
- Automated tax-loss harvesting with optimal timing
- Cost basis tracking with FIFO, LIFO, and specific lot support
- Wash sale detection within the 30-day window
- Short-term vs long-term gain classification
- Annual tax reporting with 1099-B data export
Connect with your existing reporting tools
Seamless connectivity with the portfolio management and reporting platforms your firm already uses. No manual data entry or reconciliation required.
- Orion Portfolio Solutions integration
- Addepar data aggregation and analytics
- SS&C Black Diamond reporting sync
- Morningstar investment analytics
- SSO, API, and SFTP connectivity options
- Bill on digital assets through your existing platform
How BlockWealth fits into your existing workflow
Connect your custody provider
Integrate with Coinbase Advanced, Anchorage, or your existing custodian.
Import your client roster and set up accounts
Bring in your existing clients and organize them into accounts and households.
Deploy portfolio models and start trading
Select or build models, assign them to clients, and execute from a single dashboard.