Instead of relying on separate tools for digital assets, wealth managers can now handle trading, custody, and asset servicing in one place. This streamlined approach reduces operational complexity and makes it easier for firms to support both advisor-led strategies and self-directed investing models, while staying connected to custodians and exchanges.

With partnerships involving Galaxy Digital for wallet infrastructure and Anchorage Digital for custody solutions, the platform is built for institutional-grade security and flexibility. It also includes compliance-focused tools, helping firms navigate regulatory requirements as digital assets become a core part of investment portfolios.