Let your clients securely connect their wallets and crypto exchange accounts.
optimal management
Provide clients with a dashboard to visualize their P&L, asset allocation, and portfolio valuation for informed decisions. Upwealth’s AI-driven support helps you fine-tune strategies, ensuring your clients stay on track with their financial goals.
exposure
Whether clients are invested in Bitcoin, Ethereum, or altcoins, it's important to understand their current exposure across all Web3 accounts. Our tools offer a comprehensive view, enabling you to provide informed recommendations that enhance their investment strategy and potentially grow the assets you manage.
Clients sync their accounts for real-time visibility into their portfolios and balances.
Upwealth’s portfolio tracker gives you a complete view of all client investments in one place, helping you make informed decisions with AI-driven tools. It enables you to monitor performance over time, track gains and losses, and identify trends, allowing you to recommend the right coins, tokens, and allocations based on your clients’ profiles.
By gaining a comprehensive view of your clients' crypto assets, you can better manage their overall risk exposure and make more informed recommendations for diversification. This insight allows you to identify if clients are under- or overexposed to specific assets, aligning their portfolios with their broader investment strategy. Adding value in this way encourages clients to consolidate their assets with you, increasing your AUM and, ultimately, your revenue.
Upwealth’s portfolio tracker uses API connections to automatically pull data from protocols, exchanges, and wallets where your clients hold cryptocurrencies, including balances, transaction history, and current market value. We only request view permissions to analyze crypto asset performance across platforms, ensuring we have no access to private keys or the ability to initiate fund withdrawals.
Unlike other crypto portfolio trackers, ours consolidates assets from cryptocurrency exchanges, wallets, and protocols, providing clients with real-time insights into asset allocation, profit gains, and percentage returns for each external account, including those held with Upwealth. This comprehensive view is essential for managing long-term investment strategies effectively, enabling you to optimize portfolios with better precision.
It's free and unlimited ! Your customers can connect as many cryptocurrency exchange accounts, wallets and protocols as they like.