June 19, 2021

Zabo reveals new white-label crypto investment dashboard for RIAs and Advisors

2 min read

Zabo, an information aggregator for linking cryptocurrency accounts, has actually unveiled Portfolio, their latest item specially created for Registered Investment Advisors (RIAs) and monetary advisors to track and handle their customer’s bitcoin and crypto properties by means of an entirely white-labeled portfolio control panel.

Portfolio enables consultants to smartly engage with clients on cryptocurrency and develops additional income opportunities by increasing possessions under management. Advisors now have a chance to include cryptocurrency as assets under management and collecting related fee profits.

Zabo’s Portfolio product supplies advisors with an easy and effective way to track and understand their customers’ cryptocurrency holdings in real-time. Zabo’s Portfolio is able to track both leading exchanges such as Coinbase and Gemini, as well as self-custody wallets like Trezor and Ledger, where considerable amounts of customer cryptocurrency are held.

In total, Portfolio supports thousands of cryptocurrencies and integrations with 50+ leading exchanges and wallets, supplying comprehensive balance and transaction histories for all. Portfolio’s white-labeled nature enables this without any engineering cost required – – plus, the branding is fully-customizable.

Alex Treece, Co-Founder, Zabo “Cryptocurrencies historically have actually not been tracked by consultants and as an outcome, are not consisted of in the total monetary picture of customers or general advisor AUM. This is in spite of clear information revealing that customers both currently hold and are extremely thinking about the possession class. Both consultants and customers can benefit greatly from leveraging Portfolio.”
– – Alex Treece, Co-Founder, and President at Zabo

Zabo also verified two preliminary collaborations for Portfolio: the Certified Digital Asset Advisor (CDAA) program and SmartKX.

CryptoNinjas.net” Zabo reveals brand-new white-label crypto financial investment dashboard for RIAs and Advisors