As the first Bitcoin-only financial advisory platform, Swan Advisor Services enables advisors to monitor, manage, and custody their clients’ bitcoins.
The company launches the first platform for dealing with bitcoins as an asset and dealing with finances, focused solely on bitcoins.
Swan Advisor Services integrates seamlessly with financial advisors’ existing portfolio management tasks.
Through the new platform, advisors can manage, view, and custody bitcoins owned by their clients.
According to a press release sent to Bitcoin Magazine, Swan Bitcoin, a bitcoin-only service provider, has launched Swan Advisor Services, a bitcoin wealth management and custody platform for financial advisors.
Bitcoin users on the platform will be able to complete bitcoin transactions, monitor their funds, and manage portfolios of bitcoin. Swan’s newest platform will be the first investment advisor platform focused solely on bitcoin.
To date, it has been difficult for financial planners who have embraced Bitcoin to plug the asset into their day-to-day client reporting and portfolio management tools, according to Cory Klippsten, CEO of Swan Bitcoin.
It should be much easier for financial advisors to address Bitcoin in the context of their clients’ more traditional assets. That’s why we’re creating Swan Advisor Services,? he continued.
Swan’s service will provide investment advisors with visibility into their clients’ bitcoin positions through a user-friendly interface that takes advantage of the company’s core purchasing, custody, and client support capabilities.
the Swan Advisor Services team has the best Bitcoin education team in the world, and we are exclusively focused on Bitcoin, so we are uniquely positioned to give financial advisors and their clients the best Bitcoin solution on the market. andy Edstrom, managing director of Swan Advisor Services, agreed.
Swan intends to onboard a number of advisors to its platform, and the platform can integrate with an advisor’s existing portfolio management system.
Bitcoin is the safest, most financially-sound way to invest,? klippsten told us, Our company has a deep investment and educational history in the broader cryptocurrency space, and we’re convinced Bitcoin is the best way to invest.