EU licensed platform where you can easily manage all your clients’ crypto portfolios…
in assets under management
Funds safely stored in offline wallets with Fireblocks
Individual coins or investment strategies
Instead of having to log in and log out of various platforms for each client, via Veli you can easily onboard and see all your client in one place
No need to waste time on coin picking and constructing portfolios for every client. Easily invest in the broader crypto market with one click with Veli’s strategies.
Veli advisor portal is not only free, but we also share part of the revenue with the financial advisors. Get in touch with our team to find out how much in commissions you can make.
Client self-onboards through the app
Advisor onboards the client
After years of running our own platform for crypto and tokenized assets, we realized that maintaining it diverted focus from our core business, which is wealth management. Furthermore, MiCA regulation made that more complex and expensive. When we made a switch to Veli Financial Advisor Portal, both our clients and our advisors instantly felt the benefits. We suddenly had zero costs of running a platform, no need to invest in further development, and transactions are automatically integrated into our system, which means better and quicker views of clients’ portfolios.
Nataša Kozlevčar
Partner / Personal Financial Advisor
The cryptocurrency market is very interesting from the point of view of technological development as well as from the point of view of potential returns. However, participation in this market can still be too demanding and often unsuccessful for an individual. With the Veli platform, this has become much easier and safer. An investor can choose between individual crypto tokens or simply choose one of the investment strategies that are tailored according to his ability to accept risk. The platform is very user-friendly and has an additional interesting option. It allows you to give a personal financial advisor investment management with a certain part of the invested amount. It is therefore a platform that allows you to achieve positive returns on the crypto currency market in all its cycles in many ways, in an easy way and without much effort.
Polonca Oberč Jereb
Financial advisor
BLUMARIN, d.o.o
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