Insights from financial advisor about the Veli FA Portal
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. They even built some extra features specifically for us.
Nataša Kozlevčar
Partner / Personal Financial Advisor
Vezovišek & partners
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