Digital asset platform for financial advisors

EU licensed platform where you can easily manage all your clients’ crypto portfolios…

What solutions does Veli's FA portal offer?

Saves time

No need to construct portfolios for every client just invest in existing strategies which will balance automatically.

Access to tokenized assets

Invest in deals not traded on stock exchanges, which were previously illiquid, such as private equity, real estate, art…

Teaches and mentors you

Educational resources and mentorship to help you get started and keep you informed.

Get started with your clients’ crypto portfolios in no time!

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

Have questions about the Financial Advisor portal?

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