EU licensed platform where you can easily manage all your clients’ crypto portfolios…
No need to construct portfolios for every client just invest in existing strategies which will balance automatically.
Invest in deals not traded on stock exchanges, which were previously illiquid, such as private equity, real estate, art…
Educational resources and mentorship to help you get started and keep you informed.
Veli Financial Advisor Portal has significantly improved how I manage my clients’ crypto assets. The platform’s intuitive interface and comprehensive tools have made it easier to onboard my clients and invest their funds into diversified crypto investment strategies.
Certified Financial Planner
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