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Description

Our SMA partners serve as a seamless entry point for those interested in digital asset investments. For those seeking the ease of participating in a trust or fund while enjoying the benefits of tax efficiencies, flexibility, and a variety of asset options akin to direct ownership of digital assets, this pathway is highly appealing. With specialized knowledge in digital assets, SMA partners oversee every phase of your client's investment experience, from initial onboarding to ongoing portfolio management. The BITRIA digital turnkey asset management platform enhances digital asset investing by providing top-tier portfolio management features, granting advisors, asset managers, and CIOs distributed access and control over both firm and client accounts, as well as model strategies. It enables the onboarding of client funds, the adoption of either pre-designed or personalized portfolio allocations, and the rebalancing of positions, among other capabilities. All client accounts can be managed through a unified interface, facilitating multi-tiered allocations and rebalancing tasks, ensuring a streamlined investment process. This integrated approach makes it easier for professionals to navigate the complexities of digital asset management efficiently.

Description

BitGo is the first digital asset company that has been focused exclusively on serving institutional clients since 2013. BitGo provides institutional investors with custody, staking, liquidity and security solutions. Active in both centralized and decentralized finance, BitGo offers market leading trading, lending, and borrowing services through its prime brokerage services and acts as the custodian for WBTC, the leading global stablecoin for Bitcoin. In 2020, BitGo launched BitGo Prime, Portfolio and Tax, providing clients with a full-stack solution for digital assets. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets. Most recently, BitGo launched institutional-grade DeFi, NFT and web3 services. BitGo processes approximately 20% of all global Bitcoin transactions, and supports over 700 coins and tokens. BitGo’s customer base includes the world’s largest cryptocurrency exchanges and institutional investors and spans more than 50 countries.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gemini Yes 
APROBIT No 
AlphaPoint No 
Bitcoin IRA No 
Canton No 
Compound No 
Connectee No 
CryptoTax360° No 
Cryptoworth No 
Divly No 
Hedgehog No 
Hodlnaut No 
Integral No 
Kubera No 
LendaBit No 
Lumina No 
Membrane No 
Poloniex No 
Tres Finance No 
itBit No 

Integrations

Gemini Yes 
APROBIT Yes 
AlphaPoint Yes 
Bitcoin IRA Yes 
Canton Yes 
Compound Yes 
Connectee Yes 
CryptoTax360° Yes 
Cryptoworth Yes 
Divly Yes 
Hedgehog Yes 
Hodlnaut Yes 
Integral Yes 
Kubera Yes 
LendaBit Yes 
Lumina Yes 
Membrane Yes 
Poloniex Yes 
Tres Finance Yes 
itBit Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Connect with us to learn more.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BITRIA

Country

United States

Website

bitria.io

Vendor Details

Company Name

BitGo

Founded

2013

Country

United States

Website

www.bitgo.com

Product Features

Product Features

Crypto Tax

Automated Data Import Yes 
Exchange Integration Yes 
Export Transactions Yes 
Historical Prices Yes 
Income Overview Yes 
Margin & Futures Support Yes 
Profit & Loss / Cap Gains Yes 
Staking / Lending / DeFi Support Yes 
Tax Form Generation Yes 
Tax Loss Harvesting Yes 
Wallet Integration Yes 

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