Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Neofolio is a cryptocurrency portfolio management tool designed to simplify the tracking of your digital investments. It provides user-friendly features that allow you to effortlessly monitor all your cryptocurrency assets, ensuring you always know where they are securely held. Now, this innovative app is available for FREE on the App Store, offering a seamless experience for managing your portfolio. With NeoFolio, users can accurately assess their cryptocurrency holdings by analyzing trades and deposits to reveal the current value, balances, and profits of their coins. You can conveniently view all your investments in one place and access detailed insights on each cryptocurrency. The app provides real-time valuations for your assets, regardless of whether they are in hardware wallets, multi-coin wallets, or exchanges. Notably, NeoFolio prioritizes security by only utilizing address information typically required for receiving transactions, ensuring that your funds remain entirely protected. This comprehensive approach makes NeoFolio an essential tool for both novice and experienced cryptocurrency investors.
API Access
Has API
No
API Access
Has API
No
Integrations
Bitcoin
No
Gemini
No
Honeycomb
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BITRIA
Country
United States
Website
bitria.io
Vendor Details
Company Name
Neofolio
Website
www.neofolio.io