Elevate Your Crypto Asset Management
Elevate Your Crypto Asset Management
A specialized platform that empowers you to manage crypto assets confidently.
A specialized platform that empowers you to manage crypto assets confidently.
Featured in
All in one platform.
For you.
Fully Branded Experience
Fully Branded Experience
Wealth managers and financial advisors get a customized experience that reflects your firm’s identity.
Platform as a Service (PaaS)
Platform as a Service (PaaS)
Our solution empowers your business to easily build, scale, and manage client portfolios.
MiCA Licensed Security
Our platform is fully MiCA (Markets in Crypto-Assets) licensed, ensuring compliance with the latest regulatory standards.
Model Portfolios and Crypto
ICONOMI Wealth offers you with pre-build Crypto Portfolios that you can tailor or simply offer to your clients as they are.
Client Portal
ICONOMI Wealth offers you with pre-build Crypto Portfolios that you can tailor or simply offer to your clients as they are.
COMPETITIVE EDGE
We set apart from the competition
A specialized platform that empowers you to manage your clients crypto assets assets confidently, knowing you’re fully compliant.
FEATURES
Explore all the benefits you get
Detailed Reporting Tools
Generate comprehensive reports that meet regulatory requirements, allowing you to provide transparent updates to your clients.
Detailed Reporting Tools
Generate comprehensive reports that meet regulatory requirements, allowing you to provide transparent updates to your clients.
Detailed Reporting Tools
Generate comprehensive reports that meet regulatory requirements, allowing you to provide transparent updates to your clients.
User-Friendly Interface
Manage crypto assets efficiently with a sophisticated, yet intuitive dashboard designed for financial professionals.
User-Friendly Interface
Manage crypto assets efficiently with a sophisticated, yet intuitive dashboard designed for financial professionals.
User-Friendly Interface
Manage crypto assets efficiently with a sophisticated, yet intuitive dashboard designed for financial professionals.
Execution & Settlement
Manage crypto assets efficiently with a sophisticated, yet intuitive dashboard designed for financial professionals.
Execution & Settlement
Manage crypto assets efficiently with a sophisticated, yet intuitive dashboard designed for financial professionals.
Execution & Settlement
Manage crypto assets efficiently with a sophisticated, yet intuitive dashboard designed for financial professionals.
Custodial Integration
Secure custody solution with a dedicated SLA, transfer assets into and out of cold storage upon request. Secure custody with trading.
Custodial Integration
Secure custody solution with a dedicated SLA, transfer assets into and out of cold storage upon request. Secure custody with trading.
Custodial Integration
Secure custody solution with a dedicated SLA, transfer assets into and out of cold storage upon request. Secure custody with trading.
API integration
Orders and Portfolio rebalancing. KYC/KYB data. Reporting and more.
API integration
Orders and Portfolio rebalancing. KYC/KYB data. Reporting and more.
API integration
Orders and Portfolio rebalancing. KYC/KYB data. Reporting and more.
Staking and Yield Model Portfolios
ICONOMI connects you to more than 10+ global exchanges, providing you and your clients with the best price discovery during portfolio rebalancing.
Staking and Yield Model Portfolios
ICONOMI connects you to more than 10+ global exchanges, providing you and your clients with the best price discovery during portfolio rebalancing.
Staking and Yield Model Portfolios
ICONOMI connects you to more than 10+ global exchanges, providing you and your clients with the best price discovery during portfolio rebalancing.
On/Off-Ramp of assets
UK and EU fiat rails for EUR & GBP. Credit card deposits and withdrawals. Instans crypto deposits and withdrawals.
On/Off-Ramp of assets
UK and EU fiat rails for EUR & GBP. Credit card deposits and withdrawals. Instans crypto deposits and withdrawals.
On/Off-Ramp of assets
UK and EU fiat rails for EUR & GBP. Credit card deposits and withdrawals. Instans crypto deposits and withdrawals.
Digital onboarding
Digital accounts, fully digital KYC, client proofing and much more all on one platform for the users.
Digital onboarding
Digital accounts, fully digital KYC, client proofing and much more all on one platform for the users.
Digital onboarding
Digital accounts, fully digital KYC, client proofing and much more all on one platform for the users.
Advanced Security Protocols
Protect your clients’ assets with top-tier security measures, including encryption and multi-factor authentication.
Advanced Security Protocols
Protect your clients’ assets with top-tier security measures, including encryption and multi-factor authentication.
Advanced Security Protocols
Protect your clients’ assets with top-tier security measures, including encryption and multi-factor authentication.
Others about Wealth
Others about Wealth
We’ve seen remarkable improvements in efficiency and client satisfaction since adopting this solution. The compliance features are a game-changer.
Mark S.
Financial Advisor
We’ve seen remarkable improvements in efficiency and client satisfaction since adopting this solution. The compliance features are a game-changer.
Mark S.
Financial Advisor
We’ve seen remarkable improvements in efficiency and client satisfaction since adopting this solution. The compliance features are a game-changer.
Mark S.
Financial Advisor
We’ve seen remarkable improvements in efficiency and client satisfaction since adopting this solution. The compliance features are a game-changer.
Mark S.
Financial Advisor
Start Building Yours
Top asset managers and financial advisors are leveraging our platform to manage crypto assets with precision and compliance.
Start Building Yours
Top asset managers and financial advisors are leveraging our platform to manage crypto assets with precision and compliance.
Start Building Yours
Top asset managers and financial advisors are leveraging our platform to manage crypto assets with precision and compliance.
Frequently asked questions
How does this platform cater specifically to asset managers and financial advisors?
How does the platform help ensure compliance with MiCA and AML regulations?
Is the platform scalable for both individual advisors and large asset management firms?
How secure is the platform?
Can this platform be integrated with my existing financial management tools?
How does this platform cater specifically to asset managers and financial advisors?
How does the platform help ensure compliance with MiCA and AML regulations?
Is the platform scalable for both individual advisors and large asset management firms?
How secure is the platform?
Can this platform be integrated with my existing financial management tools?
ABOUT ICONOMI
Company with a vision
ICONOMI Wealth offers you with pre-build Crypto Portfolios that you can tailor or simply offer to your clients as they are.
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Company and individual clients
+34
Company and individual clients
+34
Company and individual clients
+US$ 2 bi
Company and individual clients
+US$ 2 bi
Company and individual clients
+US$ 2 bi
Company and individual clients
3
Office locations worldwide
3
Office locations worldwide
3
Office locations worldwide
24 / 7
Customer service and support
24 / 7
Customer service and support
24 / 7
Customer service and support