If you are a financial advisor, you can allocate clients to your own model portfolio strategies or browse through our public inventory of models and strategies.
If you are an asset manager looking to distribute your own model portfolios to other financial advisors, rather then to end-clients or investors, please get in touch with our team below to be listed in our inventory as a model provider.
Only financial advisors can subscribe clients to model portfolio strategies. To do so, once a client has been onboarded by their advisor, the advisor can choose from our inventory of strategies, select a model or strategy to allocate the client to, and suggest a contribution amount to get started. This automatically provisions an onchain SMA that the client controls, which is a smart contract wallet with the added functionality of supporting discretionary policies for model portfolios to be rebalanced on behalf of clients. Clients can then contribute to their SMA and ultimately allocate to the subscribed model with a USD bank transfer or an in-kind crypto transfer during the subscription flow.