Gemini and BITRIA have joined forces to fully integrate BITRIA’s industry-leading crypto portfolio management platform with Gemini’s institutional-grade custody and exchange capabilities. The addition of BITRIA’s technology creates a unique destination for advisors looking to access the entire crypto ecosystem and manage their clients’ portfolios from a single platform.
Create and manage portfolios for multiple wealth management and/or institutional firms through the Separately Managed Account (SMA) Structure. This includes the ability to create a wide range of strategies from simple Bitcoin and Ethereum allocations through to DeFi and ESG to match the risk-reward appetites of a diverse base of investors.
Manage client portfolios directly or outsource to an SMA Asset Manager using the platform. The SMA option allows advisors to offer their clients all the benefits of owning the underlying digital assets and access to more than 40 asset choices, without needing to have an in-depth crypto experience through a simple and user-friendly interface.
Benefits of BITRIA
Own the Underlying Digital Assets
Tax advantages, No premium risk.
Diverse Selection of Asset Choices from BTC to DeFi
Customize strategies to risk-reward profiles with more than 40 available assets.
Actively Managed Portfolios
On-demand or scheduled rebalancing with BITRIA’s unique lowest-cost-path rebalancing engine.
Institutional Grade Custody and Compliance
Gemini is a fiduciary and qualified custodian under New York Banking Law and is licensed by the State of New York to custody digital assets. Gemini is the first digital asset platform to achieve the SOC 1 Type II and SOC 2 Type II certification.
Fully Integrated Reporting
Firms and their clients can view their crypto portfolios alongside traditional assets in all popular portfolio reporting systems.
Fully digital onboarding experience for advisors and their clients with API-driven automation and dedicated client support.
Gemini is a platform that allows customers to buy, sell, store, and earn cryptocurrencies like bitcoin, ether, and DeFi tokens. Gemini's simple, reliable, and secure products are built to empower the individual. Gemini offers comprehensive services and solutions ranging from exchange, custody, clearing, and trade execution for institutional clients seeking a regulated, secure, and trusted fiduciary. Gemini was founded in 2014 by twin brothers Cameron and Tyler Winklevoss.