Crypto for Financial Advisors

In early December, I wrote about the crypto index (RTREE) that we built with WisdomTree, powered by Onramp Invest. We’ve spent the last three months opening, funding, and investing client accounts. While the performance isn’t what we hoped to experience coming out of the gate, we wanted to demonstrate the ability to complete the process without any major malfunctions. In that respect, this has been a massive success.

A lot of work goes into a final product. What looks effortless requires a lot of upfront effort. For the past few months, we’ve been working with the team at Onramp Invest to make sure that advisors would feel confident putting this in front of their clients. They’ve been terrific top to bottom.

Investing in crypto is new for a lot of advisors and their clients. And investing in crypto requires a leap of faith. You have to believe that the $1.6 trillion asset class will be a lot bigger in the future than it is today. You have to believe that your clients can stomach the volatility. You have to believe that the platforms are safe and secure. And if you’re investing in RTREE, you have to believe that a model portfolio is better than investing in one of the options available today.

We can’t control how you think about all of that, but what we can do is make sure that the product works. From account opening to money moving to trading and reporting, OnRamp has checked every box.

If you have questions about the index and how your clients can get access to it, I’m doing a webinar tomorrow with Jeremy Schwartz and Eric Ervin, co-founder and COO of Onramp. You can click here to register 

If you would like to provide broad-based, diversified exposure to crypto-assets for your clients, please reach out to OnRamp here. Advisors should review Digital Assets Risks provided here before deciding to advise clients to invest in RTREE. See Onramp Due Diligence Package  to get started.