Blockchange Inc. Becomes First Digital Asset Platform To Offer Crypto Account Visibility To All Major Portfolio Reporting Systems
SAN FRANCISCO, 28 October 2021 / PRNewswire / – Blockchange, Inc., the pioneering leader in digital asset investing solutions for financial advisors and asset managers, today announced it has integrated its BITRIA Digital Asset TAMP with MorningstarÂ® ByAllAccountsSM accounts receivable aggregation solution. The integration allows financial advisors to integrate digital asset portfolio data into a complete and holistic picture of their clients’ holdings, alongside accounts held in traditional assets.
Dan Eyre, Co-Founder and CEO of Blockchange Inc., said, âWe are excited to partner with Morningstar ByAllAccounts to produce a truly unique solution that seamlessly directs the flow of crypto wallet data of clients to our platform. BITRIA to existing portfolio accounting. systems that financial advisors and their clients use today. It is a truly integrated wealth management solution that allows advisors and their clients to see a complete financial picture – including crypto and traditional assets – through a single pane of glass. “
The integration allows partners of accounts managed separately from Blockchange to better serve the needs of financial advisors and their clients, who will be able to access digital asset data within the platforms they already use. Companies that use Addepar, Black Diamond Reporting, Envestnet Tamarac, Orion Advisor Services, Morningstar Desk, eMoney Advisors, or one of the twenty-two portfolio accounting platforms that integrate with Morningstar ByAllAccounts for performance reporting, will benefit from this integration.
“We are delighted to partner with Blockchange Inc. to provide a single point of integration to the BITRIA platform to serve a range of third-party reporting systems to unlock access to customers’ crypto portfolio data.” , said James carney, Head of Independent Consultant Software at Morningstar. âInformation on investment performance and client allocations to each asset class benefits not only clients, but also advisors looking to develop their holistic wealth management capabilities. “
Mr. Eyre concluded: âToday’s businesses and advisors increasingly need holistic technology solutions that enable them to meet the needs of an ever-growing community of investors who demand access to a large array of digital assets. We will help dramatically improve the service experience financial advisors provide to their clients with professional-grade crypto asset management solutions. “
About Blockchange Inc.
Blockchange simplifies the path to investing in digital assets for financial advisors. The company’s Digital Asset SMA and Digital Turnkey Asset Management Platform solutions provide a range of options for advisors to provide their clients with the benefits and flexibility of direct asset ownership, as well as a wide selection of investment choices. assets that can be adapted to growth and risk appetite. different categories of investors. Blockchange was founded in 2017 and is headquartered in San Francisco, California. For more information or to request a demo, visit https://blockchange.ai or contact [emailÂ protected].
Blockchange Inc. is not and has never been affiliated with Blockchange Ventures (www.blockchange.vc).
Media contacts for Blockchange Inc.
Joseph kuo / Andrew Wang
Haven Tower Group
424 317 4851 or 424 317 4859
[emailÂ protected] Where [emailÂ protected]
SOURCE Blockchange, Inc.