Blockchange, Inc., the pioneering leader in digital asset investing solutions for financial advisors and asset managers, today announced the integration of 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 delighted to partner with Morningstar ByAllAccounts to produce a truly unique solution that seamlessly directs the flow of crypto portfolio data of clients to our platform. -form BITRIA towards the 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 have a financial overview – 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 service a range of third-party reporting systems to unlock access to customers’ encryption 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 allow them to meet the needs of an ever-growing community of investors who demand access to a broad spectrum. of digital assets. We will help dramatically improve the service experience financial advisors provide to their clients with professional-grade crypto asset management solutions. “
Discover the new Martech Cube podcast. For more updates like this, follow us on Google News Martech News