Bridging the Gap: Gain Visibility into Client Cryptoassets for Your Advisors

In today's rapidly evolving investment landscape, the significance of individuals’ investment in cryptoassets is crucial. This specially tailored webinar is designed to equip wealthtech platforms and wealth management firms with an understanding of why it's vital for their advisors to have insight into their client’s cryptoasset investments. Additionally, we will highlight how the ByAllAccounts wealth data ecosystem is bridging the visibility gap so advisors can view their clients’ full financial picture including cryptoassets. We will discuss the complexities of cryptoassets, emphasizing the need for advisors to be informed about their clients' investments. This knowledge is key in offering comprehensive advice, including tax planning, estate planning, and risk assessment. We will deep dive into recent research and newly implemented regulations including new provisions in the Tax Code that require the reporting of cryptocurrency transactions. You will gain valuable insights from Don McHenry, ByAllAccounts' Director of Product Management, Morningstar Wealth, and Tyrone Ross, CEO of Turnqey Labs. You will leave this discussion with a clear understanding of: • The current landscape of cryptoasset investment in the United States. • The strategic significance of comprehensive visibility into clients’ cryptoassets for portfolio management, risk management, estate planning, and tax planning. • How ByAllAccounts' can bridge the cryptoasset visibility gap through integrations with leading crypto exchanges such as Coinbase and Gemini, providing a unified and current view of client cryptoasset holdings. Join us to eliminate the visibility gap in your advisors' practices, enabling them to deliver premium guidance and cultivate trust with clients that have ventured into the world of cryptoasset investments.