Visibility into Clients’ Cryptoassets: A Game-Changer for Advisors

Presented by

Tyrone Ross, Don McHenry

About this talk

Crypto is a complex and rapidly evolving new asset class. The lack of visibility into cryptoassets has kept advisors from providing truly holistic and personalized advice to their clients, until now. According to an NBC poll, one in five Americans has invested in, traded, or used cryptocurrency*. Morningstar ByAllAccounts—through a technology partnership with Turnqey Labs—will now be providing advisors with the ability to invite their clients to securely aggregate their cryptoassets from top exchanges, such as Coinbase and Gemini, to gain read-only access to end-client’s information. The ability to have a more complete view into a client’s full financial picture unlocks new opportunities for advisors to provide comprehensive financial advice regarding tax planning, estate planning, and risk management. In this webinar, you will hear from Don McHenry, Sr. Product Manager for ByAllAccounts and Tyrone Ross, CEO of Turnqey Labs, an expert on the crypto currency market and a registered investment advisor. You will walk away from this discussion with an understanding of: Why now more than ever visibility into client cryptoassets is so important for advisors. New opportunities for advisors to grow their business by delivering holistic financial advice regarding risk management, tax planning, and estate planning. How visibility into client’s held-away cryptoassets can now be easily accessible through existing workflows. * Webinar Speakers: Tyrone Ross, CEO, Turnqey Labs Don McHenry, Sr. Product Manager for ByAllAccounts, Morningstar Wealth
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