Advisor Services
The Bitcoin Platform for Financial Advisors
Confidently advise your clients on Bitcoin
Bitcoin Only
Bitcoin is an asset class unto itself and demands its own place in the portfolio. We help you deeply understand Bitcoin such that you can intelligently advise your clients on the hard monetary asset for the 21st century.
Qualified Custodian
Provide your clients direct ownership of real Bitcoin securely held in a legal trust account by a qualified custodian under your client’s name. Customizable self and collaborative custody models can be established based on the advisor/client relationship.
Your Bitcoin Partner
We set the industry standard for Bitcoin educational content and research. Our client service is unmatched. Lean on Swan’s expertise including portfolio analysis tools like Nakamoto Portfolio to bolster your firm’s Bitcoin coverage and client account management.
Talk to the Team
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