Onramp integrates with Advyzon, Morningstar ByAllAccounts, Orion, Redtail, and Wealthbox. If there are other integrations of interest – reach out and we can chat more about our roadmap.
We are the only digital asset wealth management platform to offer you a choice of custodians. Currently we offer custodianship at Gemini and Prime Trust and we will be adding additional custodian options in the near future that bridge digital and traditional equities. Again; your clients, your AUM, your choice.
Onramp offers a variety of options for funding accounts. Automated DCA and ACH pulls are not available at this time.
This is where Onramp really shines. Through our network of trusted partners, Onramp provides access to indices, models, and trading strategies that you can’t find anywhere else. Onramp also works with asset managers who can oversee the management of client AUM,. No matter which route you choose – to employ models for your clients, or to partner with an asset manager – RIAs now have more options for offering clients intelligent, dynamic portfolio management.
Onramp provides a few different options, based on what kind of solution you’re looking for. Our AdvisorLite solution enables you to trade digital assets with no advisor platform access fee. If you want to take advantage of Onramp’s billing and other advanced features, AdvisorPro is for you. To talk more about pricing and trading fees, please schedule a call with our team here.
For sure. You can onboard clients in just a few minutes, whether they have existing crypto portfolios in held-away accounts like Coinbase or Gemini, or you can start fresh and trade for them the same day.