An interactive resource for visualizing a cryptoasset allocation

Cryptoassets such as bitcoin (BTC) and ether (ETH) have emerged as an asset class that clients are interested in allocating to as a long term investment. As a trusted confidante and risk manager, advisors should have access to tools and insights that aid them in holistically managing client portfolios.

Quick + Clear Crypto Performance Illustrations

  • Model potential impact of allocating to cryptoassets within a traditional 60/40 portfolio.
  • Analyze historical risk and return data to understand
 patterns of impact.
  • Demonstrate benefits of cryptoasset allocation and how it
 can help clients meet their goals.

Custom Portfolio Modeling

  • Create and compare custom hypothetical portfolios of equities, ETFs, and cryptoassets.
  • Determine favorable asset allocation and rebalancing
 strategy with the portfolio optimizer.
  • Dig into strategic portfolio insights via backtested performance, risk and return charts, performance stats, and historical breakdown of monthly returns.

Model Library

  • Access market models from Onramp’s industry-leading partners.
  • Take advantage of investment research and vetted strategies on how to add crypto to the mix of traditional portfolios.
  • Assess portfolio performance directly in Onramp Academy’s toolset.
  • Download models to import into your desired portfolio management platform.
  • Coming soon: seamless trading for supported models.

Real-Time Crypto Data

  • At-a-glance fact cards paired with real-time market data on dozens of coins and tokens ensure you stay up to date.
  • View volatility and return metrics over multiple time domains.
  • Intra-asset correlation charts, return quilts, and volatility charts help you manage overall expected risk vs return.

Quick + Clear Crypto Performance Illustrations

  • Model potential impact of allocating to cryptoassets within a traditional 60/40 portfolio.
  • Analyze historical risk and return data to understand
 patterns of impact.
  • Demonstrate benefits of cryptoasset allocation and how it
 can help clients meet their goals.

Custom Portfolio Modeling

  • Create and compare custom hypothetical portfolios of equities, ETFs, and cryptoassets.
  • Determine favorable asset allocation and rebalancing
 strategy with the portfolio optimizer.
  • Dig into strategic portfolio insights via backtested performance, risk and return charts, performance stats, and historical breakdown of monthly returns.

Market Model Library

  • Access market models from Onramp’s industry-leading partners.
  • Take advantage of investment research and vetted strategies on how to add crypto to the mix of traditional portfolios.
  • Assess portfolio performance directly in Onramp Academy’s toolset.
  • Download models to import into your desired portfolio management platform.
  • Coming soon: seamless trading for supported models.

Real-Time Crypto Data

  • At-a-glance fact cards paired with real-time market data on dozens of coins and tokens ensure you stay up to date.
  • View volatility and return metrics over multiple time domains.
  • Intra-asset correlation charts, return quilts, and volatility charts help you manage overall expected risk vs return.

Next Steps

Access to game-changing crypto knowledge is just a click away!

Next Steps

Powerful tools are just a click away!
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