Crypto for Planners

Digital Asset and Cryptocurrency Implementation for Registered Investment Advisers
Watch the How Planners Can Advise on Crypto Webinar
We Work With
At Columbia Advisory Partners we have been managing cryptocurrency for our clients since early 2021. Let me show you how, in a compliant and scalable system built just for independent RIAs.

5 Fundamentals of an RIA Cryptocurrency Program

Compliance

Before you can engage your clients, your compliance has to be bullet-proof
  • ADV language current
  • Regulatory exam ready
  • Adaptable to change

Custody

Finding an SEC “qualified custodian” is at the heart of your investment program
  • Adviser compliant
  • Access to investments
  • RIA operations friendly

Portfolio Accounting

Just like a traditional RIA business, it takes an innovative piece of software to bring it all together
  • Client reporting
  • Fee billing
  • Client onboarding

Investment Management

A new market means new challenges to delivering quality investment management solutions to your clients
  • Asset allocation
  • Security due diligence
  • Trading and rebalancing

Adaptability

What works today, may not work tomorrow in the most rapidly evolving industry of our lifetime
  • Regulatory updates
  • New blockchains
  • Evolving software
At Columbia Advisory Partners we have been managing cryptocurrency for our clients since early 2021. Let me show you how, in a compliant and scalable system built just for independent RIAs.

Custom Rules

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Presets

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Metrics

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Compliance

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Custo

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Plans & Pricing

No credit card required. No risk, 30-day money back guarantee!

Starter

$15 /month
500 Data Points
1 Team Member
Email Support
IOS and Android App
Customizable Dashboard
Metric API
Choose Plan

Professional

$30 /month
2000 Data Points
1 Team Member
Email Support
IOS and Android App
Customizable Dashboard
Metric API
Choose Plan

Startup

$75 /month
5000 Data Points
3 Team Member
Email Support
IOS and Android App
Customizable Dashboard
Metric API
Choose Plan

Business

$250 /month
15000 Data Points
10 Team Member
Priority Support
IOS and Android App
Customizable Dashboard
Metric API
Choose Plan
Need more Data Points or Team Members? Please contact us.

Solutions for Planners

Digital Asset and Cryptocurrency Implementation for Registered Investment Advisers
Watch the How Planners Can Advise on Crypto Webinar

We help RIA firms onboard into the digital asset space in weeks, not months

Schedule an Intro Call Now

Compliance

Before you can engage your clients, your compliance has to be bullet-proof

  • ADV 2B Langauge
  • Form CRS Language
  • Sample Client Management Agreement
  • Portfolio Due Diligence Documentation
  • Compliance Procedures (best ex., account review, etc.)

Custody Selection

  • Onboarding Documents
  • Vendor Diligence Packet
  • Dedicated Relationship Manger
  • Move Money Procedures

Portfolio Accounting

  • Investment Models Pre-loaded
  • Automated trading
  • Fee Billing Setup
  • Client reporting•- Data feed setup (as available)

Onboarding Services

Compliance

  • ADV 2B Langauge
  • Form CRS Language
  • Sample Client Management Agreement
  • Portfolio Due Diligence Documentation
  • Compliance Procedures (best ex., account review, etc.)

Custody Selection

  • Onboarding Documents
  • Vendor Diligence Packet
  • Dedicated Relationship Manger
  • Move Money Procedures

Portfolio Accounting

  • Investment Models Pre-loaded
  • Automated trading
  • Fee Billing Setup
  • Client reporting•- Data feed setup (as available)

1

Compliance

  • ADV 2B Langauge
  • Form CRS Language
  • Sample Client Management Agreement
  • Portfolio Due Diligence Documentation
  • Compliance Procedures (best ex., account review, etc.)

Custody Selection

  • Onboarding Documents
  • Vendor Diligence Packet
  • Dedicated Relationship Manger
  • Move Money Procedures

2

3

Portfolio Accounting

  • Investment Models Pre-loaded
  • Automated trading
  • Fee Billing Setup
  • Client reporting•- Data feed setup (as available)
Schedule an Intro Call Now

Crypto FP Ongoing Consulting

Investing

  • Crypto portfolio models
  • Automated trading
  • Manager due diligence
  • Client presentation materials
  • Client-friendly trading updates

Compliance

  • Recommended ADV and Client
  • Agreement language updates
  • Analysis of SEC and State risk alerts
  • RIA digital asset best practices updates
  • Compliance resource center

Education

  • Relevant cryptocurrency industry updates
  • Regular webinars with industry experts
  • Online community, no questions off limits!
  • CPA and CFP continuing education

Crypto FP member firms will receive free continuing education credits!

Schedule an Intro Call Now

Steve Larsen, CPA, CFP®, CDAA

Steve Larsen is a financial planner and Co-Founder of the Certified Digital Asset Advisor program. As a Certified Public Accountant, Certified Financial Planner, and owner of Columbia Advisory Partners, a 180-million-dollar wealth management firm, he has deep experience in all areas of RIA operations.

Steve also teaches financial planning and cryptocurrency classes at Gonzaga University, and creates educational content for CFP® and CPA continuing education programs.

What People Say About Us

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Resources for Planners

Digital Asset and Cryptocurrency Implementation for Registered Investment Advisers
Watch the How Planners Can Advise on Crypto Webinar

Certified Digital Asset Advisor

Receive a certification in digital assets so you can help your clients now, and in the future.

Visit the CDAA Website

Get in touch

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