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The Compliant Way for Advisers & Family Offices to Offer & Invest in Direct Spot Crypto

Execute SMA trades across multiple clients in one action
Crypto infrastructure for Family Offices and Advisers

  • Built for Family Offices, AFSL Holders & Professional Investment Managers
  • Institutional custody
  • Segregated client portfolios
  • Full audit trail
  • Direct spot ownership (non-ETF)
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Control Risk. Maintain Compliance. Enable Growth.

Offer clients direct ownership of spot digital assets, held in institutional custody - without ETF or fund wrappers. Compliance dashboards built for audit-readiness

  • Audit Trails
  • Separated Client Assets
  • Regulated advice workflows
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Easily Manage
Your Client Portfolios.

Client-level segregation with institutional custody

  • Bulk Execution
  • SMA Workflows
  • Institutional-Grade custody
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What We Do

How Advisers & Family Offices use YourCryptoLink

YourCryptoLink is a B2B SaaS crypto infrastructure platform that facilitates onboarding, custody, execution, and reporting for financial professionals managing digital assets.

Streamlined Adviser & Client Onboarding

Fund managers can easily onboard clients and assign custodial support for portfolio execution.

Transparent Client Reporting

Clients can view their portfolios and receive detailed reports to track their investments effectively.

Our Core Features

An All-in-One Solution for Advisers & Family Offices

A single, secure platform that brings together client onboarding, compliance, portfolio management, and digital asset execution - helping advisers work efficiently and grow with confidence.

Client & Portfolio Management

Streamline onboarding with manual or bulk CSV import, and create model portfolios to apply across your client base.

Outcome: Reduce manual administration and complexity.

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Efficient Trade Execution

Utilise our SMA Engine to coordinate trades execution across multiple client portfolios and automatically rebalance them back to target allocations.

Outcome: Faster time to trade with fewer operational errors.

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Compliance & Reporting

Generate white-label PDF/CSV reports for holdings, transactions, and CGT events, backed by a full, immutable audit trail.

Outcome: Audit-ready reporting with lower compliance risk.

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Secure Infrastructure

Rely on an institutional-grade custody partner, segregated client portfolios, and an AUD On/Off Ramp via our Institutional Custody Partner. Client assets are held segregated per client and are not pooled inside an ETF or fund structure.

Outcome: Lower operational and custody risk.

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Why Advisers Choose YourCryptoLink over ETFs?

Built for AFSL holders and family offices who want to offer direct digital asset exposure - compliantly, efficiently, and without the limitations of ETF wrappers.

Direct Market Access

Stop waiting for market open. Execute buy/sell orders directly on behalf of clients through institutional custody infrastructure - no exchange account, no retail platform, no delays.

Flexibility & Control

Build bespoke model portfolios for each client, apply them across your entire book, and let the SMA engine automatically rebalance as markets move - all without manual intervention per client.

Transparent Fees

Know exactly what you're paying and what your clients are charged. Itemised execution and custody fees with no hidden MERs, no bundled spreads, and no surprises at invoice time.

Enhanced Compliance

Stay audit-ready at all times. CGT-compliant reports, full transaction-level visibility and reporting, and an immutable audit trail designed to satisfy AUSTRAC and ASIC requirements - without the manual reconciliation.

No Intermediaries

Operate directly within a wholesale, AFSL-led structure. No retail ETF issuers, no stock exchange dependency, no brokerage middlemen - just a clean, compliant execution pathway for you and your clients.

True Diversification

Go beyond BTC and ETH. Access a growing range of digital assets and build truly personalised portfolios for each client - something no ETF can offer.

FAQ

Your Queries Answered

Find quick answers about our platform, security, and compliance—designed to help advisers
confidently manage and grow digital asset portfolios.

Client digital assets are held with an institutional-grade third-party custodian.

Assets are:

1. Held in segregated wallets per client

2. Not pooled into a fund or ETF structure

3. Governed by institutional custody controls and policies

YourCryptoLink does not directly custody client assets.

The platform provides the infrastructure, controls, and reporting layer for advisers and institutions.

No. Clients do not need to open or manage retail crypto exchange accounts.

All execution and custody is handled through institutional custody and execution partners, within an adviser-led workflow. This removes reliance on retail platforms and simplifies compliance and governance.

Yes. YourCryptoLink is designed to support:

1. SMSFs

2. Managed accounts

3. Adviser-led portfolio structures

The platform provides client-level asset segregation, audit trails, and reporting to support regulated advice and ongoing compliance obligations.

No. YourCryptoLink does not provide ETF, fund, or pooled investment products.

The platform enables advisers to offer direct spot ownership of digital assets, held in institutional custody, without ETF or fund wrappers.

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    For licensed advisers, family offices and institutional partners only.
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