Find answers to common questions about our platform, security, and partnership model. If your question isn't answered here, please don't hesitate to get in touch.
Contact UsAn SMA allows a professional manager to manage a portfolio of individual crypto assets on behalf of an investor. Our platform provides the engine for advisers to run their own crypto SMAs at scale, ensuring each client holds their assets in a segregated, custodied sub-wallet.
You have two options for onboarding: you can add clients one-by-one through a simple form (Manual Entry), or you can upload a prepared CSV file to onboard multiple clients at once (Bulk CSV Import). Both methods trigger our integrated KYC/AML verification process.
YourCryptoLink does not take custody of client assets. All assets are held securely with our institutional-grade custodian partner. Each of your clients has their own segregated sub-wallet, ensuring the highest level of security and compliance.
You can generate white-label PDF and CSV reports on client holdings, complete transaction histories, fees, and CGT-compliant events. All reports are backed by a full, immutable audit trail for regulatory oversight.