Solution introduction
Build the bridge between wealth management and the digital asset market
Eaglebrook offers various Bitcoin and Digital Asset SMAs tailored for financial advisors and their advisory clients. Eaglebrookâs product suite includes single asset, customized, and active SMA strategies
Seamless onboarding
Our digital onboarding workflow is completely paperless and takes only a few minutes to onboard any type of client account including: Individual, Joint, Trust, LLC, Corporation, LP, Foundation/Non-profit, and IRA.
Daily liquidity
Eaglebrook has daily liquidity that allows for client to both invest and withdraw assets within 24 hours compared to monthly or quarterly liquidity with other investment structures.
Tax optimization
Eaglebrook has built the most robust tax-loss harvesting tools and strategies in the digital asset market. Advisors and clients can leverage these tools to optimize their digital asset portfolios.
Security and compliance
The client owns the digital assets in their name at a qualified custodian in an institutional-grade cold storage custody account that is offline from the internet. Eaglebrook adds robust security layers on top of the client’s custody account that greatly reduce the risk of the theft or hack.
Portfolio integration
Eaglebrook has built deep integrations with advisor workflows and portfolio management systems that allows financial advisors to model, bill, and advise on their client’s bitcoin and digital asset holdings.
Portfolio customization
Eaglebrook offers various digital asset investment strategies that are customizable by each client. This includes market entry strategies, tax-loss harvesting strategies, and asset allocation strategies.
