January 31, 2023


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Swan Launches New Bitcoin System for Monetary Advisors

2 min read

Swan Advisor Companies tailors Swan’s ideal-in-course purchase and custody system to the needs of financial advisors and wealth supervisors.

CALABASAS, Calif., Sept. 7, 2022 /PRNewswire-PRWeb/ — Today, Swan Bitcoin introduced the start of Swan Advisor Services. This new system will supply most effective-in-class Bitcoin transactional, checking, portfolio management, and custodial products and services for monetary advisors and their customers. Swan is known as a leader in the Bitcoin financial services business, and Swan Advisor Services is the only platform for financial commitment advisors focused solely on Bitcoin.

Swan Advisor Expert services wraps the company’s core invest in, custody, and consumer support features with a consumer-welcoming interface that gives advisors clear visibility into a client’s Bitcoin place. It also integrates Bitcoin into an Advisor’s overall portfolio administration pursuits. What’s more, Swan’s staff of Bitcoin gurus stands ready to companion with advisors and offer them with outstanding support as they get up to velocity on this emerging asset course.

“Right until now, it has been tricky for monetary planners who have embraced Bitcoin to plug the asset into their working day-to-working day shopper reporting and portfolio management equipment,” claimed Cory Klippsten, CEO of Swan Bitcoin. “It really should be easier for money advisors to supply Bitcoin in the context of their clients’ overall portfolios. That is why we are creating Swan Advisor Products and services.”

“With the ideal Bitcoin training group in the entire world and an exceptional emphasis on Bitcoin, Swan Advisor Services is uniquely positioned to provide fiscal advisors and their purchasers with the greatest Bitcoin solution in the market,” reported Andy Edstrom, CFA, CFP, Handling Director of Swan Advisor Services.

“Swan’s desire to see prevalent Bitcoin adoption and unique focus on Bitcoin would make Swan a natural spouse to support us perform with clients to have and secure Bitcoin,” claimed Isaiah Douglass, Husband or wife at Vincere Wealth Management and early adopter of Swan Advisor Solutions.

To master additional about Swan Advisor Expert services, visit swan.com/advisor.

About Swan Bitcoin
Swan is the greatest way to accumulate Bitcoin with recurring and instantaneous buys. Swan Non-public allows large web well worth people and entities build generational wealth around the entire world. Swan Advisor Companies enables fiscal advisors to supply customers with immediate exposure to Bitcoin. Swan takes satisfaction in developing higher-excellent Bitcoin education and learning and furnishing superb, available shopper services. For far more information and facts, pay a visit to Swan.com.

Media Make contact with

Sarah Cohen, MelrosePR, 310-260-7901, [email protected]

Supply Swan Bitcoin

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