Wallbit Advisors is a digital ecosystem engineered for investment advisors and wealth managers to centralize client portfolio management within a single, intuitive interface.
Advisors gain efficient operational control and a holistic view of their entire book of business. Furthermore, the platform provides clients with direct access to the U.S. markets, featuring over 12,000 assets and investment instruments.
The platform is optimized for professionals managing individual accounts ranging from $5,000 to $100,000 USD, with a unique value proposition: registered advisors are featured and promoted directly to Wallbit’s existing client base.
This provides an organic lead-generation engine, allowing thousands of potential clients looking to optimize their investment strategies to discover your services and connect with you seamlessly.
Why Choose Wallbit Advisors?
Many advisors in the region rely on legacy investment platforms that are cumbersome and over-engineered. These systems are often cluttered with unnecessary features, complex tools, and overwhelming charts—or they simply lack a dedicated solution tailored specifically for the advisory workflow.
Wallbit doesn't just offer a streamlined, agile experience built exclusively for advisors; it also provides a highly competitive fee and commission structure.
Key Benefits of Wallbit Advisors:
U.S. Market Access: Provide your clients with direct access to U.S.-listed assets, including equities, ETFs, Treasuries, and more.
Centralized Management: Monitor, manage, and trade across all client portfolios from a single dashboard with a global overview.
Optimized Cost Structure: Our pricing and funding mechanics are tailor-made for individual portfolios looking to hedge into USD and invest intelligently.
Flexibility and Simplicity: Whether you are an independent practitioner or part of a larger firm, our platform adapts to your specific workflow.
Unmatched Asset Breadth: Access over 12,000 tickers on U.S. exchanges, including stocks, bonds, and specialized ETFs.
Core Platform Pillars
Our service is built upon five technical pillars designed to accelerate an advisor's practice and elevate the end-client experience.
1. Portfolio Oversight
This feature provides both a bird's-eye view and a granular breakdown of managed assets.
Advisor Benefit: Reduces time spent on manual tracking. With consolidated metrics, advisors can quickly identify deviations from investment objectives and act proactively to rebalance or strengthen client positions.
2. Automated Workflows
Optimize critical processes, from account opening to operational follow-ups.
Advisor Benefit: Minimizes human error and administrative overhead. By automating repetitive tasks, professionals can focus on high-value activities: market analysis and client acquisition.
3. Real-Time Insights
Get up-to-the-minute data on portfolio performance and market trends.
Advisor Benefit: Facilitates instant, data-driven decision-making. In volatile markets, immediate information is a competitive advantage that allows for real-time strategy adjustments.
4. Integrated Infrastructure
Unify execution and custody within a single, robust platform tethered to the U.S. market.
Advisor Benefit: Simplifies your business’s IT architecture. There is no need to juggle multiple platforms or complex intermediaries; the entire management lifecycle happens in one place, ensuring frictionless technical operations with international backing.
5. Scalable by Design
The platform is built to grow alongside your business, regardless of your current AUM (Assets Under Management).
Advisor Benefit: Removes the "operational ceiling." Whether you are managing 10 followers from social media or 500 agency clients, the infrastructure maintains peak efficiency, allowing you to scale without needing to increase your support staff proportionally.
Administration and Operational Features
Through the dashboard, advisors can execute the following actions:
Portfolio Monitoring: Continuous tracking of account composition and market value.
Account Administration: Manage client profiles and view available liquidity.
Delegated Execution: Execute buy and sell orders on behalf of clients under specific platform permissions, ensuring clients maintain ultimate ownership of their accounts.
Note on Security: Privacy is our priority. Advisors only have access to functions and data explicitly authorized by the client, in strict accordance with our terms and conditions.
Client Onboarding: How to Link Accounts
To get started with Wallbit Advisors, professionals should contact the Wallbit Business team for personalized assistance. Once your profile is validated and your account is active, you can request to link client accounts. Clients retain full ownership and control of their assets at all times.
Client Setup: Your clients download the Wallbit app and register for free.
Account Opening: Once the client opens their checking and investment accounts, the advisor sends a personalized invitation link.
Linking: Clicking the link connects the client’s account to the Wallbit Advisors dashboard.
Clients can grant the following permissions:
View account activity/movements.
Execute buy and sell orders on the client’s behalf.
Advisors cannot view checking account movements, nor can they perform withdrawals or deposits on behalf of the client.
Get Started in 3 Steps
Advisor Registration: Contact the Wallbit team and complete your professional profile.
Linking: Invite your clients via your personalized link. Once accepted, you will have the necessary permissions to manage their portfolios.
Management: Begin optimizing your clients' wealth using our advanced oversight and execution tools.
Is it safe for my clients?
At Wallbit, we take the responsibility of protecting data and assets seriously. We partner with top-tier banking institutions and maintain strict compliance with the SOC 2 Type 2 standard.
Furthermore, asset custody is provided by entities regulated in the United States by the Financial Industry Regulatory Authority (FINRA). Accounts also carry Securities Investor Protection Corporation (SIPC) insurance of up to $500,000 per claimant.
Should you have any questions or need further assistance, please feel free to reach out to our support team.