Wealth ManagersFund ManagersService Providers
For wealth managers

Offer clients tokenized assets — and the advice to go with them.

Your clients want exposure to crypto, tokenized funds and digital securities. Openwealth lets you give it to them — and advise on it — from the same workstation, the same accounts and the same reporting you already use. No parallel platform for your advisors to learn.

Book a demo →What you can do
The shift

Tokenized assets shouldn't mean a second platform.

Most firms bolt on a separate app for digital assets — a separate login, a separate book, a separate statement. Clients see a fragmented picture and advisors do double the work. Openwealth folds tokenized assets into the practice you already run.

Give clients access

Crypto, tokenized funds and digital securities, available through the accounts your clients already hold. Subscriptions and trades originate in your order flow and settle on-chain behind the scenes.
Crypto · Funds · Securities

Advise with a full picture

One portfolio view across on-chain, held-away and traditional holdings. Advisors see the whole client relationship — not a tokenized-assets silo off to the side.
Unified portfolio view

Onboard once

Reuse your existing KYC/AML evidence to provision wallets and gate eligibility. Clients don't re-onboard; advisors don't chase paperwork twice.
Reuse KYC / AML

Report across everything

Client statements and performance reporting include tokenized holdings alongside the rest of the portfolio — same cadence, same format, one reconciled source.
One statement

Bill the same way

Tokenized assets become another fee-bearing line in your existing fee and billing engine. No special-case invoicing, no manual reconciliation at quarter-end.
Fees · Billing

Stay compliant

Eligibility is enforced at the contract layer and driven by your compliance status. Every action is logged, so supervision and audit see the full record.
Allowlist · Audit trail
How it fits

Four steps to a tokenized shelf.

Openwealth connects to your book of record, order management and onboarding — so going live is configuration, not a rebuild.
STEP 01

Connect your systems

We wire Openwealth into your book of record, OMS and onboarding through pre-built connectors.

STEP 02

Curate a shelf

Choose the tokenized funds and assets you want to offer; eligibility is gated by your compliance rules.

STEP 03

Onboard clients

Provision wallets using existing KYC/AML — clients keep their accounts and advisors keep their workflow.

STEP 04

Advise & report

Recommend, trade and report on tokenized assets from the same view as the rest of the portfolio.

The advisor workstation

One client. One view. Every asset type.

Custody, held-away and on-chain holdings reconciled into a single relationship view — with KYC status, performance and tokenized positions in one place.
workstation.openwealth.fi / advisor / clients / 472
Book of business
Mireille Devereaux
Vihaan Patel
Tabitha Okonkwo
Stellar Bay Holdings
Aurelio Mancini
+ 84 more
Mireille Devereaux
KYC current · 2026-02-08
CLIENT-00472 · DLR 80 · REP A41
Total AUM
$2.41M
On-chain
$610k
Held-away
$184k
YTD perf
+8.4%
Tokenized positions
Asset
Units
Price
Value
Status
Aurora Private Credit I
1,240.00
$102.41
$127,008
Settled
Tokenized MMF
4,820.50
$100.04
$482,272
Settled
ETH
0.84
$3,210
$2,696
Pending
For wealth managers

Add tokenized assets without adding a platform.

Show us your workstation and your onboarding. We'll show you how clients get tokenized access — inside the practice you already run.

Book a demo →
Unified portfolio viewOn-chain · held-away · traditional
Reuse KYC / AMLNo client re-onboarding
One statement, one billEvery asset type, same cadence