For Wealth Managers

Offer safer, reg-compliant crypto exposure

Your clients want crypto exposure. Solidcheck helps you offer it responsibly with comprehensive risk assessments, ongoing monitoring, and professional reporting that meets regulatory standards.

Wealth Managers Dashboard

Professional crypto due diligence

Give clients access to digital assets with confidence

Client-Ready Reports

Professional risk reports that explain digital asset assessments in terms clients understand.

ESG Token Ratings

Sustainability metrics for clients who care about responsible investing in digital assets.

Portfolio Monitoring

Track client portfolios 24/7 with alerts on significant events affecting their holdings.

The transformation for Wealth Managers

See how Solidcheck changes your compliance workflow

Before Solidcheck

  • Clients asking about crypto with no good answers
  • Lack of tools to evaluate digital asset risk
  • Concern about regulatory compliance for crypto
  • No framework for responsible crypto allocation
  • Difficulty keeping up with market developments

After Solidcheck

  • Confident conversations about digital assets
  • Professional-grade risk assessments for every token
  • Clear compliance documentation for regulators
  • Evidence-based approach to crypto recommendations
  • Real-time monitoring and timely client alerts
Quick Setup

Live in 7 days or less

Our streamlined onboarding process gets you up and running fast

1Day

Onboarding Call

Meet with our team to discuss your requirements and configure your account

2-3Days

Platform Setup

We configure your dashboards, alerts, and connect to your existing systems

4-5Days

API Integration

Technical integration with your workflows, data pipelines, and reporting tools

6-7Days

Training & Go-Live

Team training sessions and full platform launch with ongoing support

Enterprise: Custom timelines for complex integrations

Empower your clients with safe crypto exposure

Join wealth managers using Solidcheck to offer professional digital asset services.