bitcoin-advisors
Empower Your Advisory Practice with Collaborative Custody
Theya for Advisors helps financial planners manage client bitcoin securely while clients stay in control.
The Challenge
Helping clients hold bitcoin safely is hard. Custodians cause concern, while self-custody creates risks and limits your visibility. Advisors need a better way to guide clients without taking full control.
Theya’s Solution
Set up 2-of-3 vaults where clients hold two keys and you hold the third. You can co-sign when needed, assist in emergencies, and view holdings in real time. Onboard clients easily, offer better advice with updated data, and manage billing within the same platform.
Effortless Client Onboarding
Create vaults and guide clients through setup in just a few steps.
Shared Security Model
Co-sign as needed, provide guidance, and help prevent mistakes.
Real-Time Portfolio Insights
See balances and transactions to support proactive planning.
Enhanced Trust & Compliance
Clients maintain control while you offer expert oversight.
Operational Efficiency
Use integrated tools to manage fees and track services easily.
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