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End-to-End Trust Portal

A ready-to-use, brandable application that enables your clients to manage their multi-asset accounts. This includes everything you need to create user accounts, open custody accounts, manage cash, private securities, and digital assets.

Built for institutions, RIAs, and wealth managers with domestic and international clients.

End-to-End Trust Portal End-to-End Trust Portal
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INTRODUCING BitGo's Trust

Unlock the power of alternative investments with our Trust

Develop alternative investment products and manage investments with a single, unified interface.

Unlock the power of alternative investments with our Trust

How it Works

Develop alternative investment products and manage investments with a single, unified interface.

NDA Your Signature Get access to BitGo RWA Command Center CREATE PORTAL Create a portal (in command center) yourapp.domain.com Portal Name Logo Theme Customize Your Portal DONE Customize & brand your portal Get custom portal URL link Start transacting Your Portal www.brand.brassicafin.com VISIT Welcome LOGIN Investor’s Portal Email Password 1 2 3 4 5 1 2 3 4 5 NDA Your Signature Get access to BitGo RWA Command Center CREATE PORTAL Create a portal (in command center) yourapp.domain.com Portal Name Logo Theme Customize Your Portal DONE Customize & brand your portal Get custom portal URL link Your Portal www.brand.brassicafin.com VISIT Start transacting Welcome LOGIN Investor’s Portal Email Password

What your Clients Experience

Develop alternative investment products and manage investments with a single, unified interface.

1 2 3 4 Welcome LOGIN Investor’s Portal Email Password Direct client to BitGo RWA portal URL yourapp.domain.com Tell us about you Email Address Phone Number Marital Status CREATE Your client will apply for their BitGo RWA custody account yourapp.domain.com CREATE ADD ACCOUNT Your Accounts Bank Account Name Account No Account Type Your client can fund their account with cash, transfer securities, send & receive digital assets yourapp.domain.com Total Assets $803,082 Welcome, Your clients can manage their assets via their Portal 1 2 3 4 Welcome LOGIN Investor’s Portal Email Password Direct client to BitGo RWA portal URL yourapp.domain.com Tell us about you Email Address Phone Number Marital Status CREATE Your client will apply for their BitGo RWA custody account yourapp.domain.com CREATE ADD ACCOUNT Your Accounts Bank Account Name Account No Account Type Your client can fund their account with cash, transfer securities, send & receive digital assets yourapp.domain.com Total Assets $803,082 Welcome, Your clients can manage their assets via their Portal
ADMIN

Command center view of all your clients

Customize, manage, and run everything from your dashboard.

Visibility on client accounts

Visibility on client accounts

View all your client's accounts, balances, asset holdings in one place

OPEN ACCOUNTS

Seamless client onboarding

Easily open custody accounts for your clients in your branded portal.

Domestic & international

Domestic & international

Let clients transfer through ACH & wire

FUND MOVEMENT

Manage all assets

Flexibility in account management movement and safeguarding.

Cash

Cash

Enable clients to transfer funds via ACH and wire transfers

COMPLIANCE

Manage risk and compliance at scale

Our compliance framework will assist you to address all the critcal aspects of regulatory compliance.

KYC & KYB

KYC & KYB

Easily verify customers & businesses to stay complaint.

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GROW WITH BitGo RWA

Ready to modernize your Alternative Investment company?

Integrate with your existing systems to enable new services and automation.

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