Swan Launches New Bitcoin Platform for Financial Advisors

By Georgio Salas.
Updated Sep 7, 2022

CALABASAS, Calif. (PRWEB) September 07, 2022 - Today, Swan Bitcoin announced the launch of Swan Advisor Services. This new platform will offer best-in-class Bitcoin transactional, monitoring, portfolio management, and custodial services for financial advisors and their clients. Swan is known as a leader in the Bitcoin financial services industry, and Swan Advisor Services is the only platform for investment advisors focused solely on Bitcoin.

Swan Advisor Services wraps the companys core purchase, custody, and client support functions with a user-friendly interface that gives advisors clear visibility into a clients Bitcoin position. It also integrates Bitcoin into an Advisors overall portfolio management activities. Moreover, Swans team of Bitcoin experts stands ready to partner with advisors and provide them with superior service as they get up to speed on this emerging asset class.

Until now, it has been hard for financial planners who have embraced Bitcoin to plug the asset into their day-to-day client reporting and portfolio management tools, said Cory Klippsten, CEO of Swan Bitcoin. It should be easier for financial advisors to deliver Bitcoin in the context of their clients overall portfolios. Thats why we are building Swan Advisor Services.

With the best Bitcoin education team in the world and an exclusive focus on Bitcoin, Swan Advisor Services is uniquely positioned to provide financial advisors and their clients with the best Bitcoin solution in the market, said Andy Edstrom, CFA, CFP, Managing Director of Swan Advisor Services.

Swans desire to see widespread Bitcoin adoption and exclusive focus on Bitcoin makes Swan a natural partner to help us work with clients to own and secure Bitcoin, said Isaiah Douglass, Partner at Vincere Wealth Management and early adopter of Swan Advisor Services.

To learn more about Swan Advisor Services, visit swan.com/advisor.

About Swan Bitcoin Swan is the best way to accumulate Bitcoin with recurring and instant buys. Swan Private helps high net worth individuals and entities build generational wealth around the world. Swan Advisor Services enables financial advisors to provide clients with direct exposure to Bitcoin. Swan takes pride in producing high-quality Bitcoin education and providing excellent, accessible client service. For more information, visit Swan.com.