Partner™ — Full Digital Asset Outsource & Revenue Alignment

Purpose:
Provide a turnkey digital asset solution while preserving the advisor’s role as primary relationship steward.

Includes everything in Strategist™, plus:

• Complete digital asset outsource (research, strategy, oversight)
   
• Custom portfolio sleeves aligned to firm philosophy
   
• White-labeled or co-branded digital asset offering
   
• Ongoing compliance support and risk documentation
   
• Direct collaboration with Crypto Collaborative™ investment team
   
• Revenue-sharing opportunities on digital asset solutions
   

Outcome:
Firms gain a full digital asset capability without building internal infrastructure—while unlocking new revenue streams and future-proofing the practice.

Designed for:
Multi-advisor firms, RIAs, family offices, enterprises

Benefits:

• Replaces internal build costs (staff, research, compliance)
   
• Positioned as an outsourced digital asset division
   
• Revenue share offsets subscription psychologically and economically