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Executive Summary
Next week, we will host Swan Bitcoin for an introductory webinar discussing the launch of their custom solution for financial advisors. The team at Swan has been hard at work developing a full-stack, white glove solution for advisors looking to seamlessly integrate bitcoin into their client portfolios. Attached is a presentation our team compiled, which provides a breakdown of Swan’s offering. We invite financial advisors interested in learning more about this product to review our presentation and sign up for our webinar on Tuesday at 2 pm ET. Invitation emails will be sent out shortly.
Key Slides From This Report…
Why Bitcoin is a Financial Advisor’s Best Friend (Slide 4)
Bitcoin is Different From Other Cryptoassets (Slide 5)
Bitcoin’s Contribution to Traditional Portfolios (Slide 7)
Swan Advisor Services Overview (Slide 12)
The Advisor Platform Stack (Slide 15)