Secure Asset Custody & Tax-compliant Reporting

Streamline Crypto for Advisors

Simplify onboarding with our secure platform. Ensure asset safety, boost reporting, and meet compliance needs easily — all in one solution.

Institutional-Grade Custody    99.9% Platform Uptime    $2B+ Assets Managed

// Core Platform Pillars

An All-in-One Solution for Advisers

Client & Portfolio Management

Streamline onboarding with manual or bulk CSV import, and create model portfolios to apply across your client base.

Efficient Trade Execution

Utilise our SMA Engine to execute large block trades and automatically rebalance portfolios back to their target allocations.

Compliance & Reporting

Generate white-label PDF/CSV reports for holdings, transactions, and CGT events, backed by a full, immutable audit trail.

Secure Infrastructure

Rely on an institutional-grade custody partner, segregated client sub-wallets, and a secure AUD On/Off Ramp.

// Compliance & Security

Institutional-Grade Peace of Mind

Our platform is engineered from the ground up to meet the rigorous compliance and security standards of the financial industry.

Complete Audit Trails

Every action is immutably logged, allowing compliance officers and regulators to verify all activity at any time.

Tax-Compliant Reporting

Generate detailed transaction logs on request, providing the data needed for accurate, tax-compliant record-keeping.

Secure, Segregated Custody

Client assets are held with our licensed, AUSTRAC-aligned custody partners, ensuring they are kept separate and secure with segregated sub-wallet support.

// OUR INSIGHTS

From Our Blog

The latest analysis and platform updates for financial professionals navigating the digital asset space.

Understanding Institutional Custody: Why Segregated Wallets Matter

Understanding Institutional Custody: Why Segregated Wallets Matter

We explore the importance of institutional custody and how segregated sub-wallets provide the highest level of security for your clients' assets.

Read More
Navigating Compliance: ASIC, AUSTRAC, and Your Crypto Strategy

Navigating Compliance: ASIC, AUSTRAC, and Your Crypto Strategy

Learn how our platform's built-in compliance checks and full audit trails help you adhere to Australian regulatory requirements seamlessly.

Read More
// BUILT FOR ADVISERS

Redefining Wealth Management in the Digital Age

Our platform is engineered to solve the specific challenges faced by different roles within a modern financial practice.

"The YourCryptoLink SMA engine has been a game-changer for our practice. What used to take hours of manual trading and allocation now takes minutes. The compliance and reporting features give us and our clients complete peace of mind."

John S.
John S.
Wealth Manager

"Onboarding new clients into a crypto strategy is now incredibly simple. The platform's security and segregated custody model was a key factor in our decision. It’s the professional solution we were looking for."

Jane D.
Jane D.
Financial Adviser

"Executing a single block trade and having it auto-allocate across 50+ client accounts is incredibly powerful. This is the only way to efficiently manage crypto portfolios at scale. The platform has saved us an immense amount of time."

Mark T.
Mark T.
Portfolio Manager

"The tax-compliant reporting and full audit trails are critical for our compliance process. YourCryptoLink provides the institutional-grade infrastructure we need to offer digital assets to our clients with confidence."

Emily R.
Emily R.
Head of Compliance
// The SMA Engine in Action

From a Complex Task to a Single Click

Step 1: The Goal

Increase BTC exposure by 5% across three clients in an SMA.

Total Buy: $50,000

  • Client A (AUM $200k) -> Needs $10k BTC
  • Client B (AUM $100k) -> Needs $5k BTC
  • Client C (AUM $700k) -> Needs $35k BTC
Manual Trading Required
Step 2: The YCL Solution

Execute one efficient trade for the total required amount.

1 Block Trade: 0.50 BTC

Assume execution price = $100,000/BTC

  • One Order Placement
  • Improved Execution Price
  • Significant Time Saved
Step 3: The Result

Assets are automatically allocated to each client's sub-wallet.

Perfectly Allocated

  • Client A Receives -> 0.10 BTC
  • Client B Receives -> 0.05 BTC
  • Client C Receives -> 0.35 BTC
Compliance Logged
// FAQ’s

Frequently Asked Questions

Find answers to common questions about our platform, security, and how we help advisers navigate the world of digital assets.

01. What is a Separately Managed Account (SMA) in this context?

An SMA allows you to manage a portfolio of individual crypto assets on behalf of an investor. Our platform provides the engine for advisers to run their own crypto SMAs at scale, ensuring each client holds their assets in their own segregated sub-wallet.

We do not take custody of client assets. All assets are held securely with our institutional-grade custodian partner. This segregated structure provides the highest level of security and regulatory compliance for you and your clients.

Yes. This is the core function of our SMA Engine. You can execute a single, large "block trade" for the total amount required across all clients in a model portfolio, and our system will automatically and proportionally allocate the assets.

Every action on the platform—from trades to rebalances and allocations—is logged with a timestamp and user ID. This creates a full, immutable audit trail that can be used to generate tax-compliant reports for regulators and clients.