Features

Client & Portfolio Management

Onboard clients in minutes, create your unique model portfolios, and manage all accounts from a single dashboard.

Client Onboarding (Manual & CSV Import)
KYC/AML Integration
Model Portfolio Creation
Client Portfolio Assignment

SMA Execution Engine

Execute once, allocate to all. Our engine saves time and improves execution with powerful block trading.

Single Block Trade Execution
Automatic Pro-Rata Allocation
Automated Portfolio Rebalancing
Portfolio Drift Calculation & Triggers

Compliance & Reporting

Generate white-label reports, maintain complete audit trails, and prepare tax-compliant documentation.

White-Label PDF & CSV Generation
Immutable Audit Trails
CGT-Compliant Reports
Automated Report Delivery

Security & Infrastructure

Institutional-grade custody, segregated sub-wallets, and multi-factor security for all users.

Institutional Custody Integration
Segregated Client Sub-Wallets
Multi-Factor Authentication (MFA)
Secure AUD On/Off Ramp

// The YourCryptoLink Advantage

Why Spot Trading over ETFs?

Our platform chooses direct spot crypto execution for strategic, operational, and regulatory reasons that provide superior outcomes for advisers and their clients.

Direct Market Access

Execute buy/sell orders instantly via a direct custody API layer, operating under a non-custodial structure where a regulated third-party acts as the legal custodian.

Flexibility & Control

Unlike bundled ETFs, spot trades give you full control to build custom model portfolios, execute block trades, and perform dynamic rebalancing with our SMA engine.

Transparent Fees

Avoid opaque bundled MERs and market-maker spreads. Our model provides clear, auditable billing with itemised execution and custody fees.

Enhanced Compliance

Generate CGT-compliant and audit-ready reports with transaction-level visibility that aligns with AUSTRAC and ASIC requirements—often opaque in ETF structures.

No Intermediaries

Operate entirely within a wholesale, AFSL-led structure, removing reliance on retail ETF issuers, stock exchanges, or brokerage platforms, reducing friction and counterparty risk.

True Diversification

Gain client-level portfolio personalisation and access to an expanding list of digital assets beyond the limited variety (mostly BTC/ETH) offered by current ETFs.

// The SMA Engine Advantage

How Block Trading Works

Our engine turns a complex, multi-step process into three simple, automated actions.

1Calculate Total Requirement

The system calculates the exact amount of each asset required across all client portfolios to meet your target allocations.

2Execute a Single Block Trade

Place one large order for the total amount. This allows for better pricing, lower slippage, and dramatically reduced fees.

3Automatic Pro-Rata Allocation

Once filled, the assets are instantly and proportionally distributed to each client's sub-wallet, with a full audit trail created automatically.

// Purpose-Built for Every Role

Secure, Role-Based Access

Our platform provides dedicated consoles to ensure every stakeholder has the tools and information they need.

Client/Investor Portal

A secure, read-only portal for clients to view their portfolio, transaction history, and download reports.

Admin Console

Full control for administrators to manage users, roles, permissions, and system-level configurations.

Compliance Officer Console

Read-only access to view and export all audit trails, trade logs, and compliance reports for regulatory oversight.

// FOR ADVISERS & FUND MANAGERS

Your Comprehensive Investor Pack

Download a detailed overview of our SMA Engine, including platform architecture, security protocols, and the complete compliance framework. This pack contains everything you need for your due diligence.

Download Now

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