Sign In
Open Account

Streamline Portfolio Management with
sFOX Connect Wealth

The sFOX Connect Wealth is a dedicated solution built to simplify model portfolio creation, account subscription, rebalancing, and reporting. 

sFOX Connect Wealth

Wealth management for crypto, built from the ground up.

You are signing up for a demo for the new sFOX Connect Wealth—a dedicated application built specifically for wealth managers and RIAs. Our research shows Connect Wealth can save portfolio managers countless hours each month by streamlining administrative tasks. It allows you to:

  • Create and edit model portfolios
  • Trigger rebalances on demand with a single action
  • Assign client accounts to a portfolio
  • Maintain logging for operational visibility and future reporting
  • Execute efficiently through the sFOX trading infrastructure

Ready to streamline crypto operations and improve client outcomes? 

Sign up for a demo!

Please complete form.