Are you a financial advisor?
Help your clients navigate crypto with peace of mind.
At ForYield, we believe that cryptoassets should no longer be a gray zone in heritage support. We provide advisors, CIF, CGP and family offices a set of solutions, tools, and strategies designed to professionalize the integration of digital assets in investment advice.
Our promise
Helping you stay at the center of your client relationships.
Integration of cryptoassets into global assets
Give your customers a clear, consistent, and secure reading of their crypto exposure.
Objective: make cryptoassets a lever, not a blind spot.
Regulatory support
Navigate in full compliance in a constantly changing regulatory framework. We help you:
Understand MIFID II, MiCA, DDA, KYC/AML obligations
Integrate PSAN/PSFP/European statutes compatible solutions (Luxembourg, Switzerland)
Adapt your declarations & legal notices to the crypto exposure of your customers
Propose products validated in regulated vehicles
Model documentation provided : product sheets, disclaimers, internal procedures
Customer reporting tools
Give your customers a clear, professional and integrated vision of their cryptoassets. Our reporting tools allow you to:
Consolidate traditional and digital wallets
Show evolution Value, performance, flows and NAV
Manage flows incoming/outgoing in yield products
🔐 Secure professional access, multi-account
Partnerships & customer transfer
You keep the relationship. We bring the expertise.
ForYield acts as an invisible partner or expert referent, depending on your needs.
Customer co-support
You remain the main contact person, we intervene from time to time (under mandate or as a white label depending on your needs).
Exchange to find out moreExpert transmission
You want to refer your customers to ForYield for dedicated support. In this case, a partnership contract formalize the modalities.
Our contract:
- Transparent retrocessions
- Follow-up of transmitted customers
- Contractual commercial protection
- Right to review the products offered
Our aim is simple : value you, and strengthen you in your customer relationship.
Ready to expand your wealth services with crypto?
We offer you an initial confidential exchange to understand your practice, your customers, and build an appropriate collaboration.
