i3DIY

i3DIY

Ownla
+
+

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About

Our SMA partners are the “easy onramp” to digital asset investing. If you’re looking for the simplicity of investing in a trust or fund with the tax advantages, flexibility, and multiple asset choices of owning the underlying digital assets, this is an attractive option. SMA partners have specific expertise in digital assets and manage all aspects of your client's digital asset journey from onboarding through to portfolio management. The BITRIA digital turnkey asset management platform brings professional-grade portfolio management capabilities to digital asset investing, empowering advisors, asset managers, and CIOs alike with distributed access and control of firm accounts, client accounts, and model strategies. Onboard client funds, adopt templated or custom portfolio allocations, rebalance positions, and much more. Manage all client accounts from a single interface. Multi-level allocations and rebalancing.

About

How to Make Rebalancing Easier Deciding on an asset allocation for a portfolio seems simple enough. Sticking with a plan isn’t always easy though. But portfolio management and rebalancing has been made easier with i3DIY. An i3DIY account allows investors to sync various investment accounts with its system and align them with specific portfolio plans, each with a custom asset allocation. Each plan carries a unique name and you’ll have the option to update plans as needed. You can design your own portfolio or choose from plans available on the platform. Throughout the year and over the long term, you can easily keep up with your intentions. i3DIY offers investors the opportunity to receive alerts via email whenever one of your accounts is out of balance. If there are slight moves to the portfolio, you won’t hear anything. But you’ll be alerted when the allocations stray from their appointed percentages outside of specified ranges.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial advisors in need of a digital asset investing solution to improve their growth and asset diversification

Audience

Investors looking for tools to manage their investments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BITRIA
United States
bitria.io

Company Information

Ownla
Founded: 2018
United States
www.i3diyinvestor.com

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Alternatives

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Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Integrations

Bitcoin
Gemini
Honeycomb

Integrations

Bitcoin
Gemini
Honeycomb
Claim BITRIA and update features and information
Claim BITRIA and update features and information
Claim i3DIY and update features and information
Claim i3DIY and update features and information