Households
3
RIA, family office, institution
Demo environment - all deals, scores, and portfolio data are illustrative.
UV Terminal Platform
Crypto Wealth Platform
Client book, model portfolios, account monitoring, proposal generation, and compliance controls for digital asset portfolios.
Accounts
3
UMA, SMA, treasury
Assets monitored
$36,174,000
Institutional platform book
Staking exposure
$13,919,000
Requires provider oversight
Advisor console
Book-level risk watchlist
Arbor Family Office
Digital Asset Growth / SMA / Growth
$10,347,000
Risk 62Northstar RIA Model Sleeve
Crypto UMA Sleeve / UMA / Balanced
$3,960,000
Risk 57Vanguard Labs Foundation
Operating Treasury / Treasury / Institutional
$21,867,000
Risk 47Integrated workflow
Connect, analyze, act
Connect
Aggregate exchange, custodian, wallet, and tokenized treasury positions into one advisor view.
Analyze
Score custody, concentration, staking, liquidity, restricted-asset, and model-drift risk.
Act
Generate crypto model proposals, rebalance trades, compliance checks, and audit-ready rationale.