Gm from the team
Big push the next two weeks to have the client portals up and running in Production.
#SouthAfrica calculators got an improvement
#Ireland#UK#US wealth tools are new
Today we completed our first successful transition from a self-service financial assessment to a wealth advisor.
They did a financial assessment in #TradFi and #DeFi, finding that professional advice would add value.
So much more to come ๐
A brief touch on @VeyaWealth in the upcoming @Moneyweb Crypto Pod this week.
A dive into coldcard what it means and how it happened.
Bullish on @VeyaWealth analytics and how it has been helping wealth managers in SA.
Upward and onward
This is where Veya fits.
Not to โwrite crypto answers.โ
But to turn client data, digital asset exposure, behavioural signals, planning gaps, and compliance requirements into advisor-ready prompts, meeting notes, next actions, and audit trails.
The fix is not to build a stronger crypto opinion.
It is to build a better advisory workflow.
Start with five steps:
Define client intent.
Classify the asset.
Connect it to the full financial plan.
Document the conversation.
Give advisors client-ready language.
@ShivenMoodley@VeyaWealth Thank you @ShivenMoodley for sharing your knowledge and insights on wealth management and wealthtech as a whole.
https://t.co/3W2yg2Pqtk
This is where wealth infrastructure has to catch up.
Veya is not โAI for crypto.โ
It is an operating layer that helps advisers see client risk, planning gaps, behaviour, compliance needs, and digital asset exposure in one place.
The winners will see better.
This is where many firms misunderstand the digital asset problem.
They think the main risk is giving the wrong view on Bitcoin, ETH, stablecoins, or tokenised assets.
But the deeper risk is visibility.
Advisers cannot supervise what they cannot see.
Also mention that they hold stablecoins in a self-custody wallet to gain fast access to liquidity.
Now the issue is no longer โcrypto exposure.โ
It is liquidity planning.
Tax timing.
Custody.
Behavioural risk.
Cross-border complexity.
I have over 735 subscribers who read my weekly newsletter, which supports #Treasury professionals worldwide on #Linkedin
I'm bringing the next chapter to #X. This is all about #DigitalAssets in #WealthManagement and a playbook for Wealth Advisors.
Follow along @VeyaWealth
Things are looking up, the math is
math-ing for @VeyaWealth
Individual users would be able to turn the unseen macro environment into advantage to protect their families, while wealth managers can proactively see how those anomalies evolve