Crypto simplified for Advisers
Education, integration and support.
We've built tools and partnerships to help you securely view and manage reporting of your clients’ digital assets.
A simple solution for advisers
As a financial adviser you’re seeing a rise in the popularity of cryptocurrencies. As more of your clients discuss adding exposure to digital assets, you're put into a challenging position when it comes to assisting them.
The Adviser Program educates you and your clients and provides a secure platform for access to crypto markets. With our software integrations, we help you reduce administrative and reporting burdens.
We provide an intermediary data solution for your clients’ holdings and transaction history.
Educational webinars for advisers and clients
Integration and training
FPA-approved CPD course
Onboarding complex investment structures into crypto is our speciality
We understand the complexities of SMSFs, trusts and companies.
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Streamlined onboarding
Streamlined onboarding for SMSFs, trusts, companies, as well as individual accounts.
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24/7 local support
Local 24/7 support to assist with onboarding and ongoing management.
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Detailed reporting
Detailed reporting, KPMG tax estimator, integration with Iress, BGL and third-party taxation tools.
A trusted custodian for your clients’ digital assets
When trust and security mean everything, we’re the number one choice.
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1:1 reserves
We maintain a full 1:1 reserve of all client fiat and crypto assets.
We hold the vast majority of crypto assets in secure offline cold storage, protected in underground vaults with maximum security.
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Audited
Our books are balanced and we carry no debt on our balance sheet. We engage external auditors to undertake an annual audit of our financial statements in accordance with Australian Accounting Standards. This includes verification of all fiat and crypto balances held in custody on behalf of clients.
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Segregated funds
We do not commingle customer funds. We maintain complete segregation of all client assets to ensure that when you need to make a withdrawal you can.
We keep your assets safe. That is our promise.
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Sole custodian
Independent Reserve is a sole custodian of all crypto assets held on our platform. Custody is managed in Australia and we do not use any third party custodians.
We adhere to industry best practices and never lend, trade or reinvest your assets.
Get started with the Adviser Program
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1. Book a call
Contact us today to find out how the Adviser Program can help you and your clients navigate crypto safely.
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2. Join the adviser program
Get access to educational resources, tools and features, plus ongoing support.
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3. Get started
Take the CPD course, join our webinars, and integrate your clients’ reporting.
Adviser account opening instructions
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Step 1 Download and complete adviser onboarding form. The form is available here.
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Step 2 Create a personal account with Independent Reserve here. Submit your ID, Proof of Address and attach your completed adviser onboarding form in the optional documents section.
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Step 3 Once verified, you’ll be emailed your ID for linking clients through Xplan/Iress.
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Step 4 Login to your Independent Reserve dashboard and select Clients from the Tax & Reports menu.
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Step 5 Invite new clients.
Creating an account as an adviser?
Download the "Adviser onboarding" PDF. You will need to fill it in and upload it as the final step when creating your account.
Meet your adviser toolkit
We’ve built partnerships and features to help you and your clients stay secure and access important information for your ongoing administrative needs.
Insurance
KPMG Tax estimator
OTC desk
Order book exchange
Maximum security
Clear and concise reporting
Trusted by global partners
Official Crypto Exchange of the Sydney Swans
Awards & Recognition
CPD course for advisers
