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Features of the Theya Advisor Dashboard
Features of the Theya Advisor Dashboard
Joe Consorti avatar
Written by Joe Consorti
Updated over 2 months ago

The Theya Advisor Dashboard equips financial advisors, RIAs, and wealth managers with the tools to support client bitcoin self-custody—without assuming direct custody risks. With built-in transaction co-signing, real-time portfolio insights, and seamless client management, Theya removes the barriers that have historically made bitcoin custody a challenge for advisory firms.


Why advisors struggle with bitcoin custody

Advisors face key challenges when integrating bitcoin into their practice:

  • Clients lack technical knowledge – They want to self-custody but need guidance.

  • Custodial solutions introduce risk – Third-party custodians create compliance and counterparty risks.

  • No visibility into client holdings – Advisors struggle to track bitcoin as part of client portfolios.

  • Key loss concerns – If clients mismanage their keys, funds can be permanently lost.

Theya for Advisors solves these issues with a secure, scalable custody solution that keeps clients in control while allowing advisors to offer hands-on support.


Key features of the Theya Advisor Dashboard

  1. Effortless client management

    • Onboard clients in minutes by entering their email—no complex setup required.

    • Clients receive automated instructions to set up their vault.

    • View and manage all clients from a single dashboard.

  2. Secure multisig custody without direct control

    • Client holds one key – Ensures direct ownership.

    • Advisor holds one key – Enables transaction support and security oversight.

    • Theya holds one key – Available only for assisted recovery.

    • Advisors never have unilateral control, eliminating regulatory risks.

  3. Transaction co-signing made easy

    • Clients request advisor co-signing for transactions when needed.

    • Advisors review and approve transactions for added security.

    • Real-time approvals ensure secure, efficient execution.

  4. Real-time portfolio visibility

    • Track client bitcoin holdings without accessing private keys.

    • Monitor transactions and historical data for better financial planning.

    • Gain insights into client portfolio trends while ensuring client control.

  5. Integrated security and recovery options

    • Clients perform health checks to verify key security.

    • Advisors assist with key recovery to prevent loss of funds.

    • Theya’s redundancy ensures no single points of failure.


Why Theya is the best custody solution for advisors

  • No compliance headaches – Advisors never take full custody.

  • No reliance on custodians – Eliminates counterparty risk.

  • Scalable and intuitive – Manage multiple clients efficiently.


💼 Get started with Theya for Advisors

Offer bitcoin self-custody at scale—without custody risks or compliance headaches. Book a call to integrate Theya into your advisory practice.

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