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
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.
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.
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.
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.
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.