BlueShift Portfolio Manager

BlueShift is an enterprise-grade platform designed to support registered investment advisors in managing portfolios across crypto assets, tokenized real-world assets (RWAs), and traditional financial instruments through a unified platform. It enables RIAs to oversee portfolio composition, execute trades, and manage risk across asset classes while maintaining institutional controls and transparency.

The solution offers integrated portfolio management and execution workflows across digital asset venues and traditional markets, along with real-time portfolio monitoring and order routing. Built-in margin calculation, collateral monitoring, and stress testing capabilities enable RIAs to dynamically assess portfolio risk under changing market conditions. Market data integration supports informed portfolio decisions across both digital and traditional assets.

By combining multi-asset portfolio oversight, real-time risk analytics, and comprehensive reporting, BlueShift Portfolio Manager for RIAs enables advisors to operate with the governance, control, and reliability expected of institutional portfolio management infrastructure.