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Build Your Digital Asset Practice

AmiServices offers comprehensive consulting to help build your Digital Asset practice.

We focus on meeting regulatory and compliance requirements as well as risk management practices for back-office staff and advisors.
AmiServices include workshops and our proprietary Define, Design, Implement, and Manage (DDIM) consulting services.
Help me set up my practice

Our DDIM Process

We help you navigate the complexities of setting up a Digital Asset practice with our DDIM process.
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How it works

1. Define

Create plans, training, customization of the software and processes to meet your firm’s specific needs.

2. Design

We support your Digital Asset practice by defining products, back-office processes, workflows, regulatory, and compliance.

3. Implement

Roll out, advisor, firm, and client training, customized services, reports, and white label if required for a successful launch of a Digital Asset practice.

4. Manage

Review performance, add new products, remain up-to-date and competitive as new tools, processes, and products emerge.
I believe that AmiPro is essential to ensuring we not only build a Digital Asset practice, but also properly implement and market it so our advisors can offer the most informed wealth management services that our clients expect.

Grant Colby,
CEO, NCP Digital Family Office
We are now investing in cryptocurrencies for our clients using AmiPro. We can manage these assets in client portfolios similarly to how we manage other institutional investments. The support of multiple cryptocurrency types to this wealth management platform helps us diversify our bespoke client portfolios while meeting increasing demand for Digital Assets as a whole.

Daniel Frereault,
Founder & Portfolio Management, Platinium Capital Inc.

Digital Assets are in the Mix

Today’s Digital Currencies and its underlying technology, Blockchain, are here to stay.
Digital Assets are becoming an essential part of a diversified investment portfolio for savvy investors of all generations.
A trusted, content aggregation and learning platform helping advisors understand the Digital Asset ecosystem. 
Software that enables Wealth Management Advisors to buy, sell, and hold Digital Assets for their clients and manage all clients through a simple and comprehensive interface.
Offering a diverse mix of investment opportunities from managed funds, tokenized real estate along with other tokenized investments. Stocking now.

The Evolution of Digital Assets

Blockchain is transforming our world and financial markets are feeling the impact as more and more investors seek ways to invest in Digital Currency. This technology is a secure and transparent way to digitally track the ownership of assets before, during and after transactions.
How it works


Origins of Digital Currencies date back to the 1990s. At that time, these new Digital Currencies had no central server and tangible assets held in reserve. In fact, no central organization, government or person in power could properly control them.


Digital Currencies have evolved since their inception and now rely on cryptography to chain together digital signatures of asset transfers, Peer-to-peer networking and decentralization. Simply stated, Cryptocurrencies can allow electronic money systems to be decentralized.


Will Digital Assets and their underlying Blockchain technology profoundly change our world? In 2021 and beyond, there is no doubt. Why invest in Digital Assets? Simply look at the growing demand by investors to include this asset class as part of their investment portfolios. There is a clear signal that it is time for firms to take the leap into Digital Asset management – now.

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