Australia’s Most Trusted Crypto Portfolio Manager
As a constantly-evolving sector, crypto comes with its share of risk. Navigating this industry through a certified portfolio manager is your best bet to avoid common pitfalls and maximise long-term gains.
Portfolio management, without the complexity
Digital assets offer a powerful opportunity for investors who want long-term growth, diversification, and exposure to a rapidly evolving market. With the right expertise, crypto can play a meaningful role in a modern portfolio.
Why Should You Use A Crypto Portfolio Manager?
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Uptrade’s relationship with our clients is built on the fundamental principles of trust, communication and expertise.
Strategy-driven allocation – Our expert team will help design your portfolio with a tailored strategy informed by your risk profile, market conditions and long-term investment goals.
Best-in-market execution – We find the best pricing for you with extensive analysis across DeFi exchanges. This ensures that your trades go through smoothly and secures you against slippage.
Active risk management – By staying up to date with the latest scams and security threats, our multifaceted risk management strategy follows industry-leading protocols to ensure the safety of your investments.
Personalised insights – Work with dedicated financial professionals to establish and achieve your investment goals. With personalised yield strategy support and live insights into the market, Uptrade’s team has a proven track record of helping investors execute their strategy.
Preservation of wealth & control – Our clients are guaranteed to retain full control of their assets, with timely settlement and full visibility over their portfolio.
Why Use Uptrade?
Uptrade’s relationship with our clients is built on the fundamental principles of trust, communication and expertise.
Registered and regulated – Uptrade is a certified Australian broker subject to full regulatory oversight, and remains fully compliant with our responsibilities.
Tailored crypto portfolio construction – We build a fully customised portfolio aligned to your objectives, backed by rigorous asset screening and data-driven decision-making.
Professional-grade analytics – Our dedicated research team applies market modelling, asset analysis and real-time insights, giving us a clear edge in identifying opportunities.
Active monitoring and quarterly reviews – Your portfolio receives continuous oversight, with structured performance reviews to ensure alignment with your evolving goals.
White-glove service — Comprehensive management of your portfolio, fine-tuned to your investment goals with real-time reporting and diligent risk oversight.
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Crypto trading services
We believe anyone should have access to quality crypto trading services. No matter how much you trade or the value of your portfolio, you deserve the highest-level support.
Personal investors
Invest easily in the crypto market and reach your investment goals.*
Companies
Diversify your company investments and get expert support.
Trusts
Generate income for beneficiaries of a family or company trust.
SMSF
Build long-term wealth and support your retirement lifestyle goals.*
401(k)
Add crypto to your 401(k) account and grow your retirement nest egg.*
Research and insights
Gain crypto market insights, performance reports and analysis.*
Trading services
Easy, simple crypto investing, with direct broker approvals for additional security.
Secure storage
No cost secure storage to keep your investments safe and give you peace of mind.
How to get started
Step 1
Create your account
Complete your account application online in a matter of minutes.
We’ll handle the rest.
Step 2
Book your virtual discussion
Discuss digital assets you may trade , your risk appetite, and your investment support needs with your dedicated crypto broker. *
We’ll also answer any specific questions you might have to ensure you get the most out of our services.*
Step 3
Start trading
Access 500+ digital assets and 24/7 service and support from your dedicated crypto broker.
Each and every trade follows strict broker-to-trader approvals.
Step 4
Grow your portfolio
Keep your investment on track with monthly performance portfolio reports, in-depth market analysis and research, and investment guidance.
511+ digital assets, available now
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Take the first step to your financial freedom
Create an account in a matter of minutes. Sign-up now for possible same-day trading.
Happy crypto investors
Relationships are everything to us. But don’t take our word for it. Here’s what our clients have to say.
Portfolio Management FAQs
Ansers to your questions about crypto brokers.
Your portfolio is reviewed with your dedicated broker as often as you choose, with most clients opting for a monthly check in to align on strategy, research, profit taking, risk management, and market trends. During major market moves, you receive timely updates via our newsletter and private research platform, and your broker will increase contact frequency when needed.
UpTrade provides tailored research and portfolio insights to help clients optimise decisions, with conversations shaped around your goals and circumstances.
We do not provide personalised financial advice, and all information is general in nature while remaining relevant to your overall investment objectives.
Absolutely, you can do so via our secure client portal and buy,sell,and swap over 500+ assets. In addition, you can email your Broker your portfolio change request.
Yes, clients can receive portfolio performance reports through an export in the client portal. These reports show total profit and loss as well as individual asset profit and loss.
Yes, UpTrade provides access to emerging or newly launched assets. However, we do not offer portal access to pre-launch projects. All assets available on the platform are already listed. Your portfolio can include emerging assets as long as they meet our Compliance team’s listing requirements and have sufficient liquidity.
We make crypto trading simple
Easy, free set up
No account or sign-up fees, plus a simple application process.
Personal broker
24/7 personal broker access, and no broker discussion fees.
500+ digital assets
Sign up and start trading. We'll look after the rest.
Instant fiat transfers
Transfer nationally and internationally, fast.
No obligation trading
Set-up your account, invest in your time. You're in the driver's seat.
Flat buy, sell, swap fees
No matter what asset or trade complexity, it's a flat fee.
No spread, deposit or withdraw fees
It’s your investment. You control it. You choose how you invest.
Real human support
Discuss investments with real people who actually trade.
Book Your 15 Minute Consultation
Book an obligation-free call with an UpTrade crypto investment expert and upgrade your crypto investment journey.*