A white-label, non-custodial, automated crypto portfolio platform. Offer your clients professionally managed crypto under your own name, without building a thing.
One subscription. The whole stack. You bring the clients and the relationship, we run the portfolios.
A rules-based, halving-cycle engine: a BTC & ETH basket through the bull, then 100% Aave USDC lending in the bear.
Fully customizable design. Your logo, your colors, your domain. Clients never see the word Fonte.
Each client deploys their own smart wallet. You manage strategies through a scoped, revocable permission. Nobody touches custody.
Independently audited, bullet-proof smart contracts, running only on audited, battle-tested protocols.
From your first integration to a managed book of clients, without writing a line of code.
Connect Plaid, Salesforce, and the rest of your stack in a few clicks.
Your logo, colors, and domain. Clients only ever see your brand.
Spin up an automated crypto portfolio for each client, matched to their risk profile.
Track and manage every client from one live dashboard.
Fonte connects to the TradFi and fintech tools that family offices and funds already run. Sync accounts, push positions into your portfolio reporting, and keep the books reconciled.
These are real platforms with open APIs. Integration availability depends on your plan and each provider's partner program.
Non-custodial architecture, independently audited contracts, and only audited underlying protocols. Security is the product.
Independently audited, and built only on protocols that are themselves audited and battle-tested.
Beyond the strategy: the reporting, audit trail, compliance, and admin tooling a fund actually needs to operate, built in, under your brand.
Branded performance, holdings, and fee statements, generated from on-chain NAV, not a spreadsheet, so every figure reconciles to the blockchain.
An append-only record of every rebalance, fee, permission change, and login, each entry timestamped and anchored to an on-chain transaction.
KYC/AML, suitability, and risk-disclosure status tracked per client, with a non-custodial custody attestation you can hand straight to an auditor.
Onboard clients, manage your team and their roles, set your fees, and control your white-label branding, all from one console.
Plenty of RIAs and family offices already run their own client portal or portfolio system. You do not have to switch. Pull every Fonte number, NAV, holdings, performance, fees, and the full audit trail, straight into your own stack with a read-only REST API, reconciled to on-chain truth, per client and book-wide.
# Pull a client's live portfolio into your own dashboard GET /v1/clients/cl_8f2a/portfolio Authorization: Bearer fonte_sk_live_… { "client": "cl_8f2a", "nav_usd": 24318.40, "phase": "stable_lp", "allocation": [ { "sleeve": "aave_usdc_lending", "pct": 100.0 } ], "performance": { "since_inception_pct": 14.2, "max_drawdown_pct": -3.1 }, "fees": { "accrued_usd": 38.10, "hwm_usd": 24280.30 }, "reconciled_to_block": 47521166 }
Pay a flat platform fee, plus a low high-water mark fee charged only on new profits. What you charge your clients is entirely up to you.
Annual plans are billed yearly and save 20% versus monthly, including integration add-ons. The high-water mark fee applies only to new profits above each client's prior peak, never to AUM. You keep the client relationship and set your own client-facing fees.
Book a 30 minute demo. We will show you the platform, the white-label setup, and how your clients would experience it.
Book a demo