CRYLO® Wealth Management
Wealth management to invest and buy digital assets through AI managed crypto portfolios.
Online Wealth Management with Digital Assets
CRYLO’s wealth management service for digital assets uses a rules-based approach with AI and human oversight. You manage your crypto portfolio online while we help keep your allocation and risk profile on track.
Wealth Management for Any Portfolio Size
You want clarity, control, and measurable results—regardless of the size of your portfolio. Our online asset management is aimed at both first-time investors and institutional clients.
CRYLO® combines modern technology with genuine independence and removes the access restrictions you encounter with banks. Large banks often rely on high fees and product ranges that serve their own interests. Many avoid digital assets or package them expensively because they compete with their traditional offerings.
At CRYLO®, we take a different approach. Our offering is based on high-end technology with an open architecture for transparent, low costs. This approach gives you professional and disciplined access to digital assets. Now you can plan, invest, and review your cryptocurrencies in one secure place.
CRYLO's Wealth Management Offering
- Personalized strategy – A portfolio mapped to your goals, horizon, and risk level.
- Disciplined execution – Automated rebalancing, drawdown limits, and liquidity filters to keep risk in range.
- Full transparency – Plain-English change logs that explain what changed and why.
- Access anytime – Real-time tracking, performance, and documents in one dashboard.
- Human + AI – Automated monitoring with expert review when it matters.
How You Buy Digital Assets Through Managed Portfolios
Invest in a clear plan without the hassle. CRYLO® automatically sets your goals, establishes guidelines, integrates them securely, and keeps your digital asset portfolio on track. All with round-the-clock monitoring and easy-to-understand reports. You remain in control while modern technology does the hard work. CRYLO® continuously reviews your situation and makes appropriate adjustments as your life and the markets change.
Profile
Define goals, constraints, and your risk level.
Plan
CRYLO® sets target allocations and risk guardrails.
Implement
Secure onboarding with vetted venues and custody options.
Manage
Continuous monitoring, rebalancing, reporting, and adjust.
"We treat Wealth Management as a portfolio, not a set of bets. We blend large-cap assets, yield sources, and cash-like buffers. Guardrails—drawdown caps, volatility ranges, and allowlists—adjust exposure automatically when conditions shift."
~ Marcel Isler (CEO)
Digital Wealth Management at its Best
Digital wealth management is all about Risk, Security, and Compliance. Now you can protect your capital with CRYLO®. We treat risk, security, and compliance as core features—not add-ons. Your portfolio runs with strict guardrails and transparent oversight.
Security by design
Cold/warm/hot wallet segmentation, approvals review, and venue allowlists.
Operational discipline
Position limits by asset, theme, and venue.
Compliance first
A clear roadmap aligned with all regulatory standards where we operate..
Global CRYLO® Services
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Frequently Asked Questions
Below, we answer the most important questions about our wealth management service.
Wealth Management sets your overall plan (goals, risk, allocations). Asset Management executes the day-to-day portfolio.
We use a short profile on goals, horizon, and drawdown comfort, then map it to target volatility and position sizes.
Yes. We can review current holdings, integrate them where suitable, or propose a transition plan.
Continuously monitored; rebalancing triggers when signals or risk limits are reached—no arbitrary calendar trades.
Your dashboard shows time-weighted and money-weighted returns, risk metrics, and a clear, itemized fee view.