Introducing the New Trakx IFA Dashboard for Managed Accounts

Independent Financial Advisors (IFAs) play a key role in helping clients navigate complex markets and manage their portfolios with confidence. At Trakx, we understand the importance of giving IFAs the right tools to serve their clients efficiently, transparently, and at scale. That’s why we’re proud to introduce the new Trakx IFA Dashboard, a powerful solution designed to streamline account management, trading, and reporting, all in one place.

A new tool built for IFAs

The new Trakx IFA Dashboard was developed with one clear goal in mind: to make it easier for financial advisors to manage multiple client accounts through a single, secure interface. Whether you work independently or as part of a larger firm, the dashboard centralizes all your core operations, from onboarding new clients to executing trades on their behalf, with full transparency and operational efficiency.

This release marks a significant step forward in our commitment to building professional-grade infrastructure for advisors operating in the digital asset space. Designed based on real-world feedback, the dashboard responds to the daily challenges IFAs face and aims to simplify your workflow without compromising compliance or control.

What you can do with the IFA dashboard

The IFA Dashboard puts you in full control of your client operations on Trakx. Every key task is accessible in just a few clicks, with intuitive navigation and real-time execution. Here’s what you can do:

• Manage client accounts: Manage dedicated accounts for each client, individually or as part of a team.
• Deposit and withdraw funds on their behalf: Handle asset flows securely and efficiently, with full tracking (required 2FA approval from the end-client).
• Place orders and manage portfolios: Buy, sell, or rebalance across our full range of Crypto Tradable Indices (CTIs) directly from the dashboard.
  Access trade history and performance data: Monitor every transaction and follow portfolio evolution over time with clear, exportable reports.
• Operate at scale: Manage multiple clients simultaneously without switching accounts or losing visibility.

Whether you oversee a handful of clients or a growing base, the dashboard is designed to help you work faster, smarter, and with full peace of mind.

How to get access: Steps and requirements

Getting started with the IFA Dashboard is simple, but you need to have a Trakx account before we can grant you access and assign you to your dedicated team.

Here’s what to do:

• If you already have a Trakx account (whether personal or company-linked), please send us the email address associated with it.
  If you don’t have an account yet, you can register in just a few minutes at https://app.trakx.io/authorize?action=signup.

Once we receive your details, our team will create your IFA team within the platform and activate your access to the dashboard. From that moment on, you’ll be able to start managing your clients and placing orders on their behalf right away.

If you need help during the setup, we’re here to support you every step of the way.

Quarterly reports: An enhanced version is coming

We know how important clear, reliable reporting is for IFAs when communicating with clients and reviewing portfolio performance. That’s why we’re working on an upgraded version of our quarterly reports, tailored specifically to the needs of financial advisors.

The upcoming reports will feature:

• Improved clarity and layout, for faster reading and better client understanding
• More actionable data, helping you support strategic discussions with your clients
• Standardized formats, making it easier to compare periods and portfolios at a glance

We truly appreciate your patience while we finalize these updates. The enhanced reports will be available soon and will serve as a valuable complement to the new dashboard, offering a complete view of your clients’ performance, both in real time and across quarters.

Next steps and support

The launch of the Trakx IFA Dashboard marks an important milestone in our ongoing mission to support financial professionals in the digital asset space. With streamlined operations, real-time visibility, and upcoming improvements to reporting, IFAs now have the tools they need to deliver even greater value to their clients.

Need assistance or have questions? Our team is here to help, just reach out.

We look forward to seeing how you put the new dashboard to work!