Discover and understand cryptocurrencies through our educational content
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A 10-hour DDA-compliant training provided by Coliseum Ingénierie and Minute Courtier
Integrate crypto to your clients’ portfolio
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Meria is the preferred crypto partner for IFAs, independent financial consultants, and family offices.
Maintain control over your client relationships while integrating crypto solutions
Monitor your clients’ allocations with a simple interface and real-time data updates
Easily track your retro-commissions with automated and fully transparent management
This isn’t a passing trend. Cryptocurrencies are a new asset class that will become a part of the landscape. Therefore, the profession must get trained.
You can draw a parallel with structured products. Ten years ago, nobody wanted to hear about them, considering them too risky. Today, all IFAs include them in their clients’ portfolios. I wouldn’t be surprised if we follow the same path with cryptos.
Cryptos are an asset class. From there, all IFAs need at least a basic understanding to address their clients’ needs.
Speak with an advisor to learn about our crypto solutions.
Sign the partnership agreement and access our platform.
Meet your clients’ needs with innovative crypto solutions.
Access a dedicated dashboard to manage your retro-commissions and portfolios in real time.
As an independent financial consultant, you must first register on the platform and complete your KYB (Know Your Business) verification.
Once this step is validated, the clients you introduce proceed with their own registration by providing the necessary information as part of the KYC (Know Your Customer) verification process.
After completing these formalities, each of your clients is linked to your Advisor profile, enabling optimal tracking of various operations.
Tracking is organized in a tripartite manner between the client, the advisor, and Meria.
This tracking depends on the management mode chosen by the client: advised management or managed mandate. Meria ensures transparency and real-time access to essential information for continuous control and supervision of investments.
Meria offers educational resources tailored to your clients' needs to help them understand the specifics of cryptocurrency investments.
We provide various training formats, such as webinars or in-person sessions, to meet your clients’ expectations. Our teams are available to explore the most suitable solution.
Meria supports you in your cryptocurrency investments