Investment advisors start their preparation for 2025 by understanding transparency and personalization for each client. In this way, the professional is more likely to be reliable, especially when adopting the blockchain system, and be able to adapt to the demands of each digital asset investor. As a profession on the rise, due to all the impact that the tokenization of assets has had, the essential factors for doing well in 2025 cannot be ignored. If professionals do this, they could face much greater difficulties in the financial market and have a greater chance of not achieving the desired results.
The Revolution in Investment Advice
Changes in the market and the existence of a new client profile are some of the facts that have revolutionized investment advice for 2025. Each of these points needs to be analyzed with extreme care in order to be able to act more accurately in the scenario.
Changes in the market
Investment advisory services have undergone many transformations in the way they operate, since the tokenization of assets has focused on reducing bureaucracy and speed in carrying out their work through the token. This directly implies the assignment of new roles and an increase in the technological needs of these professionals. As speaker Cássio Krupinsk said at the 79th SOEA, tokenization has brought about quite a revolution in the engineering and agronomy sectors due to the debureaucratization and practicality generated by the token. In addition, the possibility of raising capital through token fractionation is also responsible for changing the way applications are viewed in this scenario. As a result, investment advisors need to be carefully prepared to guide participants, both in the engineering and agronomy sector and in the market in general. Therefore, studying the characteristics of applications in line with the needs of clients are some practices that will become more recurrent and focus more on applicators.
The new customer profile:
The new client profile, the investor who has managed to accumulate a certain amount of money and doesn’t know what to do to multiply it, must also be taken into account by the investment advisor. Thus, you can no longer prepare to deal with millionaires or gigantic companies, but rather clients who are looking to rise financially through the potential of the token market. As an example, a survey carried out by Sherlock Communications reports that 24% of Brazilians already have some investment in crypto-assets or some type of token. Thus, the growth trend of the crypto scene in Brazil is remarkable and taking this factor into account is indispensable for a good investment advisor’s performance.
Transparency: The Essential Starting Point
Transparency is certainly one of the most important starting points for investment advisors in 2025, as this is what makes market relations safer and more profitable. Alongside this, Cássio Krupinsk’s talk at the 79th SOEA also brought up the advantages of tokenization that complement transparency, such as security, disintermediation and safety. It’s no wonder that the regulations established, such as the one that came into force on November 1 of this year, have been very focused on providing investors with details of the revenues obtained. This can reduce conflicts of interest and ensure that digital asset trading is more reliable. With all these points, it is clear that investment advisors will be in greater demand due to the roles played by tokenization. It is also worth noting how this phenomenon has made it possible for other investment options to emerge, such as tokenized funds.
Customization and integrated planning
Personalizing and planning integration with systems is essential for investment advisors to have relevant data on the scenario in order to perform well in 2025. Professionals can better understand each client they will be dealing with, as well as optimizing their work with integrated planning of the systems needed to carry out their activities. Imagine you meet a client who wants to start investing in shares, but doesn’t yet know much about the market. If the advisor assesses these characteristics, they can offer the Bitcoin ETF and Ethereum ETF as excellent possibilities to meet this demand.
Competitiveness in Times of New Rules
The high degree of competition is a factor that must be carefully assessed by the investment advisor in 2025, especially when considering the new regulations that require more careful and transparent work with digital assets. When considering the current scenario, it is necessary to look carefully at ways of operating in the asset tokenization scenario with the best possible efficiency. Private companies, fintechs and even securitizers also need to evaluate this competitive issue very carefully, in order to offer an environment conducive to greater success with digital assets. Therefore, choosing a suitable place to guide digital asset offerings is the first step for these market participants. Therefore, the BLOCKBR whitelabel platform stands out as the top choice for these market participants. With our regulated and blockchain-enabled environment, you can offer your digital assets securely, as we have a number of essential resources such as a central depository, structuring library and CVM 88-compliant technological structure!
Technology as an ally
Having the best technological tools is also essential for investment advisors to stand out in 2025. The practicality and reliability of blockchain, for example, is one of the main allies that advisors need to have in order to guarantee that they meet their clients’ requirements with the necessary quality. Management, a tool offered by us at BLOCKBR, is another excellent tool for boosting the activity of investment advisors in 2025. With it, professionals will have an excellent structure to obtain the autonomy they need to manage digital assets intelligently and achieve greater stability in their work!
How to Be a Successful Investment Advisor Now in 2025?
You need to understand the transformations caused by the tokenization of assets to date, understand the technologies used and explore market trends to be a successful investment advisor in 2025. In this way, professionals can explore a wide range of possibilities and stand out. That’s why having the ideal infrastructure for tokenization that we at BLOCKBR offer is the smartest choice for entering this universe. All you have to do is create an account with us and take advantage of all the growth potential that the token scenario can offer your financial proposals!
Migrate to tokenization with BLOCKBR infrastructure, Access Funding with BLOCKBR Plugged-in Investment Advisors.
The unlocking of the capital market, giving access to new types and structures of investments through tokens, is bringing a universe of opportunities every day. Blockchain technology is an environment of high security and transparency, as well as being a backdrop for the creation of new operating models.
To understand which tokenization model and infrastructure you can use in your operations, you just need to understand the opportunities you can take on, whether as a structurer, originator or distributor/investor.
Become an investment advisor for digital assets (structured tokens) through BLOCKBR. You can also be an asset structurer and use our entire risk analysis, legal, technological and commercial infrastructure for distribution with Station or, if you prefer, just raise tokens by investing in your operations or RWA assets. Count on us.
