Advisor & Institutional access - early access by invitation.
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Advisers, fiduciaries & institutions

Offer your clients Bitcoin, compliantly.

Partner with SimplB to give clients access to compliant Bitcoin saving and institutional-grade custody, without building any of it yourself. Keep the relationship, share the upside.

01Ways to partner

Three ways to work with SimplB.

01

Refer & earn

Introduce clients and earn a commission on what they bring in. The simplest way to start. Become a referrer.

02

Advisor Dashboard Coming soon

A console to monitor client Bitcoin allocations, reporting and compliance, without ever touching client keys.

03

White-Label Stack In development

Run a branded Bitcoin stack on SimplB rails for your family office or firm. Register early interest.

02Why partner

Compliant rails, Bitcoin-only focus.

SimplB operates regulated brokerage as a Juristic Representative of CAEP Asset Managers (FSP 33933) and is a member of CAASA. Custody is true self-custody on 2-of-3 multisig. Your clients get a compliant, Bitcoin-only specialist and you keep the relationship.

03Partner resources

Material built for the adviser, not the client.

Approved partners get a resource library in their SimplB dashboard. It is the material you actually need in front of a client or a compliance officer, written for a professional audience rather than a retail one.

01

Bitcoin in a South African Portfolio

The adviser edition, with the compliance and structuring detail your client version leaves out.

02

The Strategic Reserve

James Caw's book on Bitcoin as a long-term reserve asset, for treasury and allocation conversations.

03

Introduce compliantly

How to introduce clients while staying inside your own mandate. Start with Refer compliantly.

Partner resources sit behind your dashboard login and are released once your firm is approved, so the adviser material never lands in a client's hands by accident. Already approved? Log in to your library.

Request advisor & institutional access.

Tell us about your firm and we'll be in touch about the dashboard, referral terms and partnership options.

Request access