Wealth
Management
Connected

One connected platform for multi-asset discovery, portfolio intelligence, risk controls, reporting, and financial operations.

Contact our team Explore capabilities

Multi-asset

Markets and portfolios

Secure access

Identity and MFA

Risk controls

Account safeguards

Clear reporting

Records and insights

227

Markets tracked

Editorial guides

150

Glossary terms

Asset classes

Multi-asset workflow

Equities, FX, crypto, and commodities

Portfolio intelligence

Market insight and order workflows

Platform foundations

Legal documents

Corporate identityRegistered entity and public corporate sources

Secure accessIdentity, MFA, and session controls

Risk governanceDocumented controls and disclosures

Service informationPublished terms and platform documentation

Client journey

A clear path.
Connected at every step.

Move from secure access to portfolio visibility, risk controls, reporting, and ongoing account support.

Secure account access

Enter through a protected account with identity and access controls.

Explore connected workflows

Review markets, portfolios, margin states, reporting, and account controls.

Monitor and report

Follow portfolio activity, account records, risk, and performance insights.

Legal documents

9:41

Ohana Capital

Account setup

Verification

72% complete

Profile details

Email verified

Identity document

9:41

Ohana Capital

Fund account

Available balance

€24,860

+€2,420 this month

Funding request

Individual route assigned

Transfer reference

TDP-82A1-F6

Recent requests

€5,000.00Processing

9:41

Ohana Capital

Portfolio

Total equity

€124,860

+8.42% this month

Today

+€624

Open P&L

+€1,482

Top positions

NVDA

€18,420

+4.03%

BTC

€12,860

+1.86%

Account security

Identity and access controls

Clear reporting

Records and portfolio insights

Portfolio oversight

Portfolio, risk, and reporting workflows

Connected operations

Customer and operator workspaces

Continue below for a closer look at each stage.

A fluid journey across every device

One workspace, revealed as you scroll

Follow the experience from secure onboarding to funding and live portfolio insight without an abrupt visual reset.

Secure identity and account controls

Access your account

Use a protected account to manage identity, security, portfolio, and operating workflows.

Identity checks
Secure access
Account controls

Funding, reconciliation, and ledger states

Manage financial operations

Follow funding and withdrawal requests through review, reconciliation, and account updates.

Request tracking
State tracking
Recorded outcomes

Explore funding

Markets, portfolio, risk, and reporting

Explore connected workflows

Move from market discovery to order workflows, portfolio analytics, and wealth products without changing tools.

Multi-asset catalog
Portfolio analytics
Wealth products

Explore platform

Ready to review the workspace?

Explore the platform or speak with our team about your needs.

Account types Contact our team

Professional market workspace

Built for decisivemarket work.

A connected operating layer for discovery, execution, portfolio visibility, and account controls—designed to keep important decisions clear.

Contact our team Explore the workflow

CoverageMulti-asset

PortfolioIntegrated

ControlsRecorded

One protected workflow

From signal to account health

Discover

Screen the eligible market catalog

Review

Confirm price, leverage, fees, and risk

Execute

Place through the protected ledger

Monitor

Track margin, positions, and outcomes

Continuous visibility

Position marks, unrealized performance, account equity, and margin state stay connected to the same operating record.

Multi-asset discovery

Browse stocks, ETFs, digital assets, forex, commodities, and indices from one consistent market catalog.

227canonical markets

Controlled order workflow

Manage market, limit, and stop workflows with quote controls, fee visibility, and consistent order processing.

3order routes

Portfolio intelligence

Follow equity, exposure, allocation, realized outcomes, and account history without leaving the workspace.

Connectedportfolio state

Position risk controls

Set stop loss and take profit levels while margin health and account safeguards remain server-controlled.

Scheduledrisk cycle

Layered account security

MFA-capable sessions, identity review, session controls, and recorded financial operations demonstrate layered safeguards.

MFAstep-up capable

Connected operator workflow

Move from customer views to support, document, risk, and account operations.

CRMoperator workspace

One connected platform

A Connected Wealth Platform

From market discovery to portfolio, risk, reporting, and financial operations.

Trade

Markets in one place

Explore stocks, crypto, forex, and commodities from one workspace.

Explore

Track

See the full picture

Follow portfolio value, allocation, exposure, and open performance.

Explore

Manage

Coordinate financial operations

Follow funding, withdrawal, reconciliation, and ledger workflows.

Explore

Earn

Choose your horizon

Compare staking assets and fixed terms built around your timeline.

Explore

Protect

Stay in control

Manage identity checks, account security, and access preferences.

Explore

Tailored by you

Built Around Your Goals

One platform, shaped around the workflows professional clients rely on.

Trading Workflow

Speed, depth, and precision

For active multi-asset investors

Live FMP market discovery
Leverage and risk controls
Limit and market order workflows
Connected portfolio updates

Explore active trading

Long-Term Investor

Visibility, clarity, and control

For measured portfolio building

Portfolio value history
Allocation and exposure views
Branded position statements
Market news and reporting

Explore portfolio tools

Yield Strategies

Flexible staking and savings workflows

Digital-asset and EUR term planning

Eligible staking assets
90, 180, and 360-day terms
30, 90, and 180-day EUR savings
Reward, maturity, and unbonding tracking

Explore earn products

Global market context

Market Sessions, Connected Support

Discover global markets and move from self-service guidance to direct support when needed.

New York

13:30–20:00 UTC

US equities

London

08:00–16:30 UTC

Europe

Tokyo

00:00–06:00 UTC

Asia

Sydney

23:00–05:00 UTC

Pacific

Market coverageGlobal assets and sessionsMulti-region

Support routesHelp center and contactDirect

Account safeguardsMFA, identity, and legal controlsLayered

Resolution trackingRecorded operational eventsRecorded

Help center Contact

Corporate governance

Built on clear foundations.

Corporate identity, governance documents, service terms, and account information are organized for straightforward review.

Legal documents Verify company

Registered corporate identity

Ohana Capital AG · UID CHE-114.729.131 · CH-ID CH-020.3.033.508-3

Security and access

Identity verification, MFA, session controls, and recorded account activity.

Documented governance

Published policies, risk disclosures, client terms, and service information.

Service transparency

Corporate information, policies, fees, and service terms in one place.

Corporate references:Swiss registryCompliance scope

A clear path.
Connected at every step.

Move from secure access to portfolio visibility, risk controls, reporting, and ongoing account support.

Secure account access

Enter through a protected account with identity and access controls.

Explore connected workflows

Review markets, portfolios, margin states, reporting, and account controls.

Monitor and report

Follow portfolio activity, account records, risk, and performance insights.

Legal documents

WealthManagementConnected

A clear path.Connected at every step.