Data built to power
financial planning tools
Data built to power
financial planning tools
Data built to power
financial planning tools
The Problem
Financial planning platforms lack access to clients’ digital asset holdings—leaving a critical gap in portfolio visibility, risk modeling, and personalized advice.
No comprehensive view of client portfolio (TradFi & Crypto)
No view of Digital Assets
Unable to generate reports on total portfolio performance
Managing expectations for optimizing portfolios
The Problem
Financial planning platforms lack access to clients’ digital asset holdings—leaving a critical gap in portfolio visibility, risk modeling, and personalized advice.
No comprehensive view of client portfolio (TradFi & Crypto)
No view of Digital Assets
Unable to generate reports on total portfolio performance
Managing expectations for optimizing portfolios
The Problem
Financial planning platforms lack access to clients’ digital asset holdings—leaving a critical gap in portfolio visibility, risk modeling, and personalized advice.
No comprehensive view of client portfolio (TradFi & Crypto)
No view of Digital Assets
Unable to generate reports on total portfolio performance
Managing expectations for optimizing portfolios
Our Solution
Our Solution
Our Solution
Quality digital asset data at your fingertips
Quality digital asset data at your fingertips
Quality digital asset data at your fingertips
Comprehensive asset coverage
Access real-time balances and transaction history across major crypto exchanges, wallets, and custodians.
Comprehensive asset coverage
Access real-time balances and transaction history across major crypto exchanges, wallets, and custodians.
Comprehensive asset coverage
Access real-time balances and transaction history across major crypto exchanges, wallets, and custodians.
Client-authorized data sharing
Enable secure, consent-driven access to digital asset data—aligned with FDX and industry best practices.
Client-authorized data sharing
Enable secure, consent-driven access to digital asset data—aligned with FDX and industry best practices.
Client-authorized data sharing
Enable secure, consent-driven access to digital asset data—aligned with FDX and industry best practices.
Flexible integration options Choose from co-branded account linking flows, or API-
only to fit your product experience and compliance needs.
Flexible integration options Choose from co-branded account linking flows, or API-
only to fit your product experience and compliance needs.
Flexible integration options Choose from co-branded account linking flows, or API-
only to fit your product experience and compliance needs.
Empowered Advisory
Power more accurate financial plans, risk assessments, and
tax strategies with holistic portfolio data.
Empowered Advisory
Power more accurate financial plans, risk assessments, and
tax strategies with holistic portfolio data.
Empowered Advisory
Power more accurate financial plans, risk assessments, and
tax strategies with holistic portfolio data.
Ready to empower your advisor team?
Ready to empower your advisor team?
Ready to empower your advisor team?