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Portfolio overview
Set up portfolio for your customers
Start a compliant onboarding of your customers in minutes and assign proven default digital asset strategies to them. With our dashboard, you get an overview of a portfolio value, strategies, and allocation details.
Crypto strategies
Create your own strategy and assign it to your customers
Combine multiple digital assets, e.g. cryptocurrencies or tokenized securities into one strategy. Easily manage automated portfolio rebalancing to set your customers' mark closely to the original threshold trigger.
DeFi
Use Decentralized Finance features to balance your strategy
Add staking or lending services to your strategy to offset potential volatility of cryptocurrencies. Earn additional rewards with staking blockchains or provide your customers a predictable stream of income via lending.
