The CIS Portfolio Analytics product provides institutions with a simple, easy-to-integrate and customisable service that takes transaction data or balance snapshots as an input, and carries out the following tasks and more:

• Cross-references asset & instrument information
• Aggregates raw transaction data & balance snapshots
• Values given portfolios across 24+ fiat and crypto currencies
• Calculates balance histories
• Generates performance calculations, analytics and asset allocation data & analysis.

This product is extremely customisable in that institutions can

• Configure for assets & instruments their platform supports
• Configure for 3rd party pricing / valuation sources,
• Use their own pricing feed or leverage CryptoIndexSeries' vast Digital Asset Valuation & Pricing service
• Utilise white label views that can be easily integrated