Solution introduction

Digital Asset Portfolio Management made simple for Institutions

Portfolio Management API and White Label Solution for Institutions

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

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.