Turnkey infrastructure to embed tokenized assets into any wealth platform
Advisor Solutions
Research & Due Diligence
We empower advisors with tools to do independent research of Crypto & DeFi platforms. We provide comprehensive due diligence tools, the ability to create detailed client research reports for informed digital asset investment recommendations and an account discovery tool to track client crypto holdings.
Financial & Estate Planning
A platform of applications to view or manage client wallet accounts, track crypto holdings and report on client portfolios alongside traditional investments. Estate planners and executors can use our platform to seamlessly inventory accounts across exchanges, custodians and self-custody wallet providers.
Dealer Solutions
Client Reporting
Deliver a seamless digital asset experience—from execution to settlement—while maintaining regulatory oversight and reporting across custodians.
Integrated Client Portfolios
Provide clients with access to tokenized asset products through existing investment platforms. Embed programmable wallets and automate client reporting through one easy-to-integrate platform.
Web3 Product Shelf
Our platform provides an out of the box solution to onboard crypto products to investment platforms. Provide advisors and wealth clients with access to research, due diligence and AI tools to compliantly navigate the complex world of crypto and DeFi as a fiduciary.
Lending Solutions
Crypto Loan Origination
Onboard crypto borrowers with our pre-built workflows, including borrower verification, proof of funds verification, asset transfer interfaces, escrow account provisioning, loan approval interfaces, real-time LTV calculator and integrations with custodians and pricing oracles.
Borrower & Lender Portals
Streamline crypto loan operations with an enterprise-grade wallet infrastructure. We offer turnkey solutions for automated collateral tracking, programmable enforcement of lending terms, a whitelabel borrower portal and liquidiation services through DeFi platforms.
Asset Management Solutions
Capital Flow
We provide a turnkey solution that enables assets managers to grow fund AUM from crypto investors.
Account Recordkeeping
A full service platform for onboarding stablecoins as a method of payment for funds. We provide integration support with transfer agent systems for ongoing recordkeeping, embedded KYC/AML interfaces to accept crypto assets and audit-ready reporting to meet regulatory requirements.