Digital asset services for banks and brokers
Banks and brokers that offer digital assets show customers their balances, transaction history, staking and lending positions across chains.
Show balances and history
Show customers their balances and transaction history across wallets and chains.
- Crypto portfolio and statement dataShow customers their holdings and history across chains in an app or statement.
- Embedded wallet balances and historyShow balances and history for wallets embedded in a fintech app.
- Crypto custody statementsProduce custody statements from onchain balances at a statement date.
- Token vesting and unlock trackingIndex vesting contracts so platforms, custodians and funds can show each grant, what has vested, what was claimed and the next unlock.
Track positions and PnL
Calculate holdings and profit and loss per account.
- Crypto trading data for bank and broker clientsTrack positions and PnL for clients who trade crypto through their bank or broker.
- Prediction market positions and PnLTrack each account’s prediction-market positions and PnL.
- DeFi data for apps and dashboards: positions, TVL and yieldsShow users their positions, the protocol’s TVL and yields, pool and market data and activity history in a DeFi app’s front end and dashboards.
Track staking and lending
Track staking rewards and crypto-backed loans for customers and funds.
- Staking rewards data for institutionsTrack staking rewards earned per validator and fund.
- Crypto-backed lending collateral monitoringTrack loans, collateral and liquidation risk for crypto-backed lending through DeFi.
- DeFi lending risk monitoringWatch collateral, liquidity and bad debt in lending markets and vaults, and cut caps before losses land.
More use cases for digital asset services for banks and brokers
- Onchain data for crypto accountingSend priced onchain activity to a crypto subledger so finance can close the books.
- Form 1099-DA data for brokersSupply the transfer history and USD values behind each customer’s Form 1099-DA.
- DAC8 and CARF reporting dataSupply the valued transfer history behind each user’s yearly DAC8 or CARF report.
- DeFi accounting for positions and vaultsBook accrued rewards, vault shares and lending positions across DeFi protocols at period end.
- Address poisoning detectionFlag the zero-value, dust and fake-token transfers that lookalike addresses plant in a user’s history, and warn before anyone pays one.
- Show token approvals and value at risk in your appShow each wallet’s open token approvals and the value at risk, with a prompt to revoke.
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Robinhood
HyperEVM
Arc
Solana
Ethereum
Polymarket
Base
Tempo
Bitcoin