Tools for Funds Managers
CryptFolio® is a powerful web-based platform for managing and tracking cryptocurrency portfolios. Our rich set of charts, reports and notifications can help you manage your cryptocurrency-backed funds securely and stay ahead of the market. We can also help your clients learn more about cryptocurrencies with our powerful, flexible and intuitive portfolio software.
Looking for our standard pricing options?
All of our Enterprise customers gain access to these core features:
You and your clients can gain access to an interactive, powerful web and mobile platform for viewing their cryptocurrency portfolio. All parts of the portfolio layout can be configured by the client or your team.
Portfolios can be made public, allowing your clients to view your funds' performance without needing to login.
Notifications and reports
Automated notifications and reports can keep you and your clients informed of changes in all of our supported markets.
These notifications and reports can be configured individually by your clients, or by your team for each client.
Coming soon: Monthly and annual portfolio reports.
Mobile-ready and accessible
Clients and managers can view and manage their portfolio on desktop, tablet or mobile. All of our pages are designed to be accessible to the widest possible audience, regardless of technology or ability.
Coming soon: Printer-friendly portfolios and translation into 8+ languages.
Manage your clients
Manage all of your clients' funds on a single platform. We support 18272+ currencies, 36+ exchanges, and an unlimited number of custom accounts.
You can create individual portfolios for each client; a custom portfolio per fund; or combine these together with custom weightings and groupings.
Secure and auditable
Define a comprehensive role-based access control (RBAC) scheme to manage how your clients, managers and administrators can access data.
Your team can gain access to powerful user management tools, allowing you to create and update client profiles with ease. All actions are stored in an independent audit log, and secured over A+ graded SSL.
Managers and clients can download transaction logs of their portfolios in a single, standard format. These transactions can then be transformed offline or imported into third-party finance software.
Coming soon: Direct integration with third-party accounting software, such as Xero or Quickbooks.
Extensible and powerful
With our team of engineers, we can help you and your team develop specific functionality for your business, or guide you to third-party solutions that will help.
Your developers can also access the cryptfolio.com source code, which can be evaluated independently by your security team. CryptFolio is developed with modern Ruby on Rails, SCSS, and Coffeescript.