Crypto Portfolio Management Software
Customized Insightful Crypto PMS
To Boost Growth
Opt for our White Label Crypto PMS to trade across multiple exchanges, manage positions, reconcile trades and much more—everything from one place.
Our Distinguished Features of Crypto Portfolio Management Software
Secure API integration with Binance, Bybit, OKX, KuCoin, and more.
Onboard any client, anywhere, without code changes.
Place a single order and have it executed across every linked client account.
Saves hours of manual work and eliminates slippage errors.
Assign percentages per client or per strategy; the system auto‑sizes each order.
Keeps risk proportional to every investor’s wallet.
Tick‑by‑tick updates on balance, ROI, open positions, and fees.
Instant clarity for you and your clients.
Immutable records of every API call, order ID, and balance change.
Transparency, your compliance officer will love.
AES‑256 encryption, IP‑whitelisting, and optional multi‑sig withdrawals.
Keeps client keys and funds safe 24/7.
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Overview of Our Crypto PMS
Seamless Navigation and Access on Android, iOS, and Web
Track live balance & equity curves in their base currency.
Receive push notifications for every executed trade.
View strategy performance charts (daily, weekly, since inception).
Deposit guidance and support chat embedded under your brand.
Seamlessly manage, edit and add user accounts and permissions through the admin panel’s user dashboard.
Get a real-time visual summary of your business’s financial graph with our P&L graph analytics.
Link your exchange accounts and ensure seamless and secure management of your trading accounts.
Assign precise roles and permissions to each team member and organize your hierarchical structure.
Enabling reports for user activity, financial performance, transactions, and system operations.
Advantages of Our Crypto Portfolio Management Services
Launch ASAP
Minus the time developing it from scratch
Cost-Effective
Saves you a lot of money that goes into development
Utmost Customization
Can be customized and looks like your own product
Insightful Information
Chart-based insights, equity curves, etc., assist you with decisions
Scalable
White label crypto PMS is scalable as per business requirements
24/7 Support
We’re always there to solve all your queries, any time, any day
FAQs for Crypto Portfolio Management Software
Crypto Portfolio Management Software (PMS) is a digital platform, either a website, app, or tool, that enables asset managers to manage, organize, and monitor all their cryptocurrency holdings from one centralized interface.
We follow top-notch security standards to ensure the security of our white label crypto portfolio management software (PMS). We follow end-to-end encryption, role-based access control, regular security audits, secure data storage and transmission protocols, etc.
We support Binance, Bybit, OKX, KuCoin, Kraken, Bitfinex, and exchanges that offer vetted REST or WebSocket APIs. New integrations are usually delivered within two weeks.
Yes, we do offer post-launch support and maintenance for our white label Crypto PMS services. You can reach out to us with your queries and we will be there to solve them ASAP.
Our Crypto Portfolio Management software (PMS) assists you in optimizing your investment performance, streamlining operations, enhancing decision-making, improving compliance, and etc.
Yes, our white label Crypto PMS services are customizable as per your specific requirements. You have to share with us your detailed requirements and we will deliver the exact outcome.
Yes, definitely, Crypto Portfolio Management Services in Dubai proves to be the right decision for your business. Our white label crypto PMS in Dubai saves you time developing it from scratch and adheres to security standards and compliance.
The core difference between centralized crypto PMS and decentralized crypto PMS lies in who controls them, where all the data is stored, how decisions are made and many other factors.
Centralized Crypto PMS: Centralized crypto PMS is controlled by a single entity or organization; all the data is stored in a central server and is more user-friendly.
Decentralized Crypto PMS: Decentralized crypto PMS is a peer-to-peer network; all the data is stored in a blockchain or distributed ledger. Decentralized crypto PMS can be more complex and self-managed.
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UAE
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Jagatpur Road, S.G. Hwy, Ahmedabad
