Digital asset tax and accounting platform Ledgible announced on Sept. 25 an expansion of its Digital Asset Portfolio and Advisor solution, which provides financial institutions, accountants, and tax advisors a comprehensive, API-driven platform to surface and manage digital asset data.
With these enhancements, the solution now provides “a truly holistic way for traditional financial services to integrate crypto asset visibility alongside existing client portfolios,” the Atlanta-based company said in a media release.
“Financial institutions need the same clarity, security, and user experience for digital assets that they’ve long expected for traditional portfolios,” Ledgible CEO Kell Canty said in a statement. “With our expanded portfolio solution, we’re delivering connectivity and data depth for digital assets. This enables our partners to provide clients with transparent, institution-grade crypto insights under their own trusted brand.”
Ledgible’s portfolio solution now offers both clients and advisors a 360-degree view of crypto holdings across venues, including aggregated balances, gains and losses, and transaction details. Advisors gain the same consolidated information as clients, creating transparency and alignment. Read-only connections to client venues ensure low risk and maximum visibility, meeting the high standards of institutional compliance, Ledgible said.
Built to be both immediately deployable and deeply integrable, the solution supports a “crawl, walk, run” approach, the company noted.
“Institutions can launch quickly with a white-label instance while their teams work on full API integration into existing user interfaces,” Ledgible said. “Once ready, they can transition seamlessly to a fully embedded experience, maintaining flexibility without sacrificing time to market.
“As digital assets become mainstream, Ledgible’s portfolio solution equips financial institutions with the data, APIs, and white-label experiences needed to stay ahead of client expectations and regulatory requirements,” the company added.
More information about Ledgible’s Digital Asset Portfolio and Advisor solution can be found here.
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