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CIS Portfolio Analytics

Digital Asset Portfolio Management made simple for Institutions


  • A simple to integrate, professional portfolio analytics service for digital assets.
  • Requirements Analysis carried out by us to match your needs
  • Simple set-up process so that you can start offering your Crypto Offering tomorrow


  • Provide your users with advanced portfolio analytics & reporting for their digital asset accounts & wallets.


  • Configure for assets & instruments your platform supports
  • Configure for 3rd party pricing / valuation sources,
  • Use your own pricing or leverage CryptoIndexSeries' vast Digital Asset Valuation & Pricing service
  • White Label views that can be easily integrated (coming soon)

Get Started Today!

CIS Portfolio Analytics Engine

The CIS Portfolio Analytics Engine carries out the following tasks and more:

  • Cross-references asset & instrument information
  • Aggregates raw transaction data & balance snapshots
  • Calculates balance histories
  • Generates performance calculations, analytics and asset allocation data & analysis.

Interested in learning more about CIS Portfolio Analytics?

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