Crypto asset portfolio management for institutions

Interchange enables institutions to automatically track their crypto asset portfolio performance, monitor risk, and generate reports for stakeholders

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Portfolio insights

Interchange provides real-time insights into portfolio performance and risk. Evaluate performance on a macro and micro level: for the whole fund, or granular views into strategies, assets, or positions.

Eliminate tedious operation

Create audit-ready financial and operational data viewable to stakeholders through granular permissioning. Reduce operational risks and improve compliance readiness.

Real-time reporting

Generate reports for internal and external stakeholders such as fund managers, LPs, administrators, auditors, and regulators.

Interchange Product Screen

How Interchange works

Data Aggregation

Interchange automatically synchronizes history from exchange accounts, as well as on and off-chain transactions.


Imported data is translated into a standard format to eliminate inconsistencies and produce a clean source-of-truth.


Interchange uses the normalized data to map out a consolidated history of trades and transaction flows.


Portfolio metrics are visualized in powerful, yet ease-to use dashboards and customizable reports.

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