PRISM | PORTFOLIO RISK INTELLIGENCE AND STRATEGY MANAGEMENT

Exchange, Custodian & Wallet Integrations

Aggregate portfolio holdings from multiple exchanges, wallet providers, and blockchains for comprehensive portfolio and risk management. Connect with popular platforms for seamless data access.

Application Overview

PRISM's crypto exchange, custodian, and wallet integrations enable seamless connectivity and interoperability for real-time risk management and portfolio monitoring. This comprehensive integration facilitates efficient portfolio management, real-time data access, and streamlined transaction processing, allowing users to manage their financial assets holdings more effectively.

Uptick Portfolio Integrations

Application Features

| Broad Compatibility

PRISM's integration supports a wide range of crypto exchanges, wallets, and blockchain networks, ensuring comprehensive coverage and compatibility with your preferred platforms.

| Real-time Data Access

Stay up-to-date with the latest market data, account balances, and transaction histories, as PRISM's integration provides real-time access to relevant information across supported exchanges, wallets, and blockchain networks.

| Efficient Portfolio Management

Easily manage your financial assets across multiple platforms by consolidating all holdings and transactions within PRISM, providing a unified view of your entire crypto portfolio.

| Enhanced Security

PRISM's integration ensures the highest security standards, safeguarding your financial assets and personal information throughout the entire process.

Usage Examples

A user with multiple accounts on various crypto exchanges and wallets can leverage PRISM's Crypto Exchange, Wallet and Blockchain Integration to consolidate their holdings and transactions in one place.

This unified view of their entire crypto portfolio helps the user better understand their exposure to specific assets and track overall performance.

Additionally, the user can monitor asset transfers securely and efficiently across different platforms, enhancing their overall portfolio and risk management experience.

How-to Guide

1

Integration

Connect your accounts on supported crypto exchanges, wallets, and blockchain networks by following the provided instructions and entering the necessary credentials or API keys.

Integration Steps
2

Consolidated Portfolio View

Once connected, PRISM will automatically import and consolidate your holdings, transactions, and other relevant data from the connected platforms.

Monitor and manage your financial assets in real-time within PRISM, accessing a unified view of your entire crypto portfolio across multiple exchanges, wallets, and blockchain networks.

Consolidated View
3

Portfolio and Risk Monitoring

Keep track of asset transfers across different platforms, leveraging PRISM's integration for enhanced portfolio management.

Leverage the power of PRISM's Risk, Portfolio Optimization, and Market Monitoring on the consolidated portfolio.

Risk Monitoring
ExchangeAccountsPositionsTransactions
Binance
Binance US
Bitfinex
Bitbuy
Bittrex
Bitvavo
Blockchain
Coinbase
Coinbase Pro
CoinDCX
Coinsquare
CoinTracking
Crypto
eToro
Gate
Gemini
Kraken
KuCoin
NDAX
Newton
Poloniex
Shakepay
Wealthsimple
WazirX
Bitmart
Bybit
OKX
Huobi
Bitrue
Ascendex
Bitso
Upbit
Bitstamp
Last updated 2 years ago