Scalable SaaS

Keep OTC desk exposure visible through settlement.

Crypto Portfolio Desktop for professional brokers who need clear counterparty exposure, pending fills, and settlement status in one calm desk view.

Built for the broker desk, not a generic portfolio feed

OTC crypto desks move size across counterparties, wallets, and bank rails. Scalable SaaS helps your team watch open exposure by counterparty, track settlement milestones, and catch mismatches before they become overnight risk.

Flagship engagement

Start with exposure monitoring for your active OTC book.

Related desk work

Supporting engagements that sit beside daily exposure watches.

Settlement Tracking Review

Audit pending crypto and fiat settlement milestones, flag delayed wires and incomplete transfers, and define a clear status board for your ops lead.

Broker Desk Onboarding

Bring new traders onto Crypto Portfolio Desktop with shared naming rules, exposure thresholds, and a short desk playbook for the first month.

From brokers who run OTC books

Short notes from desks that already use our exposure and settlement reviews.

We finally saw pending USDT and KRW legs on the same board. Still took a week to map our older counterparty aliases, but once that was done the morning check stopped being a spreadsheet hunt.

— Min-jae K., OTC broker, Seoul

Settlement tracking caught a delayed fiat wire that would have left us long overnight. The review call was blunt about our gaps, which we needed.

— Elena R., desk lead

Bring your book to the next desk review

Share your counterparty mix and settlement rails. We reply within one business day with a proposed scope.

Request a desk review