Desk Process
How Crypto Portfolio Desktop engagements move from first brief to a working exposure and settlement view.
Professional brokers rarely need another abstract methodology. They need a sequence that fits trading hours and settlement cutoffs. This is how we run Crypto Portfolio Desktop work from Incheon.
Brief the book
You share redacted tickets, active counterparties, and the rails you settle on. We confirm whether exposure monitoring, settlement tracking, or onboarding is the right first engagement.
Agree the scope in writing
You receive a short statement of work: deliverables, sessions, timeline, and price basis. No payment is processed on this website.
Configure Crypto Portfolio Desktop
We set naming, exposure groups, and settlement milestones against your real book — not sample data alone.
Walk the desk
Traders and ops join live sessions. Questions about edge cases (partial fills, delayed wires, multi-wallet inventory) are answered against your rules.
Handoff and optional retainer
You keep a written handoff. Some desks continue with a monthly check-in; others stop after the first engagement.
Where Microsoft Store fits
Desks that prefer the Windows install path can open Crypto Portfolio Desktop from Microsoft Store. The button below goes straight to the Microsoft apps catalog — it does not start a file download from our site.
Ready to start?
Browse Engagements or request a desk review with your counterparty count and primary rails.