Engagement
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.
Scope
When a desk adds traders, exposure views drift if each person invents labels. This engagement sets shared counterparty names, alert thresholds, and a one-page morning checklist tied to Crypto Portfolio Desktop.
Included
- Prep questionnaire for your current naming habits
- Live workshop (up to six traders)
- Printed and digital desk playbook
- Email support for five business days after the workshop
Next step
Schedule onboarding and tell us how many traders will attend.