top of page
SERVICES
Services
Bespoke monitoring, reporting and integration services for family office digital asset operations.
1
Portfolio & wallet monitoring
Configure read-only monitoring for client-authorized wallets, treasury addresses and DeFi positions across supported chains and protocols.
2
DeFi position monitoring
Track lending, staking, liquidity and yield positions, including position health, unusual changes, protocol events and operational exceptions.
3
Transaction review workflows
Support wallet and transaction review processes using licensed third-party blockchain intelligence providers, internal data and client-approved policies.
4
Asset reporting & reconciliation
Prepare client-specific reports covering balances, transaction activity, exceptions, position changes and operational notes.
5
Alert triage & escalation
Route relevant alerts to the appropriate internal team or advisor with context, severity and recommended next review steps.
6
API integration & dashboards
Integrate licensed third-party APIs, wallet data and reporting logic into bespoke dashboards and workflow tools.
monitor
report
integrate
bottom of page