Digital Assets PMS

Built for operations, investment, and data science teams.

Our Platform

Portfolio Explorer

Gain a real-time granular view on multiple strategies, portfolios, and funds across spot and derivatives, CeFi and DeFi. Drill down performance drivers and attribution.

Multi-Strategy Views

Run performance / risk metrics and quantitative models by individual or aggregated portfolio and strategies.

Reconciliation & Reporting

Standardize data from multiple sources, reconcile balances and transactions, generate reports based on real-time data. Automate report generation.

Data Science & ML/AI

Harness advanced data science and ML/AI using purpose-built infrastructure and customizable models.

Risk Management

Manage and flexibly model risk, whether it’s related to exposures, factors, counterparties, statistical metrics, market liquidity, or news.

Stress Testing

Run complex scenario analyses to simulate shocks to portfolios of spot, futures, and options.

Technology Infrastructure

Benefit from fully managed API connectivity infrastructure with exchanges, prime brokers, custodians, and wallets, with flexible edge case coverage.

Asset Coverage

Integrate spot, perpetual and dated futures, and options into all models and analytics. View in-depth coverage for assets of all caps.


Safeguard data privacy, security, and API key encryption using multiple layers of best-in-class enterprise-grade security protocols.

See our platform in action

Schedule a demo to learn more about how Genie's best-in-class technology can help your fund get fit for scale.