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About
Caspian is an institutional grade trading system for sophisticated traders. It includes a fully developed OEMS, PMS, and RMS. It provides a single interface into all major crypto exchanges, a complete suite of sophisticated trading algorithms, real-time and historical P&L and exposure tracking, and best-in-class customer service. Your portfolio is the result of thousands of hours of research, analysis and hard work, and we track it all. It’s part of a hands-off system that manages the software, the hardware, the data feeds, the integrations — everything that pulls you away. See all of it in one place. Look at it any way you want. Create fully customizable, drag-and-drop portfolio views within seconds. See all of your positions across portfolios on one screen. Zero in on the exact view and level of detail you want. View historical information about your portfolio.
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About
Using Picante allows anyone to easily track their crypto wallets, exchange accounts and bank accounts (fiat), set up monitoring, get event notification, run financial reports, share data privately with key stakeholders and create public financial dashboards.
Built for:
(1) Web3 companies & DAOs: to track their treasuries, spending habits and generate business reports
(2) Investors: to monitor the financial health of their portfolio companies
Key tools for Web3 companies & DAOs
• Live dashboards to track treasury and historical performance
• Bookkeeping tools
• Private dashboards for internal teams and public dashboards for anyone on the web
• Financial report creation tools
• On-chain notification system
Key tools for Investors
• Live dashboard to track the financial health of portfolio companies
• Automated end of month financial reports
• Query portfolio based on specific criteria e.g. treasury allocation.
• Messaging tools to communicate with portfolio
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Cryptocurrency traders seeking an institutionalized crypto asset trading management system
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Audience
Venture Capital Funds, Web3 Companies, DAOs, Bookkeepers, Accountants, Crypto Companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
FREE
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCaspian
Founded: 2018
United States
caspian.tech/product/pms/
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Company InformationPicante
Founded: 2022
EU
picante.io
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Categories |
Categories |
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Treasury Features
Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management
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Integrations
Bit.com
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