Fusio Portfolio

Fusio Portfolio

BlockGuard
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+

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About

Fusio Portfolio by Blockguard is a cutting-edge crypto investment platform that simplifies digital asset management for investors of all levels. It provides users with a unified dashboard to track, analyze, and optimize their cryptocurrency portfolios across multiple exchanges and wallets. Fusio Portfolio integrates AI-driven insights, risk assessment tools, and automated portfolio rebalancing to help users maximize returns while managing volatility. Designed for both retail and institutional investors, the platform democratizes access to advanced investment strategies, ensuring users can make informed decisions in the rapidly evolving crypto market.

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

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Retail and institutional cryptocurrency investors looking for an AI-powered portfolio management platform that offers real-time insights, risk assessment, and automated optimization tools

Audience

Venture Capital Funds, Web3 Companies, DAOs, Bookkeepers, Accountants, Crypto Companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

FREE
Paid accounts are charged monthly per seat.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Love how I can easily track all our assets across chains and CEXs. Best part in my opinion is the fact they pull data directly from the blockchain so I don't need to grant any wallet permissions. Also really like the statement section. Having all the historical wallet statements makes our CFO happy.
  • Easy to track multiple vaults. We finally know the value of our holdings and we now have no problem tracking our transactions.

Cons

  • Would like to see more protocol integrations, that being said, I reached out to their team and they said coming soon. They seem to be cranking stuff out so feeling confident
  • No anonymous logins. If their database ever gets hacked, everyone will know what we control.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlockGuard
Founded: 2022
United Kingdom
www.blockguard.org

Company Information

Picante
Founded: 2022
EU
picante.io

Alternatives

Alternatives

Holderlab

Holderlab

Holderlab.io
IBSFINtech

IBSFINtech

IBSFINtech India Private Ltd.

Categories

Categories

Treasury Features

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Integrations

No info available.

Integrations

No info available.
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