Platform Capabilities
Powerful Features for Institutional Portfolios
CoinRoutes Clarity provides comprehensive portfolio monitoring, risk analysis, and performance attribution—all powered by 75+ counterparty integrations.
Core Capabilities
Platform Features
Shadow NAV Construction
Automate daily Net Asset Value calculations for real-time insights—reduce dependency on Fund Administrator reporting cycles.
Total Portfolio View
Consolidate on-chain spot positions, equities, derivatives, OTC instruments, and private investments into one dashboard.
Real-Time IBOR
Access your Investment Book of Records with live pricing to monitor performance as market conditions evolve.
Transaction Processing
Automatically ingest trades, income, and transfers across our counterparty catalog into a unified view.
Guided Trade Booking
Enter trades manually or integrate via API for comprehensive transaction visibility.
Tax Lot Reporting
Track individual tax lots within positions to support investment decisions and streamline accounting.
Multi-Horizon Analysis
Dollar-return analysis with flexible time periods to track performance across investment cycles.
Advanced Attribution
Break down returns by various factors—understand what's driving portfolio results.
Automated Calculations
Sharpe ratio, Sortino ratio, drawdown analysis, exposure tracking, realized beta, and cumulative returns.
Automated Risk Metrics
Betas, market risk exposures, and value-at-risk measurements for continuous monitoring.
Stress Testing
Scenario analysis that evaluates portfolio performance under various market conditions and extreme events.
Counterparty & Liquidity
Monitor counterparty exposures and analyze liquidation horizons across all positions.
Automated Data Integration
Ingest daily feeds from any third-party provider through built-in reconciliation engines.
Discrepancy Detection
Advanced identification across positions, trades, and valuations for accurate Shadow NAV reporting.
Reconciliation Workflow
Systematic workflows that redirect effort toward remediation—not identification.
Data Foundation
Foundational Data You Can Trust
Single Source of Truth
Aggregate and normalize investment data from all sources. Enable organization-wide access via intuitive interface and consolidated API.
Total Portfolio View
Unified view spanning all portfolios—liquid tokens, private deals, derivatives, and traditional equities integrated seamlessly.
Reconciliation Built-In
Robust workflows identify discrepancies and highlight breaks. Shift focus from finding problems to fixing them.
All account data belongs exclusively to client organizations. We do not redistribute client data under any circumstances.
Benefits
Why Institutional Funds Choose CoinRoutes Clarity
Cost Savings & Scalable Growth
Scale your existing teams as business grows. Reduce operational overhead while supporting long-term scalability.
Capital Raising With Confidence
Demonstrate the operational maturity and governance that institutional investors demand.
Enhanced Analytics
Automate risk management, P&L tracking, and performance calculations with a click.
Data Confidence
Embedded reconciliation workflows against third-party systems and fund administrators.
Outsourced Development Risk
Out-of-the-box integrations to blockchains, exchanges, custodians, and fund administrators—reallocate resources to higher-value activities.
Execution
Complete the Workflow with Algorithmic Execution
CoinRoutes is a best-in-class institutional-grade crypto Execution Management System (EMS). Trade on 65+ CEXs, DEXs, and liquidity providers covering 3,000+ assets via a single API.
Smart Order Routing
Patented distributed architecture calculates optimal order placement across venues in real-time.
Advanced Algorithms
TWAP, VWAP, participation algorithms, automated spread trading, and multi-product orders.
Transaction Cost Analysis
Built-in TCA measures performance across five benchmarks including our proprietary Cost Calculator.
Custody Control
Keep control of your keys and wallets. Trade from cold storage with major custodian integrations.
Get in touch
Ready to take your trading to the next level?
Trade across 60+ CeFi, DeFi, and Liquidity Providers in a single order through CoinRoutes. Want to book a demo?
