The Web3 Portfolio Dashboard
Powerful web3 institutional controls, portfolio management, digital asset monitoring, and transaction reporting, all in one place.
Enhance your web3 portfolio management with a dashboard that supports your entire organization.
Institutional Controls
Careful control over how your team and organization engage in web3
- Team Management
- Create an organization, add members, and automate onboarding.
- Institutional Web3 Experience
- See organization-wide portfolio views and transact as a team.
Portfolio Management
Web3 access and opportunities brought together in one dashboard
- Swap
- Swap crypto across multiple DEXs. We aggregate liquidity data so you can identify the best price quote with optimal gas prices, and transact with the lowest failure rates.
- Stake
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Stake ETH to earn rewards for securing the Ethereum network. We simplify vendor selection by integrating four institutional staking providers with advanced performance reporting.
- Extended Web3 Interactions
- The Dashboard supports the development of further features that will increase the scope of Web3 interactions possible within the dashboard interface.
Digital Asset Monitoring
A consolidated view of your organisation’s web3 assets, including performance attribution
- Web3 Focus
- Monitor your organization’s web3 assets across all EVM chains. See a breakdown of your organization’s portfolio, including digital asset holdings, sector allocation, protocol allocation, performance, and historical transactions.
- Performance Attribution
- See performance and P&L attribution for all ERC-20 tokens and 10 of the largest DeFi protocols—Something only offered by MMI.
- NFT Tracking
- View detailed metrics for NFTs held across different custodians, wallets, accounts, and marketplaces.
- Account Bundling
- Group accounts to manage portfolios across your team and organization
Transaction Reporting
Comprehensive asset coverage and streamlined transaction reporting to fund administrators, liquidity providers, and other stakeholders
- Detailed Transaction Reporting
- Report detailed holdings and transactions to stakeholders across 13 EVMs.
- Transaction Classification
- Classify transactions by distinguishing between transfers, bridges, fees, yield, the supply or removal of liquidity etc. Streamline reporting to third-parties.
- Portfolio Snapshots
- Generate a read-only view of your organization’s holdings and transactions over a given timeframe. Share a link with third-parties to highlight valuation and transaction history.