Ledgible expands Digital Asset Portfolio
26 September 2025 US
Image: Viktor/stock.adobe.com
Ledgible, a digital asset tax and accounting platform, has announced the expansion of its Digital Asset Portfolio and Advisor solution.
The move aims to deliver financial institutions and advisors with a white-label, API-driven platform to surface and manage digital asset data.
According to the firm, with these enhancements, the solution can provide a holistic way for traditional financial services to integrate crypto asset visibility alongside existing client portfolios.
Ledgible’s Portfolio solution offers both clients and advisors a 360 degree view of crypto holdings across venues, including aggregated balances, gains and losses, and transaction details.
Advisors gain the same consolidated information as clients which, the firm says, creates transparency and alignment.
The firm also adds that the read-only connections to client venues offered by the solution ensures low risk and maximum visibility.
Kell Canty, CEO of Ledgible, says: “Financial institutions need the same clarity, security, and user experience for digital assets that they’ve long expected for traditional portfolios.
“With our expanded portfolio solution, we’re delivering connectivity and data depth for digital assets. This enables our partners to provide clients with transparent, institution-grade crypto insights under their own trusted brand.”
The move aims to deliver financial institutions and advisors with a white-label, API-driven platform to surface and manage digital asset data.
According to the firm, with these enhancements, the solution can provide a holistic way for traditional financial services to integrate crypto asset visibility alongside existing client portfolios.
Ledgible’s Portfolio solution offers both clients and advisors a 360 degree view of crypto holdings across venues, including aggregated balances, gains and losses, and transaction details.
Advisors gain the same consolidated information as clients which, the firm says, creates transparency and alignment.
The firm also adds that the read-only connections to client venues offered by the solution ensures low risk and maximum visibility.
Kell Canty, CEO of Ledgible, says: “Financial institutions need the same clarity, security, and user experience for digital assets that they’ve long expected for traditional portfolios.
“With our expanded portfolio solution, we’re delivering connectivity and data depth for digital assets. This enables our partners to provide clients with transparent, institution-grade crypto insights under their own trusted brand.”
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