Simplifying Digital Asset Management for Wealth Advisors

Managing digital assets poses unique challenges for U.S.-based wealth managers and RIAs. Fragmented data from multiple exchanges, inconsistent cost basis tracking, and the constant risk of non-compliance make it hard to integrate digital assets into traditional portfolio management. NODE40 simplifies these processes by offering essential capabilities that streamline reporting and ensure compliance. As digital assets become an integral part of diversified portfolios, U.S.-based wealth managers and Registered Investment Advisors (RIAs) face significant challenges in tax reporting, regulatory compliance, and portfolio integration. NODE40 is the solution for RIAs looking to confidently integrate digital assets into their practice.

• Complex Tax Reporting: Fragmented data from multiple wallets and exchanges, lack of consistent cost basis tracking, and unreliable audit trails.
• Regulatory Compliance: Unclear classification of digital assets, lack of qualified custodians, and need for robust, audit-ready recordkeeping.
• Strategic Portfolio Integration: Difficulty incorporating crypto data into existing portfolio management systems and maintaining real-time performance tracking.

NODE40 brings a unique advantage to wealth managers and RIAs by providing powerful tools that simplify digital asset management. From automated tax lot tracking to audit-ready recordkeeping, our platform ensures that advisors can confidently manage crypto portfolios with the same rigor as traditional assets.

• Unified Data Aggregation: Pulls data from multiple blockchain sources, wallets, and exchanges, providing a single, reliable dataset.
• Automated Tax Lot Tracking: Calculates cost basis and capital gains automatically, generating IRS-compliant tax reports.
• Audit-Ready Recordkeeping: Tracks every transaction with full lifecycle detail, maintaining compliance-grade, verifiable records.