As a company that has worked not only within the crypto market but also with digital finance companies for more than 10 years, we can say, for sure, that both institutional investors and modern asset managers are demanding faster settlements, deeper transparency, and smarter tools to manage digital assets.
And as the blockchain technology matures, the need for reliable crypto asset portfolio management becomes essential, especially for OTC desks handling large-volume trades and complex investment strategies.
One of the latest cases from Evercode Lab shows how a fully integrated cryptocurrencies asset management app with a native OTC desk can transform the way funds operate, analyze, and scale their cryptocurrency services. Just read the full text to get all helpful insights!
Before diving into the details, discover how Evercode Lab can accelerate your blockchain vision. With our white-label solutions, including the crypto wallet and asset management app, you can build and launch crypto and Web3 products faster than ever, backed by full-cycle technical support from concept to launch.
Why Asset Management Apps Matter for OTC Desks
OTC (over-the-counter) trading remains the preferred method for investors who operate with high-value digital assets (not only Bitcoin), need instant settlements, and require minimal market slippage.
However, managing multiple exchanges, wallets, and tokens creates operational challenges, especially when the asset market is not a stable one.
Funds must track every cryptocurrency movement, monitor risk exposure, and generate investment reports in real time.
In this case, the institutional OTC desk manages portfolios for several investment funds. Their biggest challenges included:
- Fragmented blockchain data from different exchanges and wallets.
- Manual reporting for each investor.
- Lack of unified tools for PnL, asset allocation, and risk calculations.
To remain competitive, an OTC desk needs more than fast trades. It needs a transparent, automated system for managing its entire asset portfolio.
Case Study: Institutional Portfolio Management for an OTC Desk
To solve these challenges, Evercode Lab developed a comprehensive digital assets management system integrated directly into the client’s existing ecosystem.
In more detail: our recent project involved developing an advanced crypto asset management solution with a fully integrated OTC desk with their branding.
The goal was to help the client manage several institutional portfolios while delivering transparent analytics and automated reporting for their end clients.
Core Features Included:
1. API Connections to Exchanges and Wallets
The app aggregates data from multiple cryptocurrency exchanges and blockchain wallets for most traditional digital assets, giving the asset manager a single dashboard for all tokens and trading activities.
2. White-Label Analytical Cabinet for Each Fund
Every fund receives its own branded interface with secure access for managers and clients.
This allows users to monitor performance “inside their own bank” or “their own platform” without ever seeing Evercode Lab behind the scenes.
3. Built-In PnL, Risks, Allocation & Reporting
The platform automates:
- profit and loss calculations,
- exposure and risk metrics,
- asset allocation heatmaps,
- downloadable reports.
All analytics updates are in real time, improving decision-making for high-volume OTC operations.
Business Value Delivered
By integrating a crypto OTC desk with a native asset management application, the platform unlocks significant advantages:
- Increased investor trust and loyalty through transparent reporting.
- Automation of accounting and investment documentation.
- Real-time blockchain-based analytics for liquidity management.
- Streamlined token and cryptocurrency tracking across all wallets and exchanges.
- Improved operational efficiency for every asset manager involved.
Importantly, the end user, the investor, interacts only with their own bank or their platform.
Evercode Lab’s role here is purely technological: backend logic, API integrations, blockchain tracking, and analytics infrastructure.
Conclusion: A Scalable Solution for Financial Institutions
To sum it up, we can highlight that, by launching a crypto asset management app with a native OTC desk, institutions gain a powerful tool for optimized portfolio management, instant settlements, and operational efficiency.
Integrate crypto asset management into your OTS desk or any other fintech service today and give your users the transparency, security, and convenience they expect from the next generation of financial services.
Develop with Evercode Lab – contact our team to discuss the project in more detail.