The year is 2026, and people are already used to the fact that they only need to make a couple of clicks to get the necessary information, and the search engine will answer their question. Or log in to the app to take a taxi directly to the house. Technology has allowed us to get everything quickly and with minimal steps.

As digital assets mature, corporate clients expect the same level of reporting, analytics, and portfolio visibility they receive in traditional finance. No one will download a whole big report from their personal account and sort out their income and expenses. It’s better to just click on the button, and the analytics will give everything out on its own.

This is where our asset app manager becomes a core feature of a comprehensive “Investment Advisory Suite”.

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.

The Challenge: Managing and Demonstrating Crypto Portfolio Performance

Let’s imagine the following situation:

Investment firm Y advises corporate clients on cryptocurrency investments. Their clients require a clear overview of portfolio performance, asset allocation, profitability, and risk exposure across multiple digital assets.

However, many advisory teams still rely on spreadsheets, fragmented analytics tools, or manual reporting. This approach creates several problems:

  • Limited transparency for clients
  • Time-consuming reporting processes
  • Difficulty demonstrating real-time portfolio dynamics
  • Higher operational risk due to manual calculations

For a professional crypto investment advisory firm, these inefficiencies reduce scalability and weaken the client experience. 

The result for customer retention is very clear. Why wait for one application when you can find a competitor that has the necessary tools to fulfill your request in the shortest time possible?

The Solution: A White-Label Investment Advisory Dashboard

But the good news is that we know exactly how to save your service in this situation! Evercode Lab’s Asset App Manager enables the creation of a white-label portfolio dashboard tailored to the needs of investment management companies.

White-Label Portfolio Dashboard

With our “Investment Advisory Suite” functionality, firm Y can launch a fully branded crypto portfolio dashboard under its own identity. Corporate clients log in and instantly see:

  • Portfolio distribution across digital assets
  • Historical and real-time investment dynamics
  • Profitability over selected periods
  • Performance breakdown by asset or strategy

This white-label crypto dashboard ensures consistency with the advisory firm’s brand while providing institutional-grade analytics.

Real-Time Portfolio Analytics

Instead of static reports, managers and clients access real-time portfolio data. Consultants can demonstrate performance metrics during meetings, showcasing up-to-date information on cryptocurrency investments.

This real-time visibility strengthens trust and positions the advisory firm as a technologically advanced partner.

Automated Reporting and Export

The asset app manager also simplifies operational workflows. Managers can export detailed investment reports to PDF, CSV, or send them directly via email to clients.

Automated reporting reduces manual effort, minimizes errors, and ensures compliance-ready documentation for corporate stakeholders.

Business Value for Management Companies

1. Improved Customer Experience Through Transparency

Transparency is a cornerstone of modern crypto asset management. By providing clients with continuous access to a secure investment dashboard, advisory firms offer clarity, control, and confidence.

Clients can independently monitor portfolio performance, review profitability metrics, and track changes in allocation without waiting for periodic reports.

2. Reduced Reporting and Analysis Time

Manual report preparation can consume hours every week. With a centralized “Investment Advisory Suite”, portfolio data is aggregated automatically and presented in a structured format.

This significantly reduces reporting time and allows consultants to focus on strategic advisory rather than administrative tasks.

3. Real-Time Data for Strategic Advisory

When consultants present real-time cryptocurrency portfolio performance during calls or meetings, discussions become data-driven and precise.

Instead of theoretical projections, advisors demonstrate actual results, current asset distribution, and historical trends. This enhances credibility and supports informed decision-making.

Building a Scalable Crypto Investment Advisory Model

As the demand for professional digital asset management grows, advisory firms must adopt scalable infrastructure. A white-label investment advisory suite powered by our asset app manager enables firms to serve more clients without increasing operational complexity.

By combining portfolio analytics, automated reporting, and real-time data visualization, management companies can modernize their crypto advisory services and differentiate themselves in a competitive market!

Develop with Evercode Lab – contact our team to discuss the project in more detail.