ATLANTA, GA – September 25th, 2025 – Ledgible, the leading digital asset tax and accounting platform, today announced the expansion of its Digital Asset Portfolio and Advisor solution, delivering financial institutions and advisors a comprehensive, white-label, API-driven platform to surface and manage digital asset data. With these enhancements, the solution now provides a truly 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° view of crypto holdings across venues, including aggregated balances, gains and losses, and transaction details. Advisors gain the same consolidated information as clients, creating transparency and alignment. Read-only connections to client venues ensure low risk and maximum visibility, meeting the high standards of institutional compliance.
Ledgible’s Digital Asset Portfolio solution enables reporting, viewing, and information on digital asset portfolios, alongside traditional assets.
Built to be both immediately deployable and deeply integrable, the solution supports a “crawl, walk, run” approach. Institutions can launch quickly with a white-label instance while their teams work on full API integration into existing user interfaces. Once ready, they can transition seamlessly to a fully embedded experience, maintaining flexibility without sacrificing time to market.
“Financial institutions need the same clarity, security, and user experience for digital assets that they’ve long expected for traditional portfolios,” said Kell Canty, CEO of Ledgible. “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.”
As digital assets become mainstream, Ledgible’s Portfolio solution equips financial institutions with the data, APIs, and white-label experiences needed to stay ahead of client expectations and regulatory requirements.
About Ledgible
The Ledgible platform is built from the ground up to streamline digital asset tax information reporting and compliance. Ledgible ensures compliance for digital assets for some of the largest financial institutions in the world, including top 5 US banks, investment firms with $1B+ AUM, and top 10 crypto exchanges. As a SOC 1 & 2 Type 2 Certified platform, Ledgible is the trusted provider of choice for compliance and Form 1099 generation.
