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What is Holderlab?

HolderLab transforms your management of Bitcoin and cryptocurrency portfolios by offering advanced tools such as portfolio optimization, correlation analysis, and a trading bot tailored for rebalancing strategies, enabling users to efficiently handle their crypto assets. The platform also supports backtesting of trading strategies and the exploration of social portfolios, which are crucial for thriving in the crypto market. By analyzing between 5,000 and 50,000 portfolios, HolderLab aims to uncover the most effective cryptocurrency combinations for users. With an efficient frontier tool, investors can pinpoint the best allocation for their crypto investments, enhancing their decision-making processes. Additionally, users have the option to create a customized rebalancing strategy, whether based on a fixed calendar or deviation thresholds, and they can even merge both approaches for improved outcomes. With one of the largest databases of Bitcoin and cryptocurrencies for trading, HolderLab provides thorough market insights that empower users. By leveraging this platform, investors can save over 336 hours annually that would typically be dedicated to manual asset rebalancing, significantly streamlining their investment endeavors. This remarkable efficiency not only boosts potential returns but also frees up time for users to concentrate on other vital elements of their financial plans, ensuring a well-rounded investment experience. Moreover, HolderLab's comprehensive features cater to both novice and experienced investors looking to optimize their cryptocurrency holdings effectively.

What is Arbor Portfolio Manager?

Arbor's Portfolio Management System (PMS) is designed for hedge funds and family offices, enabling them to oversee intricate portfolios seamlessly from a single interface. We have now developed a Crypto Portfolio Management (Crypto PMS) solution that integrates the management of both traditional and digital assets on one unified platform, ensuring a forward-looking investment experience for years to come. This innovative system accommodates complex crypto derivatives and connects to numerous exchanges, while also offering an extensive array of FX products and traditional assets including Fixed Income, CFDs, Futures, Options, Loans, Invoices, and more. The hedge fund crypto portfolio management system features in-depth portfolio analysis, performance attribution, compliance checks for both pre and post-trade, order management, and middle office operations. With real-time reporting accessible via mobile and web portals, you can always stay informed about your fund's status. In addition to supporting multiple crypto exchange connections, we offer an array of integration options like API, FIX, and various market data feeds, allowing you to customize your Portfolio Management System to meet your specific needs effectively. Moreover, our flexible architecture ensures that as market dynamics evolve, your investment strategy can adapt without missing a beat.

Media

Media

Integrations Supported

Binance
HTX
Kraken
KuCoin
BitMEX
Bitfinex
Bloomberg
CoinGecko
Coinbase
Deribit
Fireblocks
HitBTC
Kraken
OKX
Poloniex

Integrations Supported

Binance
HTX
Kraken
KuCoin
BitMEX
Bitfinex
Bloomberg
CoinGecko
Coinbase
Deribit
Fireblocks
HitBTC
Kraken
OKX
Poloniex

API Availability

Has API

API Availability

Has API

Pricing Information

$7.99 per month
Free Trial Offered?
Free Version

Pricing Information

$1,500
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Holderlab.io

Date Founded

2019

Company Location

Estonia

Company Website

holderlab.io/landing/

Company Facts

Organization Name

Arbor Financial Systems

Date Founded

2007

Company Website

arborfs.com/hedge-fund-software-portfolio-management-system/

Categories and Features

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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