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What is PFM Cloud?

The core function of PFM revolves around creating a personalized business network to collect data from interconnected devices, which enables centralized control and monitoring through a unified account dashboard. Once you log into your PFM Cloud account, the first step is to establish customer accounts that may consist of service providers and their related subaccounts. The client accounts are crucial as they host the rented devices, facilitating streamlined organization. To ensure effective data transfer, PFM Cloud communicates with an application called PFM Agent, which needs to be installed within the network where the devices are located; this application handles the return of the gathered data to your cloud account. Moreover, PFM Agent plays a significant role in safeguarding the data by sending it via a fully secure and encrypted connection. You also have the ability to perform multiple installations for each customer account, which requires configuring a PFM Agent for every client account added to your business network, thus aiding in the consolidation of various network locations. This interconnected framework not only optimizes data management but also significantly boosts operational efficiency across multiple customer accounts, allowing for a more cohesive business strategy. Ultimately, the seamless integration of these components fosters a robust system for managing and overseeing your connected devices.

What is Lukka?

Connect your accounts to effortlessly monitor your trades and balances in one accessible platform, which allows you to make timely and informed choices regarding your investment portfolio. You have the option to link through an API or by uploading historical data directly from a variety of exchanges, wallets, OTC desks, or other transaction sources. With a single interface, you can manage all your accounts, integrate APIs, and quickly upload relevant data. Your portfolio can be examined by asset type, account, or exchange, with valuations that reflect their USD Fair Market Value, even when facing inconsistencies across 30 different exchanges. Collect, analyze, and manage your data meticulously to ensure your balances are accurate and that your tax responsibilities are effectively handled. The platform also offers the ability to add multiple users, allowing you to control their access, permissions, and roles on an individual basis. Sub-accounts can be established within Lukka for better organization of distinct entities, business lines, or client details. Additionally, the platform features tools aimed at simplifying and automating processes related to cryptocurrency assets, which further boosts operational efficiency. This holistic method not only promotes a more systematic management of your digital assets but also guarantees that every facet of your financial oversight is thoroughly addressed, creating a seamless experience for users. Ultimately, this helps to foster a more strategic approach to managing your investments.

Media

Media

Integrations Supported

Binance
Blockchain.com
Canton
Cash App
Coinbase
Ethereum
Exodus
Gemini
HitBTC
Kraken
KuCoin
LukkaTax
Poloniex
Quickwork
ShapeShift

Integrations Supported

Binance
Blockchain.com
Canton
Cash App
Coinbase
Ethereum
Exodus
Gemini
HitBTC
Kraken
KuCoin
LukkaTax
Poloniex
Quickwork
ShapeShift

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

PFM Cloud

Company Website

www.pfmcloud.com

Company Facts

Organization Name

Lukka

Date Founded

2014

Company Location

United States

Company Website

essentials.lukka.tech/

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