FinTech Case Study: Fundbase
Transforming digital asset management.

About the Client
Prior to being acquired, Fundbase was a leading provider of comprehensive portfolio management, tax accounting, and fund administration services for institutions investing in digital assets. Catering to the unique requirements of institutional investors, Fundbase strives to streamline and simplify the complex world of digital asset investment.
The Background
Fundbase approached our software development agency with the ambitious goal of creating a cutting-edge, fully integrated platform to manage the entire lifecycle of digital asset investments. They recognized the need for a user-friendly, secure, and compliant solution to overcome the challenges of the rapidly evolving digital asset landscape.
The Challenges
Fundbase faced several challenges in their pursuit to offer a best-in-class solution for institutional investors:
- Building a robust and scalable infrastructure capable of handling the complexities of digital asset management.
- Ensuring stringent security protocols to protect sensitive data and transactions.
- Seamlessly integrating with third-party platforms for added functionality.
- Developing a user-friendly front-end interface.
- Managing vast amounts of data to provide actionable insights.
- Implementing tax accounting procedures in line with the latest regulations.
- Building automated reconciliation systems to minimize manual intervention.
- Designing IRS-compliant fair market asset valuation mechanics.
The Solution
Our agency collaborated closely with Fundbase from the inception of the project, developing a tailored solution that addressed each of their unique challenges. Our team delivered:
- A robust and scalable infrastructure design to support the complex requirements of digital asset management.
- State-of-the-art security protocols to safeguard data and transactions.
- Seamless integration with third-party platforms to enhance functionality and user experience.
- An intuitive front-end interface, making the platform easy to navigate and manage for both clients and administrators.
- Advanced data management techniques to provide valuable insights for informed decision-making.
- Tax accounting procedures that comply with the latest regulations, ensuring the platform remains up-to-date with the ever-changing tax landscape.
- Automated reconciliation systems to streamline operations and reduce manual errors.
- IRS-compliant fair market asset valuation mechanics, instilling confidence in the platform’s ability to provide accurate valuations for digital assets.
The Result
With our expertise in software development, Fundbase successfully launched a comprehensive digital asset management platform that not only addressed their initial challenges but also set a new benchmark for the industry. As a result:
- Fundbase’s clients can efficiently manage their digital asset investments with a secure, reliable, and user-friendly platform.
- The company experienced significant growth in its client base, attracting new institutional investors seeking a comprehensive digital asset management solution.
- The automated reconciliation systems and tax accounting procedures reduced manual workloads and mitigated the risk of errors, leading to increased operational efficiency.
- Fundbase’s innovative platform garnered recognition in the industry, positioning them as a pioneer in digital asset management.
By partnering with our software development agency, Fundbase was able to bring their vision to life, ultimately transforming the way institutions invest in digital assets.
