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Description

Coast serves as a financial navigation tool that effectively merges digital and traditional assets, allowing users to gain a holistic understanding of their financial environment. By connecting digital asset wallets—such as cryptocurrencies and NFTs—with conventional financial accounts, Coast provides an all-encompassing overview through a single, user-friendly dashboard. The platform is equipped with features like goal-setting, tailored wealth strategies, and access to valuable insights and guidance, which can be utilized across various devices including desktops, laptops, tablets, and smartphones. Coast’s intuitive interface demystifies the challenges of managing diverse asset portfolios, enabling users to make informed financial choices and attain peace of mind as they traverse their financial paths. This innovative solution is tailored for individuals who wish to simplify their financial management and gain greater insight and authority over their monetary futures. With such a comprehensive approach, Coast not only enhances financial clarity but also promotes proactive financial planning for its users.

Description

Picante is a crypto portfolio and treasury management platform. Picante allows anyone to easily track their crypto wallets, protocol positions, CEX accounts and bank accounts (fiat), set up monitoring, run financial reports, share data privately with key stakeholders and create public financial dashboards to build confidence in a project by being transparent. Built for: (1) Web3 Companies & DAOs : to track their treasury, spending habits, and generate business reports and share critical financial data with stakeholders. (2) Investors: to monitor the financial health and performance of their portfolio companies. Key Features: Web3 companies & DAOs • Live dashboards to track treasury and the historical performance • Bookkeeping tools to keep accounts in order • Private dashboards for internal teams and public dashboards for anyone on the web • Financial report creation tools • Real-time on-chain notification system. Key Features: Investors • Live dashboard for tracking the financial health of portfolio firms • Query tools to filter companies based on specific criteria, such as treasury distribution. • Messaging tools to communicate with portfolio companies during 911 events.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

American Express Go
AscendEX
BitMart
Bitcoin
Bitrue
Capital One Eno
Coinbase
Coinsquare
Concordium
Crypto.com
Halo Wallet
Kraken
Litecoin
NuFi
ONTO
Polkadot
Polygon
SecuX
Stellar
WazirX

Integrations

American Express Go
AscendEX
BitMart
Bitcoin
Bitrue
Capital One Eno
Coinbase
Coinsquare
Concordium
Crypto.com
Halo Wallet
Kraken
Litecoin
NuFi
ONTO
Polkadot
Polygon
SecuX
Stellar
WazirX

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

FREE
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Coast

Founded

2023

Country

United States

Website

www.getcoast.io

Vendor Details

Company Name

Picante

Founded

2022

Country

EU

Website

picante.io

Product Features

Product Features

Treasury

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Alternatives

Alternatives

IBSFINtech Reviews

IBSFINtech

IBSFINtech India Private Ltd.