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Description
Link your accounts to view your trades and balances all in one convenient location, enabling you to make informed decisions about your investment portfolio instantly. You can connect through an API or easily upload historical data from various exchanges, wallets, OTC desks, or other transaction data sources. With just one screen, access all your accounts, integrate your APIs, and upload data swiftly. Your portfolio can be analyzed by asset, account, or exchange, with valuations reflecting their USD Fair Market Value, even if you encounter discrepancies across 30 different exchanges. Gather, examine, and oversee your data to ensure that your balances and, more crucially, your tax obligations are accurately managed. Additionally, you can add multiple users, controlling their access, permissions, and capabilities on an individual basis. Sub-accounts can be created within Lukka to facilitate the management of separate entities, business lines, or client information. Furthermore, the platform includes features designed to streamline and automate business processes related to cryptocurrency assets, enhancing efficiency across your operations. This comprehensive approach allows for a more organized handling of your digital assets, ensuring that all aspects of your financial management are covered.
Description
The fundamental operation of PFM involves establishing your own business network to gather data from connected devices, allowing for centralized management and oversight through a single account interface. After logging into your PFM Cloud account, you can set up customer accounts, which may include service providers and their associated subaccounts. Client accounts are those that host the rented devices, enabling efficient organization. PFM Cloud interacts with an application known as PFM Agent, which should be installed within the network housing the devices; this application is responsible for transferring the gathered data back to your cloud account. Furthermore, PFM Agent ensures the security of the information by transmitting it through a completely secure and encrypted connection. Additionally, for each customer account, you can conduct multiple installations, necessitating the configuration of a PFM Agent for every client account added to your business network, thereby facilitating the aggregation of all distinct network locations. This interconnected system not only streamlines data management but also enhances operational efficiency across various customer accounts.
API Access
Has API
API Access
Has API
Integrations
Binance
Blockchain.com
Canton
Cash App
Coinbase
Ethereum
Exodus
Gemini
HitBTC
Kraken
Integrations
Binance
Blockchain.com
Canton
Cash App
Coinbase
Ethereum
Exodus
Gemini
HitBTC
Kraken
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Lukka
Founded
2014
Country
United States
Website
essentials.lukka.tech/
Vendor Details
Company Name
PFM Cloud
Website
www.pfmcloud.com
