Branded client portal
Give clients a clean front door for onboarding, strategy visibility, and portfolio reporting without forcing them into a generic broker UI.

A branded crypto platform for onboarding clients, funding accounts, monitoring AI strategies, and managing crypto-only withdrawals around Coinbase-connected operations.
Public price feed displayed inside your client-facing acquisition surface and operator dashboard.
This site fuses the crypto landing visuals, SaaS app shell, and admin dashboard feel you uploaded into one coherent product.
Give clients a clean front door for onboarding, strategy visibility, and portfolio reporting without forcing them into a generic broker UI.
Operate multiple strategy mandates with one command surface that makes funding, allocation, and client activity immediately visible.
Keep the operating model aligned to crypto deposits and withdrawals, with queue-based reviews and network-level instructions.
Surface live spot pricing so your clients see a market-aware dashboard even before private exchange permissions are connected.
The flow is shaped around capital intake, mandate monitoring, and controlled withdrawal review rather than generic exchange screens.
Create a client profile, set mandate preferences, and route them into a crypto-native onboarding flow.
Share approved wallet routes, confirm deposit intent, and move capital into the correct strategy sleeve.
Track allocations, performance posture, and queue withdrawal requests for operator approval.

Stand up onboarding, strategy presentation, and the first operating dashboard now. Add authenticated Coinbase execution keys when you are ready to take it live.