Institutional solution
One operating layer for institutional digital assets.
Cognia gives family offices, crypto funds, Web3 treasuries, and accounting teams a traceable workflow from data ingestion to portfolio oversight, tax reasoning, approvals, and audit-ready delivery.
Institutional cockpit
A shared command surface for teams that cannot work from snapshots.
Institutional crypto operations need more than a portfolio dashboard. Cognia keeps the live operating context together so investment, finance, tax, and compliance teams can work from the same facts.
Entity-aware portfolio view
Group wallets, exchanges, funds, operating wallets, and treasury accounts by entity, strategy, mandate, or reporting perimeter.
Exception queue
Surface missing cost basis, spam assets, stale balances, unmatched transfers, and review items before they reach an auditor.
Decision record
Preserve reasoning, citations, reviewer notes, and supporting data for every material tax or allocation conclusion.
Export-ready outputs
Move from live ledger to financial statements, tax packs, board memos, and advisor handoffs without rebuilding work.
Tax and reporting workflows can be mapped across cross-border entities.
Finance, portfolio, alternatives, and tax agents reason in parallel.
Exchange and wallet connections preserve control while enabling review.
Who it serves
Built for teams accountable to committees, auditors, and regulators.
The institutional page is organized around the operating realities of serious capital: multiple stakeholders, multiple entities, and decisions that must be explainable later.
Family offices
Unify private wallets, managed accounts, alternative positions, and tax context across family entities.
Crypto funds
Track holdings, lot-level history, NAV support, valuation context, and investor reporting evidence.
Web3 treasuries
Monitor operating wallets, token positions, grants, payroll flows, vendor payments, and treasury risk.
Accounting teams
Turn fragmented on-chain activity into classified, cited, and reviewable reporting workflows.
Workflow
From raw activity to approved institutional output.
Cognia keeps the operational path visible, with each stage designed to reduce reconciliation drift and preserve evidence.
Ingest
Connect exchanges, wallets, custodians, manual uploads, and traditional accounts into one controlled workspace.
Reconcile
Normalize transfers, classify activity, flag gaps, and keep entity-level balances aligned.
Reason
Run finance, portfolio, alternatives, and tax analysis with citations and source-linked evidence.
Approve
Route exceptions and conclusions through reviewers while preserving notes, status, and ownership.
Deliver
Export reports, memos, ledgers, and evidence packs for boards, auditors, advisors, or internal controls.
Controls
Institutional confidence comes from process, not presentation.
Cognia is designed to keep sensitive asset work accountable without asking teams to loosen custody or operational boundaries.
Read-only connections
Asset access is designed for monitoring and evidence gathering, not custody or transaction signing.
Role-based collaboration
Investment, finance, tax, and advisor users can operate from a common record with clearer ownership.
Cited reasoning
Tax and accounting conclusions can retain the governing source, assumptions, and reasoning path.
Reviewable audit trail
Material changes, open exceptions, and final outputs stay connected to the data that produced them.
Deliverables
Outputs for the rooms where institutional decisions get tested.
Cognia turns live portfolio data into structured artifacts that can travel across investment, finance, tax, and compliance discussions.
Board and investment memos
Portfolio concentration, liquidity, performance, and risk notes shaped for decision review.
Finance and tax packs
Classified activity, realized P&L, cost basis, tax lot context, and jurisdiction-specific reasoning.
Audit evidence files
Source-linked ledger extracts, reviewer notes, and conclusion trails that reduce manual follow-up.
Deployment paths
Start with a shared workspace. Scale into dedicated operations.
Institutional teams can start with the standard enterprise workflow and expand into bespoke agents, reporting logic, and integrations as the mandate matures.
Enterprise workspace
A shared operating layer for teams that need entity views, collaboration, reporting, and controls.
Managed rollout
Onboarding support for data mapping, reporting perimeter design, and recurring review workflows.
Bespoke mandate
Custom agents, integrations, report templates, and compliance logic shaped around institutional requirements.
Give institutional digital asset work one source of truth.
Bring investment, finance, tax, and reporting workflows into a controlled operating layer built for evidence.