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Institutional Onboarding Guide

Introduction

We observed that as institutional investors set up their digital assets operations, their knowledge of operational setups from traditional finance did not easily apply to digital assets. The abundance of new solutions in digital assets make vendor discovery and vendor connectivity (i.e., ensuring that all vendors work together smoothly) challenging.

This guide is meant to be most helpful to COOs, CISOs, CROs and CCOs in navigating technology selection to establish a digital assets operation. It outlines the institutional digital asset ecosystem, the digital asset trade lifecycle and best practices in setting up technology stacks.

Link to Report

Access the Institutional Onboarding Guidehere.

Highlights

Best Practices of Tech Stack Setup:
- Sample Stack Setup
- An Institutional Real-World Digital Asset Lifecycle
- The Institutional Digital Asset Trade Lifecycle

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