Fund & Institutional
Multi-seat management, sub-accounts, compliance reports, and SLA.
Who are Fund & Institutional tiers for?
Fund ($1,099/mo) — Crypto-native funds, prop desks, and family offices managing $1M+ AUM. Includes 3 trader/analyst seats with isolated sub-accounts.
Institutional ($1,999/mo) — White-glove service for larger funds and family offices. 5 seats, dedicated SLA, custom strategies, compliance exports, and optional white-label.
Both tiers include everything in Alpha plus enterprise-grade features designed for teams managing significant capital.
Multi-seat management
Fund and Institutional tiers support multiple users under one account:
- Roles: Admin (full control), Trader (can trade, can't change settings), Viewer (read-only dashboards)
- Sub-account isolation: each seat has its own exchange credentials, positions, and P&L tracking
- Per-seat risk limits: set max drawdown %, max position size, and allowed exchanges per trader
- Custom risk level per seat: one trader can be Conservative while another is Aggressive
Manage seats on /fund → Sub-accounts. Add/remove users, adjust permissions, and monitor per-seat performance in real time.
P&L Attribution
Fund-tier users get portfolio-level P&L attribution that breaks down returns by:
- Strategy sleeve — which sleeves contributed most to returns
- Asset — per-coin contribution analysis
- Time period — daily, weekly, monthly attribution
- Risk factor — how much return came from market beta vs alpha
Export as JSON or CSV for integration with your fund's reporting systems.
Scheduled Reports
Automate your reporting workflow:
- Performance reports — weekly or monthly PDF with equity curve, Sharpe, drawdown, and trade summary
- Attribution reports — sleeve-by-sleeve and asset-by-asset breakdown
- Compliance reports — full audit trail export for regulatory requirements
Configure on /fund → Reports. Set frequency (daily/weekly/monthly), report type, and delivery email. Reports are generated automatically and sent on schedule.
Priority Execution & SLA
Fund and Institutional accounts get:
- Priority execution queue — your bot ticks are processed before retail accounts
- Dedicated support — Slack/Telegram channel with < 1h response time
- 99.5% uptime SLA (Institutional) with credits for downtime
- Custom backtest requests — 3/month (Fund) or unlimited (Institutional)
- 1-on-1 onboarding call — 60 minutes with our quant team
- IP whitelisting for API — restrict API access to your office IPs