Brokers and custodians
Charles Schwab, TD Ameritrade, and JP Morgan feeds bring public securities and cash balances into the book.
Integrations
Every account. One view.
Easefolio plugs into the brokers, digital asset exchanges, and banking partners your firm already relies on. Positions, balances, and activity roll into a single operating picture, with TradFi and crypto side by side.
11+
Brokers, exchanges, and banks
TradFi + crypto
In the same ledger
Ongoing
New connections added for clients
All featuresIntegrations
What you get
Connected, current, and auditable.
Digital asset exchanges
Coinbase, Binance, Kraken, Gemini, KuCoin, Bitfinex, Bitstamp, and Crypto.com, with lot-level tracking for every trade.
One operating picture
Positions and activity from every account consolidate into one fund-level view without reconciling spreadsheets or hopping between portals.
Reconciliation built in
What the account reports is compared against what the ledger shows, and differences are flagged for review.
Supported connections
Bring TradFi and crypto together without the spreadsheet.
Data stays current, auditable, and ready for reporting the moment you need it. Connected accounts post activity into the ledger automatically; private holdings and anything without a feed can be entered or imported.
- Charles Schwab, TD Ameritrade, and JP Morgan
- Coinbase, Binance, Kraken, Gemini, KuCoin, Bitfinex, Bitstamp, and Crypto.com
- Manual entry and import for private holdings and accounts without a feed
- New connections added regularly based on client needs
- All connections encrypted in transit and at rest
Questions
Common questions about integrations.
What if my broker or exchange is not listed?
Tell us during a demo. New connections are prioritized based on client needs, and anything without a feed can be imported or entered manually in the meantime.
Do you integrate with my fund administrator?
Easefolio is designed to run alongside whichever administrator you use. Many clients give their admin access to the ledger directly, which removes the need to exchange files at all.
How is connection data secured?
All services are hosted on AWS in the United States, encrypted at rest and in transit, with least-privilege access and quarterly access reviews. See the Security page for the full program.
Get started
Connect your accounts and see the whole fund.
Bring your list of brokers, exchanges, and banks to a demo and we will map each one.