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Solutions / Asset Managers

Every position your managed capital touches, in one view

Centralize institutional mandates, multi-strategy portfolios, and fiduciary reporting into a single, real-time control plane.

An analyst at work in a research workspace

Manage every mandate in one place

Unify multi-client accounts and fund entities under one governance framework.

  • Multi-mandate consolidation

    Segregate and track distinct client portfolios, SMA structures, and fund vehicles without data leakage

  • Consolidated client reporting

    Generate investor-ready performance reports and asset allocation breakdowns in seconds

  • Mandate compliance tracking

    Monitor investment policy limits dynamically across every managed sub-account to prevent mandate breaches

Run every strategy from one workspace

Execute yield, directional, and arbitrage strategies across fragmented venues.

  • Cross-venue strategy tracking

    Monitor open positions across centralized exchanges, prime brokers, and decentralized protocols in one operational view

  • Yield and staking oversight

    Track real-time reward accrual, validator health, and unbonding lockups across liquid staking and DeFi yield strategies

  • Liquidity and counterparty risk

    Measure venue concentration and liquidity depth continuously to protect client capital during market stress

Research that scales with you

Expand coverage across thousands of digital assets without expanding headcount.

  • Institutional due diligence

    Access normalized protocol fundamentals, smart contract security metrics, and tokenomics data on demand

  • Automated thesis tracking

    Attach investment committee memos and Seera AI risk summaries directly to target assets

  • Execution intelligence

    Overlay analyst research directly onto live order book liquidity to evaluate market impact before deploying capital

Coverage you can build on

Blockchains
400+
Digital assets
130,000+
DeFi protocols
7,000+

Teams choose Seerian for breadth they can rely on: every major chain, asset, venue, and protocol normalised into one workspace.

Team collaboration in context

Document research findings, attach notes to specific chart coordinates, and discuss asset positioning with your team directly alongside real-time market data.

Discussion and annotation

Notes anchored to the point on the chart they are about

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Watchlist integration

Add any asset to a shared team watchlist with a single click from any data row

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Dashboards

Pin a price chart or a movers table onto a shared dashboard in a click

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Contextual news feed

Protocol announcements, governance updates, and verified news for the assets you monitor

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Custom alert routing

Send threshold notifications to Slack, Telegram, Teams, WhatsApp, or PagerDuty

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Seera AI prompts

Summarize asset mechanics, read an open interest skew, or draft a research note

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Built for teams

Designed for every seat at the firm

One workspace, whatever your role in getting to the decision.

  • For analysts

    For analysts

    Fundamental diligence and protocol analysis

    Accelerate asset evaluation with unified on-chain metrics, tokenomics models, and shared research prompt libraries.

  • For asset managers

    For asset managers

    Mandate oversight and capital allocation

    Monitor net asset value across all managed client funds, track strategy performance, and enforce strict investment policy compliance.

  • For operations and risk

    For operations and risk

    Fiduciary governance and auditability

    Maintain immutable transaction ledgers, enforce read-only execution permissions, and manage enterprise identity provisioning.

Trusted by institutional teams managing digital assets at scale

Discover how top investment firms, funds, and family offices consolidate market intelligence into one workspace.

“Before Seerian, we were paying for separate analytics platforms and manually stitching the data together in internal dashboards. Now, our entire research stack is in one place, natively integrated, and perfectly mapped to our live portfolio. It completely changed how we evaluate our positions.”

Managing PartnerCrypto Fund

“Seeing derivative flows, funding rates, and liquidity levels directly alongside our active wallet positions changed how we manage downside risk. We don’t just look at isolated market data anymore; we see exactly how it impacts our specific holdings in real time.”

Portfolio ManagerProprietary Trading Firm

“The ability to have our entire analyst team working out of the same shared watchlists and project folders has eliminated the scattered research we used to share over chat. Everyone is finally looking at the same data, at the same time.”

Head of ResearchInstitutional Investment Firm

Frequently asked questions

Common questions about Seerian, where our data comes from, and how teams work in the platform.

Experience Seerian with your team

Schedule a 30-minute demonstration tailored to your organization's research and portfolio requirements.

Request a demo