🤝🏻 Portfolio & Compliance

Managing stablecoins, tokens, and digital assets requires real-time visibility, accurate reconciliation, and robust compliance. This page explains how banks and enterprises can track digital assets efficiently and how Tatum’s developer tools simplify integration.

Wallet Portfolio Overview

Banks can get a complete view of all digital assets held across wallets and blockchains, including:

• Stablecoins
• Native tokens (ETH, BTC, etc.)
• NFTs and multi-tokens

With proper portfolio tracking, institutions can monitor balances, risk exposure, and liquidity across all accounts.

Developers can integrate portfolio tracking via APIs or SDKs, enabling real-time dashboards without building blockchain infrastructure from scratch.

Asset Tracking

Accurate asset tracking ensures:

• Stablecoin holdings are always up-to-date
• Native token balances are visible for transaction settlement or collateralisation
• NFT ownership can be tracked for digital asset management or client offerings

Integration via developer tools allows automatic syncing and notifications whenever assets move, reducing operational overhead and manual audits.

Transaction History & Reconciliation

Comprehensive transaction history helps banks:

• Reconcile deposits, withdrawals, and transfers
• Track cross-chain and internal transactions
• Detect anomalies or suspicious activity

Tatum APIs provide structured, paginated, and queryable transaction history, making reconciliation effortless and auditable.

Compliance & Audit

Maintaining regulatory compliance is critical:

• AML/KYC monitoring
• Real-time transaction alerts
• Audit-ready reporting for internal and external regulators

Developers can embed compliance rules directly into stablecoin workflows, ensuring that transactions meet regulatory standards while keeping integration straightforward.

Dashboard & Reporting

A unified dashboard provides:

• Portfolio summaries by wallet, asset type, or chain
• Transaction analytics and trends
• Custom reporting for finance, risk, and compliance teams

With pre-built SDKs and API endpoints, developers can quickly create dashboards or integrate with existing banking systems, enabling fast adoption and operational efficiency.

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Try Tatum's Data Dashboard

Key Takeaways

• Real-time portfolio and transaction visibility is essential for banks managing stablecoins and digital assets.
• Developer tools can simplify integration, enabling dashboards, compliance checks, and reporting without deep blockchain expertise.
• Automated tracking, reconciliation, and audit capabilities reduce risk, operational costs, and manual errors.

Learn more about technical integration in the Stablecoin Integration Overview →