Digital Asset Reporting for Teams With Different Workflows but the Same Standard

NODE40 serves institutions, operators, and service providers that all face the same underlying problem: reporting gets difficult when the activity is complex and the record is weak. We help each segment build records that are easier to reconcile, explain, and defend.

Role Activity Scale
CPA Firm Year-End Reconciliation 847 clients
Wealth Manager Portfolio Performance $2.4B AUM
Exchange 1099-DA Preparation 12,400 forms
Fund Manager NAV Calculation 3 active funds
High-Vol Trader Gain/Loss Optimization 2.4M transactions
Bank Custody Reporting $890M assets
Payment Processor Transaction Tracking 4.2M payments
CPA Firm DeFi Reconciliation 340 clients
Wealth Manager Tax Lot Assignment $890M AUM
Exchange Cost Basis Sync 8,200 accounts
Fund Manager Compliance Filing 5 jurisdictions
High-Vol Trader Staking Income Report 180,000 SOL
CPA Firm Year-End Reconciliation 847 clients
Wealth Manager Portfolio Performance $2.4B AUM
Exchange 1099-DA Preparation 12,400 forms
Fund Manager NAV Calculation 3 active funds
High-Vol Trader Gain/Loss Optimization 2.4M transactions
Bank Custody Reporting $890M assets
Payment Processor Transaction Tracking 4.2M payments
CPA Firm DeFi Reconciliation 340 clients
Wealth Manager Tax Lot Assignment $890M AUM
Exchange Cost Basis Sync 8,200 accounts
Fund Manager Compliance Filing 5 jurisdictions
High-Vol Trader Staking Income Report 180,000 SOL

Accounting Firms and CPAs

Accounting Firms and CPAs

Accounting teams often start with generic crypto reporting tools that summarize activity but leave weak workpaper support underneath. That becomes a problem when client positions, basis history, or staking flows need to be reviewed engagement by engagement. NODE40 helps firms classify activity, preserve cost basis continuity, and produce evidence-backed records that are easier to tie into firm review, client deliverables, and external support.

High-Volume Traders

High-Volume Traders

When transaction counts get large, the issue is not volume alone. It is whether gains, losses, transfers, staking income, and DeFi activity can still be reconstructed once trading gets fast and multi-venue. NODE40 helps high-activity traders move beyond generic exports toward a reporting record that remains usable when finance, tax, or an advisor needs to understand what actually happened.

Exchanges

Exchanges

Exchanges need more than a customer-facing activity feed. Support, tax, and finance teams still need reporting records that can explain balances, transfers, and basis outcomes when questions escalate. NODE40 helps exchanges track digital asset activity with enough context that reporting is less dependent on downstream reconstruction and more defensible when customers or internal teams need answers.

Wealth Managers

Wealth Managers

Wealth managers need digital asset reporting that fits a fiduciary standard, not just a dashboard view of holdings. Balances and performance snapshots are useful, but they break down when clients or internal stakeholders need a clearer explanation of activity, tax posture, and account history. NODE40 helps teams work from records that are more explainable to advisors, operations, and clients alike.

Fund Managers

Fund Managers

Funds managing spot, derivatives, staking, and DeFi positions cannot rely on portfolio exports that show balances without enough confidence behind them. That gap shows up during close, investor reporting, tax work, and audit preparation. NODE40 helps fund teams build a decision-grade reporting foundation that better reflects how the activity actually occurred and can be defended when the books are reviewed.

Banks

Banks

Banks entering digital assets need reporting support that meets a higher standard of explainability and control. Surface-level activity views are not enough when operations, finance, and risk teams need to trace movement from origin through transfer and disposition. NODE40 helps banks build records that are easier to reconcile internally and support through review.

Payment Processors

Payment Processors

Payment processors need transaction classification, reconciliation discipline, and reporting records that do not collapse under scale. Raw payment flows can show movement without giving finance and compliance teams enough clarity on what should be recognized, matched, or escalated. NODE40 helps teams monitor digital asset payment activity with the context needed to support downstream reporting and operational review.