Institutional Standards for a Digital Asset World

Digital assets are moving into the institutional mainstream. As allocations grow, firms are being asked to manage crypto with the same rigor, control, and transparency applied to traditional assets.

Yet most operating models were not designed for this. Fragmented systems, manual reconciliation, and inconsistent data across exchanges and custodians make it difficult to scale with confidence. As complexity increases, so does operational risk.

This toolkit helps you evaluate whether your infrastructure can support digital assets at an institutional level. It provides a practical framework for assessing your current operating model and identifying where gaps may exist across data, workflows, and controls. Inside, you will discover:

• The key pillars of institutional-grade digital asset operations
• Where fragmentation creates risk across reconciliation, reporting, and control
• How to assess your current operating model against institutional standards
• What capabilities are required to support scale, transparency, and auditability
• Where gaps between strategy and operations may limit growth

Use this toolkit to assess your readiness and take a more structured approach to building a scalable, institutional-grade operating model for digital assets.