CoinTracking vs Temenos Wealth Front Office
CoinTracking
cointracking.infoTemenos Wealth Front Office
temenos.comSide by side
| Figure | CoinTracking | Temenos Wealth Front Office |
|---|---|---|
| Price from | $4.08/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 6 | 0 |
| Spec score · Portfolio Management Software | 8.7 (#8) | 7.9 (#34) |
| Founded | 2012 | 1993 |
| Headquarters | Gräfelfing / Munich, Germany | Geneva, Switzerland |
| Support | CoinTracking provides tutorials, support, and access to a directory of tax professionals; its site lists 504 CPAs from 95 countries. | Temenos describes standard support as including 24/7 access to its critical call center and a customer support portal for incidents and software updates. |
| What it does | CoinTracking is a web-based cryptocurrency portfolio tracker and tax-reporting platform that imports transaction histories, calculates gains, and produces country-specific tax reports. | Temenos Wealth Front Office is a portfolio management system for advisors and portfolio managers, covering profiling, modeling, performance reporting, risk, and compliance. |
Plans
CoinTracking
- FreeFree
- Starter$49 a year
- Pro$169 a year
- Expert$259 a year
- Unlimited$899 a year
- Corporate$1,799 a year
In their own words
CoinTracking
CoinTracking combines cryptocurrency portfolio tracking, analysis, and tax reporting. Its country-specific reports cover more than 100 countries, including IRS Form 8949, HMRC, and ATO reports. It supports imports from more than 400 exchanges, wallets, and blockchains through API, CSV, or blockchain addresses; its engine detects DeFi swaps, staking rewards, NFT trades, and margin positions. Portfolio tools include more than 25 customizable reports, interactive charts, and profit-and-loss reports. Additional listed tools include AI Tax Saver, a CSV File Converter, and Source of Funds, with availability varying by plan and country. Android and iOS apps sync with an existing account. The free plan provides portfolio view only, while Starter is $49 a year and includes 200 transactions. A seven-day trial with unlimited imports is listed for the Free plan. CoinTracking says user data is stored in Germany, encrypted at rest and in transit, and handled under GDPR compliance. Its exchange connections use read-only API keys that cannot trade or withdraw funds.
Temenos Wealth Front Office
Temenos Wealth Front Office is a portfolio management system for advisors and portfolio managers. It brings together client profiling, portfolio modeling, performance reporting, risk analysis and compliance, with coverage for cash, equities, fixed income, derivatives and structured products. Advisors can build tailored asset allocations and model portfolios for advisory or discretionary services. The system supports complex, multi-layered rebalancing and execution-mode client relationships, and automates investments, order generation and compliance checks while allowing human involvement in relationship optimization. Dashboards and alerts surface actions for portfolio and relationship managers. Ready-to-use workflows can be altered and extended to meet an institution’s needs. Open APIs, pre-integrated services and adaptors support connections with Temenos products, bank applications and fintech solutions. Deployment options include SaaS, multiple clouds and on-premise. The product is described as serving clients from ultra-high-net-worth individuals to mass affluent segments across geographies. Pricing is paid and available on request, with a tailored cost model described.