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Key Account Information

Please fill out all questions.

How many users WITHIN your organization will need access to Lukka software (i.e., employees)? *

How many users OUTSIDE your organization will need access to Lukka software (i.e., fund managers, auditors, etc.)? *

How many separate entities should be created in the software for your needs? *

Is historical reconciliation needed? *

What is an estimate of your TOTAL historical transaction volume in transaction count (not value)?

For what time period do you have transaction history?

On a go-forward basis how many transactions per month do you anticipate (count, not value)? *

Do you maintain your own transactional database? *

Do you maintain client trade/transfer data that requires additional consideration?

What accounting methodology do you use? *

Single Line Text

What will be your source of asset starting balances and cost basis? *

Pricing Source (for crypto valuations) *

Pricing Source Other

Do you use crypto in your operations (i.e., receive crypto income, pay operating expenses in crypto, etc.)? *

What relevant downstream system do you use (i.e. General Ledger system)? *

Relevant Downstream Other

Asset Support and Connectivity

Please provide a list of fiat currencies you are currently transacting in *

Asset Support Other

Please provide a list of cryptocurrencies you are currently transacting in *

Other

Do you have additional crypto activities? *

Crypto Activities

Crypto Activities Other

Will you require blockchain connectivity (i.e., Nodes that can pull blockchain data directly into the software)? *

Please specify any blockchains that you are currently utilizing or intend on utilizing in the future

Does your data set contain derivatives? *

Derivatives List

Derivatives Other

Will you require the ability to schedule and automate API calls? *

How many times per day do your APIs need to run?

Reporting

Output parameters and options

Will you require tools to help reconcile discrepancies across accounts and balances? *

Do you need the ability to generate tax reports? *

Will you require the ability to schedule and automate gain/loss processing? *

Reporting Output Currency *

Output Currency Other

Will you require the ability to schedule and automate reporting output generation? *

What output would you like to see your reporting in? *

Output Other

Scope Details

Please select the exchanges/ wallets/ sources you have transactional data on and select any applicable trading types.

Source #1 *

Type #1 *

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Key Account Information

Please fill out all questions.

Asset Support and Connectivity

Reporting

Output parameters and options

Scope Details

Please select the exchanges/ wallets/ sources you have transactional data on and select any applicable trading types.

Solutions

Company

Resources

Social

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