Welcome To Turnqey Labs
Turnqey helps financial advisers integrate cryptoassets into client portfolios with clean data, clear reporting, and tax-ready outputs.
All API connections are strictly read-only. Turnqey cannot execute trades, move assets, or access private keys.
What We Do
Built for financial advisers, Turnqey connects cryptoasset accounts to your existing tech stack, giving you accurate reporting, planning insights, and compliance-ready data. Founded and led by a financial adviser, our API integration platform provides read-only, real-time data aggregation specifically built for wealth management.
Our Core Capabilities:
- Real-time cost basis calculation with advanced tax optimization
- Comprehensive portfolio insights and risk assessment tools powered by QScore™
- Lightning-fast cross-chain transfer tracking and monitoring
- Real-time market data feeds with institutional-grade reliability
- Seamless integration with leading wealth management platforms
The platform serves advisers through seven products:
| Product | What it does |
|---|---|
| TAIP™ | Crypto data platform for financial advisers. Aggregates exchanges and wallets. |
| QScore™ | Proprietary risk scoring across 7 pillars (liquidity, tokenomics, regulation, onchain fundamentals, technology, market share, asset risk & return) for the top 300 cryptoassets. |
| Qeychain™ | Crypto accounting and tax reporting engine with FIFO cost basis at 8-decimal precision. Generates Form 8949 and detects wash sales across chains. |
| Turnqey Institute | Education for RIAs and CPAs on cryptoasset portfolio management, tax compliance, and regulatory frameworks. |
| Q-Sim™ | Crypto-native backtesting and simulation tool. Models strategy performance during historical events such as the COVID-19 crash, the 2022 crypto winter, and Bitcoin halvings. Supports adjustable weights, fee structures, rebalancing rules, staking rewards, and exchange fee modeling. |
| ROI Calculator™ | Revenue modeling tool for advisers. Projects Year 1, Year 3, and Year 5 revenue across Conservative, Base, and Aggressive wallet scenarios. Includes BTC Allocation Forecasting to model how adding Bitcoin to client AUM affects fee revenue using BTC's historical CAGR (30%, 50%, or 75% annually over 4-, 7-, and 10-year periods). Also shows the impact of missing BTC's best performing years on portfolio value and recurring AUM fees. |
| Turnqey API | Unified REST API spanning 6 products — TAIP, QScore, Q-Sim, Qeychain, ROI Calculator, and ByAllAccounts — with tiered sandbox access and MCP integration for AI agent workflows. |
Built For Financial Advisers, By A Financial Adviser
Unlike generic crypto tools, Turnqey is purpose-built for registered investment advisers and wealth management firms, combining deep financial services expertise with cutting-edge cryptoasset infrastructure.
Key Differentiators:
- Comprehensive Data Aggregation – Consolidate held-away assets from exchanges and custodial platforms with onchain holdings from non-custodial wallets into a single, unified dataset
- Professional Performance Measurement – Industry-standard calculations that account for cash flow timing, not simplified returns that mislead clients
- Tax Compliance Ready – Automated cost basis tracking and tax lot accounting that simplifies year-end reporting and optimization strategies
- Seamless Integration – Purpose-built to work within existing adviser technology stacks: CRMs, portfolio management systems, and planning software
Our Vision
We're building the "central nervous system" of the cryptoasset ecosystem: a fully integrated API suite providing data aggregation, interoperability, and real-time reporting that makes sophisticated cryptoasset management accessible to advisers and their clients.
Strategic Partnerships
Turnqey partners with leading wealth management platforms to ensure cryptoasset data flows seamlessly into advisers' existing technology stacks.
Wealthbox
This partnership allows advisers to view client cryptoasset holdings, performance metrics, and tax information directly within their CRM workflow. The integration includes Client Crypto Discovery to identify which clients hold crypto, plus monthly automated data updates.
Pricing for the Wealthbox integration:
| Tier | Cost |
|---|---|
| First 5 connected sources | Free |
| Each additional exchange account | $12/year |
| Each onchain wallet connection | $24/year |
Activation: wealthbox-activate.turnqey.xyz
Morningstar
Morningstar's partnership with Turnqey enables advisers to access institutional-grade cryptoasset data alongside traditional asset research and analytics.
Learn more about our partnerships in the dedicated Wealthbox and Morningstar sections.
How We Work
Turnqey operates as both an API integration platform and an asset management platform for advisers. Our technology converges at three points:
- Direct Platform Access: TAIP™ (Turnqey Asset Intelligence Platform) for comprehensive cryptoasset management
- Integrated Data Delivery: Our APIs power cryptoasset capabilities within the portfolio management, CRM, and planning software advisers already use
- Flexible Implementation: Whether you need standalone functionality or embedded integration, Turnqey adapts to your existing technology stack
For a structured integration approach, the Turnqey Integration Protocol (TIP™) provides a 5-phase framework covering authentication, account linking, data synchronization, normalization, and monitoring.
Where To Go Next
Managing portfolios?
See TAIP™ for the platform overview.
Generating tax reports?
See Qeychain™ for cost basis and IRS-ready exports across 40+ chains.
Backtesting crypto strategies?
See Q-Sim™ for scenario simulation using historical events like Bitcoin halvings and market crashes.
Modeling revenue for your practice?
See ROI Calculator™ at Turnqey Institute for multi-scenario revenue projections and BTC allocation forecasting.
Learning about crypto for your practice?
See Turnqey Institute for structured courses on portfolio management and tax compliance.
Try it before you integrate → Developer Sandbox
Support
| Channel | Contact |
|---|---|
| General | support@turnqey.xyz |
| Contact form | Get in touch |