TAIP™️
TAIP™️ stands for Turnqey Asset Intelligence Platform.
TAIP™️ is Turnqey’s adviser platform for crypto accounts, holdings, balances, performance visibility, tax context, and client-ready crypto workflows.
It gives advisers a read-only view of client crypto assets across supported exchanges and wallets.
What TAIP helps advisers do
- View client crypto holdings in one place
- Review balances and market values
- Track exchange and wallet activity
- Review client accounts by source
- Understand portfolio performance
- Review cost basis and tax-lot context where available
- Prepare client-ready reports
- Generate crypto estate reports through ExeQutor
Core workflows
TAIP supports:
- Client management
- Account linking
- Exchange and wallet visibility
- Holdings review
- Balance tracking
- Transaction review
- Cost basis review
- Tax reporting context
- Performance overview
- ExeQutor estate-readiness reporting
ExeQutor
ExeQutor is a TAIP feature for crypto estate-readiness reporting.
It generates a crypto estate planning PDF that can include:
- Client crypto asset inventory
- Exchange and wallet summary
- Current portfolio value
- Cost basis and gain/loss context where available
- Executor action checklist
- Tax complexity score
- Technical contact information
ExeQutor helps advisers document what exists, where it is held, and what an executor or support contact may need to know.
ExeQutor is read-only. It does not move assets, access private keys, recover wallets, or provide legal advice.
Performance and reporting
TAIP includes portfolio and performance views for adviser review.
Depending on available data, TAIP can support:
- Ending market value
- Period return
- Money-weighted return
- Time-weighted return
- Contributions and withdrawals
- Asset-level holdings
- Reporting exports
Access
TAIP is available at:
Support
For integration support, contact: