Key Considerations

Buy


Build


In-House

Ask your team

Time to revenue

Live in 3–6 weeks*: new fee lines on balances your clients already hold, plus recurring trading volume set by the index methodology.

6–9 months to a basic version if your custody, execution and KYC are ready. The edge cases arrive after launch, with real client money.

How much of our clients’ balances could sit in index products, and what does each month of delay cost us?

Regulatory fit

We map your license to a product structure and fee model, including which fees you may charge, with product governance documents. Your obligations stay yours; we make them easier to meet.

Your legal team works out from scratch how an index product fits your license in each market, then defends that view to every regulator.

Does our license cover this product in every market we serve? Which fees can we charge under it?

Responsibility & control

Three parties, clear roles: an independent provider owns the methodology; Abund turns it into rebalancing instructions and runs orchestration, monitoring and retries; you keep clients, custody, execution and liquidity.

You alone design the indices, build and run the engine, execute every trade and carry sole responsibility for all of it, usually without a team that has done it before.

When something goes wrong, who carries the responsibility, and who on our side has done this before?

Index methodology & independence

Rules-based indices from independent providers, with methodology, data and backtests. Separating design from execution reduces conflicts and your discretion. New indices need no engineering work.

Designing your own strategies makes you index designer, executor and distributor at once: a conflict of interest to manage, and more discretion on your side, which weighs on how regulators classify the service.

Who designs our indices, and how do we show regulators that is independent of our trading?

Index sourcing & licensing

One contract, many providers. Abund is already partnered with leading index providers, at rates negotiated through economy of scale, with many indices included at no additional charge.

Source and negotiate with every provider yourself: research the market, run due-diligence checks, then license each one separately, at single-client pricing.

How many index providers would we have to vet and license ourselves, and at what price?

Order flow & edge cases

Small orders aggregated to clear exchange minimums, large ones split under liquidity-provider maximums, amounts rounded to each coin’s precision, failed orders retried automatically with tools to resume or unwind, delistings handled.

Each edge case is found the hard way: half-bought portfolios, orders rejected for size, and rounding across coins with different precisions that never quite adds up.

What happens to a client’s portfolio when 1 of 10 orders fails?

Rebalancing every portfolio

Client orders are aggregated for execution and allocated back to individual portfolios, so the smallest portfolio rebalances at the same price as the largest. Each client’s holdings stay in their own wallets.

Rebalance client by client and small portfolios cannot rebalance at all: each adjustment falls below exchange minimums. Clients trading at different moments also get different prices.

How do we rebalance a portfolio whose trades are worth a few cents per coin?

Fees

Five fee types built in: entry, exit and rebalancing fees in your quote currency; management and performance fees in the coins the index holds. Performance fees track a high-water mark per investment, so no client is over- or undercharged.

Fee logic is accounting, trading and compliance at once: a high-water mark for every single investment, fees in cash and in coins, coin-level rounding, and reports finance can reconcile.

A client invests 100, it grows to 110, drops to 95, then they add another 100. Exactly how much performance fee do we charge, and on which gains?

Reporting & analytics

Portfolio history, performance charts and dashboards included, plus the full transaction record needed for tax and accounting.

Store value history at scale, calculate performance, build user-facing charts and dashboards, and keep a compliant record for tax and accounting.

If a client questions their returns, can we show what each of their units was worth on the day they bought it?

Operational Logic (Deep Dive)

examples



Pre-built logic for wallets, order orchestration, recovery, rebalancing, pricing, fees and data, so trades and rebalances happen invisibly and reliably for your users.


Requires developing and testing every system below from scratch.


Which of these would our basic version leave out, and what happens when a client hits one?



Wallet Management

• Many wallets — each strategy needs a pending, main and fee wallet per coin. You need to create and track them all.
• New users — no wallet yet; something must create it before their order runs.
• Internal ledger — You need a way to track every user's coin balances.



Order Management & Execution

• Fan-out — one "buy €100 of bundle" becomes 10+ orders and 20+ transfers. You build all of it.
• Splitting — break big orders into smaller pieces to fulfill.
• Low liquidity — handle coin orders that won't execute easily.• Slippage — price moves between placing and filling an order.• Order types — buy, sell, rebalance, and fee orders each work differently.
• Rate limits — at scale you need a queue to pace orders instead of firing all at once.



Order Recovery (State Machine)

• Save state — an order is many steps; save each so a failure doesn't start you back at step zero.
• Crash recovery — if it crashes mid-order, know what already went through.• Smart retries — retries fire off gradually (1 → 5 → 30 min) instead of hammering.
• Error types — a network glitch and a real error need different handling.



Rebalancing

• Recalculate — when weights change, work out exactly what to buy and sell.
• Volume — rebalancing fires many big orders at once; pace and split them.
• Coin removal — in case of delisting you need to sell the coin off and spread its weight across the rest.
• Concurrency — the rebalancing runs across many users and bundles at once without colliding.


Pricing & Valuation

• Unit value — calculate and record the bundle unit's value at each purchase to measure performance later.
• Cost basis — track cost per user, since every buy hits a different price.
• Price feeds — keep coin reference prices synced and updated.
• Rounding — handle decimal precision across coins, or balances slowly drift.


Fee Mechanism

• Fee types — five distinct fees per bundle in the form of five separate systems where you need to decide how much each charges, when it triggers, how it's calculated and establish an intricate balance between all of them.
• Performance fees — save the value from the last charge so you bill only the gain since then.
• Collection — fees arrive in many coins; collect per coin, gather, convert to euros.• Volume — 10 strategies × 10 coins = hundreds of transfers per cycle.
• State — save a "last charged" state for the next round.


Data & Charting

• Feed storage — every coin's price, every interval, forever: raw retention gets expensive fast.
• Resolution — thin the history to save space and charts start lying about performance.
• Aggregation — pre-compute hourly, daily, weekly rollups so charts load instantly at any zoom level.
• Gaps — a missed feed can't leave a hole in the line; handle backfill and interpolation.

Running it every day

We operate the engine 24/7: automated monitoring, every order message tracked and retried, and a team that resolves stuck orders. SLA-backed.

An on-call rotation for a market that never closes, plus permanent work on new coins, delistings, methodology changes and price feeds. Launch is the easy part.

Who gets paged when a rebalance stalls at 3 a.m. on a Sunday?

Security & vendor risk

ISO 27001 and SOC 2 in final stages and a full audit trail. You retain custody, client accounts, assets and every transaction record; Abund operates the index engine.

Your own security controls, audits and evidence for a new critical system, with no vendor certifications to lean on.

If the engineers who build it leave, who can still explain to an auditor why each trade happened?

UI launch speed

Start from our Figma screens for every key index view (buy/sell, index list, single index, portfolio), built on how existing crypto index platforms solve each screen, so you inherit the patterns that work. We also help you visualize how indices fit into your platform.

Research how other platforms handle each screen, then design and build every user flow, screen, component and data state from zero.

How many sprints would our product team spend on screens other platforms have already got right?

Pricing & launch support

Within the fees your license allows, we help you price it (fee levels, tiering, positioning) on what has worked across platforms already running Abund indices, plus rollout guidance on what to lead with and what drives adoption.

You figure out the commercial side alone: fees set by guesswork, no reference for what converts, and user behavior telling you later whether fees were too high or left money on the table.

What fee level will our clients accept without it eating into the returns that keep them invested?

Product evolution & AI

Future Abund modules as they are released: accounting and tax support through partners such as Blockpit, planned AI-powered indices and new index categories.

Your team constantly monitors market trends, manually codes new index categories, and sources and integrates any tax or accounting tooling itself.

Who on our side would track new index categories, AI strategies and tax tooling, and build them in?

Team & cost

We handle all the heavy lifting, maintenance, new bundles and updates so you stay 1–2 engineers to integrate. One setup fee, followed by a revenue-share model with a monthly minimum. Our pricing is designed to scale with your index business..

A cross-functional team until launch, then a permanent team to run it. Our own engine: 3.5 years and 900+ changes so far.

What is our fully loaded cost to launch and run this for three years, and what will that team not ship instead?

Developers Needed

Focus scarce resources on product innovation, not reinventing infrastructure.

Needed 1-2 engineers for API integration.

Build

Large, dedicated team required
for logic and wallet systems.

Time to Market

Helps you capture market opportunities faster by moving from idea to launch with fewer internal delays and minimal engineering resources.

≈ 3 weeks for technical and UX integration, handled in parallel by 1–2 engineers and 1 UX designer.

Build

9–12 months of development and backtesting — no revenue from the product for that entire period, with your best engineers pulled off your core roadmap.

Bundle Sourcing
& Licensing

Lower licensing cost and no vendor management. Add new bundle strategies in days instead of reopening a commercial negotiation each time.

One contract, many providers. Abund is already partnered with leading bundle providers, at rates negotiated through economy of scale. New strategies are available on demand, with many indices included at no additional charge.

Build

Source and negotiate with every provider yourself. Research the market, run credibility and due-diligence checks, then negotiate each licence separately - at single-client pricing.

Regulatory & Security

Builds high user trust through consistent compliance, advanced security protocols that protect customer data and saves time.

Abund handles compliance monitoring and technical shifts, ensuring the product remains "safe" for users.

Build

You need an internal team to monitor regulations and manage ongoing compliance for the digital asset bundle offering.

Ongoing Maintenance

Frees up internal teams to boost productivity and morale.

Zero operational burden. 24/7 monitoring and updates.

Build

Constant rebalancing, troubleshooting, and new feature development.

Cost

Lowers total cost of ownership as your platform scales.

Predictable revenue share model.

Build

High initial and ongoing costs to run and maintain infrastructure.

Operational Logic (Deep Dive)

Ensures a frictionless experience for end-users where rebalancing and trades happen invisibly and reliably without system-driven errors.

Pre-built logic for backtesting, wallet systems, rebalancing, and fee charging. Edge cases like failed orders are handled automatically.

Build

Requires developing and testing complex rebalancing algorithms and integrated wallet logic from scratch.

UI Launch Speed

Launch faster with proven UX patterns, based on competitor research and real crypto bundle implementation experience. We also help you visualize how bundles fit into your own platform.

Start with pre-made Figma templates for all key bundle screens, including buy/sell, bundles list, single bundles, and portfolio views.

Build

Design and build every user flow, screen, component, and data state from zero.

Operational Logic (Deep Dive)

Ensures a frictionless experience for end-users where rebalancing and trades happen invisibly and reliably without system-driven errors.

Pre-built logic for backtesting, wallet systems, rebalancing, and fee charging. Edge cases like failed orders are handled automatically.

Build

Requires developing and testing complex rebalancing algorithms and integrated wallet logic from scratch.

examples


Wallet Management

• Many wallets — each strategy needs a pending, main, and fee wallet per coin. You need to create and track them all.
• New users — no wallet yet; something must create it before their order runs.
• Internal ledger — you need a way to track every user's coin balances.


Order Management & Execution

• Fan-out — one "buy €100 of bundle" becomes 10+ orders and 20+ transfers. You build all of it.
• Splitting — break big orders into smaller pieces to fulfill.
• Low liquidity — handle coin orders that won't execute easily.• Slippage — price moves between placing and filling an order.
• Order types — buy, sell, rebalance, and fee orders each work differently.• Rate limits — at scale you need a queue to pace orders instead of firing all at once.


Order Recovery (State Machine)

• Save state — an order is many steps; save each so a failure doesn't start you back at step zero.
• Crash recovery — if it crashes mid-order, know what already went through.
• Smart retries — retries fire off gradually (1 → 5 → 30 min) instead of hammering.
• Error types — a network glitch and a real error need different handling.


Rebalancing

• Recalculate — when weights change, work out exactly what to buy and sell.
• Volume — rebalancing fires many big orders at once; pace and split them.
• Coin removal — in case of delisting you need to sell the coin off and spread its weight across the rest.
• Concurrency — the rebalancing runs across many users and bundles at once without colliding.


Pricing & Valuation

• Unit value — calculate and record the bundle unit's value at each purchase to measure performance later.
• Cost basis — track cost per user, since every buy hits a different price.
• Price feeds — keep coin reference prices synced and updated.
• Rounding — handle decimal precision across coins, or balances slowly drift.


Fee Mechanism

• Fee types — five distinct fees per bundle in the form of five separate systems where you need to decide how much each charges, when it triggers, how it's calculated and establish an intricate balance between all of them.
• Performance fees — save the value from the last charge so you bill only the gain since then.
• Collection — fees arrive in many coins; collect per coin, gather, convert to euros.
• Volume — 10 strategies × 10 coins = hundreds of transfers per cycle.
• State — save a "last charged" state for the next round.



Data & Charting

• Feed storage — every coin's price, every interval, forever: raw retention gets expensive fast.
• Resolution — thin the history to save space and charts start lying about performance.
• Aggregation — pre-compute hourly, daily, weekly rollups so charts load instantly at any zoom level.
• Gaps — a missed feed can't leave a hole in the line; handle backfill and interpolation.

Error Handling & Reliability

Keeps trades reliable and self-healing, so users never see a broken or stuck order and your team isn't firefighting failures.

Automatic recovery built in. Smart retries with gradual back-off, backup routing when a coin can't be bought directly, and partial-fill handling that retries only the failed order. Every action is logged for full traceability.

Build

You must build a retry and recovery system from scratch — distinguishing network glitches from real failures, resuming partially filled orders, routing around low liquidity, and logging everything to recover from crashes.

Reporting, Analytics & Monitoring

Gives users the transparency they expect and gives you the oversight and compliance trail to operate safely — without building a data and reporting stack from zero.

Portfolio history, performance charts, and dashboards included, plus the full transaction record needed for tax and accounting. Scheduled jobs for price sync, rebalancing, and fees run and are monitored automatically.

Build

You must store value history at scale, calculate performance, build user-facing charts and internal monitoring dashboards, maintain a compliant record for tax and accounting, and run and verify every scheduled job yourself.

UI Launch Speed

Launch faster with proven UX patterns, based on competitor research and real crypto bundle implementation experience. We also help you visualize how bundles fit into your own platform.

Start with pre-made Figma templates for all key bundle screens, including buy/sell, bundles list, single bundle, and portfolio views — built on analysis of how existing crypto bundle platforms solve each screen, so you inherit the patterns that work.

Build

Research how other platforms handle each screen, then design and build every user flow, screen, component, and data state from zero.

Pricing & Launch Support

Makes indices a major revenue line, not just a feature. Priced and launched right, they earn without eroding the returns that keep users invested.

We help you price it — fee levels, tiering, and positioning based on what has actually worked across the platforms already running Abund indices, plus rollout guidance — how to introduce indices to your users, what to lead with, and what drives adoption.

Build

You figure out the commercial side alone. Set fees by guesswork and design the launch with no reference for what converts, then discover through user behaviour whether the fees were too high or left money on the table.

Product Evolution & AI

Keeps your platform "one step ahead" with the latest market innovations without requiring a dedicated Research and Development team.

Gain access to future Abund modules, including accounting and tax treatment support through partners such as Blockpit, planned AI-powered bundles, and new bundle categories as they are released.

Build

Your team must constantly monitor market trends, manually code new bundle categories and bundles, and source and integrate any tax or accounting tooling yourself.

Scalability & Maintenance

Avoid bureaucracy friction. Focus your team on building other services while we handle the complexity behind the scenes.

We handle all the heavy lifting, maintenance, new ibundles and updates so you stay ahead.

Build

High operational effort. Complex systems and edge cases require dedicated teams, so projects often get delayed.