A view of the portfolio
Wallets brings supported assets into one portfolio view; Balances consolidates balances and asset valuation.
Modules
Wallets
Balances
TREASURY MANAGEMENT
Put treasury decisions under a shared set of controls.
See balances and govern asset movements through the roles and policies your institution defines.
Talk to salesBuilt for
- Bank treasury teams
- Payment institutions
- Crypto platforms
Capabilities for your workflow
Authority for each vault
Vault Settings defines signers, role permissions and policies. Seven user roles and four service roles separate responsibilities.
Modules
Vault Settings
Control when it matters
Risks supports transaction checks. Vault Actions can freeze operations, activate the kill switch and refresh shares.
Modules
Risks
Vault Actions
How it works
Review the position
Use Wallets and Balances to review the assets involved in a treasury decision.
Check authority
Vault policies set whitelists, limits and maker-checker approval requirements.
Approve the movement
The approver sees the transaction before biometric approval; device and platform shares sign together.
Preserve the decision
The immutable WORM log retains evidence of the controlled workflow.
- Policy engine
- Maker-checker approvals
- Transaction limits
- Address whitelists
- Immutable WORM evidence log
