FOR FINTECHS, WALLETS AND NEOBANKS

Make customer balances productive. Keep funds liquid.

Explore a hypothesis: set how much must stay available for payments and withdrawals, then ask whether the remainder should be evaluated across eligible digital-asset yield sources.

Auto Finance - Active PortfoliosACTIVE PORTFOLIOSRETURN PREVIEW

Short TreasuryBUIDL32%

Short TreasuryOUSG19%

Short TreasuryJTRSY34%

Money MarketBENJI15%

ILLUSTRATIVE ANNUAL RETURN5.0%5.5%

Cash: 51%
Income: 34%
Growth: 15%

STRATEGYConservativeConservativeBalancedAggressiveLIQUIDITY NEED60%60%10%MAX CONCENTRATION45%45%80%

ADVANCED SETTINGS

ASSET UNIVERSEBREADTH 4 assets2 assets6 assetsHORIZON < 1 year< 1 year10+ years

THE DIFFERENCE

Make the rules visible. Keep the operating layer accountable.

Dimension	Curated strategy	S&P Active Portfolios
Mandate	Strategy-specific	Your policy, explicit
Construction	Strategy-defined allocation	Rules-driven across approved sources
Operations	Strategy-managed execution	Automated monitoring and rebalancing
Liquidity	Terms vary by strategy	Reserve target is visible
Changes	Handled inside the strategy	Exceptions and changes are explainable

Give customer balances more to do.

Bring us your liquidity requirements. Together, we’ll shape a customer yield offering that fits your product—and the simplest way to make it available.