CUSTOMER BALANCES
Make customer balances useful without making customers wait. Keep funds ready.
You get a fixed mix built for daily movement; each underlying strategy still carries its own risk.
ACTIVE PORTFOLIOSCUSTOMER BALANCESACTIVE PORTFOLIOS
A ready customer-balance portfolio that keeps a visible reserve and gives the rest a clear job.
KEEP FUNDS READYSHOW THE RESERVEEXPLAIN ONE MIX
PORTFOLIO ALLOCATION4 REPRESENTATIVE ASSETS
Short TreasuryBUIDL
Short TreasuryOUSG
Short TreasuryJTRSY
Money MarketBENJI
- Short Treasury · BUIDL32%
- Short Treasury · OUSG19%
- Short Treasury · JTRSY34%
- Money Market · BENJI15%
Locked profile for review only. Asset eligibility, custody, execution, and strategy-level risk remain subject to mandate review.
PERFORMANCE
Illustrative annual range.
5%–6%
DIVERSIFICATION
Maximum source exposure.
45%
LIQUIDITY
Minimum reserve visible.
60%
TURNKEY PORTFOLIO
Talk with us about customer balances.
Review the locked outcome first. If you want to change the rules, open the configurable product.