Build tiered asset capabilities for treasuries and investment funds

Configure wallets and approval paths by reserve, operating, and investment purposes, so different-frequency asset operations run under their own rules.

Plan the treasury tiering planSee key capabilities

Five capabilities treasuries and funds must have

Running assets across purposes under tiered rules depends on tiering, authorization, custody, execution, and records.

Asset tiering configuration

Segregate reserve, operating, and investment tiers with independent controls.

Investment authorization management

Execute investment movements and on-chain operations under investment committee rules.

Secure reserve custody

Long-term reserves use offline controls, reducing impact from daily operations.

Transaction execution controls

Apply policies for Swap, OTC, and movements based on role and amount.

Report and audit trail

Retain key operation and approval records for internal and external verification.

Manage reserve, operating, and investment assets by purpose

The three tiers use different wallets and governance rules, so daily operations do not interfere with long-term reserves.

01
Reserve tierReserve

Long-term holdings — Low-frequency reserve assets use Cold Wallet with independent approvals, reducing impact from daily operations.

Cold WalletLow frequency
02
Operating tierOperations

Daily execution — Operating assets use MPC Wallet with threshold signing to support team collaboration and regular movements.

MPC WalletMedium frequency
03
Investment tierInvestment

Yield strategy — Investment assets connect to DeFi, Swap, and OTC through MPC Wallet; yield strategies run within policy and approval controls.

DeFi AccessSwap
ⓘControl layer running throughout
Tiering policies
Multi-level approvals
Operation records

How the ChainUp platform supports these capabilities

Tiered wallets

Configure the three tiers separately.

Reserve tier controls

Cold Wallet

Operating tier collaboration

MPC Wallet

Investment tier contracts

Smart contract wallet

Transactions and investments

Handle asset allocation, OTC, and on-chain yield tasks.

Asset exchange

Swap

Over-the-counter trading

OTC Services

Staking and DeFi

DeFi Access & Staking

Governance and records

Execute investment operations by rule and retain traces.

Investment approval policies

Policy & Approvals

Receiving and payment risk screening

KYT & Transaction Risk Management

Operation and approval records

MPC WalletOperation logs

See the Developer Center for interface, parameter, and status subscription details

Developer Hub

Security credentials and support scope are provided by the platform

The solution runs on the ChainUp Custody platform. Security and compliance materials, network coverage, and operational support are not delivered separately for each industry solution.

300+institutional clients served
30+countries and regions
AICPA SOC 2 Type IAICPA SOC 2 Type II
ISO/IEC 27017:2015ISO/IEC 27001:2013ISO/IEC 27018:2019

FAQ

A common model uses Cold Wallet for reserves with independent approvals, MPC Wallet for operations with threshold signing, and MPC Wallet connected to DeFi, Swap, and OTC Services for investments. Tiering can be adjusted to the institution's risk preference and governance model.

Plan the treasury asset tiering plan

Book a targeted demo around your asset structure, investment strategy, and governance rules.

Request a demo