Insured
Storage coverage
24/7
Monitored vaults
Real-time
Inventory tracking
SOC 2
Compliant security
Platform
Everything you need to manage custody operations
Inventory Management
Track every item with serial numbers, bin locations, and real-time status updates across your entire vault.
FBO Accounts
Create and manage For Benefit Of accounts with risk scoring, insured value limits, and complete audit trails.
Shipment Processing
Handle inbound, outbound, and return shipments with integrated tracking and automated status notifications.
Asset Transfers
Move items between FBO accounts with batch transfers, full traceability, and status tracking at every step.
Client Portal
Give account holders self-service access to view holdings, manage addresses, and request outbound shipments.
Valuations
Track product valuations from multiple sources with historical pricing data tied to your inventory.
Product Catalog
Maintain a detailed catalog with manufacturer data, precious metal attributes, and certification tracking.
Audit History
Every change is logged. Full event history across accounts, inventory, shipments, and transfers.
Role-Based Access
Organization admins and members with granular permissions. Separate portal access for FBO account holders.
How it works
Up and running in minutes
Create your organization
Sign up, complete onboarding, and set up your organization with team members and roles.
Open FBO accounts
Create accounts for your clients, set risk parameters, and generate portal access links.
Manage operations
Process shipments, track inventory, execute transfers, and let clients self-serve through their portal.
Client Portal
Self-service access for your account holders
Generate secure, tokenized portal links for each FBO account. Clients can view their holdings, manage shipping addresses, and submit outbound requests — without needing a full account on your platform.
- Token-based access with 30-day sessions
- Self-service address management
- Outbound shipment request submission
- No login credentials required for clients
Client Portal
Secure client access
Security
Built for trust and transparency
Insured Storage
Items in custody are covered under our facility insurance program. Coverage limits apply per the applicable Storage Agreement and may not exceed market value.
Immutable Audit Trail
Every action — from shipment receipt to inter-account transfer — is permanently logged with timestamps and actor details.
Granular Permissions
Role-based access for vault staff, org admins, and members. Client portal access is scoped and tokenized.
Ready to modernize your custody operations?
Start managing your precious metals with a platform built for security, transparency, and efficiency.