SOC 2 Type II Certified • Zero Breaches

Automate, secure, and scale everywhere with TreasuryOS

The enterprise-grade cryptocurrency treasury management platform trusted by Fortune 500 companies. Advanced trading, AI optimization, and complete regulatory compliance in one unified platform.

200+
Platform Features
5
AI Models Available
10+
Cryptocurrencies Supported

Over 200+ treasury features on one unified platform

Uniquely powered by institutional-grade infrastructure with AI optimization. We call it the treasury cloud.

Advanced Trading Engine

Execute with TWAP, VWAP, and Iceberg orders across multiple venues. Smart order routing with minimal market impact.

  • Market, limit, stop-loss, and take-profit orders
  • Multi-venue liquidity with real-time depth analysis
  • Algorithmic execution with participation controls
  • Hidden quantity orders with randomization
  • Post-only and reduce-only advanced options

Multi-Asset Trading Panel

Comprehensive trading interface supporting Bitcoin, Ethereum, BNB, XRP, ADA, SOL, DOGE, MATIC, DOT, and AVAX.

  • Real-time portfolio display with live P&L tracking
  • Trade estimation with fee calculations
  • Price impact analysis and net amount projections
  • Active order management with cancellation
  • Interactive charts with technical indicators

Smart Order Routing

Multi-venue execution for best price discovery with advanced order book integration and liquidity analysis.

  • Real-time market depth analysis
  • Cross-venue arbitrage detection
  • Latency optimization and execution speed
  • Slippage minimization algorithms
  • Best execution compliance reporting

5 AI Models Portfolio Optimization

Deploy Deep Learning, Monte Carlo, Genetic Algorithm, Bayesian, and Gradient Descent models for real-time optimization.

  • Real-time portfolio rebalancing suggestions
  • AI-driven portfolio adjustments
  • Strategy backtesting and performance tracking
  • Model performance comparison analytics
  • Risk-constrained optimization parameters

ML Price Prediction System

Machine learning models for cryptocurrency price forecasting with statistical confidence levels.

  • Predictive models with confidence intervals
  • AI-generated buy/sell trading signals
  • Advanced pattern recognition analysis
  • Market sentiment analysis integration
  • Model accuracy tracking and validation

Advanced Analytics Dashboard

Comprehensive analytics with performance attribution, correlation analysis, and predictive insights.

  • Real-time performance analytics
  • Risk attribution and factor analysis
  • Cross-asset correlation tracking
  • Drawdown analysis and recovery metrics
  • Custom analytics and reporting builder

SOC 2 Type II Compliance

Built-in KYC/AML workflows, OFAC sanctions screening, and automated regulatory reporting with complete audit trails.

  • Automated SAR and CTR report generation
  • Real-time sanctions list checking
  • 10+ SOC 2 control implementations
  • Complete regulatory audit trail maintenance
  • Compliance dashboard with real-time status

Enterprise Risk Management

Advanced VaR calculations, stress testing, and real-time risk monitoring with automated circuit breakers.

  • Value at Risk with configurable confidence levels
  • Portfolio stress testing under market scenarios
  • Real-time volatility monitoring and alerts
  • Automated trading halts during extreme conditions
  • Position sizing and margin analysis

Tax Reporting System

Complete tax preparation with Form 8949, Schedule D reports, and TaxBit Professional integration.

  • Form 8949 and Schedule D generation
  • Comprehensive P&L summary reports
  • Automated wash sale detection
  • Tax-loss harvesting recommendations
  • IRS-compliant professional-grade reporting

DCA & Automation Engine

Automated dollar-cost averaging across multiple cryptocurrencies with custom rules engine and profit-taking automation.

  • Multi-currency DCA with customizable intervals
  • Automated DCA strategies with performance tracking
  • Strategy management with pause/resume controls
  • Cost basis calculations and analytics
  • Risk controls with maximum investment limits

Automation Rules Engine

Flexible rule builder for complex automation scenarios with price alerts, rebalancing, and profit-taking.

  • Price alert automation with custom triggers
  • Portfolio rebalancing based on thresholds
  • Automated profit capture at predetermined levels
  • Risk management rules with position sizing
  • Custom rule creation for complex scenarios

Advanced Notifications

Multi-channel alerting with email, SMS, Slack integration, and webhook notifications for external systems.

  • Email notifications with rich HTML formatting
  • SMS alerts with international support
  • Slack integration for team notifications
  • Webhook notifications for custom systems
  • Push notifications for mobile and browser

DeFi Integration Suite

Connect to Aave, Compound, Uniswap, Lido, and Curve with automated yield farming and impermanent loss tracking.

  • Real-time DeFi position tracking and management
  • Automated yield strategies with risk assessment
  • Impermanent loss analysis and mitigation
  • Protocol comparison and performance analytics
  • Cross-protocol optimization strategies

Yield Farming Automation

Automated yield optimization across multiple DeFi protocols with comprehensive risk management.

  • Multi-protocol yield farming strategies
  • Automated compounding and reinvestment
  • Gas optimization for transaction efficiency
  • Yield comparison and protocol selection
  • Smart contract risk assessment

Multi-Chain Support

Support for Ethereum, Binance Smart Chain, Polygon, and other major blockchains with cross-chain analytics.

  • Cross-chain position management
  • Bridge optimization and routing
  • Multi-chain portfolio analytics
  • Gas fee optimization across chains
  • Unified reporting across all chains

Multi-Tenant Architecture

Complete organization isolation with subdomain routing, white-label branding, and per-organization settings.

  • Role-based access control (Admin, Trader, Compliance)
  • User management with permission controls
  • Organization-level branding customization
  • Configurable security policies
  • Complete audit logging for all activities

Prime Brokerage Services

Multi-account support, cross-margin system, securities lending, and institutional custody solutions.

  • Segregated accounts for trading and custody
  • Advanced margin calculations with monitoring
  • Securities lending with collateral management
  • Institutional custody with insurance coverage
  • Prime services dashboard and operations

Social Trading Platform

Community features with strategy sharing, copy trading, and social analytics for institutional collaboration.

  • User profiles with performance history
  • Strategy sharing with detailed metrics
  • Automated portfolio mirroring and copy trading
  • Performance-based leaderboards
  • Community insights and social signals
Complete RESTful API

Full platform functionality accessible via REST API with interactive documentation, rate limiting, and webhook support.

TreasuryOS API
// Initialize TreasuryOS client const treasuryOS = new TreasuryOSClient({ apiKey: 'your-api-key', environment: 'production' }); // Get portfolio overview const portfolio = await treasuryOS.getPortfolio(); // Execute advanced trading order const order = await treasuryOS.createOrder({ symbol: 'BTC/USD', type: 'TWAP', quantity: 1.5, duration: '1h', participationRate: 0.1 }); // Get AI optimization recommendations const aiRecs = await treasuryOS.getAIRecommendations({ models: ['deeplearning', 'montecarlo'], riskTolerance: 'moderate' });

Solutions for every organization

Trusted by institutional investors, asset managers, and treasury teams worldwide to manage cryptocurrency portfolios with enterprise-grade security and compliance.

Corporate Treasury

Fortune 500 companies and public corporations managing cryptocurrency treasury operations with advanced risk controls, compliance reporting, and board-level oversight.

  • Multi-signature custody solutions
  • Board reporting and governance
  • Regulatory compliance automation
  • Enterprise-grade security controls

Public Companies

Publicly traded companies managing cryptocurrency holdings with full transparency requirements, shareholder reporting, and compliance with SEC regulations and public disclosure standards.

  • SEC compliance and public disclosure
  • Shareholder transparency reporting
  • Quarterly earnings integration
  • Audit trail and documentation

Hedge Funds

Quantitative and systematic trading strategies with institutional-grade execution, prime brokerage services, and advanced portfolio analytics for cryptocurrency hedge funds.

  • Algorithmic trading and execution
  • Prime brokerage integration
  • Risk management and attribution
  • Investor reporting and transparency

Family Offices

Ultra-high-net-worth families and single-family offices managing cryptocurrency allocations with discretionary portfolio management and wealth preservation strategies.

  • Discretionary portfolio management
  • Multi-generational planning
  • Tax optimization strategies
  • Private wealth reporting

Asset Managers

Investment advisors and asset management firms offering cryptocurrency investment solutions to institutional clients with comprehensive compliance and operational infrastructure.

  • Multi-client portfolio management
  • Regulatory compliance (SEC, CFTC)
  • Institutional-grade reporting
  • White-label platform options

Exchanges

Cryptocurrency exchanges and trading platforms integrating advanced treasury management capabilities for institutional clients and high-volume trading operations.

  • Exchange integration and connectivity
  • Institutional trading infrastructure
  • Liquidity management solutions
  • Market making and arbitrage tools

Try TreasuryOS with live demo accounts

Experience the platform with pre-configured demo accounts. No signup required - start exploring immediately.

Admin Access
admin@demo.com
admin123

Full platform access including user management and system settings

Trader Access
trader@demo.com
trader123

Trading, portfolio management, and risk analytics

Compliance Access
compliance@demo.com
compliance123

Compliance management, reporting, and audit functions

Enterprise-Grade Security

TreasuryOS implements military-grade security measures to protect your cryptocurrency treasury operations

Multi-Factor Authentication

Multiple layers of authentication protection

Google Authenticator (TOTP)
SMS Two Factor Authentication
Biometric Authentication
Hardware Security Keys

Advanced Encryption

Military-grade encryption for all data

AES 256-GCM Database Encryption
TLS 1.3 Transport Security
End-to-End Encrypted API Keys
Zero-Knowledge Architecture

Infrastructure Security

Enterprise-grade infrastructure protection

Zero-Trust Network Architecture
AI-Powered Anomaly Detection
Automated Penetration Testing
24/7 Security Monitoring

Compliance & Auditing

Comprehensive regulatory compliance

SOC 2 Type II Compliance
Complete Audit Logging
GDPR Sanctions Screening
Regulatory Reporting

Security Certifications & Standards

TreasuryOS meets or exceeds industry security standards

SOC 2 Type II
Service Organization Control 2
ISO 27001
Information Security Management
FIPS 140-2
Federal Information Processing

Advanced Security Features

Comprehensive protection for enterprise cryptocurrency operations

Authentication Security

  • Password complexity enforcement
  • Account lockout protection
  • Session timeout management
  • Device registration and tracking
  • Suspicious activity detection

Data Protection

  • Encrypted database storage
  • Secure API key management
  • Data loss prevention (DLP)
  • Backup encryption
  • Network traffic encryption

Operational Security

  • Real-time threat monitoring
  • Automated security scanning
  • Incident response automation
  • Security patch management
  • Vulnerability assessments

Compliance & Governance

  • Regulatory compliance monitoring
  • Risk assessment frameworks
  • Policy enforcement
  • Audit trail integrity
  • Compliance reporting

Ready to Secure Your Treasury?

Experience enterprise-grade security for your cryptocurrency treasury operations. Join organizations worldwide who trust TreasuryOS for their digital asset management.

Built for enterprise scale

Trusted by Fortune 500 companies and institutional investors worldwide. Multi-tenant architecture with role-based access control and complete regulatory compliance.

Multi-Tenant Architecture

Complete organization isolation with subdomain routing, white-label branding, and per-organization settings

Role-Based Access Control

Admin, trader, compliance, and viewer roles with granular permission controls and audit logging

Prime Brokerage Services

Multi-account support, cross-margin system, securities lending, and institutional custody solutions

Advanced API Management

Complete RESTful API with rate limiting, usage tracking, webhook support, and interactive documentation

24/7 Enterprise Support

Dedicated support team with SLA guarantees, training resources, and comprehensive documentation

Custom Integrations

Bespoke integrations with existing systems, accounting software, and third-party compliance tools

Choose your plan

Flexible pricing for every organization size, from startups to Fortune 500 companies.

Starter
$499
per month
  • Up to $100K AUM
  • Basic trading features
  • 5 cryptocurrencies
  • Email support
  • Basic reporting
  • 2FA security
Contact Sales
Enterprise
Custom
contact sales
  • Unlimited AUM
  • All 200+ features
  • 5 AI models
  • Prime brokerage services
  • SOC 2 compliance
  • White-label options
  • Dedicated support
Contact Sales

Ready to transform your treasury operations?

Get started in minutes. Join thousands of institutional investors who trust TreasuryOS for their cryptocurrency treasury management needs.