From your institution’s needs to its workflows
See HOLD OS in your institution’s own scenario
Start with the work your team does every day: managing customer accounts, holding assets, approving trades and following contracts. The product walkthrough connects these activities in one environment.
What will we explore?
The conversation follows your institution’s main use case.
-
Accounts and authority
Institution, customer and subaccount structure, and each person’s role in operations.
-
Assets and records
Each asset’s identity, unit and precision, its wallets and the records that follow it.
-
Trading and leasing
The path from a trade request to approval, and the separation of leased principal from rent.
Arrange your walkthrough by email
Send your institution’s name, your role and your main use case to hello@danialz.com. Email is the only official contact channel for HOLD OS.
Bring one clear scenario
Tell us which assets you work with, how your customer accounts are organized and which workflow you want to see. There is no need to send real customer data or banking information for this conversation.