Custodencia — market analysis dashboard used to optimize business treasury
Data intelligence for treasury

Smart capital: liquidity that works while you run your business

Custodencia monitors over 500 trading pairs in real time to identify idle cash optimization opportunities, with risk parameters that you define and control at all times.

Custodencia — real-time financial data analysis representation
From static box to dynamic optimization

Tied-up cash silently loses value

Most corporate treasuries hold reserves in low-performing accounts for operational simplicity, not a strategic decision. Custodencia replaces that inertia with a continuous process of volatility analysis over a wide universe of assets.

The system's predictive models identify windows of opportunity and contrast them with the risk profile declared by your company, so that each recommendation is accompanied by its statistical justification.

500+ monitored trading pairs
24/7 continuous market scanning
100% final decision in the hands of the client
Technical capacity

An analysis engine designed for volume and precision

01

Real time scanning

The system processes market data with low latency on more than 500 pairs simultaneously, detecting trend changes before they consolidate.

02

Tailored risk score

Each opportunity is weighted according to the exposure limits and time horizon that your company has previously defined.

03

Automated reports

The results of the analysis are translated into periodic reports with asset correlation metrics and evolution of the assumed exposure.

04

Multi-asset intelligence

The engine crosses signals between different asset classes, reducing the risk of overexposure to a single market factor.

  • Coverage: currencies, commodities and tokenized fixed income
  • Update frequency: continuous
Methodology

Four steps, human control in each one

Step 1

Business data ingestion

Custodencia connects to your company's treasury information: available balances, payment schedule and projected liquidity needs. This starting point avoids decontextualized recommendations.

Step 2

Definition of risk parameters

You set the limits: maximum exposure, allowed assets and time horizon. The system operates exclusively within these margins throughout the entire process.

Step 3

Market scan

The engine analyzes the more than 500 available trading pairs, applying predictive models to identify opportunities compatible with the set parameters.

Step 4

Delivery of recommendations

Receive a documented proposal with its risk-benefit logic. Execution is always subject to your explicit approval; The system does not act autonomously.

Risk framework

Capital Preservation as a Guiding Principle

Before proposing any optimization, the system evaluates whether a market anomaly represents a threat to the capital already allocated. This check is carried out prior to each recommendation, not as a subsequent review.

  • —Detection of volatility anomalies before they affect active positions, through continuous comparison with the historical behavior of the asset.
  • —Exposure limits not modifiable by the system itself; any adjustment requires manual validation from the client.
  • —Segmentation of assets according to liquidity and correlation, to avoid involuntary concentration of risk.
  • —Traceable record of each recommendation issued and the decision made, available for internal audit.

Infrastructure and control

Treasury data is transmitted over encrypted connections and stored in segregated environments per client.

No operation is executed automatically: Custodencia delivers analysis and proposals, and the final decision always remains in the hands of the account holder.

Use cases

Same intelligence, different risk profiles

Conservative profile

Priority: preservation over performance

A family business with reserves intended to cover six months of operation sets reduced exposure limits and short horizons. The system restricts scanning to assets with low historical volatility and prioritizes risk reports over return opportunities.

Recommendations are issued less frequently, but include a comparative analysis versus holding capital unoptimized.

Growth profile

Priority: performance adjusted to higher risk, always limited

An expanding firm, with uncommitted short-term cash surpluses, expands the universe of assets analyzed and accepts a greater margin of exposure. Custodencia increases the scanning frequency and presents opportunities for greater sensitivity to market movement.

Even in this profile, the limits defined by the client remain the boundary that the system cannot exceed.

Optimize your treasury today

The first step is a personalized data diagnosis: we analyze your current liquidity position and show you, with concrete figures, where there is room for optimization within the risk limits that you define.

Request data diagnosis

No contract commitment. The initial diagnosis does not imply execution of any operation.