Institutional Treasury Management | Copper

Manage Your Portfolios From One Place

A unified view of your Copper and exchange accounts gives your team complete visibility across your asset holdings at a glance. You can settle transactions with counterparties, transfer assets between accounts, stake, and interact with DeFi protocols — without leaving the Copper Platform.

Streamline Middle-Office Operations With Automation
Upload bulk transactions in real time via API or by submitting a CSV to the Copper Platform, your team can process multiple transactions simultaneously without manual intervention. Set top-up rules, define balance limits across exchange accounts, and configure auto-rebalancing to keep each account at the right funding level for your risk exposure. When an exchange disruption occurs or your daily workflow requires it, a single action transfers all assets out in one step.
Access Detailed Transaction Reports When You Need Them
Build customizable reports directly from the Copper Platform or through our Reporting API. Your operations teams get clear, structured access to transaction data, so auditing and controls stay straightforward. Treasury and Operations teams can oversee live collateral and settlement positions, monitor exchange reserve levels and counterparty exposure, review settlement cycle history, and track API connections, margin calls, and response times across ClearLoop trading venues all in one place.
Transfer Assets Securely Across Approved Accounts
Copper's whitelisted address controls let your team establish a permissioned environment for every asset movement. Only users with the appropriate permissions can transfer funds between approved accounts, so assets never reach an unauthorized address. Copper's infrastructure connects with 40+ top-tier exchanges, making transfers to, from, and between exchange accounts straightforward and fully governed.

In Partnership With Pioneering Institutions

Copper works with institutions that need infrastructure they can trust, operational support they can rely on, and a partner that understands how these markets move.

“Copper’s pioneering technology, particularly in the security and speed of cryptocurrency transactions, is essential for the traditional world to offer crypto products to their clients.
This, coupled with their relentless focus on servicing clients with industry-leading customer support, is taking the best from both worlds and positioning the firm as the dominant player in the digital asset infrastructure space.”