1
Request access
The company gets in touch through the website and goes through commercial onboarding.
2
Connect your cash
TESA’s software integrates with the custodian the company already uses, with no migration of funds.
3
Define the allocation policy
The company defines and approves which tokenized Treasuries go into the portfolio, in what proportion and which rules trigger rebalancing. TESA does not recommend allocations.
4
Monitor
The dashboard shows consolidated cash, yielding balance, available balance and accrued yield.