Hybrid Wallet

Make digital asset access part of the investor experience.
Make access familiar
Bring wallet access into your own investor journey, using email verification and the required authentication steps. Help investors understand the action they are approving and the assets involved.
Define who can act
Set the permissions and approval requirements for wallet activity. Keep investor authorization and any delegated responsibilities clear to the people overseeing the service.
Show the transaction outcome
Connect bank payments and digital asset activity to the investor’s record. Distinguish a submitted instruction from a confirmed result so customers and support teams know what is still pending.
THE HYBRID WALLET
The Four Components of the Hybrid Wallet
Give investors a clear way to approve actions, meet product requirements, move money and receive payments. Give your team visibility into who authorized each action and whether it completed.
Keep wallet control with the investor while bringing access into your own investor experience. Let investors review the asset, amount and recipient before authorizing an action, with the required identity checks. Limit any delegated permissions to the activities the investor has approved.
Investor-authorized transfer
Confirmed- Investor authenticated
- Required access checks completed
- Transfer approved
- Amount and recipient reviewed
- Instruction submitted
- Provider reference recorded
- Transfer confirmed
- Provider response received
Investor approval authorizes the instruction; the provider’s confirmation establishes its outcome.
Illustrative wallet workflow




