Treasury Router
Built at Gate. An advisor workspace that finds idle capital across a VIP book and preps the client case. A human signs off on every move.
- Type
- AI advisor workflow
- Status
- Prototype
VIP advisors sit on books full of idle balances.
Finding them, comparing routes and writing it up for the client takes hours.
And nobody wants an AI touching client funds.
Rank the idle capital across the book.
Open the biggest client case first.
Filter to approved routes only. That logic is deterministic, not a model guessing.
Gate AI writes the explanation and the client packet.
The advisor approves. Ops gets a clean handoff.
A paid recommendation, packaged as a work order and paid for over x402.
Policy stays in place. Execution stays with humans.
Prototype on development data.
No live client funds, no live Gate execution API, no autonomous execution.
