Portfolio intelligence
Portfolio tiers redesigned for institutional confidence.
The original portfolio page listed five minimum transaction tiers. This rebuild gives each tier a clearer role in a premium Bank 5.0 operating model.
Tiers
Minimum transaction tiers with audit-first governance.
Use these as placeholders for future eligibility, review, reporting and portfolio-intelligence rules.
Standard
$50,000
Minimum transaction
Entry portfolio tier for reviewed high-value transactions and transparent reporting.
Silver
$100,000
Minimum transaction
Enhanced review tier with deeper portfolio intelligence and reward acceleration.
Gold
$500,000
Minimum transaction
Institution-grade analytics, risk gates and senior review pathways.
Platinum
$2,000,000
Minimum transaction
Advanced portfolio intelligence for sophisticated asset and treasury needs.
Diamond
$10,000,000
Minimum transaction
Strategic, board-level portfolio oversight and bespoke governance workflows.