Chapter 3 · Core products and trading services
Spot trading is the core business of Fiserv Exchange. Perpetual contracts, options, digital asset management, AI quantitative tools, and institutional accounts will be introduced progressively based on access requirements and build progress.
3.1 Spot trading
Spot trading is the core business of Fiserv Exchange. Plans include coverage of major digital asset pairs, with limit, market, and conditional orders, combined with real-time market data, trade history, and fee display to help users manage the trading process.
3.2 Perpetual contracts
Derivatives are intended for traders with relevant experience and risk tolerance. Perpetual contracts are planned to use margin trading and a funding-rate mechanism, together with position limits, risk alerts, and liquidation rules, to support directional trading and hedging.
3.2 Options (a planned focus)
Options are a planned focus product. The platform intends to offer call and put options across expiries and strikes, supporting hedging, volatility trading, and portfolio strategies. Clear explanations of premiums, margin, profit-and-loss scenarios, and expiry settlement will help users understand the different risk exposures of buyers and sellers.
3.3 Digital asset management
The platform plans to study flexible, term, and structured products, with risk tiers based on underlying strategy, asset liquidity, and potential loss, and to introduce them gradually in line with service regions and user-suitability requirements. Products should clearly disclose asset use, sources of return, management fees, tenor, and redemption terms, and distinguish ordinary trading-account balances from assets allocated to products. Returns vary with strategy performance and market conditions. Historical results and target returns do not constitute a promise of future returns.
3.1 C2C · OTC
The platform plans to expand C2C and OTC conversion in regions that meet business-access requirements, connecting fiat and digital-asset demand through identity verification, merchant review, order management, and dispute handling. Supported currencies, payment channels, and service scope will be disclosed based on actual operating conditions.
Chapter 4 · AI quantitative and institutional services
Fiserv Exchange plans to integrate market data, trades, volatility, and related on-chain data, using AI tools to help identify market changes, analyze trading behavior, and monitor anomalous risk. Results will be labeled with data sources, update time, and scope of use as a reference for market research. Trading decisions and risk remain the user’s responsibility.
Integrate quotes, trades, volatility, and related on-chain data to help identify market changes, analyze behavior, and monitor anomalous risk.
Strategy development, historical backtesting, paper trading, and API access. Backtests will consider fees, slippage, and similar factors.
Authorization scope, trading limits, and pause controls, with execution logs and anomaly alerts. Historical backtests and simulations are limited; strategies still require ongoing validation before live use.
For quant teams, asset managers, and professional traders: sub-accounts, permission tiers, trading reports, and dedicated service. API limits, fees, and scope are defined by agreement.
A unified account view and operation logs support multi-strategy management, risk monitoring, and internal review. Institutional services will be configured based on identity review, business needs, and risk assessment.
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