Frequently Asked Questions
Answers to the questions we hear most often about how Palm Capitora helps businesses monitor and manage funds across multiple exchange accounts.
Everything you need to know
If you can't find what you're looking for here, our team is happy to help — reach out through the contact page.
What does Palm Capitora actually do?
Palm Capitora provides a unified view of balances, activity, and movements across the exchange accounts you connect. Instead of switching between platforms, you get a single dashboard designed for faster, clearer treasury decisions.
Which exchanges can I connect?
Palm Capitora is built to work with a range of exchange accounts commonly used by businesses. During onboarding we'll confirm which of your specific accounts can be connected and walk you through the setup.
Is my account data secure?
We take data handling seriously and apply industry-standard practices to protect information in transit and at rest. For full details on how data is collected, used, and stored, please refer to our Privacy Policy.
Do you have access to move or withdraw my funds?
Palm Capitora is designed around visibility and insight, not fund custody. Any permissions you grant during account connection are scoped as narrowly as the platform allows — you should always review the specific access requested before connecting an account.
How long does setup take?
Most businesses can connect their first account and see initial data within a short onboarding session. The exact time depends on how many accounts you're connecting and any verification steps required by each exchange.
Can multiple team members use the same account?
Yes, Palm Capitora supports team access so finance and operations staff can view the same consolidated dashboard. Contact us to discuss the setup that fits how your team works.
What kind of reporting is available?
Palm Capitora surfaces balance summaries, activity trends, and account-level breakdowns designed to help with reconciliation and planning. Reporting depth can vary depending on the data made available by each connected exchange.
Is there a trial or demo available?
We're glad to walk you through how Palm Capitora works for your specific setup. Get in touch via the contact page and our team will arrange a suitable next step.
What happens if an exchange changes its API or policies?
Exchanges occasionally update their integration requirements. When this happens, we work to adjust our connections accordingly, though there may be brief periods where certain data needs to be re-verified or reconnected.
How do I get help if something looks wrong in my dashboard?
If a balance or activity entry looks incorrect, reach out through our contact page with details of what you're seeing. Our team will help investigate and clarify what's happening with the connected account.
Can I disconnect an account at any time?
Yes, you can request to disconnect any linked account when it's no longer needed. Removing a connection stops Palm Capitora from pulling further data from that account.
Who is Palm Capitora best suited for?
Palm Capitora is designed for businesses that manage funds across more than one exchange and need a clearer, faster way to track balances and activity without manually checking each platform individually.