How DeFi Works in Fortary
Fortary bridges the gap between institutional custody and DeFi by allowing your organization to connect to any WalletConnect-compatible dApp directly from the platform. Transactions initiated by dApps are routed through Fortary’s policy engine and risk assessment before execution.Connect to a dApp
A DeFi Operator connects to an external dApp using WalletConnect. The connection is established through Fortary, which acts as the wallet interface for the dApp.
dApp Generates a Transaction Request
When you interact with the dApp (e.g., swap tokens, provide liquidity, lend assets), the dApp generates a transaction request that is sent to Fortary for review.
Risk Assessment
Fortary automatically performs a risk assessment on the transaction, evaluating the destination contract, transaction parameters, and potential risks. The risk score is visible to the operator before approval.
DeFi Operator Reviews and Approves
The DeFi Operator reviews the transaction details and risk assessment. If the transaction falls within their configured spending limits, they can approve it directly.
The DeFi Operator Role
The DeFi Operator is a specialized role designed for team members who need to interact with DeFi protocols on behalf of your organization. This role operates with configurable guardrails:| Control | Description |
|---|---|
| Per-Transaction Limit | Maximum value that can be transacted in a single DeFi operation |
| Periodic Spending Limit | Maximum total value across all DeFi transactions within a defined period |
| Permitted Protocols | Specific DeFi protocols or contract addresses your organization has approved |
Supported dApps
Fortary’s WalletConnect integration is compatible with any dApp that supports the WalletConnect protocol. Common use cases include:- Token swaps — Decentralized exchanges (Uniswap, Trader Joe, etc.)
- Lending and borrowing — Lending protocols (Aave, Compound, etc.)
- Liquidity provision — Providing liquidity to automated market makers
- Yield strategies — Participating in yield farming and staking protocols
Because Fortary connects via the standard WalletConnect protocol, new dApps and protocols are automatically accessible without platform updates.
What’s Next
- DeFi Positions & Risk Monitoring — Track your DeFi exposure and manage token approvals
- User Roles — Understanding the DeFi Operator role and permissions
- Policy Engine Configuration — Configuring spending limits and permitted protocols

