Seamlessly manage and track client portfolios comprising fiat, commodities, digital assets, and traditional investments on a single, auditable, and real-time core.

Facilitates the construction of sophisticated single or multi-asset portfolios (ETFs, precious metals, and equities).
E.g. Create a diversified metals portfolio composed of 50% Gold, 25% Silver, and 25% Platinum.
Core Modules
Powers the direct acquisition of individual tradable assets, such as commodities, ETFs, and stocks.
E.g. Process a retail order for $50 worth of Apple (AAPL) stock.
Core Modules
The foundational double-entry bookkeeping system that provides an immutable record for all modules.
E.g. Maintain a precise record of customer reward points or loyalty balances.
Core Modules
Defines and automates regulatory journeys (KYC/AML) to ensure compliance with international standards.
E.g. Deploy workflows to verify identities during onboarding and monitor ongoing activity.
Core Modules
Provides continuous evaluation of user risk profiles and robust transaction screening/monitoring.
E.g. Automatically flag an account as "medium-risk" based on demographic or employment changes.
Core Modules
Centralizes identity data management for institutional customers and their underlying end-customers.
E.g. Securely store and update primary contact info and KYC metadata for a global user base.
Core Modules
Generates region-specific regulatory filings and bespoke internal reports for commercial intelligence.
E.g. Generate a periodic interest rate gap report for automated submission to a central bank.
Core Modules
Provides a comprehensive audit trail by recording every request or transaction flowing through the Core.
E.g. Pull a granular history of API calls for a specific account during a security review.
Core Modules
A dedicated interface for creating, assigning, and resolving operational cases (e.g., manual flags).
E.g. Route a name-screening flag to a compliance analyst for a final "Approve/Decline" decision.
Core Modules
Houses all private keys and supports robust column-based encryption to protect sensitive data at rest.
E.g. Ensure PII is encrypted and accessible only by authorized internal services.
Core Modules
The communication gateway between the Core and customers/third-party providers via webhooks.
E.g. Trigger a transaction webhook to a third-party partner system.
Core Modules
Powers the front-end banking experience for individuals, including wallets, card management, and payments.
E.g. Provide a seamless mobile app interface for a customer to manage daily spending.
Engagement Modules
Supports corporate/SME requirements like entity accounts, payroll dispersal, and supply chain payments.
E.g. Enable a business owner to execute bulk payroll transfers via a dedicated corporate portal.
Engagement Modules
Centralizes high-level organizational settings that govern how the platform operates for a specific client.
E.g. Set the default domestic payment rail (e.g., FAST or ACH) for all outgoing payouts.
Engagement Modules
Manages user-specific preferences and fine-grained settings at the individual end-customer level.
E.g. Empower an end-customer to set and adjust their own daily card spending limits.
Engagement Modules
Generates engagement-layer filings and bespoke reports for operational health and user insights.
E.g. Generate a report on user engagement levels for a specific demographic.
Engagement Modules
Records every request or interaction that passes specifically through the engagement layers.
E.g. Review the history of user-initiated setting changes to troubleshoot a support query.
Engagement Modules
An operational workflow tool for managing engagement-specific tasks and support tickets.
E.g. Raise a manual review case for a suspicious login attempt via the user portal.
Engagement Modules
Security module for the engagement layer, housing keys for secure data encryption of user interactions.
E.g. Protect sensitive user-facing data independently of the back-end core encryption.
Engagement Modules
Primary communication gateway for dispatching SMS, Email, or Push alerts to end-customers.
E.g. Dispatch a real-time push notification to an end-user regarding a large transaction.
Engagement Modules
Access to fully compliant, modular, core banking services, allowing institutions to launch products rapidly without managing complex backend infrastructure.
Our platform eliminates the complexity of multiple ledgers by providing a single source of truth for all asset classes. This ensures real-time valuation, accurate transaction history, and simplified client reporting across the entire portfolio.


Manage fiat currencies, tokenized commodities (like gold), and digital assets (e.g., crypto) as native components of the Core Banking Engine.
Provide advisors and clients with instant, accurate valuations across all held assets, eliminating latency caused by external data feeds.
Handle specific commodity products (e.g., tokenized gold, physical metal) with compliant tracking of reserves, custody status, and ownership records.


Mitigate institutional risk by maintaining strict asset segregation, ensuring accurate reporting on complex asset movements, and adhering to specific custody requirements for digital holdings.
Maintain clear legal and technical separation between client assets, operational funds, and different asset classes (fiat vs. digital) for robust risk management.
Every transfer, trade, and valuation update is logged with tamper-proof audit trails, ensuring complete transparency and regulatory defensibility.
Provide clean data feeds and APIs for specialized regulatory reports required for digital assets and commodity holdings in various jurisdictions.
Leverage unified data to drive intelligent client insights, create comprehensive reporting, and provide advisors with a complete, real-time picture of client financial health.


Automatically generate unified client statements and regulatory reports that detail performance, allocation, and risk across all asset classes held.
Allow advisors to easily configure and model complex client asset allocation rules and rebalancing strategies within the platform.
Support complex tax lot accounting methods for digital assets and securities, simplifying year-end reporting and capital gains calculations.