Design, model, and implement customized client portfolios with integrated risk assessment, real-time performance tracking, and automated rebalancing triggers.

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 module empowers wealth managers to efficiently create investment models tailored to individual client goals, risk tolerances, and regulatory suitability, driving efficient scaling of advisory services.


Build and maintain a library of standardized, compliance-checked investment models that can be instantly applied across client segments.
Automate the process of aligning client risk scores and investment goals with suitable portfolio models to meet regulatory requirements instantly.
Analyze model portfolio performance against benchmarks and historical data in real-time before implementation, ensuring optimal strategy selection.


Maintain fiduciary trust with automated compliance checks, clear disclosure generation, and comprehensive audit trails for every portfolio decision and trade execution.
Ensure trade orders generated from portfolio models are routed securely and efficiently to execution platforms, with full tracking of best execution requirements.
Generate transparent, regulatory-compliant disclosures for advisory fees, transaction costs, and portfolio expenses at the time of modeling.
Securely log and track specific client restrictions (e.g., ESG preferences, restricted stocks) to ensure the portfolio design remains fully compliant with their mandates.
Optimize portfolio health and maintain strategic alignment through automated drift monitoring, rebalancing triggers, and detailed client reporting tools.


Automatically track portfolio deviation from the target model and trigger alerts when asset allocation breaches predefined tolerance thresholds.
Execute portfolio rebalances (tax-efficiently where possible) and strategic reallocation changes across a large client base with a single instruction.
Generate clear, comprehensive, and compliance-ready client performance reports that consolidate multi-asset holdings and display portfolio activity.