The platform
Nine consoles. One firm.
One shared system for onboarding, investments, operations, reporting, and the client experience — each role working in a purpose-built console, all reading from the same governed data.
What you get
A console for every role.
Each console is tailored to a role inside the firm — or to the client experience itself — and configured so every team sees only what it needs. Open one to see what it carries.
Front office
Two consolesInvestment office
Two consolesMiddle, back office & platform
Five consolesThe difference in one sentence
Enter a trade once. It updates Finance, Operations, Risk, the RM report, and the principal's dashboard — in the same transaction, against the same source of truth.
One data spine
The same governed data, the right view for every role.
There is no separate copy of the data behind each screen. Every console reads from the same governed spine, with permissions deciding what each role sees. Update a fact once, and it is correct everywhere.
Hover a console to trace its connection to the spine
Architecture
One platform. Every firm its own.
Every firm runs on the same platform with its own branding, locale, regulatory profile, and feature configuration. UK FCA, Swiss FINMA, Cyprus CySEC, and UAE ADGM/FSRA are already modelled. Adding a firm is a configuration, not a fork.
Each tenant gets full data isolation and a regulatory profile matched to where it operates — on infrastructure that is EU-hosted, serverless, with no on-prem to maintain.
Platform foundations
The engines under every console.
Cross-cutting services that every console builds on — so capability is shared, not rebuilt screen by screen.
Identity & access — single sign-on, role-based access control, and per-tenant administration.
Document storage — encrypted EU-region object storage, served through short-lived signed links.
Integrations — custodian feeds, Microsoft 365, e-signature, and a market-data layer.
AI services — governed workflows for health checks, due-diligence drafting, and reconciliation.
Multi-tenant data layer — one spine, isolated per firm, with a full audit trail on every change.
Delivery — EU-hosted and serverless, with no on-prem to maintain and audit on by default.
See it in action
One interface vocabulary, nine consoles.
Explore the live RM Console, or book a walkthrough of the full platform.