Secure internal workflows, built for scale
Client onboarding, campaigns, holdings and documents. One system.
Phase I prioritises accuracy and controls over aesthetics. This UI is deliberately clean, fast and audit-friendly, with a path to intermediary and client portals in later phases.
Clients
Capture personal or entity accounts, addresses and contact details.
C01
Bank details: maker/checker
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Intermediaries
Firms, advisers, commission contacts and bank accounts.
I01
Onboard ~50 firms
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Products
ISINs, dates, fees, underlyings and kick-out observation data.
P01
Gross fee editable
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Campaigns
New Product setup linking multiple variants (SDIO, Davy, etc).
N01
Only 2–3 active at once
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Bookings
Client investment amounts, receipts, confirmations and completeness.
B01
Intermediary fee per booking
Open →
Reporting
Reconciliation-friendly exports (Excel and PDF) by product and client.
R01
Statements + summaries
Open →