Enterprise grade
Operational clarity for institutions that cannot afford ambiguity
One governed system for the data, workflows and reporting your teams rely on every day.
$412B
Assets administered
99.97%
Reconciliation accuracy
41
Regulated jurisdictions
18 min
Median close-to-report
02 — Method
Three movements, one governed record
01
Week 1–2
Map the record
We inventory every source, owner and control in place today, then agree the single governed record each report will be drawn from.
02
Week 3–6
Encode the controls
Approvals, tolerances and retention rules are written once as policy, versioned, and applied across every workspace automatically.
03
Week 7+
Report without rework
Board packs, regulatory filings and client statements are generated from the same record, each traceable to its source.
Capabilities
Engineered for absolute clarity
Every surface is reduced to its structural essentials, so your teams read data — not decoration. One system, applied consistently across every workflow.
Structured data layers
Model entities once and reuse them everywhere. Schema changes propagate through every view without manual reconciliation.
Composable modules
Assemble dashboards from a fixed set of primitives. Nothing bespoke, nothing that drifts out of the system.
Governance by default
Role-based access, audit trails and retention policies are configured once and inherited by every workspace.
Measured performance
Query budgets and load targets are enforced at build time, so scale never arrives as a surprise.
Deterministic workflows
Approvals, hand-offs and escalations follow explicit rules — reviewable, versioned and reversible.
Precision interfaces
A strict 8pt rhythm and single hairline border keep dense operational screens quiet and legible.
04 — Ledger
A single governed ledger
Every position, valuation and adjustment is written to one immutable record, so the number in a board pack is the number in the source system.
Immutability
Append-only entries with cryptographic sequencing
Lineage
Any figure traces to its originating file and owner
Adjustments
Corrections are recorded, never overwritten
Retention
Policy-driven, jurisdiction aware
05 — Controls
Controls written as policy
Approval thresholds, segregation of duties and tolerance bands are configured once and enforced everywhere, including on data that arrives outside business hours.
Approvals
Multi-party sign-off with delegation rules
Tolerances
Variance bands per asset class and mandate
Access
Attribute-based permissions, reviewed quarterly
Evidence
Audit exports generated on demand
06 — Reporting
Reporting without rework
Board packs, regulatory filings and client statements are assembled from the governed record, so a late correction propagates everywhere at once.
Templates
Versioned layouts per audience
Distribution
Scheduled delivery with receipts
Localisation
Multi-currency and multi-language output
Archive
Every issued document reproducible
07 — Integrations
120+ connectors
Connected to the stack you already audit
Stripe
Payments
Notion
Documentation
Slack
Notifications
Github
Change control
Linear
Delivery
Vercel
Deployment
Figma
Design
Zapier
Automation
08 — In practice
“The quarterly close stopped being an event. Nothing is assembled by hand any more, and the audit trail answers questions before they are asked.”
Aurélie Ferrand
Group Head of Operations, Lucerne Partners
“We evaluated four platforms. This was the only one where the control model was the product, not a module bolted onto a reporting tool.”
Marcus Iqbal
Chief Risk Officer, Ardenne Capital
10 — Questions