Financial products
Wealth
Client portfolios, orders and rebalancing on the instruments you offer.
Engine 12/15
Client portfolios, orders and rebalancing.
01Use cases
What you can launch with it
Start with the one you need. Each runs on the same ledger, with compliance and reconciliation built in.
- Use case 01
Managed portfolios for retail clients.
- Use case 02
Model-portfolio rebalancing.
- Use case 03
Portfolios of tokenized funds.
02Capabilities
What it includes
A portfolio engine that holds each client's allocations and positions.
Custody and broker connectors, ours or your own.
Order routing to the funds and instruments you offer.
Rebalancing rules that hold allocations to your targets.
Performance analytics over positions and accrued returns.
03Configuration
You configure
All versioned and maker-checker gated.
Policywealth
- v5ProposedAwaiting checker
- v4In forceMaker and checker signed
- v3SupersededKept on the record
- 01Instruments and portfolios
- 02Custody and broker routing
- 03Rebalancing rules
- 04Order routing
- 05Reporting
Contact
Tell us what you want to launch.
Tell us the product, the market and where you are with licensing. The first call is about your use case, not a slide deck.