Bank and exchange data pipelines
Statements, balances, trades, and confirmations land in the drive or platform the team already opens—normalized and ready for review.
Solutions
Things we build for the fund industry.
Every solution begins with an operational problem a manager or administrator wants removed—and ends with a controlled workflow, product, or investor experience that can be used in production.
Managed agentsOperations
Digital unitsTokenization
Investor accessOnboarding
Fund launchProvider stack
WorkflowStateControl
Bank ingestionRunningReviewed
Investor onboardingReadyApproved
In production
Tools shipping to funds and administrators.
AI agents for funds
Managed agents for ingestion, structuring, NAV handoffs, reconciliation, controls, and reporting across the tools your operation already runs.
→ The task runs; the team reviews.See more →
Institutional websites
Fast, responsive websites and investor portals that replace dated experiences with a credible path from research to qualified enquiry.
→ More useful conversations from existing traffic.Talk to us →
Tokenization Engine
Programmable unit classes, stakeholder register, controlled transfers, settlement integrations, and digital fund administration.
→ A modern unit register with programmable controls.See more →
Private enterprise deployment
Run operational agents inside your private cloud or on-premise environment with your own keys, data stores, monitoring, and approval boundaries.
→ Automation without moving sensitive data outside.See more →
Compliant onboarding flows
Connect identity checks, eligibility, subscription documents, wallet or bank funding, and position confirmation in one guided investor journey.
→ Fewer handoffs between investor intent and funding.Talk to us →
OmniClear settlement
A settlement architecture for stablecoin and fiat subscription or redemption flows, with controls, routing, and evidence attached.
→ Faster movement between accepted payment and fund position.See more →
Fund Builder
Define the jurisdiction, strategy, target scale, and operating modules, then generate a practical first architecture and provider brief.
→ From fund concept to a usable launch brief.See more →
Fund Registry
An editable public directory for strategies, jurisdictions, asset classes, chains, statuses, and supporting fund information.
→ A searchable discovery layer for approved fund records.See more →
Patterns we ship
Repeatable shapes from operational projects.
The architecture can be reused, but every deployment is adapted to the data formats, service providers, approvals, audit evidence, and people in your operating model.
Accounting-system ingestion
Trades, fees, and corporate actions are transformed into the target schema, checked, and delivered with exceptions separated for human handling.
Digital securitization vehicles
Connect a controlled unit register, investor eligibility, fee calculations, distributions, and accepted payment rails into one operating model.
What is consuming your team’s week?
The examples above show established patterns. Your first workflow starts with a conversation about the manual process that costs the most time or creates the most operational risk.