Six modules covering segregation, short allocation, UCC reconciliation, minor account surveillance, dormancy classification and Authorised Person oversight — automated, audit-ready, and validated before submission.
Specification
Active operation · 01
Checks today
184
Passed
176
Review
06
Blocked
02
Live workflow
Complete oversight of client fund and securities segregation, validated to the day.
Bring segregation, allocation, surveillance and reconciliation into one preventive compliance workflow.
Capability · 01 / 06
Complete oversight of client fund and securities segregation, validated to the day.
Deploy this module on its own, or as part of the suite — the integration surface is the same either way.
Talk to an engineerTwenty minutes, a live walkthrough of the modules that fit your desk, and a straight answer on migration effort.