Modules
Sixteen modules. One data model.
Each one does a real job in a real practice. None of them requires an export to reach the next.
Grouped the way a practice works.
Set up
Get the firm, its people and its clients onto the system.
Transact
Move money and keep the book true.
Serve
Answer the client before they ask.
Grow
Get paid, and see where the practice is going.
- Computed daily, reconciled against the AMC file, variances flagged.Revenue and commissions
- Overlap, concentration and drawdown — before the client asks.Portfolio analytics
- The maths, in front of the client, saved to their file.Tools and calculators
- Build your own flow on top of ours.APIs and integrations
Underneath
One data model. Every module reads and writes the same book.
Group
A holding structure, a corporate, an office
Family
Related individuals reported together
Client
The person or entity who owns the money
Account
A folio, a demat, a PMS mandate
Questions about the modules.
Do I pay per module?
No. One subscription covers the platform — every module, for every user in the firm. There is no module you can buy that your neighbour cannot, and no upsell hiding behind a locked tab.
Can I turn a module off for some users?
Yes, and most firms do. Visibility follows the role and the position in the hierarchy, so a relationship manager sees their own book, a branch head sees the branch, and the owner sees everything.
Do modules share data, or sync?
Share. There is one set of clients, one set of holdings and one set of transactions, and every module reads and writes those directly. Nothing is copied between modules, so nothing can drift out of step between them.
How do new modules arrive?
As part of the platform, on the same subscription. A new module appears for every firm at once rather than being sold as an upgrade.