Catalog
Every registered product, and the documentation behind it.
One entry per product, owned by a named team, with the eight perspectives on it one click away. Search by what you remember — the product name, the domain it belongs to, the team that answers for it, or a tag.
16 registered products
Advisor Workbench
Advisory · v3.1.2The relationship manager’s desk: client context, proposals, suitability checks and what to do next.
- Owner
- Advisory squad
- Lifecycle
- Active
- Documentation
- updated 7 days ago
proposalssuitabilitycrmworkflowOpenAudit Trail
Risk & compliance · v2.0.4Records who did what, to which record, when — and makes the answer producible on request, years later.
- Owner
- Platform services team
- Lifecycle
- Maintained
- Documentation
- updated 47 days ago
immutabilityretentionevidenceregulatoryOpenBilling & Fees
Revenue · v4.0.9Calculates management, transaction and custody fees, applies the agreed conditions, and issues the invoice.
- Owner
- Revenue squad
- Lifecycle
- Active
- Documentation
- updated 19 days ago
pricinginvoicingconditionsaccrualsOpenClient Onboarding
Client lifecycle · v4.2.0Opens a relationship end to end: identification, due diligence, risk classification and the first funded account.
- Owner
- Onboarding squad
- Lifecycle
- Active
- Documentation
- updated 2 days ago
kycdue diligenceworkflowregulatoryOpenClient Portal
Client experience · v8.3.0What the client sees: holdings, documents, messages and the actions they can start themselves.
- Owner
- Digital channels team
- Lifecycle
- Active
- Documentation
- updated 5 days ago
webmobileaccessibilityself-serviceOpenCustody & Settlement
Post-trade · v9.8.2Holds positions, matches and settles trades with counterparties, and reconciles what the custodian says we own.
- Owner
- Post-trade team
- Lifecycle
- Maintained
- Documentation
- updated 34 days ago
settlementreconciliationcorporate actionsswiftOpenDocument Vault
Content · v2.4.6Stores, classifies and retains every client document, and answers who may read which one.
- Owner
- Content services team
- Lifecycle
- Maintained
- Documentation
- updated 61 days ago
storageretentionclassificationentitlementsOpenESG Insights
Investment · v0.4.0Scores portfolios against sustainability criteria and explains the exposure behind each score.
- Owner
- Sustainable investing squad
- Lifecycle
- Incubating
- Documentation
- updated 9 days ago
sustainabilityscoringdisclosureanalyticsOpenLegacy Statements
Reporting · v12.6.11The statement generator being replaced by Portfolio Reporting. Documented because it is still producing documents.
- Owner
- Reporting squad
- Lifecycle
- Sunset
- Documentation
- updated 128 days ago
decommissioningstatementsbatchOpenMarket Data
Data · v5.2.7Ingests, normalises and republishes prices, reference rates and corporate action notices to everything downstream.
- Owner
- Data platform team
- Lifecycle
- Active
- Documentation
- updated 3 days ago
pricesstreamingnormalisationvendorsOpen